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 12, 2024
Q2 2024
|
Titan Global Capital Management Usa LLC
New York, NY |
SELL
|
- |
-24.6K- 80.63% |
$2.51M - $2.72M
|
5.9K
$626K
|
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-25.3K- 15.29% |
$2.59M - $2.81M
|
140K
$14.9M
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-25.6K- 25.38% |
$2.62M - $2.84M
|
75.4K
$8M
|
|
|
Aug 08, 2024
Q2 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-25.8K- 59.63% |
$2.64M - $2.86M
|
17.5K
$1.85M
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-26K- 35.37% |
$2.66M - $2.88M
|
47.5K
$5.04M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-26.1K- 20.2% |
$2.67M - $2.89M
|
103K
$10.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
SELL
|
- |
-28.5K- 48.13% |
$2.91M - $3.16M
|
30.7K
$3.26M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-30.5K- 15.57% |
$3.11M - $3.38M
|
165K
$17.5M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-30.8K- 1.74% |
$3.15M - $3.42M
|
1.74M
$185M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-31.2K- 6.94% |
$3.18M - $3.46M
|
418K
$44.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-31.8K- 21.25% |
$3.25M - $3.53M
|
118K
$12.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-32.2K- 18.56% |
$3.29M - $3.58M
|
142K
$15M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-32.4K- 13.16% |
$3.31M - $3.6M
|
214K
$22.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-32.6K- 4.67% |
$3.33M - $3.61M
|
665K
$70.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-32.6K- 22.21% |
$3.33M - $3.61M
|
114K
$12.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-32.9K- 14.89% |
$3.36M - $3.65M
|
188K
$20M
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
SELL
|
- |
-33.4K- 5.77% |
$3.41M - $3.7M
|
545K
$57.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Alaska Permanent Capital Management
|
SELL
|
- |
-33.4K- 5.81% |
$3.41M - $3.71M
|
541K
$57.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-33.7K- 64.87% |
$3.45M - $3.74M
|
18.3K
$1.94M
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-35.4K- 53.75% |
$3.61M - $3.92M
|
30.4K
$3.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-36.1K- 66.67% |
$3.69M - $4M
|
18K
$1.91M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-36.1K- 12.74% |
$3.69M - $4M
|
247K
$26.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-36.8K- 23.36% |
$3.75M - $4.08M
|
121K
$12.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-37.7K- 7.15% |
$3.85M - $4.18M
|
489K
$51.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
SELL
|
- |
-37.7K- 84.08% |
$3.85M - $4.18M
|
7.14K
$758K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-37.9K- 18.81% |
$3.87M - $4.2M
|
164K
$17.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-38.5K- 95.02% |
$3.93M - $4.27M
|
2.02K
$214K
|
|
|
Aug 14, 2024
Q2 2024
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-39.2K- 39.41% |
$4M - $4.34M
|
60.2K
$6.39M
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-42.8K- 99.52% |
$4.37M - $4.75M
|
205
$21.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-44.8K- 7.01% |
$4.58M - $4.97M
|
595K
$63.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-45.7K- 65.02% |
$4.67M - $5.07M
|
24.6K
$2.61M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-46.8K- 1.23% |
$4.78M - $5.19M
|
3.75M
$398M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-46.8K- 3.06% |
$4.78M - $5.19M
|
1.49M
$158M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-47.4KClosed |
$4.84M - $5.25M
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-47.9K- 2.54% |
$4.9M - $5.32M
|
1.84M
$195M
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-48.4K- 93.11% |
$4.94M - $5.37M
|
3.58K
$380K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-49.6K- 95.65% |
$5.06M - $5.5M
|
2.25K
$239K
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-52.2K- 73.16% |
$5.33M - $5.78M
|
19.1K
$2.03M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-52.3K- 3.44% |
$5.34M - $5.8M
|
1.47M
$156M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-52.4K- 32.93% |
$5.35M - $5.81M
|
107K
$11.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-53.2K- 47.73% |
$5.44M - $5.9M
|
58.3K
$6.19M
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-53.6K- 81.75% |
$5.47M - $5.94M
|
12K
$1.27M
|
|
|
Jul 25, 2024
Q2 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-56.4K- 36.49% |
$5.76M - $6.25M
|
98.1K
$10.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-57.9K- 51.79% |
$5.91M - $6.42M
|
53.9K
$5.72M
|
|
|
Jul 17, 2024
Q2 2024
|
Magnolia Wealth Management, LLC
|
SELL
|
- |
-59.9K- 45.23% |
$6.12M - $6.64M
|
72.5K
$7.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-61.9K- 5.64% |
$6.33M - $6.87M
|
1.04M
$110M
|
|
|
May 19, 2025
Q2 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-63.2K- 21.72% |
$6.46M - $7.01M
|
228K
$24.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-65K- 45.69% |
$6.64M - $7.21M
|
77.3K
$8.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-66.6K- 73.28% |
$6.81M - $7.39M
|
24.3K
$2.58M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-66.8K- 4.69% |
$6.83M - $7.41M
|
1.36M
$144M
|