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 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.09K- 19.59% |
$112K - $121K
|
4.49K
$528K
|
|
|
Jul 17, 2024
Q2 2024
|
Tl Private Wealth
|
SELL
|
- |
-1.11K- 12.3% |
$113K - $123K
|
7.89K
$929K
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-1.11K- 3.69% |
$113K - $123K
|
29K
$3.41M
|
|
|
Aug 01, 2024
Q2 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1.11K- 8.49% |
$113K - $123K
|
12K
$1.41M
|
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-1.11K- 19.72% |
$114K - $123K
|
4.53K
$534K
|
|
|
Jul 19, 2024
Q2 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-1.11K- 0.77% |
$114K - $124K
|
144K
$17M
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.12K- 8.24% |
$114K - $124K
|
12.4K
$1.46M
|
|
|
Jul 12, 2024
Q2 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-1.13K- 15.82% |
$115K - $125K
|
5.99K
$705K
|
|
|
Aug 07, 2024
Q2 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-1.13K- 3.45% |
$115K - $125K
|
31.5K
$3.72M
|
|
|
Aug 01, 2024
Q2 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.13K- 5.65% |
$115K - $125K
|
18.8K
$2.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-1.13K- 6.72% |
$115K - $125K
|
15.7K
$1.85M
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-1.13K- 26.56% |
$115K - $125K
|
3.12K
$368K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.13K- 1.64% |
$116K - $125K
|
67.9K
$7.99M
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.13K- 0.7% |
$116K - $126K
|
162K
$19.1M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.14K- 1.65% |
$117K - $127K
|
68.3K
$8.04M
|
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
SELL
|
- |
-1.15K- 22.58% |
$117K - $127K
|
3.93K
$463K
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.15K- 2.49% |
$118K - $128K
|
45.1K
$5.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-1.16K- 3.71% |
$118K - $128K
|
30K
$3.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Nepc LLC
Boston, MA |
SELL
|
- |
-1.16K- 3.4% |
$119K - $129K
|
33K
$3.89M
|
|
|
Jul 18, 2024
Q2 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-1.17K- 20.1% |
$120K - $130K
|
4.66K
$548K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.18K- 0.36% |
$120K - $131K
|
323K
$38M
|
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-1.18K- 10.27% |
$120K - $131K
|
10.3K
$1.21M
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-1.19K- 2.12% |
$121K - $132K
|
54.8K
$6.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-1.22K- 3.4% |
$124K - $135K
|
34.6K
$4.08M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.23K- 1.45% |
$126K - $137K
|
83.9K
$9.88M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.24K- 8.59% |
$127K - $138K
|
13.2K
$1.56M
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.25K- 1.58% |
$127K - $138K
|
77.6K
$9.15M
|
|
|
Jul 12, 2024
Q2 2024
|
Avondale Wealth Management
|
SELL
|
- |
-1.25K- 35.29% |
$128K - $139K
|
2.29K
$270K
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.26K- 10.14% |
$129K - $140K
|
11.2K
$1.32M
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
SELL
|
- |
-1.27K- 51.35% |
$130K - $141K
|
1.21K
$142K
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-1.28K- 23.59% |
$131K - $142K
|
4.16K
$490K
|
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.3K- 1.24% |
$133K - $144K
|
103K
$12.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-1.32K- 4.66% |
$135K - $147K
|
27K
$3.18M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.33K- 2.94% |
$135K - $147K
|
43.8K
$5.16M
|
|
|
Jul 17, 2024
Q2 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-1.34K- 13.21% |
$136K - $148K
|
8.77K
$1.03M
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.34K- 20.21% |
$137K - $148K
|
5.28K
$622K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.36K- 41.1% |
$138K - $150K
|
1.94K
$229K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.37K- 5.41% |
$140K - $151K
|
23.9K
$2.81M
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.4K- 20.76% |
$143K - $155K
|
5.34K
$629K
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
SELL
|
- |
-1.4K- 9.89% |
$143K - $155K
|
12.8K
$1.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-1.42K- 0.65% |
$145K - $158K
|
217K
$25.6M
|
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.45K- 6.0% |
$148K - $161K
|
22.7K
$2.68M
|
|
|
Nov 14, 2024
Q2 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-1.46K- 27.08% |
$149K - $162K
|
3.93K
$463K
|
|
|
Aug 01, 2024
Q2 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-1.46K- 3.28% |
$149K - $162K
|
43.1K
$5.08M
|
|
|
Aug 02, 2024
Q2 2024
|
Congress Asset Management CO
|
SELL
|
- |
-1.49K- 6.08% |
$152K - $165K
|
23K
$2.7M
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.5K- 7.09% |
$153K - $166K
|
19.6K
$2.31M
|
|
|
Jul 17, 2024
Q2 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-1.51K- 1.61% |
$154K - $167K
|
92.2K
$10.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1.51K- 26.43% |
$154K - $167K
|
4.19K
$494K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.52K- 24.52% |
$155K - $169K
|
4.68K
$551K
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.53K- 5.4% |
$156K - $169K
|
26.8K
$3.15M
|