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 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-333- 21.69% |
$34K - $36.9K
|
1.2K
$152K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-333- 4.99% |
$34K - $36.9K
|
6.34K
$801K
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-336- 2.87% |
$34.3K - $37.3K
|
11.4K
$1.43M
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
SELL
|
- |
-341- 9.31% |
$34.8K - $37.8K
|
3.32K
$419K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-349- 1.13% |
$35.6K - $38.7K
|
30.4K
$3.84M
|
|
|
Jul 29, 2024
Q2 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-353- 2.24% |
$36.1K - $39.1K
|
15.4K
$1.95M
|
|
|
Jul 11, 2024
Q2 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-358- 0.22% |
$36.6K - $39.7K
|
165K
$20.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-359- 13.36% |
$36.7K - $39.8K
|
2.33K
$294K
|
|
|
Jul 12, 2024
Q2 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-360- 10.85% |
$36.8K - $39.9K
|
2.96K
$373K
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-360- 0.25% |
$36.8K - $39.9K
|
142K
$17.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-361- 2.04% |
$36.9K - $40K
|
17.3K
$2.18M
|
|
|
Aug 05, 2024
Q2 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-376- 1.43% |
$38.4K - $41.7K
|
26K
$3.28M
|
|
|
Jul 10, 2024
Q2 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-377- 13.06% |
$38.5K - $41.8K
|
2.51K
$317K
|
|
|
Aug 19, 2024
Q2 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-378- 3.21% |
$38.6K - $41.9K
|
11.4K
$1.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-379- 3.47% |
$38.7K - $42K
|
10.6K
$1.33M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-385- 3.16% |
$39.3K - $42.7K
|
11.8K
$1.49M
|
|
|
Jul 23, 2024
Q2 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-388- 3.93% |
$39.6K - $43K
|
9.48K
$1.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-388- 3.02% |
$39.6K - $43K
|
12.4K
$1.57M
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-395- 1.89% |
$40.3K - $43.8K
|
20.5K
$2.59M
|
|
|
Jul 31, 2024
Q2 2024
|
Tufton Capital Management
|
SELL
|
- |
-398- 4.14% |
$40.6K - $44.1K
|
9.21K
$1.16M
|
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-401- 0.21% |
$41K - $44.5K
|
187K
$23.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-406- 1.09% |
$41.5K - $45K
|
37K
$4.67M
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-410- 4.57% |
$41.9K - $45.5K
|
8.56K
$1.08M
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-415- 3.47% |
$42.4K - $46K
|
11.6K
$1.46M
|
|
|
Jul 15, 2024
Q2 2024
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-417- 4.99% |
$42.6K - $46.2K
|
7.94K
$1M
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-419- 0.64% |
$42.8K - $46.5K
|
65.1K
$8.21M
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-424- 2.15% |
$43.3K - $47K
|
19.3K
$2.44M
|
|
|
Jul 26, 2024
Q2 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-426- 3.96% |
$43.5K - $47.2K
|
10.3K
$1.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-428- 4.84% |
$43.7K - $47.5K
|
8.41K
$1.06M
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-440- 1.48% |
$44.9K - $48.8K
|
29.3K
$3.7M
|
|
|
Jul 26, 2024
Q2 2024
|
West Bancorporation Inc
|
SELL
|
- |
-442- 15.66% |
$45.1K - $49K
|
2.38K
$301K
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-442- 1.45% |
$45.1K - $49K
|
30K
$3.79M
|
|
|
Jul 15, 2024
Q2 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-443- 1.11% |
$45.2K - $49.1K
|
39.6K
$5M
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-447- 3.98% |
$45.7K - $49.6K
|
10.8K
$1.36M
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-450- 0.83% |
$46K - $49.9K
|
53.5K
$6.75M
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-458- 3.69% |
$46.8K - $50.8K
|
12K
$1.51M
|
|
|
Aug 02, 2024
Q2 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-467- 2.43% |
$47.7K - $51.8K
|
18.8K
$2.37M
|
|
|
Aug 15, 2024
Q2 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-470- 3.26% |
$48K - $52.1K
|
13.9K
$1.76M
|
|
|
Aug 09, 2024
Q2 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-473- 1.32% |
$48.3K - $52.4K
|
35.4K
$4.47M
|
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-474- 4.15% |
$48.4K - $52.6K
|
10.9K
$1.38M
|
|
|
Jul 22, 2024
Q2 2024
|
F&V Capital Management, LLC
|
SELL
|
- |
-480- 18.53% |
$49K - $53.2K
|
2.11K
$266K
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-480- 3.77% |
$49K - $53.2K
|
12.2K
$1.55M
|
|
|
Jul 29, 2024
Q2 2024
|
Ifs Advisors, LLC
|
SELL
|
- |
-482- 0.83% |
$49.2K - $53.4K
|
57.4K
$7.24M
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-497- 5.42% |
$50.8K - $55.1K
|
8.68K
$1.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-497- 12.41% |
$50.8K - $55.1K
|
3.51K
$443K
|
|
|
Aug 02, 2024
Q2 2024
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-500- 0.52% |
$51.1K - $55.4K
|
94.8K
$12M
|
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-500- 2.05% |
$51.1K - $55.4K
|
23.9K
$3.01M
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-505- 3.95% |
$51.6K - $56K
|
12.3K
$1.55M
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-505- 0.64% |
$51.6K - $56K
|
78.8K
$9.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-506- 10.23% |
$51.7K - $56.1K
|
4.44K
$561K
|