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 15, 2024
Q2 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-98- 0.3% |
$10K - $10.9K
|
33K
$3.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-98- 1.7% |
$10K - $10.9K
|
5.68K
$602K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-99- 0.4% |
$10.1K - $11K
|
24.6K
$2.61M
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-100- 2.06% |
$10.2K - $11.1K
|
4.75K
$505K
|
|
|
Jul 24, 2024
Q2 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-100- 0.44% |
$10.2K - $11.1K
|
22.8K
$2.42M
|
|
|
Jul 30, 2024
Q2 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-100- 1.09% |
$10.2K - $11.1K
|
9.09K
$965K
|
|
|
Aug 14, 2024
Q2 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-100- 0.84% |
$10.2K - $11.1K
|
11.8K
$1.25M
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-100- 15.17% |
$10.2K - $11.1K
|
559
$59.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-101- 2.03% |
$10.3K - $11.2K
|
4.87K
$517K
|
|
|
Aug 02, 2024
Q2 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-103- 1.36% |
$10.5K - $11.4K
|
7.47K
$793K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-105- 1.27% |
$10.7K - $11.6K
|
8.15K
$865K
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-106- 2.41% |
$10.8K - $11.8K
|
4.29K
$455K
|
|
|
Aug 08, 2024
Q2 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-106- 2.35% |
$10.8K - $11.8K
|
4.4K
$467K
|
|
|
Jul 16, 2024
Q2 2024
|
Farmers Trust CO
|
SELL
|
- |
-107- 0.31% |
$10.9K - $11.9K
|
33.9K
$3.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-108- 9.79% |
$11K - $12K
|
995
$106K
|
|
|
Aug 14, 2024
Q2 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-108- 0.62% |
$11K - $12K
|
17.2K
$1.83M
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-109- 2.11% |
$11.1K - $12.1K
|
5.05K
$536K
|
|
|
May 29, 2025
Q2 2024
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-109- 2.62% |
$11.1K - $12.1K
|
4.05K
$430K
|
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-110- 3.91% |
$11.2K - $12.2K
|
2.7K
$287K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-110- 3.25% |
$11.2K - $12.2K
|
3.27K
$347K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-115- 4.24% |
$11.7K - $12.8K
|
2.6K
$275K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-115- 2.64% |
$11.7K - $12.8K
|
4.24K
$450K
|
|
|
Aug 08, 2024
Q2 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-115- 0.26% |
$11.7K - $12.8K
|
44.4K
$4.71M
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-116- 1.44% |
$11.8K - $12.9K
|
7.95K
$844K
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-116- 2.91% |
$11.8K - $12.9K
|
3.87K
$411K
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-118- 3.89% |
$12.1K - $13.1K
|
2.92K
$309K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-118- 1.64% |
$12.1K - $13.1K
|
7.07K
$750K
|
|
|
Jul 25, 2024
Q2 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-119- 1.2% |
$12.2K - $13.2K
|
9.84K
$1.04M
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-120- 88.24% |
$12.3K - $13.3K
|
16
$1.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-120- 1.01% |
$12.3K - $13.3K
|
11.7K
$1.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-120- 2.29% |
$12.3K - $13.3K
|
5.12K
$544K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-120- 1.68% |
$12.3K - $13.3K
|
7K
$743K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-121- 1.61% |
$12.4K - $13.4K
|
7.38K
$783K
|
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-122- 1.93% |
$12.5K - $13.5K
|
6.18K
$656K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-123- 23.93% |
$12.6K - $13.6K
|
391
$41.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-125- 0.46% |
$12.8K - $13.9K
|
27.2K
$2.88M
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-125- 4.07% |
$12.8K - $13.9K
|
2.95K
$313K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-128- 74.42% |
$13.1K - $14.2K
|
44
$4.67K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-129- 0.72% |
$13.2K - $14.3K
|
17.7K
$1.88M
|
|
|
Aug 01, 2024
Q2 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-129- 3.82% |
$13.2K - $14.3K
|
3.24K
$344K
|
|
|
Jul 29, 2024
Q2 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-130- 3.81% |
$13.3K - $14.4K
|
3.28K
$349K
|
|
|
Jul 22, 2024
Q2 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-131- 2.97% |
$13.4K - $14.5K
|
4.28K
$454K
|
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-133- 2.99% |
$13.6K - $14.7K
|
4.32K
$458K
|
|
|
Aug 07, 2024
Q2 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-135- 1.09% |
$13.8K - $15K
|
12.3K
$1.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-138- 4.55% |
$14.1K - $15.3K
|
2.9K
$307K
|
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
SELL
|
- |
-140- 13.66% |
$14.3K - $15.5K
|
885
$93.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-141- 3.25% |
$14.4K - $15.6K
|
4.19K
$445K
|
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-141- 9.27% |
$14.4K - $15.6K
|
1.38K
$146K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-143- 3.76% |
$14.6K - $15.9K
|
3.66K
$389K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-143- 0.13% |
$14.6K - $15.9K
|
109K
$11.6M
|