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
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
11.7K+ 98.32% |
$1.2M - $1.3M
|
23.7K
$2.96M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.6K+ 5.34% |
$1.18M - $1.28M
|
228K
$28.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Navalign, LLC
|
BUY
|
- |
11.4K+ 6.88% |
$1.17M - $1.27M
|
178K
$22.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
11.3K+ 12.89% |
$1.16M - $1.25M
|
99.1K
$12.4M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.2K+ 2.52% |
$1.14M - $1.24M
|
455K
$56.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
BUY
|
- |
11K+ 6.34% |
$1.12M - $1.22M
|
185K
$23.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
10.7K+ 10.91% |
$1.1M - $1.19M
|
109K
$13.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
BUY
|
- |
10.7K+ 54.03% |
$1.09M - $1.18M
|
30.4K
$3.79M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
10.6K+ 26.28% |
$1.08M - $1.18M
|
51K
$6.36M
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
10.5K+ 5.46% |
$1.08M - $1.17M
|
204K
$25.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
10.5K+ 31.01% |
$1.07M - $1.16M
|
44.3K
$5.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
10.3K+ 35.82% |
$1.05M - $1.14M
|
39.1K
$4.88M
|
|
|
Aug 07, 2024
Q2 2024
|
Jordan Park Group LLC
|
BUY
|
- |
10.1K+ 542.29% |
$1.03M - $1.12M
|
12K
$1.49M
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
10.1K+ 11.49% |
$1.03M - $1.12M
|
97.7K
$12.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
10K+ 94.73% |
$1.03M - $1.11M
|
20.6K
$2.58M
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
10K+ 25.01% |
$1.03M - $1.11M
|
50.2K
$6.27M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
10K+ 132.44% |
$1.02M - $1.11M
|
17.6K
$2.19M
|
|
|
Jul 25, 2024
Q2 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
9.8K+ 26.92% |
$1M - $1.09M
|
46.2K
$5.77M
|
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
9.61K+ 3.75% |
$981K - $1.07M
|
266K
$33.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
9.61K+ 374.66% |
$981K - $1.07M
|
12.2K
$1.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
9.45KNew |
$965K - $1.05M
|
9.45K
$1.18M
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
9.37K+ 5.24% |
$956K - $1.04M
|
188K
$23.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
9.18K+ 5.89% |
$937K - $1.02M
|
165K
$20.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
9.1K+ 29.46% |
$929K - $1.01M
|
40K
$4.99M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
8.99K+ 8.42% |
$918K - $997K
|
116K
$14.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
8.96K+ 3.43% |
$915K - $994K
|
270K
$33.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
8.96K+ 1.53% |
$915K - $993K
|
595K
$74.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
8.84K+ 2.53% |
$903K - $980K
|
358K
$44.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.8K+ 9.17% |
$899K - $976K
|
105K
$13.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
8.74K+ 3.61% |
$893K - $969K
|
251K
$31.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
8.74K+ 43.66% |
$892K - $969K
|
28.8K
$3.59M
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
8.74K+ 7.55% |
$892K - $969K
|
124K
$15.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
8.7K+ 8.62% |
$888K - $964K
|
110K
$13.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
8.68K+ 5.54% |
$887K - $963K
|
165K
$20.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
8.66KNew |
$885K - $961K
|
8.66K
$1.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
8.65KNew |
$883K - $959K
|
8.65K
$1.08M
|
|
|
Aug 08, 2024
Q2 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
8.6K+ 2.74% |
$879K - $954K
|
323K
$40.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
8.48K+ 7.74% |
$866K - $941K
|
118K
$14.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
8.48K+ 12.97% |
$866K - $940K
|
73.9K
$9.23M
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
8.33K+ 4.68% |
$850K - $923K
|
186K
$23.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
8.31K+ 3.63% |
$848K - $921K
|
237K
$29.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
8.18K+ 12.51% |
$835K - $907K
|
73.5K
$9.18M
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
8.17K+ 211.98% |
$835K - $906K
|
12K
$1.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
8.16K+ 5.25% |
$834K - $905K
|
164K
$20.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
8.09K+ 5.62% |
$826K - $897K
|
152K
$19M
|
|
|
Aug 06, 2024
Q2 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
8.04K+ 70.51% |
$821K - $891K
|
19.4K
$2.43M
|
|
|
Jul 31, 2024
Q2 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
7.94K+ 2.74% |
$811K - $880K
|
297K
$37.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
7.94K+ 29.33% |
$811K - $880K
|
35K
$4.37M
|
|
|
Aug 01, 2024
Q2 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
7.91K+ 25.89% |
$808K - $877K
|
38.4K
$4.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7.88K+ 4.49% |
$804K - $873K
|
183K
$22.9M
|