Purchases and Sales Made in Q2 2024 in Ishares Core S&P Sm Cap ETF (IJR)

IJR Quotes by TradingView

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
Jul 11, 2024 Q2 2024
Cedar Mountain Advisors, LLC

BUY
 -
3.48K
+ 1.69%
$356K - $386K
210K $25.3M
Aug 14, 2024 Q2 2024
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
3.47K
New
$355K - $385K
3.47K $418K
Aug 14, 2024 Q2 2024
Evercore Wealth Management, LLC

New York, NY
BUY
 -
3.46K
+ 8.63%
$354K - $384K
43.6K $5.25M
Jul 23, 2024 Q2 2024
New Square Capital LLC

BUY
 -
3.46K
+ 3.54%
$353K - $384K
101K $12.2M
Jul 24, 2024 Q2 2024
Norris Perne & French LLP

Grand Rapids, MI
BUY
 -
3.41K
+ 3.07%
$349K - $378K
114K $13.8M
Aug 13, 2024 Q2 2024
First Commonwealth Financial Corp

Indiana, PA
BUY
 -
3.41K
+ 56.75%
$348K - $378K
9.41K $1.13M
Aug 19, 2024 Q2 2024
Kimelman & Baird, LLC

New York, NY
BUY
 -
3.4K
New
$347K - $377K
3.4K $409K
Jul 26, 2024 Q2 2024
Hb Wealth Management, LLC

BUY
 -
3.37K
+ 4.38%
$345K - $374K
80.5K $9.69M
Jul 31, 2024 Q2 2024
Graypoint LLC

BUY
 -
3.36K
+ 0.99%
$343K - $373K
342K $41.2M
Aug 09, 2024 Q2 2024
Renasant Bank

BUY
 -
3.35K
+ 35.03%
$342K - $372K
12.9K $1.56M
Jul 29, 2024 Q2 2024
Sage Capital Management, LLC

Stockton, NJ
BUY
 -
3.28K
New
$335K - $363K
3.28K $395K
Jul 08, 2024 Q2 2024
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
3.28K
+ 3.26%
$335K - $363K
104K $12.5M
Aug 07, 2024 Q2 2024
Gryphon Financial Partners LLC

BUY
 -
3.27K
+ 13.16%
$334K - $363K
28.1K $3.39M
Aug 07, 2024 Q2 2024
William Howard & CO Financial Advisors Inc

Memphis, TN
BUY
 -
3.27K
New
$334K - $362K
3.27K $394K
Aug 12, 2024 Q2 2024
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
3.26K
+ 1.91%
$333K - $361K
174K $20.9M
Jul 29, 2024 Q2 2024
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
3.25K
+ 229.0%
$331K - $360K
4.66K $561K
Aug 02, 2024 Q2 2024
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
3.25K
+ 2.31%
$331K - $360K
144K $17.3M
Jul 22, 2024 Q2 2024
Churchill Management Corp

BUY
 -
3.23K
New
$330K - $358K
3.23K $389K
Jul 05, 2024 Q2 2024
Thurston, Springer, Miller, Herd & Titak, Inc.

Indianapolis, IN
BUY
 -
3.22K
New
$328K - $356K
3.22K $387K
Jul 31, 2024 Q2 2024
New England Professional Planning Group Inc.

BUY
 -
3.19K
+ 2.11%
$326K - $354K
155K $18.6M
Jul 12, 2024 Q2 2024
Wolff Wiese Magana LLC

BUY
 -
3.12K
+ 198.54%
$319K - $346K
4.69K $565K
Aug 06, 2024 Q2 2024
Ellis Investment Partners, LLC

BUY
 -
3.12K
+ 4.12%
$318K - $346K
78.7K $9.47M
Aug 01, 2024 Q2 2024
Cache Tech Inc.

Logan, UT
BUY
 -
3.11K
New
$317K - $344K
3.11K $374K
Aug 09, 2024 Q2 2024
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
3.1K
+ 0.4%
$317K - $344K
782K $94.2M
Aug 14, 2024 Q2 2024
Vident Advisory, LLC

Alpharetta, GA
BUY
 -
3.1K
New
$316K - $344K
3.1K $373K
Sep 10, 2024 Q2 2024
Prio Wealth Limited Partnership

Boston, MA
BUY
 -
3.1K
+ 2.08%
$316K - $343K
152K $18.3M
Jul 25, 2024 Q2 2024
First Heartland Consultants, Inc.

BUY
 -
3.09K
+ 33.52%
$315K - $343K
12.3K $1.48M
Aug 14, 2024 Q2 2024
Rmr Capital Management, LLC

Tustin, CA
BUY
 -
3.08K
New
$315K - $342K
3.08K $371K
Aug 12, 2024 Q2 2024
Hrt Financial LP

New York, NY
BUY
 -
3.08K
New
$314K - $341K
3.08K $370K
Jul 16, 2024 Q2 2024
Bremer Bank National Association

BUY
 -
3.07K
+ 7.22%
$314K - $341K
45.6K $5.5M
Aug 13, 2024 Q2 2024
First Financial Bankshares Inc

Abilene, TX
BUY
 -
3.04K
+ 1.27%
$310K - $337K
242K $29.1M
Jul 12, 2024 Q2 2024
Omega Financial Group, LLC

BUY
 -
3.01K
+ 2.92%
$307K - $334K
106K $12.7M
Jul 11, 2024 Q2 2024
Jvl Associates LLC

BUY
 -
3K
+ 1.8%
$306K - $333K
170K $20.4M
Jul 16, 2024 Q2 2024
Midwest Financial Group LLC

Overland Park, KS
BUY
 -
2.99K
+ 10.89%
$305K - $331K
30.4K $3.66M
Aug 01, 2024 Q2 2024
Heritage Family Offices, LLP

Scottsdale, AZ
BUY
 -
2.97K
New
$303K - $329K
2.97K $358K
Jul 25, 2024 Q2 2024
Shelter Ins Retirement Plan

BUY
 -
2.96K
New
$302K - $328K
2.96K $356K
Jul 30, 2024 Q2 2024
Nbt Bank N A

BUY
 -
2.96K
+ 26.41%
$302K - $328K
14.2K $1.71M
Jul 11, 2024 Q2 2024
Canandaigua National Bank & Trust CO

Canandaigua, NY
BUY
 -
2.93K
New
$300K - $325K
2.93K $353K
Jul 31, 2024 Q2 2024
Interchange Capital Partners, LLC

BUY
 -
2.92K
+ 23.19%
$298K - $323K
15.5K $1.87M
Aug 13, 2024 Q2 2024
Howe & Rusling Inc

Rochester, NY
BUY
 -
2.92K
+ 4.49%
$298K - $323K
67.8K $8.16M
Jul 26, 2024 Q2 2024
Patriot Financial Group Insurance Agency, LLC

BUY
 -
2.9K
+ 4.48%
$296K - $322K
67.7K $8.15M
Aug 28, 2024 Q2 2024
Souders Financial Advisors

BUY
 -
2.89K
+ 3.7%
$295K - $320K
80.9K $9.74M
Aug 09, 2024 Q2 2024
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
2.88K
+ 15.18%
$294K - $319K
21.8K $2.63M
Jul 16, 2024 Q2 2024
Kure Advisory, LLC

Plymouth, MN
BUY
 -
2.86K
+ 4.56%
$292K - $317K
65.6K $7.89M
Aug 07, 2024 Q2 2024
Two West Capital Advisors LLC

Overland Park, KS
BUY
 -
2.84K
New
$290K - $315K
2.84K $342K
Aug 08, 2024 Q2 2024
Bigelow Investment Advisors, LLC

BUY
 -
2.84K
+ 6.2%
$290K - $314K
48.5K $5.85M
Aug 01, 2024 Q2 2024
Yhb Investment Advisors, Inc.

BUY
 -
2.84K
+ 1.49%
$290K - $314K
193K $23.3M
Aug 08, 2024 Q2 2024
Avestar Capital, LLC

BUY
 -
2.82K
New
$287K - $312K
2.82K $339K
Jul 02, 2024 Q2 2024
Armstrong Henry H Associates Inc

BUY
 -
2.81K
New
$287K - $312K
2.81K $338K

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