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 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 0.01% |
$102 - $111
|
7.58K
$805K
|
|
|
Aug 06, 2024
Q2 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
1+ 0.01% |
$102 - $111
|
16.1K
$1.71M
|
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1+ 0.02% |
$102 - $111
|
4.11K
$436K
|
|
|
Aug 14, 2024
Q2 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
1+ 1.03% |
$102 - $111
|
98
$10.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
1+ 0.01% |
$102 - $111
|
7.09K
$753K
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 0.57% |
$102 - $111
|
175
$18.6K
|
|
|
Feb 26, 2025
Q2 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
1+ 0.03% |
$102 - $111
|
3.05K
$323K
|
|
|
Jul 12, 2024
Q2 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-1- 0.02% |
$102 - $111
|
5.04K
$535K
|
|
|
Aug 13, 2024
Q2 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-1- 0.03% |
$102 - $111
|
3.26K
$346K
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2- 0.04% |
$204 - $222
|
4.95K
$525K
|
|
|
Aug 07, 2024
Q2 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-2- 0.11% |
$204 - $222
|
1.88K
$200K
|
|
|
Aug 07, 2024
Q2 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-2- 0.07% |
$204 - $222
|
2.79K
$296K
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
SELL
|
- |
-3- 0.16% |
$306 - $333
|
1.82K
$193K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-3- 0.07% |
$306 - $333
|
4.3K
$457K
|
|
|
Aug 12, 2024
Q2 2024
|
Smart Money Group LLC
|
SELL
|
- |
-3- 0.07% |
$306 - $333
|
4.47K
$474K
|
|
|
Aug 14, 2024
Q2 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-3- 0.07% |
$306 - $333
|
4.03K
$428K
|
|
|
Jan 28, 2025
Q2 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-4- 0.04% |
$409 - $444
|
9.63K
$1.02M
|
|
|
Jul 09, 2024
Q2 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-5- 0.07% |
$511 - $554
|
6.76K
$717K
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
SELL
|
- |
-5- 0.03% |
$511 - $554
|
17.5K
$1.86M
|
|
|
Aug 09, 2024
Q2 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-5- 0.23% |
$511 - $554
|
2.16K
$230K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-6- 0.13% |
$613 - $665
|
4.58K
$486K
|
|
|
Aug 13, 2024
Q2 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-6- 0.06% |
$613 - $665
|
9.48K
$1.01M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-7- 0.07% |
$715 - $776
|
9.62K
$1.02M
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
SELL
|
- |
-9- 0.4% |
$919 - $998
|
2.24K
$237K
|
|
|
Jul 22, 2024
Q2 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-10- 0.15% |
$1.02K - $1.11K
|
6.81K
$723K
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-10- 0.21% |
$1.02K - $1.11K
|
4.81K
$510K
|
|
|
Jul 31, 2024
Q2 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-10- 0.1% |
$1.02K - $1.11K
|
10.3K
$1.09M
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-11- 0.05% |
$1.12K - $1.22K
|
22.9K
$2.43M
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-12- 0.18% |
$1.23K - $1.33K
|
6.8K
$722K
|
|
|
Aug 12, 2024
Q2 2024
|
Urban Financial Advisory Corp
Chicago, IL |
SELL
|
- |
-12- 0.03% |
$1.23K - $1.33K
|
35.7K
$3.79M
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-12- 11.21% |
$1.23K - $1.33K
|
95
$10.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-13- 0.01% |
$1.33K - $1.44K
|
94.1K
$9.98M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-15- 0.75% |
$1.53K - $1.66K
|
2K
$212K
|
|
|
Aug 07, 2024
Q2 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-15- 0.35% |
$1.53K - $1.66K
|
4.32K
$458K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-16- 0.79% |
$1.63K - $1.77K
|
2K
$212K
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
SELL
|
- |
-17- 0.26% |
$1.74K - $1.88K
|
6.49K
$689K
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-17- 0.41% |
$1.74K - $1.88K
|
4.09K
$434K
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-17- 1.75% |
$1.74K - $1.88K
|
953
$101K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-17- 0.05% |
$1.74K - $1.88K
|
35.7K
$3.79M
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
SELL
|
- |
-18- 0.47% |
$1.84K - $2K
|
3.82K
$405K
|
|
|
Aug 14, 2024
Q2 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-18- 0.51% |
$1.84K - $2K
|
3.48K
$370K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-19- 0.37% |
$1.94K - $2.11K
|
5.06K
$537K
|
|
|
Jul 23, 2024
Q2 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-20- 0.02% |
$2.04K - $2.22K
|
116K
$12.4M
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
SELL
|
- |
-20- 12.9% |
$2.04K - $2.22K
|
135
$14.3K
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-20- 1.73% |
$2.04K - $2.22K
|
1.14K
$121K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-21- 2.9% |
$2.14K - $2.33K
|
704
$74.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-22- 27.5% |
$2.25K - $2.44K
|
58
$6.16K
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-22- 0.06% |
$2.25K - $2.44K
|
39.4K
$4.19M
|
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-23- 0.34% |
$2.35K - $2.55K
|
6.71K
$713K
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-25- 0.15% |
$2.55K - $2.77K
|
17K
$1.8M
|