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 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
35+ 2.76% |
$3.57K - $3.88K
|
1.3K
$153K
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
BUY
|
- |
34+ 0.69% |
$3.47K - $3.77K
|
4.97K
$585K
|
|
|
Aug 01, 2024
Q2 2024
|
Affiance Financial, LLC
|
BUY
|
- |
33+ 0.09% |
$3.37K - $3.66K
|
38.2K
$4.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
33New |
$3.37K - $3.66K
|
33
$3.89K
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
32+ 1.52% |
$3.27K - $3.55K
|
2.13K
$251K
|
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
BUY
|
- |
31+ 1.54% |
$3.17K - $3.44K
|
2.05K
$241K
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
31+ 3.49% |
$3.17K - $3.44K
|
920
$108K
|
|
|
Jul 22, 2024
Q2 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
30+ 0.13% |
$3.06K - $3.33K
|
22.9K
$2.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
30+ 0.77% |
$3.06K - $3.33K
|
3.91K
$460K
|
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
30+ 1.06% |
$3.06K - $3.33K
|
2.85K
$336K
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
29+ 0.19% |
$2.96K - $3.22K
|
15.6K
$1.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
29+ 1.87% |
$2.96K - $3.22K
|
1.58K
$186K
|
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
BUY
|
- |
28+ 0.15% |
$2.86K - $3.1K
|
18.1K
$2.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
28+ 0.94% |
$2.86K - $3.1K
|
3.02K
$355K
|
|
|
Jul 10, 2024
Q2 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
27+ 0.31% |
$2.76K - $2.99K
|
8.8K
$1.04M
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
27+ 51.92% |
$2.76K - $2.99K
|
79
$9.31K
|
|
|
Jul 24, 2024
Q2 2024
|
Sather Financial Group Inc
|
BUY
|
- |
27+ 0.4% |
$2.76K - $2.99K
|
6.7K
$789K
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
27+ 0.67% |
$2.76K - $2.99K
|
4.08K
$480K
|
|
|
Aug 13, 2024
Q2 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
27+ 0.15% |
$2.76K - $2.99K
|
18.2K
$2.14M
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
26+ 0.72% |
$2.66K - $2.88K
|
3.62K
$427K
|
|
|
Jul 15, 2024
Q2 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
25+ 0.34% |
$2.55K - $2.77K
|
7.39K
$871K
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
25+ 0.26% |
$2.55K - $2.77K
|
9.82K
$1.16M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
24+ 0.51% |
$2.45K - $2.66K
|
4.76K
$561K
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
23+ 2.73% |
$2.35K - $2.55K
|
866
$102K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
23+ 7.3% |
$2.35K - $2.55K
|
338
$39.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
23+ 0.46% |
$2.35K - $2.55K
|
5.04K
$593K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
23+ 0.13% |
$2.35K - $2.55K
|
17.2K
$2.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
23+ 2.5% |
$2.35K - $2.55K
|
944
$111K
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
21+ 0.62% |
$2.14K - $2.33K
|
3.41K
$402K
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
21+ 0.39% |
$2.14K - $2.33K
|
5.41K
$637K
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
20+ 0.37% |
$2.04K - $2.22K
|
5.49K
$646K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
19+ 0.26% |
$1.94K - $2.11K
|
7.3K
$860K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
19+ 0.11% |
$1.94K - $2.11K
|
16.6K
$1.96M
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
BUY
|
- |
18+ 1.06% |
$1.84K - $2K
|
1.71K
$202K
|
|
|
Jul 15, 2024
Q2 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
18+ 0.35% |
$1.84K - $2K
|
5.23K
$615K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
18+ 1.08% |
$1.84K - $2K
|
1.69K
$199K
|
|
|
Jul 19, 2024
Q2 2024
|
Ade, LLC
|
BUY
|
- |
18+ 0.2% |
$1.84K - $2K
|
9.1K
$1.07M
|
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
18+ 0.63% |
$1.84K - $2K
|
2.87K
$338K
|
|
|
Jul 31, 2024
Q2 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
16+ 0.02% |
$1.63K - $1.77K
|
105K
$12.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
BUY
|
- |
15+ 0.35% |
$1.53K - $1.66K
|
4.31K
$507K
|
|
|
Aug 13, 2024
Q2 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
14+ 4.23% |
$1.43K - $1.55K
|
345
$40.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
13+ 0.19% |
$1.33K - $1.44K
|
6.76K
$796K
|
|
|
Jul 29, 2024
Q2 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
13+ 11.71% |
$1.33K - $1.44K
|
124
$14.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
13+ 0.24% |
$1.33K - $1.44K
|
5.44K
$640K
|
|
|
Aug 12, 2024
Q2 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
13+ 19.4% |
$1.33K - $1.44K
|
80
$9.42K
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
BUY
|
- |
12+ 0.3% |
$1.23K - $1.33K
|
4.02K
$474K
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
12+ 0.38% |
$1.23K - $1.33K
|
3.14K
$369K
|
|
|
Jul 31, 2024
Q2 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
12+ 0.14% |
$1.23K - $1.33K
|
8.32K
$980K
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
12+ 0.16% |
$1.23K - $1.33K
|
7.6K
$896K
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
11+ 0.57% |
$1.12K - $1.22K
|
1.93K
$228K
|