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 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-45- 2.17% |
$4.6K - $4.99K
|
2.03K
$253K
|
|
|
Jul 17, 2024
Q2 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-46- 1.94% |
$4.7K - $5.1K
|
2.33K
$291K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-46- 1.53% |
$4.7K - $5.1K
|
2.96K
$369K
|
|
|
Jul 17, 2024
Q2 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-47- 0.26% |
$4.8K - $5.21K
|
18.3K
$2.29M
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-47- 0.56% |
$4.8K - $5.21K
|
8.37K
$1.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-47- 1.19% |
$4.8K - $5.21K
|
3.9K
$487K
|
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-50- 0.44% |
$5.11K - $5.54K
|
11.3K
$1.41M
|
|
|
Jul 25, 2024
Q2 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-50- 0.07% |
$5.11K - $5.54K
|
69.7K
$8.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-50- 0.59% |
$5.11K - $5.54K
|
8.39K
$1.05M
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-52- 0.81% |
$5.31K - $5.77K
|
6.4K
$799K
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-53- 0.7% |
$5.41K - $5.88K
|
7.53K
$940K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-53- 1.96% |
$5.41K - $5.88K
|
2.65K
$331K
|
|
|
Jul 17, 2024
Q2 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-54- 0.39% |
$5.52K - $5.99K
|
13.7K
$1.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-54- 0.53% |
$5.52K - $5.99K
|
10.1K
$1.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-54- 0.05% |
$5.52K - $5.99K
|
109K
$13.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Hardy Reed LLC
|
SELL
|
- |
-55- 0.04% |
$5.62K - $6.1K
|
132K
$16.5M
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-55- 0.88% |
$5.62K - $6.1K
|
6.2K
$775K
|
|
|
Aug 02, 2024
Q2 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-56- 0.17% |
$5.72K - $6.21K
|
33.8K
$4.22M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-56- 0.09% |
$5.72K - $6.21K
|
62.6K
$7.82M
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-56- 0.16% |
$5.72K - $6.21K
|
34.9K
$4.36M
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-57- 2.89% |
$5.82K - $6.32K
|
1.92K
$240K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-57- 98.28% |
$5.82K - $6.32K
|
1
$125
|
|
|
Aug 13, 2024
Q2 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-57- 2.56% |
$5.82K - $6.32K
|
2.17K
$271K
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-58- 1.98% |
$5.92K - $6.43K
|
2.87K
$358K
|
|
|
Jul 23, 2024
Q2 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-58- 1.34% |
$5.92K - $6.43K
|
4.26K
$532K
|
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-58- 2.62% |
$5.92K - $6.43K
|
2.15K
$269K
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-58- 0.43% |
$5.92K - $6.43K
|
13.5K
$1.69M
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-59- 0.61% |
$6.03K - $6.54K
|
9.65K
$1.21M
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-60- 0.15% |
$6.13K - $6.65K
|
40.6K
$5.07M
|
|
|
Jul 15, 2024
Q2 2024
|
Flc Capital Advisors
|
SELL
|
- |
-61- 0.58% |
$6.23K - $6.76K
|
10.5K
$1.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-61- 1.03% |
$6.23K - $6.76K
|
5.88K
$734K
|
|
|
Aug 09, 2024
Q2 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-62- 0.23% |
$6.33K - $6.87K
|
27.4K
$3.42M
|
|
|
Sep 18, 2024
Q2 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-62- 0.67% |
$6.33K - $6.87K
|
9.24K
$1.15M
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-63- 1.26% |
$6.43K - $6.99K
|
4.92K
$614K
|
|
|
Jul 31, 2024
Q2 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-63- 1.02% |
$6.43K - $6.99K
|
6.1K
$762K
|
|
|
Aug 06, 2024
Q2 2024
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-63- 0.54% |
$6.43K - $6.99K
|
11.6K
$1.45M
|
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-65- 2.72% |
$6.64K - $7.21K
|
2.32K
$290K
|
|
|
Jul 12, 2024
Q2 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-66- 1.46% |
$6.74K - $7.32K
|
4.44K
$555K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-66- 11.02% |
$6.74K - $7.32K
|
533
$66.6K
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-67- 12.36% |
$6.84K - $7.43K
|
475
$59.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-67- 1.41% |
$6.84K - $7.43K
|
4.68K
$585K
|
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-68- 1.31% |
$6.94K - $7.54K
|
5.13K
$640K
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-69- 0.37% |
$7.05K - $7.65K
|
18.6K
$2.32M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-69- 1.15% |
$7.05K - $7.65K
|
5.93K
$741K
|
|
|
Aug 15, 2024
Q2 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-69- 0.06% |
$7.05K - $7.65K
|
110K
$13.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-70- 1.38% |
$7.15K - $7.76K
|
5K
$624K
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-70- 7.61% |
$7.15K - $7.76K
|
850
$106K
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
SELL
|
- |
-70- 0.19% |
$7.15K - $7.76K
|
37.1K
$4.63M
|
|
|
Aug 08, 2024
Q2 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-70- 0.66% |
$7.15K - $7.76K
|
10.5K
$1.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-72- 6.74% |
$7.35K - $7.98K
|
997
$125K
|