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 29, 2024
Q2 2024
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-145- 3.43% |
$14.8K - $16.1K
|
4.09K
$434K
|
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-146- 13.21% |
$14.9K - $16.2K
|
959
$102K
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-146- 7.31% |
$14.9K - $16.2K
|
1.85K
$197K
|
|
|
Jul 23, 2024
Q2 2024
|
First Bancorp, Inc
|
SELL
|
- |
-150- 1.92% |
$15.3K - $16.6K
|
7.65K
$812K
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-151- 1.9% |
$15.4K - $16.7K
|
7.78K
$826K
|
|
|
Jul 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-153- 6.68% |
$15.6K - $17K
|
2.14K
$227K
|
|
|
Aug 02, 2024
Q2 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-155- 4.03% |
$15.8K - $17.2K
|
3.69K
$392K
|
|
|
Aug 15, 2024
Q2 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-158- 1.14% |
$16.1K - $17.5K
|
13.7K
$1.45M
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-160- 2.28% |
$16.3K - $17.7K
|
6.87K
$729K
|
|
|
Aug 14, 2024
Q2 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-161- 3.14% |
$16.4K - $17.9K
|
4.97K
$528K
|
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-163- 5.28% |
$16.6K - $18.1K
|
2.92K
$310K
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-163- 0.43% |
$16.6K - $18.1K
|
37.8K
$4.01M
|
|
|
Aug 16, 2024
Q2 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-164- 5.17% |
$16.7K - $18.2K
|
3.01K
$319K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-165- 5.61% |
$16.9K - $18.3K
|
2.78K
$295K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-165- 1.87% |
$16.9K - $18.3K
|
8.68K
$921K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-165- 33.6% |
$16.9K - $18.3K
|
326
$34.6K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-166- 0.49% |
$17K - $18.4K
|
33.7K
$3.58M
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-166- 5.36% |
$17K - $18.4K
|
2.93K
$311K
|
|
|
Jul 29, 2024
Q2 2024
|
Bank Ozk
|
SELL
|
- |
-168- 1.72% |
$17.2K - $18.6K
|
9.57K
$1.02M
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-169- 4.98% |
$17.3K - $18.7K
|
3.23K
$342K
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-170- 1.34% |
$17.4K - $18.8K
|
12.5K
$1.33M
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-172- 1.69% |
$17.6K - $19.1K
|
9.99K
$1.06M
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-172- 23.34% |
$17.6K - $19.1K
|
565
$60K
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-172- 2.24% |
$17.6K - $19.1K
|
7.5K
$796K
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-173- 3.12% |
$17.7K - $19.2K
|
5.36K
$569K
|
|
|
Jul 30, 2024
Q2 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-174- 6.03% |
$17.8K - $19.3K
|
2.71K
$288K
|
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-175- 0.84% |
$17.9K - $19.4K
|
20.7K
$2.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-177- 0.22% |
$18.1K - $19.6K
|
80.7K
$8.56M
|
|
|
Jul 30, 2024
Q2 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-179- 6.46% |
$18.3K - $19.8K
|
2.59K
$275K
|
|
|
Jul 22, 2024
Q2 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-183- 39.87% |
$18.7K - $20.3K
|
276
$29.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-183- 7.33% |
$18.7K - $20.3K
|
2.31K
$246K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-186- 5.16% |
$19K - $20.6K
|
3.42K
$363K
|
|
|
Apr 17, 2025
Q2 2024
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-186- 2.55% |
$19K - $20.6K
|
7.11K
$755K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-187- 0.98% |
$19.1K - $20.7K
|
18.8K
$2M
|
|
|
Aug 05, 2024
Q2 2024
|
Patron Partners, LLC
|
SELL
|
- |
-187- 8.22% |
$19.1K - $20.7K
|
2.09K
$222K
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-187- 9.06% |
$19.1K - $20.7K
|
1.88K
$199K
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-188- 6.98% |
$19.2K - $20.8K
|
2.51K
$266K
|
|
|
Aug 09, 2024
Q2 2024
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-188- 8.11% |
$19.2K - $20.8K
|
2.13K
$226K
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-188- 0.25% |
$19.2K - $20.8K
|
75.4K
$8M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-191- 2.53% |
$19.5K - $21.2K
|
7.36K
$781K
|
|
|
Jul 10, 2024
Q2 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-192- 3.56% |
$19.6K - $21.3K
|
5.2K
$552K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-194- 4.66% |
$19.8K - $21.5K
|
3.97K
$422K
|
|
|
Jul 31, 2024
Q2 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-194- 1.04% |
$19.8K - $21.5K
|
18.5K
$1.97M
|
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-194- 1.13% |
$19.8K - $21.5K
|
16.9K
$1.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Stack Financial Management, Inc
|
SELL
|
- |
-195- 0.04% |
$19.9K - $21.6K
|
479K
$50.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-197- 6.51% |
$20.1K - $21.8K
|
2.83K
$300K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-197- 3.63% |
$20.1K - $21.8K
|
5.23K
$555K
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-197- 0.93% |
$20.1K - $21.8K
|
20.9K
$2.22M
|
|
|
Jul 03, 2024
Q2 2024
|
Roth Financial Partners LLC
|
SELL
|
- |
-199- 0.11% |
$20.3K - $22.1K
|
182K
$19.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-200- 0.86% |
$20.4K - $22.2K
|
23.1K
$2.45M
|