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 02, 2024
Q2 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-560- 10.31% |
$57.2K - $62.1K
|
4.87K
$574K
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-572- 7.58% |
$58.4K - $63.4K
|
6.98K
$822K
|
|
|
Jun 10, 2025
Q2 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-574- 1.66% |
$58.6K - $63.6K
|
33.9K
$4M
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-579- 4.11% |
$59.1K - $64.2K
|
13.5K
$1.59M
|
|
|
Jul 15, 2024
Q2 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-595- 0.65% |
$60.8K - $66K
|
91.5K
$10.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-598- 9.85% |
$61.1K - $66.3K
|
5.47K
$645K
|
|
|
Aug 12, 2024
Q2 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-599- 12.88% |
$61.2K - $66.4K
|
4.05K
$477K
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
SELL
|
- |
-600- 3.07% |
$61.3K - $66.5K
|
19K
$2.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-610- 3.07% |
$62.3K - $67.6K
|
19.2K
$2.27M
|
|
|
Jul 10, 2024
Q2 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-613- 2.06% |
$62.6K - $68K
|
29.2K
$3.44M
|
|
|
Jul 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-620- 3.55% |
$63.3K - $68.7K
|
16.8K
$1.98M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
SELL
|
- |
-621- 8.91% |
$63.4K - $68.9K
|
6.35K
$748K
|
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
SELL
|
- |
-634- 1.19% |
$64.8K - $70.3K
|
52.6K
$6.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-636- 9.48% |
$65K - $70.5K
|
6.07K
$715K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-637- 5.43% |
$65.1K - $70.6K
|
11.1K
$1.31M
|
|
|
Jul 25, 2024
Q2 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-645- 1.1% |
$65.9K - $71.5K
|
58K
$6.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-647- 5.38% |
$66.1K - $71.7K
|
11.4K
$1.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-647- 10.74% |
$66.1K - $71.7K
|
5.38K
$633K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-647- 10.74% |
$66.1K - $71.7K
|
5.38K
$633K
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-649- 3.09% |
$66.3K - $72K
|
20.4K
$2.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-649- 1.88% |
$66.3K - $72K
|
33.9K
$3.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-649- 12.73% |
$66.3K - $72K
|
4.45K
$524K
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
SELL
|
- |
-653- 6.46% |
$66.7K - $72.4K
|
9.46K
$1.11M
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-660- 0.55% |
$67.4K - $73.2K
|
119K
$14.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-661- 4.0% |
$67.5K - $73.3K
|
15.9K
$1.87M
|
|
|
Jul 15, 2024
Q2 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-662- 7.82% |
$67.6K - $73.4K
|
7.81K
$919K
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-662- 3.35% |
$67.6K - $73.4K
|
19.1K
$2.25M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-664- 3.66% |
$67.8K - $73.6K
|
17.5K
$2.06M
|
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-670- 15.07% |
$68.4K - $74.3K
|
3.78K
$445K
|
|
|
Jul 11, 2024
Q2 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-684- 17.82% |
$69.9K - $75.8K
|
3.16K
$372K
|
|
|
Aug 08, 2024
Q2 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-689- 0.41% |
$70.4K - $76.4K
|
166K
$19.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-692- 81.8% |
$70.7K - $76.7K
|
154
$18.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-694- 21.77% |
$70.9K - $77K
|
2.49K
$294K
|
|
|
Jul 12, 2024
Q2 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-700- 15.26% |
$71.5K - $77.6K
|
3.89K
$458K
|
|
|
Jul 17, 2024
Q2 2024
|
Welch Group, LLC
|
SELL
|
- |
-701- 25.72% |
$71.6K - $77.7K
|
2.03K
$239K
|
|
|
Aug 06, 2024
Q2 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-706- 4.6% |
$72.1K - $78.3K
|
14.6K
$1.73M
|
|
|
Jul 31, 2024
Q2 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-707- 25.62% |
$72.2K - $78.4K
|
2.05K
$242K
|
|
|
Jul 31, 2024
Q2 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-717- 1.46% |
$73.2K - $79.5K
|
48.3K
$5.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-719- 3.22% |
$73.4K - $79.7K
|
21.6K
$2.54M
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-725- 10.67% |
$74K - $80.4K
|
6.07K
$715K
|
|
|
Aug 14, 2024
Q2 2024
|
S&T Bank
Indiana, PA |
SELL
|
- |
-728- 3.48% |
$74.4K - $80.7K
|
20.2K
$2.38M
|
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-761- 3.4% |
$77.7K - $84.4K
|
21.6K
$2.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-761- 1.05% |
$77.7K - $84.4K
|
72K
$8.48M
|
|
|
Jul 30, 2024
Q2 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-763- 1.32% |
$77.9K - $84.6K
|
57.3K
$6.74M
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-772- 0.63% |
$78.8K - $85.6K
|
121K
$14.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-773- 4.9% |
$78.9K - $85.7K
|
15K
$1.77M
|
|
|
Aug 08, 2024
Q2 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-785- 14.07% |
$80.2K - $87K
|
4.8K
$565K
|
|
|
Aug 01, 2024
Q2 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-794- 13.95% |
$81.1K - $88K
|
4.9K
$577K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-795- 3.32% |
$81.2K - $88.1K
|
23.1K
$2.72M
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-799- 1.58% |
$81.6K - $88.6K
|
49.7K
$5.85M
|