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 09, 2024
Q2 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-5- 0.23% |
$511 - $554
|
2.16K
$273K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-6- 0.13% |
$613 - $665
|
4.58K
$578K
|
|
|
Aug 13, 2024
Q2 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-6- 0.06% |
$613 - $665
|
9.48K
$1.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-7- 0.07% |
$715 - $776
|
9.62K
$1.21M
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
SELL
|
- |
-9- 0.4% |
$919 - $998
|
2.24K
$282K
|
|
|
Jul 22, 2024
Q2 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-10- 0.15% |
$1.02K - $1.11K
|
6.81K
$860K
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-10- 0.21% |
$1.02K - $1.11K
|
4.81K
$607K
|
|
|
Jul 31, 2024
Q2 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-10- 0.1% |
$1.02K - $1.11K
|
10.3K
$1.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-11- 0.05% |
$1.12K - $1.22K
|
22.9K
$2.89M
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-12- 0.18% |
$1.23K - $1.33K
|
6.8K
$859K
|
|
|
Aug 12, 2024
Q2 2024
|
Urban Financial Advisory Corp
Chicago, IL |
SELL
|
- |
-12- 0.03% |
$1.23K - $1.33K
|
35.7K
$4.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-12- 11.21% |
$1.23K - $1.33K
|
95
$12K
|
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-13- 0.01% |
$1.33K - $1.44K
|
94.1K
$11.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-15- 0.75% |
$1.53K - $1.66K
|
2K
$252K
|
|
|
Aug 07, 2024
Q2 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-15- 0.35% |
$1.53K - $1.66K
|
4.32K
$545K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-16- 0.79% |
$1.63K - $1.77K
|
2K
$252K
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
SELL
|
- |
-17- 0.26% |
$1.74K - $1.88K
|
6.49K
$820K
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-17- 0.41% |
$1.74K - $1.88K
|
4.09K
$516K
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-17- 1.75% |
$1.74K - $1.88K
|
953
$120K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-17- 0.05% |
$1.74K - $1.88K
|
35.7K
$4.51M
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
SELL
|
- |
-18- 0.47% |
$1.84K - $2K
|
3.82K
$482K
|
|
|
Aug 14, 2024
Q2 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-18- 0.51% |
$1.84K - $2K
|
3.48K
$440K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-19- 0.37% |
$1.94K - $2.11K
|
5.06K
$639K
|
|
|
Jul 23, 2024
Q2 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-20- 0.02% |
$2.04K - $2.22K
|
116K
$14.7M
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
SELL
|
- |
-20- 12.9% |
$2.04K - $2.22K
|
135
$17K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-21- 2.9% |
$2.14K - $2.33K
|
704
$88.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-22- 27.5% |
$2.25K - $2.44K
|
58
$7.32K
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-22- 0.06% |
$2.25K - $2.44K
|
39.4K
$4.98M
|
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-23- 0.34% |
$2.35K - $2.55K
|
6.71K
$848K
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-25- 0.15% |
$2.55K - $2.77K
|
17K
$2.15M
|
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-25- 1.01% |
$2.55K - $2.77K
|
2.45K
$309K
|
|
|
Jul 11, 2024
Q2 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-26- 0.91% |
$2.66K - $2.88K
|
2.85K
$359K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-26- 0.07% |
$2.66K - $2.88K
|
37.2K
$4.69M
|
|
|
Aug 07, 2024
Q2 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-26- 0.69% |
$2.66K - $2.88K
|
3.76K
$475K
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
SELL
|
- |
-28- 1.01% |
$2.86K - $3.1K
|
2.73K
$345K
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-30- 0.31% |
$3.06K - $3.33K
|
9.74K
$1.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-30- 0.48% |
$3.06K - $3.33K
|
6.19K
$782K
|
|
|
Aug 01, 2024
Q2 2024
|
Ddd Partners, LLC
|
SELL
|
- |
-31- 1.04% |
$3.17K - $3.44K
|
2.96K
$374K
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-31- 0.76% |
$3.17K - $3.44K
|
4.04K
$510K
|
|
|
Aug 13, 2024
Q2 2024
|
Heron Bay Capital Management
|
SELL
|
- |
-32- 0.04% |
$3.27K - $3.55K
|
86.8K
$11M
|
|
|
Jul 30, 2024
Q2 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-34- 0.13% |
$3.47K - $3.77K
|
25.4K
$3.2M
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-35- 0.17% |
$3.57K - $3.88K
|
21K
$2.66M
|
|
|
Jul 25, 2024
Q2 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-36- 1.36% |
$3.68K - $3.99K
|
2.62K
$331K
|
|
|
Jul 31, 2024
Q2 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-37- 0.06% |
$3.78K - $4.1K
|
64.3K
$8.12M
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-37- 0.95% |
$3.78K - $4.1K
|
3.87K
$489K
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-39- 30.0% |
$3.98K - $4.32K
|
91
$11.5K
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-39- 0.21% |
$3.98K - $4.32K
|
18.4K
$2.32M
|
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-40- 0.75% |
$4.09K - $4.44K
|
5.28K
$666K
|
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-41- 1.63% |
$4.19K - $4.55K
|
2.48K
$313K
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-42- 0.67% |
$4.29K - $4.66K
|
6.26K
$790K
|