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 |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2024
Q2 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
4.58K+ 28.03% |
$467K - $507K
|
20.9K
$2.61M
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
4.52K+ 6.22% |
$462K - $501K
|
77.2K
$9.64M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
4.52K+ 6.2% |
$461K - $501K
|
77.3K
$9.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.48K+ 7.22% |
$458K - $497K
|
66.5K
$8.31M
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
4.42K+ 16.44% |
$451K - $490K
|
31.3K
$3.91M
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.38K+ 86.28% |
$448K - $486K
|
9.46K
$1.18M
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4.37KNew |
$446K - $485K
|
4.37K
$546K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
4.32K+ 0.98% |
$441K - $479K
|
447K
$55.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
4.31K+ 2.79% |
$440K - $478K
|
159K
$19.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
4.3K+ 4.92% |
$439K - $476K
|
91.7K
$11.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
4.29K+ 25.98% |
$438K - $475K
|
20.8K
$2.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.28K+ 47.19% |
$437K - $475K
|
13.4K
$1.67M
|
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
4.26K+ 1.27% |
$435K - $472K
|
340K
$42.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
4.26K+ 1.43% |
$435K - $472K
|
302K
$37.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
4.21KNew |
$430K - $467K
|
4.21K
$526K
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Advisors LLC
|
BUY
|
- |
4.18K+ 23.4% |
$427K - $463K
|
22K
$2.75M
|
|
|
Jul 31, 2024
Q2 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
4.16K+ 43.74% |
$425K - $461K
|
13.7K
$1.71M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.14K+ 4.79% |
$423K - $459K
|
90.6K
$11.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
4.13K+ 10.81% |
$422K - $458K
|
42.4K
$5.29M
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
4.07K+ 12.17% |
$416K - $451K
|
37.5K
$4.69M
|
|
|
Jul 24, 2024
Q2 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
4.05K+ 5.83% |
$414K - $449K
|
73.5K
$9.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
4.05K+ 4.95% |
$414K - $449K
|
85.8K
$10.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
4.02K+ 5.76% |
$411K - $446K
|
73.9K
$9.23M
|
|
|
Aug 14, 2024
Q2 2024
|
United Bank
Vienna, VA |
BUY
|
- |
4.01K+ 1.12% |
$410K - $445K
|
363K
$45.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Iowa State Bank
|
BUY
|
- |
4.01K+ 3.85% |
$410K - $445K
|
108K
$13.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
3.99KNew |
$407K - $442K
|
3.99K
$498K
|
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.97K+ 0.89% |
$405K - $440K
|
450K
$56.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
3.96K+ 17.32% |
$404K - $439K
|
26.8K
$3.35M
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3.96K+ 1.36% |
$404K - $439K
|
296K
$37M
|
|
|
Jul 12, 2024
Q2 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
3.94K+ 1.07% |
$403K - $437K
|
374K
$46.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.9K+ 2.66% |
$398K - $432K
|
150K
$18.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
3.89KNew |
$398K - $432K
|
3.89K
$486K
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3.82K+ 1.2% |
$390K - $424K
|
322K
$40.2M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.79K+ 1.74% |
$387K - $420K
|
222K
$27.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
3.76K+ 8.08% |
$383K - $416K
|
50.2K
$6.27M
|
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
3.75KNew |
$383K - $416K
|
3.75K
$469K
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
3.74K+ 8.4% |
$382K - $415K
|
48.3K
$6.04M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
3.74K+ 0.58% |
$382K - $414K
|
647K
$80.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
3.73KNew |
$381K - $414K
|
3.73K
$466K
|
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
3.72K+ 6.88% |
$380K - $412K
|
57.8K
$7.21M
|
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
BUY
|
- |
3.69K+ 19.87% |
$376K - $409K
|
22.2K
$2.78M
|
|
|
Jul 15, 2024
Q2 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
3.66K+ 5.98% |
$374K - $406K
|
64.9K
$8.11M
|
|
|
Jul 29, 2024
Q2 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
3.65K+ 4.57% |
$373K - $405K
|
83.6K
$10.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Private Management Group Inc
|
BUY
|
- |
3.65KNew |
$373K - $405K
|
3.65K
$456K
|
|
|
Jul 26, 2024
Q2 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
3.63K+ 145.12% |
$370K - $402K
|
6.12K
$765K
|
|
|
Jul 12, 2024
Q2 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
3.61K+ 0.84% |
$369K - $401K
|
435K
$54.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.59K+ 17.07% |
$367K - $398K
|
24.6K
$3.07M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
3.58K+ 8.99% |
$366K - $397K
|
43.4K
$5.42M
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3.5K+ 4.27% |
$357K - $388K
|
85.5K
$10.7M
|
|
|
Jul 11, 2024
Q2 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
3.48K+ 1.69% |
$356K - $386K
|
210K
$26.2M
|