Purchases and Sales Made in Q2 2024 in Ishares Core S&P Sm Cap ETF (IJR)
This table provides information about the institutional ownership of Ishares Core S&P Sm Cap ETF (IJR) during Q2 2024. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P SM CAP ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
50+ 1.91% |
$5.11K - $5.54K
|
2.66K
$333K
|
|
|
Jul 30, 2024
Q2 2024
|
Wp Advisors, LLC
|
BUY
|
- |
49+ 0.37% |
$5K - $5.43K
|
13.4K
$1.67M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
49+ 0.2% |
$5K - $5.43K
|
24.1K
$3.01M
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
48+ 0.19% |
$4.9K - $5.32K
|
26K
$3.24M
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
47+ 0.02% |
$4.8K - $5.21K
|
247K
$30.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
47+ 0.11% |
$4.8K - $5.21K
|
42K
$5.25M
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
46+ 3.56% |
$4.7K - $5.1K
|
1.34K
$167K
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
46+ 10.77% |
$4.7K - $5.1K
|
473
$59.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
46+ 0.24% |
$4.7K - $5.1K
|
19K
$2.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
46+ 0.26% |
$4.7K - $5.1K
|
17.5K
$2.19M
|
|
|
Jul 11, 2024
Q2 2024
|
Amarillo National Bank
|
BUY
|
- |
45+ 2.17% |
$4.6K - $4.99K
|
2.12K
$265K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
45+ 4.21% |
$4.6K - $4.99K
|
1.11K
$139K
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
45+ 4.5% |
$4.6K - $4.99K
|
1.05K
$131K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
43+ 32.33% |
$4.39K - $4.77K
|
176
$22K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
43+ 1.32% |
$4.39K - $4.77K
|
3.3K
$412K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
43+ 35.83% |
$4.39K - $4.77K
|
163
$20.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
42+ 0.4% |
$4.29K - $4.66K
|
10.6K
$1.32M
|
|
|
Aug 06, 2024
Q2 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
42+ 1.3% |
$4.29K - $4.66K
|
3.27K
$409K
|
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
42+ 0.15% |
$4.29K - $4.66K
|
27.5K
$3.44M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
42+ 7.04% |
$4.29K - $4.66K
|
639
$79.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
41+ 0.11% |
$4.19K - $4.55K
|
37.9K
$4.73M
|
|
|
Aug 07, 2024
Q2 2024
|
Lansing Street Advisors
|
BUY
|
- |
40+ 0.36% |
$4.09K - $4.44K
|
11.3K
$1.41M
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
39+ 2.91% |
$3.98K - $4.32K
|
1.38K
$172K
|
|
|
Aug 14, 2024
Q2 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
39+ 0.7% |
$3.98K - $4.32K
|
5.61K
$701K
|
|
|
Jul 26, 2024
Q2 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
38+ 1.91% |
$3.88K - $4.21K
|
2.03K
$253K
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
36+ 1.58% |
$3.68K - $3.99K
|
2.32K
$289K
|
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
35+ 2.76% |
$3.57K - $3.88K
|
1.3K
$163K
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
BUY
|
- |
34+ 0.69% |
$3.47K - $3.77K
|
4.97K
$621K
|
|
|
Aug 01, 2024
Q2 2024
|
Affiance Financial, LLC
|
BUY
|
- |
33+ 0.09% |
$3.37K - $3.66K
|
38.2K
$4.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
33New |
$3.37K - $3.66K
|
33
$4.12K
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
32+ 1.52% |
$3.27K - $3.55K
|
2.13K
$266K
|
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
BUY
|
- |
31+ 1.54% |
$3.17K - $3.44K
|
2.05K
$256K
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
31+ 3.49% |
$3.17K - $3.44K
|
920
$115K
|
|
|
Jul 22, 2024
Q2 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
30+ 0.13% |
$3.06K - $3.33K
|
22.9K
$2.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
30+ 0.77% |
$3.06K - $3.33K
|
3.91K
$488K
|
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
30+ 1.06% |
$3.06K - $3.33K
|
2.85K
$356K
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
29+ 0.19% |
$2.96K - $3.22K
|
15.6K
$1.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
29+ 1.87% |
$2.96K - $3.22K
|
1.58K
$198K
|
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
BUY
|
- |
28+ 0.15% |
$2.86K - $3.1K
|
18.1K
$2.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
28+ 0.94% |
$2.86K - $3.1K
|
3.02K
$377K
|
|
|
Jul 10, 2024
Q2 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
27+ 0.31% |
$2.76K - $2.99K
|
8.8K
$1.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
27+ 51.92% |
$2.76K - $2.99K
|
79
$9.87K
|
|
|
Jul 24, 2024
Q2 2024
|
Sather Financial Group Inc
|
BUY
|
- |
27+ 0.4% |
$2.76K - $2.99K
|
6.7K
$836K
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
27+ 0.67% |
$2.76K - $2.99K
|
4.08K
$509K
|
|
|
Aug 13, 2024
Q2 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
27+ 0.15% |
$2.76K - $2.99K
|
18.2K
$2.27M
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
26+ 0.72% |
$2.66K - $2.88K
|
3.62K
$453K
|
|
|
Jul 15, 2024
Q2 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
25+ 0.34% |
$2.55K - $2.77K
|
7.39K
$923K
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
25+ 0.26% |
$2.55K - $2.77K
|
9.82K
$1.23M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
24+ 0.51% |
$2.45K - $2.66K
|
4.76K
$595K
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
23+ 2.73% |
$2.35K - $2.55K
|
866
$108K
|