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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-116- 1.44% |
$11.8K - $12.9K
|
7.95K
$993K
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-116- 2.91% |
$11.8K - $12.9K
|
3.87K
$484K
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-118- 3.89% |
$12.1K - $13.1K
|
2.92K
$364K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-118- 1.64% |
$12.1K - $13.1K
|
7.07K
$883K
|
|
|
Jul 25, 2024
Q2 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-119- 1.2% |
$12.2K - $13.2K
|
9.84K
$1.23M
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-120- 88.24% |
$12.3K - $13.3K
|
16
$2K
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-120- 1.01% |
$12.3K - $13.3K
|
11.7K
$1.46M
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-120- 2.29% |
$12.3K - $13.3K
|
5.12K
$640K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-120- 1.68% |
$12.3K - $13.3K
|
7K
$875K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-121- 1.61% |
$12.4K - $13.4K
|
7.38K
$922K
|
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-122- 1.93% |
$12.5K - $13.5K
|
6.18K
$772K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-123- 23.93% |
$12.6K - $13.6K
|
391
$48.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-125- 0.46% |
$12.8K - $13.9K
|
27.2K
$3.39M
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-125- 4.07% |
$12.8K - $13.9K
|
2.95K
$368K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-128- 74.42% |
$13.1K - $14.2K
|
44
$5.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-129- 0.72% |
$13.2K - $14.3K
|
17.7K
$2.21M
|
|
|
Aug 01, 2024
Q2 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-129- 3.82% |
$13.2K - $14.3K
|
3.24K
$405K
|
|
|
Jul 29, 2024
Q2 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-130- 3.81% |
$13.3K - $14.4K
|
3.28K
$410K
|
|
|
Jul 22, 2024
Q2 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-131- 2.97% |
$13.4K - $14.5K
|
4.28K
$535K
|
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-133- 2.99% |
$13.6K - $14.7K
|
4.32K
$539K
|
|
|
Aug 07, 2024
Q2 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-135- 1.09% |
$13.8K - $15K
|
12.3K
$1.53M
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-138- 4.55% |
$14.1K - $15.3K
|
2.9K
$362K
|
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
SELL
|
- |
-140- 13.66% |
$14.3K - $15.5K
|
885
$111K
|
|
|
Aug 02, 2024
Q2 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-141- 3.25% |
$14.4K - $15.6K
|
4.19K
$523K
|
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-141- 9.27% |
$14.4K - $15.6K
|
1.38K
$172K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-143- 3.76% |
$14.6K - $15.9K
|
3.66K
$458K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-143- 0.13% |
$14.6K - $15.9K
|
109K
$13.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-145- 3.43% |
$14.8K - $16.1K
|
4.09K
$510K
|
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-146- 13.21% |
$14.9K - $16.2K
|
959
$120K
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-146- 7.31% |
$14.9K - $16.2K
|
1.85K
$231K
|
|
|
Jul 23, 2024
Q2 2024
|
First Bancorp, Inc
|
SELL
|
- |
-150- 1.92% |
$15.3K - $16.6K
|
7.65K
$956K
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-151- 1.9% |
$15.4K - $16.7K
|
7.78K
$972K
|
|
|
Jul 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-153- 6.68% |
$15.6K - $17K
|
2.14K
$267K
|
|
|
Aug 02, 2024
Q2 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-155- 4.03% |
$15.8K - $17.2K
|
3.69K
$461K
|
|
|
Aug 15, 2024
Q2 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-158- 1.14% |
$16.1K - $17.5K
|
13.7K
$1.71M
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-160- 2.28% |
$16.3K - $17.7K
|
6.87K
$858K
|
|
|
Aug 14, 2024
Q2 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-161- 3.14% |
$16.4K - $17.9K
|
4.97K
$621K
|
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-163- 5.28% |
$16.6K - $18.1K
|
2.92K
$365K
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-163- 0.43% |
$16.6K - $18.1K
|
37.8K
$4.71M
|
|
|
Aug 16, 2024
Q2 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-164- 5.17% |
$16.7K - $18.2K
|
3.01K
$376K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-165- 5.61% |
$16.9K - $18.3K
|
2.78K
$347K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-165- 1.87% |
$16.9K - $18.3K
|
8.68K
$1.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-165- 33.6% |
$16.9K - $18.3K
|
326
$40.7K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-166- 0.49% |
$17K - $18.4K
|
33.7K
$4.21M
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-166- 5.36% |
$17K - $18.4K
|
2.93K
$366K
|
|
|
Jul 29, 2024
Q2 2024
|
Bank Ozk
|
SELL
|
- |
-168- 1.72% |
$17.2K - $18.6K
|
9.57K
$1.2M
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-169- 4.98% |
$17.3K - $18.7K
|
3.23K
$403K
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-170- 1.34% |
$17.4K - $18.8K
|
12.5K
$1.57M
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-172- 1.69% |
$17.6K - $19.1K
|
9.99K
$1.25M
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-172- 23.34% |
$17.6K - $19.1K
|
565
$70.6K
|