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
|
Nelson Capital Management, LLC
|
SELL
|
- |
-135- 1.09% |
$13.8K - $15K
|
12.3K
$1.44M
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-138- 4.55% |
$14.1K - $15.3K
|
2.9K
$341K
|
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
SELL
|
- |
-140- 13.66% |
$14.3K - $15.5K
|
885
$104K
|
|
|
Aug 02, 2024
Q2 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-141- 3.25% |
$14.4K - $15.6K
|
4.19K
$494K
|
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-141- 9.27% |
$14.4K - $15.6K
|
1.38K
$163K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-143- 3.76% |
$14.6K - $15.9K
|
3.66K
$432K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-143- 0.13% |
$14.6K - $15.9K
|
109K
$12.9M
|
|
|
Oct 06, 2025
Q2 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-143- 1.28% |
$14.6K - $15.9K
|
11K
$1.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-145- 3.43% |
$14.8K - $16.1K
|
4.09K
$481K
|
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-146- 13.21% |
$14.9K - $16.2K
|
959
$113K
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-146- 7.31% |
$14.9K - $16.2K
|
1.85K
$218K
|
|
|
Jul 23, 2024
Q2 2024
|
First Bancorp, Inc
|
SELL
|
- |
-150- 1.92% |
$15.3K - $16.6K
|
7.65K
$901K
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-151- 1.9% |
$15.4K - $16.7K
|
7.78K
$917K
|
|
|
Jul 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-153- 6.68% |
$15.6K - $17K
|
2.14K
$252K
|
|
|
Aug 02, 2024
Q2 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-155- 4.03% |
$15.8K - $17.2K
|
3.69K
$435K
|
|
|
Aug 15, 2024
Q2 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-158- 1.14% |
$16.1K - $17.5K
|
13.7K
$1.61M
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-160- 2.28% |
$16.3K - $17.7K
|
6.87K
$809K
|
|
|
Aug 14, 2024
Q2 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-161- 3.14% |
$16.4K - $17.9K
|
4.97K
$586K
|
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-163- 5.28% |
$16.6K - $18.1K
|
2.92K
$344K
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-163- 0.43% |
$16.6K - $18.1K
|
37.8K
$4.45M
|
|
|
Aug 16, 2024
Q2 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-164- 5.17% |
$16.7K - $18.2K
|
3.01K
$354K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-165- 5.61% |
$16.9K - $18.3K
|
2.78K
$327K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-165- 1.87% |
$16.9K - $18.3K
|
8.68K
$1.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-165- 33.6% |
$16.9K - $18.3K
|
326
$38.4K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-166- 0.49% |
$17K - $18.4K
|
33.7K
$3.97M
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-166- 5.36% |
$17K - $18.4K
|
2.93K
$345K
|
|
|
Jul 29, 2024
Q2 2024
|
Bank Ozk
|
SELL
|
- |
-168- 1.72% |
$17.2K - $18.6K
|
9.57K
$1.13M
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-169- 4.98% |
$17.3K - $18.7K
|
3.23K
$380K
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-170- 1.34% |
$17.4K - $18.8K
|
12.5K
$1.48M
|
|
|
Oct 27, 2025
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-170- 1.34% |
$17.4K - $18.8K
|
12.5K
$1.48M
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-172- 1.69% |
$17.6K - $19.1K
|
9.99K
$1.18M
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-172- 23.34% |
$17.6K - $19.1K
|
565
$66.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-172- 2.24% |
$17.6K - $19.1K
|
7.5K
$883K
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-173- 3.12% |
$17.7K - $19.2K
|
5.36K
$632K
|
|
|
Jul 30, 2024
Q2 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-174- 6.03% |
$17.8K - $19.3K
|
2.71K
$319K
|
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-175- 0.84% |
$17.9K - $19.4K
|
20.7K
$2.44M
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-177- 0.22% |
$18.1K - $19.6K
|
80.7K
$9.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-179- 6.46% |
$18.3K - $19.8K
|
2.59K
$305K
|
|
|
Jul 22, 2024
Q2 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-183- 39.87% |
$18.7K - $20.3K
|
276
$32.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-183- 7.33% |
$18.7K - $20.3K
|
2.31K
$272K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-186- 5.16% |
$19K - $20.6K
|
3.42K
$403K
|
|
|
Apr 17, 2025
Q2 2024
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-186- 2.55% |
$19K - $20.6K
|
7.11K
$838K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-187- 0.98% |
$19.1K - $20.7K
|
18.8K
$2.22M
|
|
|
Aug 05, 2024
Q2 2024
|
Patron Partners, LLC
|
SELL
|
- |
-187- 8.22% |
$19.1K - $20.7K
|
2.09K
$246K
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-187- 9.06% |
$19.1K - $20.7K
|
1.88K
$221K
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-188- 6.98% |
$19.2K - $20.8K
|
2.51K
$295K
|
|
|
Aug 09, 2024
Q2 2024
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-188- 8.11% |
$19.2K - $20.8K
|
2.13K
$251K
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-188- 0.25% |
$19.2K - $20.8K
|
75.4K
$8.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-191- 2.53% |
$19.5K - $21.2K
|
7.36K
$867K
|
|
|
Jul 10, 2024
Q2 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-192- 3.56% |
$19.6K - $21.3K
|
5.2K
$612K
|