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 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-1.13K- 6.72% |
$115K - $125K
|
15.7K
$1.66M
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-1.13K- 26.56% |
$115K - $125K
|
3.12K
$332K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.13K- 1.64% |
$116K - $125K
|
67.9K
$7.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.13K- 0.7% |
$116K - $126K
|
162K
$17.2M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.14K- 1.65% |
$117K - $127K
|
68.3K
$7.24M
|
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
SELL
|
- |
-1.15K- 22.58% |
$117K - $127K
|
3.93K
$417K
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.15K- 2.49% |
$118K - $128K
|
45.1K
$4.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-1.16K- 3.71% |
$118K - $128K
|
30K
$3.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Nepc LLC
Boston, MA |
SELL
|
- |
-1.16K- 3.4% |
$119K - $129K
|
33K
$3.51M
|
|
|
Jul 18, 2024
Q2 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-1.17K- 20.1% |
$120K - $130K
|
4.66K
$494K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.18K- 0.36% |
$120K - $131K
|
323K
$34.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-1.18K- 10.27% |
$120K - $131K
|
10.3K
$1.09M
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-1.19K- 2.12% |
$121K - $132K
|
54.8K
$5.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-1.22K- 3.4% |
$124K - $135K
|
34.6K
$3.67M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.23K- 1.45% |
$126K - $137K
|
83.9K
$8.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.24K- 8.59% |
$127K - $138K
|
13.2K
$1.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.25K- 1.58% |
$127K - $138K
|
77.6K
$8.24M
|
|
|
Jul 12, 2024
Q2 2024
|
Avondale Wealth Management
|
SELL
|
- |
-1.25K- 35.29% |
$128K - $139K
|
2.29K
$243K
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.26K- 10.14% |
$129K - $140K
|
11.2K
$1.19M
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
SELL
|
- |
-1.27K- 51.35% |
$130K - $141K
|
1.21K
$128K
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-1.28K- 23.59% |
$131K - $142K
|
4.16K
$442K
|
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.3K- 1.24% |
$133K - $144K
|
103K
$11M
|
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-1.32K- 4.66% |
$135K - $147K
|
27K
$2.87M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.33K- 2.94% |
$135K - $147K
|
43.8K
$4.65M
|
|
|
Jul 17, 2024
Q2 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-1.34K- 13.21% |
$136K - $148K
|
8.77K
$931K
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.34K- 20.21% |
$137K - $148K
|
5.28K
$560K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.36K- 41.1% |
$138K - $150K
|
1.94K
$206K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.37K- 5.41% |
$140K - $151K
|
23.9K
$2.53M
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.4K- 20.76% |
$143K - $155K
|
5.34K
$567K
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
SELL
|
- |
-1.4K- 9.89% |
$143K - $155K
|
12.8K
$1.36M
|
|
|
Aug 15, 2024
Q2 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-1.42K- 0.65% |
$145K - $158K
|
217K
$23.1M
|
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.45K- 6.0% |
$148K - $161K
|
22.7K
$2.41M
|
|
|
Nov 14, 2024
Q2 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-1.46K- 27.08% |
$149K - $162K
|
3.93K
$417K
|
|
|
Aug 01, 2024
Q2 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-1.46K- 3.28% |
$149K - $162K
|
43.1K
$4.58M
|
|
|
Aug 02, 2024
Q2 2024
|
Congress Asset Management CO
|
SELL
|
- |
-1.49K- 6.08% |
$152K - $165K
|
23K
$2.44M
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.5K- 7.09% |
$153K - $166K
|
19.6K
$2.08M
|
|
|
Jul 17, 2024
Q2 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-1.51K- 1.61% |
$154K - $167K
|
92.2K
$9.79M
|
|
|
Jul 19, 2024
Q2 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1.51K- 26.43% |
$154K - $167K
|
4.19K
$445K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.52K- 24.52% |
$155K - $169K
|
4.68K
$497K
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.53K- 5.4% |
$156K - $169K
|
26.8K
$2.84M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.54K- 71.79% |
$157K - $170K
|
604
$64.1K
|
|
|
Jul 11, 2024
Q2 2024
|
Capital Advantage, Inc.
|
SELL
|
- |
-1.54K- 1.11% |
$157K - $171K
|
137K
$14.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-1.55K- 15.47% |
$158K - $171K
|
8.44K
$896K
|
|
|
Aug 13, 2024
Q2 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-1.56K- 0.29% |
$159K - $173K
|
538K
$57.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
SELL
|
- |
-1.6K- 3.09% |
$163K - $177K
|
50.2K
$5.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.61K- 1.09% |
$164K - $179K
|
147K
$15.6M
|
|
|
Jul 15, 2024
Q2 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-1.62K- 3.19% |
$166K - $180K
|
49.2K
$5.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-1.64K- 11.91% |
$167K - $182K
|
12.1K
$1.29M
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
SELL
|
- |
-1.66K- 0.5% |
$170K - $184K
|
333K
$35.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.66K- 5.08% |
$170K - $184K
|
31.1K
$3.3M
|