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 |
|---|---|---|---|---|---|---|---|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-510- 43.18% |
$52.1K - $56.5K
|
671
$83.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-513- 2.53% |
$52.4K - $56.9K
|
19.8K
$2.47M
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-513- 12.26% |
$52.4K - $56.9K
|
3.67K
$458K
|
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-515- 2.69% |
$52.6K - $57.1K
|
18.7K
$2.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-515- 2.82% |
$52.6K - $57.1K
|
17.7K
$2.22M
|
|
|
Aug 01, 2024
Q2 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-518- 0.17% |
$52.9K - $57.4K
|
299K
$37.4M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-519- 1.21% |
$53K - $57.5K
|
42.4K
$5.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-525- 2.5% |
$53.6K - $58.2K
|
20.5K
$2.56M
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-527- 0.35% |
$53.8K - $58.4K
|
150K
$18.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-528- 13.12% |
$53.9K - $58.5K
|
3.5K
$437K
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-533- 2.02% |
$54.4K - $59.1K
|
25.8K
$3.23M
|
|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-535- 0.67% |
$54.6K - $59.3K
|
79.4K
$9.91M
|
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-541- 16.7% |
$55.3K - $60K
|
2.7K
$337K
|
|
|
Jul 31, 2024
Q2 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-541- 1.36% |
$55.3K - $60K
|
39.4K
$4.92M
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-546- 29.61% |
$55.8K - $60.5K
|
1.3K
$162K
|
|
|
Jul 09, 2024
Q2 2024
|
Magnolia Capital Management LTD
|
SELL
|
- |
-555- 1.32% |
$56.7K - $61.5K
|
41.4K
$5.17M
|
|
|
Aug 02, 2024
Q2 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-560- 10.31% |
$57.2K - $62.1K
|
4.87K
$608K
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-572- 7.58% |
$58.4K - $63.4K
|
6.98K
$872K
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-579- 4.11% |
$59.1K - $64.2K
|
13.5K
$1.69M
|
|
|
Jul 15, 2024
Q2 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-595- 0.65% |
$60.8K - $66K
|
91.5K
$11.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-598- 9.85% |
$61.1K - $66.3K
|
5.47K
$683K
|
|
|
Aug 12, 2024
Q2 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-599- 12.88% |
$61.2K - $66.4K
|
4.05K
$506K
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
SELL
|
- |
-600- 3.07% |
$61.3K - $66.5K
|
19K
$2.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-610- 3.07% |
$62.3K - $67.6K
|
19.2K
$2.4M
|
|
|
Jul 10, 2024
Q2 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-613- 2.06% |
$62.6K - $68K
|
29.2K
$3.65M
|
|
|
Jul 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-620- 3.55% |
$63.3K - $68.7K
|
16.8K
$2.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
SELL
|
- |
-621- 8.91% |
$63.4K - $68.9K
|
6.35K
$793K
|
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
SELL
|
- |
-634- 1.19% |
$64.8K - $70.3K
|
52.6K
$6.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-636- 9.48% |
$65K - $70.5K
|
6.07K
$758K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-637- 5.43% |
$65.1K - $70.6K
|
11.1K
$1.39M
|
|
|
Jul 25, 2024
Q2 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-645- 1.1% |
$65.9K - $71.5K
|
58K
$7.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-647- 5.38% |
$66.1K - $71.7K
|
11.4K
$1.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-647- 10.74% |
$66.1K - $71.7K
|
5.38K
$672K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-647- 10.74% |
$66.1K - $71.7K
|
5.38K
$672K
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-649- 3.09% |
$66.3K - $72K
|
20.4K
$2.54M
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-649- 1.88% |
$66.3K - $72K
|
33.9K
$4.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-649- 12.73% |
$66.3K - $72K
|
4.45K
$556K
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
SELL
|
- |
-653- 6.46% |
$66.7K - $72.4K
|
9.46K
$1.18M
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-660- 0.55% |
$67.4K - $73.2K
|
119K
$14.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-661- 4.0% |
$67.5K - $73.3K
|
15.9K
$1.98M
|
|
|
Jul 15, 2024
Q2 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-662- 7.82% |
$67.6K - $73.4K
|
7.81K
$975K
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-662- 3.35% |
$67.6K - $73.4K
|
19.1K
$2.39M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-664- 3.66% |
$67.8K - $73.6K
|
17.5K
$2.18M
|
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-670- 15.07% |
$68.4K - $74.3K
|
3.78K
$472K
|
|
|
Jul 11, 2024
Q2 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-684- 17.82% |
$69.9K - $75.8K
|
3.16K
$394K
|
|
|
Aug 08, 2024
Q2 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-689- 0.41% |
$70.4K - $76.4K
|
166K
$20.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-692- 81.8% |
$70.7K - $76.7K
|
154
$19.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-694- 21.77% |
$70.9K - $77K
|
2.49K
$311K
|
|
|
Jul 12, 2024
Q2 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-700- 15.26% |
$71.5K - $77.6K
|
3.89K
$485K
|
|
|
Jul 17, 2024
Q2 2024
|
Welch Group, LLC
|
SELL
|
- |
-701- 25.72% |
$71.6K - $77.7K
|
2.03K
$253K
|