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 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-60- 0.15% |
$6.13K - $6.65K
|
40.6K
$4.31M
|
|
|
Jul 15, 2024
Q2 2024
|
Flc Capital Advisors
|
SELL
|
- |
-61- 0.58% |
$6.23K - $6.76K
|
10.5K
$1.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-61- 1.03% |
$6.23K - $6.76K
|
5.88K
$624K
|
|
|
Aug 09, 2024
Q2 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-62- 0.23% |
$6.33K - $6.87K
|
27.4K
$2.91M
|
|
|
Sep 18, 2024
Q2 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-62- 0.67% |
$6.33K - $6.87K
|
9.24K
$981K
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-63- 1.26% |
$6.43K - $6.99K
|
4.92K
$522K
|
|
|
Jul 31, 2024
Q2 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-63- 1.02% |
$6.43K - $6.99K
|
6.1K
$648K
|
|
|
Aug 06, 2024
Q2 2024
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-63- 0.54% |
$6.43K - $6.99K
|
11.6K
$1.23M
|
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-65- 2.72% |
$6.64K - $7.21K
|
2.32K
$247K
|
|
|
Jul 12, 2024
Q2 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-66- 1.46% |
$6.74K - $7.32K
|
4.44K
$472K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-66- 11.02% |
$6.74K - $7.32K
|
533
$56.6K
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-67- 12.36% |
$6.84K - $7.43K
|
475
$50.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-67- 1.41% |
$6.84K - $7.43K
|
4.68K
$497K
|
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-68- 1.31% |
$6.94K - $7.54K
|
5.13K
$544K
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-69- 0.37% |
$7.05K - $7.65K
|
18.6K
$1.97M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-69- 1.15% |
$7.05K - $7.65K
|
5.93K
$630K
|
|
|
Aug 15, 2024
Q2 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-69- 0.06% |
$7.05K - $7.65K
|
110K
$11.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-70- 1.38% |
$7.15K - $7.76K
|
5K
$531K
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-70- 7.61% |
$7.15K - $7.76K
|
850
$90.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
SELL
|
- |
-70- 0.19% |
$7.15K - $7.76K
|
37.1K
$3.94M
|
|
|
Aug 08, 2024
Q2 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-70- 0.66% |
$7.15K - $7.76K
|
10.5K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-72- 6.74% |
$7.35K - $7.98K
|
997
$106K
|
|
|
Aug 14, 2024
Q2 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-72- 0.45% |
$7.35K - $7.98K
|
16K
$1.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-74- 0.94% |
$7.56K - $8.21K
|
7.82K
$830K
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-75- 0.08% |
$7.66K - $8.32K
|
94.8K
$10.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-78- 0.63% |
$7.97K - $8.65K
|
12.2K
$1.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-79- 3.03% |
$8.07K - $8.76K
|
2.53K
$269K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-81- 16.56% |
$8.27K - $8.98K
|
408
$43.3K
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-81- 2.73% |
$8.27K - $8.98K
|
2.89K
$306K
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-81- 0.04% |
$8.27K - $8.98K
|
201K
$21.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-83- 2.87% |
$8.48K - $9.2K
|
2.81K
$298K
|
|
|
Jul 08, 2024
Q2 2024
|
Fc Advisory LLC
|
SELL
|
- |
-88- 1.94% |
$8.99K - $9.76K
|
4.45K
$472K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-88- 0.14% |
$8.99K - $9.76K
|
62K
$6.58M
|
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
SELL
|
- |
-89- 0.27% |
$9.09K - $9.87K
|
32.8K
$3.48M
|
|
|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-89- 3.98% |
$9.09K - $9.87K
|
2.15K
$228K
|
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-89- 0.94% |
$9.09K - $9.87K
|
9.36K
$993K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-90- 2.94% |
$9.19K - $9.98K
|
2.97K
$315K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-90- 2.41% |
$9.19K - $9.98K
|
3.65K
$387K
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-90- 0.94% |
$9.19K - $9.98K
|
9.53K
$1.01M
|
|
|
Jul 10, 2024
Q2 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-91- 0.26% |
$9.29K - $10.1K
|
34.8K
$3.69M
|
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-91- 0.7% |
$9.29K - $10.1K
|
12.9K
$1.37M
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-91- 10.4% |
$9.29K - $10.1K
|
784
$83.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-91- 4.95% |
$9.29K - $10.1K
|
1.75K
$186K
|
|
|
Jul 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-92- 3.7% |
$9.4K - $10.2K
|
2.39K
$254K
|
|
|
Aug 13, 2024
Q2 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-92- 2.05% |
$9.4K - $10.2K
|
4.39K
$466K
|
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-94- 1.71% |
$9.6K - $10.4K
|
5.4K
$573K
|
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-94- 3.47% |
$9.6K - $10.4K
|
2.61K
$277K
|
|
|
Jul 16, 2024
Q2 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-95- 1.99% |
$9.7K - $10.5K
|
4.67K
$496K
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-96- 1.8% |
$9.8K - $10.6K
|
5.23K
$555K
|
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-97- 0.4% |
$9.91K - $10.8K
|
24.4K
$2.59M
|