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
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-388- 3.02% |
$39.6K - $43K
|
12.4K
$1.47M
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-395- 1.89% |
$40.3K - $43.8K
|
20.5K
$2.42M
|
|
|
Jul 31, 2024
Q2 2024
|
Tufton Capital Management
|
SELL
|
- |
-398- 4.14% |
$40.6K - $44.1K
|
9.21K
$1.08M
|
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-401- 0.21% |
$41K - $44.5K
|
187K
$22M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-406- 1.09% |
$41.5K - $45K
|
37K
$4.35M
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-410- 4.57% |
$41.9K - $45.5K
|
8.56K
$1.01M
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-415- 3.47% |
$42.4K - $46K
|
11.6K
$1.36M
|
|
|
Jul 15, 2024
Q2 2024
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-417- 4.99% |
$42.6K - $46.2K
|
7.94K
$935K
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-419- 0.64% |
$42.8K - $46.5K
|
65.1K
$7.66M
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-424- 2.15% |
$43.3K - $47K
|
19.3K
$2.28M
|
|
|
Jul 26, 2024
Q2 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-426- 3.96% |
$43.5K - $47.2K
|
10.3K
$1.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-428- 4.84% |
$43.7K - $47.5K
|
8.41K
$990K
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-440- 1.48% |
$44.9K - $48.8K
|
29.3K
$3.45M
|
|
|
Jul 26, 2024
Q2 2024
|
West Bancorporation Inc
|
SELL
|
- |
-442- 15.66% |
$45.1K - $49K
|
2.38K
$280K
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-442- 1.45% |
$45.1K - $49K
|
30K
$3.54M
|
|
|
Jul 15, 2024
Q2 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-443- 1.11% |
$45.2K - $49.1K
|
39.6K
$4.66M
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-447- 3.98% |
$45.7K - $49.6K
|
10.8K
$1.27M
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-450- 0.83% |
$46K - $49.9K
|
53.5K
$6.3M
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-458- 3.69% |
$46.8K - $50.8K
|
12K
$1.41M
|
|
|
Aug 02, 2024
Q2 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-467- 2.43% |
$47.7K - $51.8K
|
18.8K
$2.21M
|
|
|
Aug 15, 2024
Q2 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-470- 3.26% |
$48K - $52.1K
|
13.9K
$1.64M
|
|
|
Aug 09, 2024
Q2 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-473- 1.32% |
$48.3K - $52.4K
|
35.4K
$4.17M
|
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-474- 4.15% |
$48.4K - $52.6K
|
10.9K
$1.29M
|
|
|
Jul 22, 2024
Q2 2024
|
F&V Capital Management, LLC
|
SELL
|
- |
-480- 18.53% |
$49K - $53.2K
|
2.11K
$249K
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-480- 3.77% |
$49K - $53.2K
|
12.2K
$1.44M
|
|
|
Jul 29, 2024
Q2 2024
|
Ifs Advisors, LLC
|
SELL
|
- |
-482- 0.83% |
$49.2K - $53.4K
|
57.4K
$6.76M
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-497- 5.42% |
$50.8K - $55.1K
|
8.68K
$1.02M
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-497- 12.41% |
$50.8K - $55.1K
|
3.51K
$413K
|
|
|
Aug 02, 2024
Q2 2024
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-500- 0.52% |
$51.1K - $55.4K
|
94.8K
$11.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-500- 2.05% |
$51.1K - $55.4K
|
23.9K
$2.81M
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-505- 3.95% |
$51.6K - $56K
|
12.3K
$1.45M
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-505- 0.64% |
$51.6K - $56K
|
78.8K
$9.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-506- 10.23% |
$51.7K - $56.1K
|
4.44K
$523K
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-508- 6.54% |
$51.9K - $56.3K
|
7.26K
$855K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-510- 43.18% |
$52.1K - $56.5K
|
671
$79K
|
|
|
Jul 24, 2024
Q2 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-513- 2.53% |
$52.4K - $56.9K
|
19.8K
$2.33M
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-513- 12.26% |
$52.4K - $56.9K
|
3.67K
$432K
|
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-515- 2.69% |
$52.6K - $57.1K
|
18.7K
$2.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-515- 2.82% |
$52.6K - $57.1K
|
17.7K
$2.09M
|
|
|
Aug 01, 2024
Q2 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-518- 0.17% |
$52.9K - $57.4K
|
299K
$35.3M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-519- 1.21% |
$53K - $57.5K
|
42.4K
$5M
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-525- 2.5% |
$53.6K - $58.2K
|
20.5K
$2.42M
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-527- 0.35% |
$53.8K - $58.4K
|
150K
$17.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-528- 13.12% |
$53.9K - $58.5K
|
3.5K
$412K
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-533- 2.02% |
$54.4K - $59.1K
|
25.8K
$3.04M
|
|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-535- 0.67% |
$54.6K - $59.3K
|
79.4K
$9.35M
|
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-541- 16.7% |
$55.3K - $60K
|
2.7K
$318K
|
|
|
Jul 31, 2024
Q2 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-541- 1.36% |
$55.3K - $60K
|
39.4K
$4.64M
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-546- 29.61% |
$55.8K - $60.5K
|
1.3K
$153K
|
|
|
Jul 09, 2024
Q2 2024
|
Magnolia Capital Management LTD
|
SELL
|
- |
-555- 1.32% |
$56.7K - $61.5K
|
41.4K
$4.87M
|