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 14, 2024
Q2 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-69.6K- 56.81% |
$7.1M - $7.71M
|
52.9K
$5.61M
|
|
|
Aug 08, 2024
Q2 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-70.4K- 65.81% |
$7.19M - $7.8M
|
36.6K
$3.88M
|
|
|
Aug 07, 2024
Q2 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-70.4K- 52.01% |
$7.19M - $7.8M
|
64.9K
$6.89M
|
|
|
Aug 06, 2024
Q2 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-72.8K- 23.21% |
$7.43M - $8.07M
|
241K
$25.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-80.3K- 1.54% |
$8.2M - $8.91M
|
5.14M
$546M
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-81K- 99.97% |
$8.27M - $8.98M
|
22
$2.34K
|
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
SELL
|
- |
-86.3K- 97.33% |
$8.81M - $9.57M
|
2.36K
$251K
|
|
|
Aug 07, 2024
Q2 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-87.1K- 85.97% |
$8.9M - $9.66M
|
14.2K
$1.51M
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-90K- 52.96% |
$9.19M - $9.98M
|
80K
$8.49M
|
|
|
Oct 30, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-90.9K- 84.51% |
$9.29M - $10.1M
|
16.7K
$1.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-93.3K- 40.96% |
$9.53M - $10.3M
|
134K
$14.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
SELL
|
- |
-94.9K- 18.14% |
$9.69M - $10.5M
|
428K
$45.5M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-95.9K- 15.93% |
$9.8M - $10.6M
|
506K
$53.7M
|
|
|
Jul 10, 2024
Q2 2024
|
Cumberland Advisors Inc
|
SELL
|
- |
-97.9K- 40.24% |
$10M - $10.9M
|
145K
$15.4M
|
|
|
Oct 31, 2024
Q2 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-105KClosed |
$10.8M - $11.7M
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-107K- 55.35% |
$11M - $11.9M
|
86.7K
$9.2M
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-108K- 29.01% |
$11.1M - $12M
|
265K
$28.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-118K- 48.48% |
$12M - $13.1M
|
125K
$13.3M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-123K- 2.4% |
$12.6M - $13.7M
|
5M
$531M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-135K- 6.42% |
$13.8M - $15M
|
1.96M
$209M
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-136K- 44.29% |
$13.9M - $15M
|
171K
$18.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-137K- 36.16% |
$14M - $15.2M
|
243K
$25.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-143K- 88.16% |
$14.6M - $15.9M
|
19.3K
$2.04M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-149K- 69.53% |
$15.2M - $16.5M
|
65.3K
$6.94M
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-161K- 72.09% |
$16.5M - $17.9M
|
62.4K
$6.63M
|
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
SELL
|
- |
-184K- 25.94% |
$18.8M - $20.4M
|
527K
$55.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-195K- 44.66% |
$20M - $21.7M
|
242K
$25.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-226K- 7.02% |
$23.1M - $25.1M
|
2.99M
$318M
|
|
|
Aug 14, 2024
Q2 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-227K- 15.07% |
$23.2M - $25.2M
|
1.28M
$136M
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-252K- 63.8% |
$25.8M - $28M
|
143K
$15.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-264K- 91.91% |
$26.9M - $29.2M
|
23.2K
$2.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-282K- 0.92% |
$28.8M - $31.3M
|
30.4M
$3.23B
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-282K- 3.31% |
$28.8M - $31.3M
|
8.24M
$875M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-296K- 14.61% |
$30.2M - $32.8M
|
1.73M
$184M
|
|
|
Aug 13, 2024
Q2 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-324K- 79.79% |
$33.1M - $35.9M
|
82K
$8.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-331K- 4.36% |
$33.8M - $36.7M
|
7.24M
$769M
|
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-331K- 54.15% |
$33.8M - $36.7M
|
280K
$29.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-336K- 78.69% |
$34.3M - $37.2M
|
90.9K
$9.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-396K- 6.58% |
$40.4M - $43.9M
|
5.62M
$596M
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-418K- 19.35% |
$42.7M - $46.3M
|
1.74M
$185M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-656K- 17.97% |
$67M - $72.7M
|
2.99M
$318M
|
|
|
Jul 29, 2024
Q2 2024
|
Members Trust CO
|
SELL
|
- |
-673K- 41.84% |
$68.7M - $74.6M
|
935K
$99.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-701K- 4.22% |
$71.6M - $77.7M
|
15.9M
$1.69B
|
|
|
May 14, 2025
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-932K- 4.86% |
$95.2M - $103M
|
18.2M
$1.93B
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-977K- 5.09% |
$99.8M - $108M
|
18.2M
$1.93B
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-977K- 5.09% |
$99.8M - $108M
|
18.2M
$1.93B
|
|
|
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-2.06M- 91.62% |
$211M - $229M
|
189K
$20M
|