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
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
33.6K+ 28.39% |
$3.43M - $3.73M
|
152K
$17.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
33.4K+ 676.54% |
$3.41M - $3.7M
|
38.3K
$4.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Sandler Capital Management
New York, NY |
BUY
|
- |
32KNew |
$3.27M - $3.55M
|
32K
$3.66M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
31.9K+ 1360.3% |
$3.26M - $3.54M
|
34.2K
$3.91M
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
31.8K+ 13.1% |
$3.24M - $3.52M
|
274K
$31.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
31.5K+ 21.78% |
$3.22M - $3.5M
|
176K
$20.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
31.5K+ 18.3% |
$3.22M - $3.49M
|
204K
$23.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
31.4K+ 2.26% |
$3.21M - $3.49M
|
1.42M
$162M
|
|
|
Aug 13, 2024
Q2 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
31.2KNew |
$3.18M - $3.45M
|
31.2K
$3.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
29.4K+ 3.32% |
$3.01M - $3.26M
|
915K
$105M
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
29K+ 3.27% |
$2.96M - $3.21M
|
916K
$105M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.6K+ 62.53% |
$2.92M - $3.17M
|
74.3K
$8.49M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
27.8K+ 14.09% |
$2.84M - $3.08M
|
225K
$25.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
27.5K+ 2.92% |
$2.81M - $3.05M
|
968K
$111M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
27.4K+ 4.49% |
$2.8M - $3.04M
|
639K
$73M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
27K+ 12.15% |
$2.75M - $2.99M
|
249K
$28.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
26.9K+ 5.6% |
$2.74M - $2.98M
|
506K
$57.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
26.5K+ 4.54% |
$2.7M - $2.93M
|
609K
$69.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
26.3K+ 9.67% |
$2.68M - $2.91M
|
298K
$34M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
26K+ 6.34% |
$2.66M - $2.89M
|
437K
$49.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
25.5K+ 11.17% |
$2.61M - $2.83M
|
254K
$29M
|
|
|
Aug 13, 2024
Q2 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
25.2KNew |
$2.57M - $2.79M
|
25.2K
$2.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
BUY
|
- |
23.9K+ 5.72% |
$2.44M - $2.65M
|
442K
$50.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
22.9KNew |
$2.34M - $2.54M
|
22.9K
$2.62M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
22.8K+ 1.89% |
$2.33M - $2.53M
|
1.23M
$140M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
22.3K+ 354.18% |
$2.28M - $2.48M
|
28.6K
$3.27M
|
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
22.3KNew |
$2.28M - $2.48M
|
22.3K
$2.55M
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
22.1K+ 4.45% |
$2.26M - $2.45M
|
519K
$59.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
22K+ 5.83% |
$2.25M - $2.44M
|
399K
$45.6M
|
|
|
Aug 27, 2024
Q2 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
22KNew |
$2.24M - $2.44M
|
22K
$2.51M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
21.9K+ 9.94% |
$2.24M - $2.43M
|
243K
$27.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
21.8K+ 79.71% |
$2.23M - $2.42M
|
49.2K
$5.62M
|
|
|
Aug 15, 2024
Q2 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
21.8KNew |
$2.23M - $2.42M
|
21.8K
$2.49M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
21.4K+ 30.07% |
$2.19M - $2.38M
|
92.8K
$10.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
21.4K+ 106.61% |
$2.19M - $2.37M
|
41.5K
$4.74M
|
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
20.7K+ 13.55% |
$2.11M - $2.29M
|
173K
$19.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
20.6KNew |
$2.11M - $2.29M
|
20.6K
$2.36M
|
|
|
Jul 30, 2024
Q2 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
20.1K+ 42.91% |
$2.05M - $2.23M
|
66.9K
$7.65M
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
19.6K+ 6.62% |
$2.01M - $2.18M
|
317K
$36.2M
|
|
|
Jul 30, 2024
Q2 2024
|
St. Louis Trust CO
|
BUY
|
- |
19.2K+ 3.44% |
$1.97M - $2.13M
|
578K
$66.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
19K+ 10.17% |
$1.94M - $2.11M
|
206K
$23.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
18.9K+ 6.45% |
$1.93M - $2.1M
|
312K
$35.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
18.6KNew |
$1.9M - $2.06M
|
18.6K
$2.12M
|
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
18.4K+ 9.71% |
$1.88M - $2.04M
|
208K
$23.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
18.1K+ 2.58% |
$1.85M - $2.01M
|
721K
$82.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
18.1KNew |
$1.85M - $2.01M
|
18.1K
$2.07M
|
|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
BUY
|
- |
17.9K+ 1.48% |
$1.83M - $1.99M
|
1.23M
$140M
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
17.9K+ 219.37% |
$1.82M - $1.98M
|
26K
$2.97M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
17.7K+ 10.69% |
$1.81M - $1.97M
|
184K
$21M
|
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
17.7K+ 17.97% |
$1.81M - $1.96M
|
116K
$13.3M
|