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
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-72- 0.45% |
$7.35K - $7.98K
|
16K
$2M
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-74- 0.94% |
$7.56K - $8.21K
|
7.82K
$977K
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-75- 0.08% |
$7.66K - $8.32K
|
94.8K
$11.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-78- 0.63% |
$7.97K - $8.65K
|
12.2K
$1.52M
|
|
|
Jul 31, 2024
Q2 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-79- 3.03% |
$8.07K - $8.76K
|
2.53K
$316K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-81- 16.56% |
$8.27K - $8.98K
|
408
$51K
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-81- 2.73% |
$8.27K - $8.98K
|
2.89K
$360K
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-81- 0.04% |
$8.27K - $8.98K
|
201K
$25.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-83- 2.87% |
$8.48K - $9.2K
|
2.81K
$350K
|
|
|
Jul 08, 2024
Q2 2024
|
Fc Advisory LLC
|
SELL
|
- |
-88- 1.94% |
$8.99K - $9.76K
|
4.45K
$556K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-88- 0.14% |
$8.99K - $9.76K
|
62K
$7.74M
|
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
SELL
|
- |
-89- 0.27% |
$9.09K - $9.87K
|
32.8K
$4.09M
|
|
|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-89- 3.98% |
$9.09K - $9.87K
|
2.15K
$268K
|
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-89- 0.94% |
$9.09K - $9.87K
|
9.36K
$1.17M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-90- 2.94% |
$9.19K - $9.98K
|
2.97K
$371K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-90- 2.41% |
$9.19K - $9.98K
|
3.65K
$456K
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-90- 0.94% |
$9.19K - $9.98K
|
9.53K
$1.19M
|
|
|
Jul 10, 2024
Q2 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-91- 0.26% |
$9.29K - $10.1K
|
34.8K
$4.34M
|
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-91- 0.7% |
$9.29K - $10.1K
|
12.9K
$1.61M
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-91- 10.4% |
$9.29K - $10.1K
|
784
$97.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-91- 4.95% |
$9.29K - $10.1K
|
1.75K
$218K
|
|
|
Jul 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-92- 3.7% |
$9.4K - $10.2K
|
2.39K
$299K
|
|
|
Aug 13, 2024
Q2 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-92- 2.05% |
$9.4K - $10.2K
|
4.39K
$548K
|
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-94- 1.71% |
$9.6K - $10.4K
|
5.4K
$674K
|
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-94- 3.47% |
$9.6K - $10.4K
|
2.61K
$326K
|
|
|
Jul 16, 2024
Q2 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-95- 1.99% |
$9.7K - $10.5K
|
4.67K
$584K
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-96- 1.8% |
$9.8K - $10.6K
|
5.23K
$654K
|
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-97- 0.4% |
$9.91K - $10.8K
|
24.4K
$3.05M
|
|
|
Jul 15, 2024
Q2 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-98- 0.3% |
$10K - $10.9K
|
33K
$4.12M
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-98- 1.7% |
$10K - $10.9K
|
5.68K
$709K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-99- 0.4% |
$10.1K - $11K
|
24.6K
$3.07M
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-100- 2.06% |
$10.2K - $11.1K
|
4.75K
$594K
|
|
|
Jul 24, 2024
Q2 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-100- 0.44% |
$10.2K - $11.1K
|
22.8K
$2.85M
|
|
|
Jul 30, 2024
Q2 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-100- 1.09% |
$10.2K - $11.1K
|
9.09K
$1.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-100- 0.84% |
$10.2K - $11.1K
|
11.8K
$1.47M
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-100- 15.17% |
$10.2K - $11.1K
|
559
$69.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-101- 2.03% |
$10.3K - $11.2K
|
4.87K
$608K
|
|
|
Aug 02, 2024
Q2 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-103- 1.36% |
$10.5K - $11.4K
|
7.47K
$933K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-105- 1.27% |
$10.7K - $11.6K
|
8.15K
$1.02M
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-106- 2.41% |
$10.8K - $11.8K
|
4.29K
$535K
|
|
|
Aug 08, 2024
Q2 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-106- 2.35% |
$10.8K - $11.8K
|
4.4K
$550K
|
|
|
Jul 16, 2024
Q2 2024
|
Farmers Trust CO
|
SELL
|
- |
-107- 0.31% |
$10.9K - $11.9K
|
33.9K
$4.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-108- 9.79% |
$11K - $12K
|
995
$124K
|
|
|
Aug 14, 2024
Q2 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-108- 0.62% |
$11K - $12K
|
17.2K
$2.15M
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-109- 2.11% |
$11.1K - $12.1K
|
5.05K
$631K
|
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-110- 3.91% |
$11.2K - $12.2K
|
2.7K
$337K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-110- 3.25% |
$11.2K - $12.2K
|
3.27K
$408K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-115- 4.24% |
$11.7K - $12.8K
|
2.6K
$324K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-115- 2.64% |
$11.7K - $12.8K
|
4.24K
$530K
|
|
|
Aug 08, 2024
Q2 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-115- 0.26% |
$11.7K - $12.8K
|
44.4K
$5.54M
|