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 |
|---|---|---|---|---|---|---|---|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
23+ 2.73% |
$2.35K - $2.55K
|
866
$109K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
23+ 7.3% |
$2.35K - $2.55K
|
338
$42.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
23+ 0.46% |
$2.35K - $2.55K
|
5.04K
$636K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
23+ 0.13% |
$2.35K - $2.55K
|
17.2K
$2.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
23+ 2.5% |
$2.35K - $2.55K
|
944
$119K
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
21+ 0.62% |
$2.14K - $2.33K
|
3.41K
$431K
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
21+ 0.39% |
$2.14K - $2.33K
|
5.41K
$683K
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
20+ 0.37% |
$2.04K - $2.22K
|
5.49K
$693K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
19+ 0.26% |
$1.94K - $2.11K
|
7.3K
$922K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
19+ 0.11% |
$1.94K - $2.11K
|
16.6K
$2.1M
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
BUY
|
- |
18+ 1.06% |
$1.84K - $2K
|
1.71K
$216K
|
|
|
Jul 15, 2024
Q2 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
18+ 0.35% |
$1.84K - $2K
|
5.23K
$660K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
18+ 1.08% |
$1.84K - $2K
|
1.69K
$213K
|
|
|
Jul 19, 2024
Q2 2024
|
Ade, LLC
|
BUY
|
- |
18+ 0.2% |
$1.84K - $2K
|
9.1K
$1.15M
|
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
18+ 0.63% |
$1.84K - $2K
|
2.87K
$362K
|
|
|
Jul 31, 2024
Q2 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
16+ 0.02% |
$1.63K - $1.77K
|
105K
$13.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
BUY
|
- |
15+ 0.35% |
$1.53K - $1.66K
|
4.31K
$544K
|
|
|
Aug 13, 2024
Q2 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
14+ 4.23% |
$1.43K - $1.55K
|
345
$43.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
13+ 0.19% |
$1.33K - $1.44K
|
6.76K
$854K
|
|
|
Jul 29, 2024
Q2 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
13+ 11.71% |
$1.33K - $1.44K
|
124
$15.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
13+ 0.24% |
$1.33K - $1.44K
|
5.44K
$687K
|
|
|
Aug 12, 2024
Q2 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
13+ 19.4% |
$1.33K - $1.44K
|
80
$10.1K
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
BUY
|
- |
12+ 0.3% |
$1.23K - $1.33K
|
4.02K
$508K
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
12+ 0.38% |
$1.23K - $1.33K
|
3.14K
$396K
|
|
|
Jul 31, 2024
Q2 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
12+ 0.14% |
$1.23K - $1.33K
|
8.32K
$1.05M
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
12+ 0.16% |
$1.23K - $1.33K
|
7.6K
$960K
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
11+ 0.57% |
$1.12K - $1.22K
|
1.93K
$244K
|
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
10+ 0.05% |
$1.02K - $1.11K
|
21K
$2.65M
|
|
|
Jul 22, 2024
Q2 2024
|
Gfg Capital, LLC
|
BUY
|
- |
10+ 0.4% |
$1.02K - $1.11K
|
2.51K
$316K
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
10+ 0.33% |
$1.02K - $1.11K
|
3.01K
$380K
|
|
|
Aug 12, 2024
Q2 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
10+ 0.34% |
$1.02K - $1.11K
|
2.93K
$369K
|
|
|
Aug 05, 2024
Q2 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
9New |
$919 - $998
|
9
$1.14K
|
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
BUY
|
- |
9+ 0.05% |
$919 - $998
|
19.6K
$2.47M
|
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
BUY
|
- |
9+ 0.14% |
$919 - $998
|
6.35K
$801K
|
|
|
Aug 12, 2024
Q2 2024
|
Garner Asset Management Corp
|
BUY
|
- |
9+ 0.21% |
$919 - $998
|
4.27K
$540K
|
|
|
Aug 14, 2024
Q2 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
9+ 0.36% |
$919 - $998
|
2.5K
$316K
|
|
|
Sep 09, 2024
Q2 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
9+ 0.16% |
$919 - $998
|
5.67K
$716K
|
|
|
Jul 17, 2024
Q2 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
8+ 0.39% |
$817 - $887
|
2.04K
$257K
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
8+ 0.13% |
$817 - $887
|
5.95K
$751K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
8+ 4.08% |
$817 - $887
|
204
$25.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
8+ 0.13% |
$817 - $887
|
6.13K
$774K
|
|
|
Aug 09, 2024
Q2 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
8+ 0.21% |
$817 - $887
|
3.88K
$490K
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
8+ 0.03% |
$817 - $887
|
28.6K
$3.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
8+ 0.34% |
$817 - $887
|
2.35K
$297K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7+ 0.01% |
$715 - $776
|
108K
$13.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
7New |
$715 - $776
|
7
$884
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7+ 0.23% |
$715 - $776
|
3.05K
$386K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
7+ 3.18% |
$715 - $776
|
227
$28.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
6+ 0.32% |
$613 - $665
|
1.89K
$238K
|
|
|
Jul 17, 2024
Q2 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
6+ 14.29% |
$613 - $665
|
48
$6.06K
|