Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.53M+ 8742.07% |
$161M - $181M
|
1.55M
$193M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.44M+ 4.12% |
$152M - $170M
|
36.3M
$4.54B
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
936K+ 184.82% |
$98.7M - $111M
|
1.44M
$180M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
824K+ 15751.48% |
$86.9M - $97.5M
|
829K
$104M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
768K+ 9428.27% |
$81.1M - $90.9M
|
777K
$97M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
689K+ 5.18% |
$72.8M - $81.6M
|
14M
$1.75B
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
656K+ 21.9% |
$69.2M - $77.6M
|
3.65M
$456M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
655K+ 3.82% |
$69.1M - $77.5M
|
17.8M
$2.22B
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
591K+ 1.94% |
$62.4M - $70M
|
31M
$3.87B
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
551K+ 362.8% |
$58.2M - $65.3M
|
703K
$87.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
456K+ 242.82% |
$48.2M - $54M
|
644K
$80.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
447K+ 2.45% |
$47.1M - $52.9M
|
18.7M
$2.33B
|
|
|
Nov 05, 2024
Q3 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
417K+ 508.35% |
$44M - $49.3M
|
499K
$62.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
365K+ 426.75% |
$38.6M - $43.2M
|
451K
$56.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
311K+ 3.78% |
$32.8M - $36.8M
|
8.53M
$1.06B
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
307K+ 5.47% |
$32.4M - $36.4M
|
5.92M
$740M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
289K+ 112.63% |
$30.5M - $34.2M
|
546K
$68.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
282K+ 47.88% |
$29.8M - $33.4M
|
872K
$109M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
275K+ 236.24% |
$29M - $32.5M
|
391K
$48.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
263K+ 4.61% |
$27.8M - $31.2M
|
5.98M
$747M
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
262K+ 1130.99% |
$27.7M - $31M
|
285K
$35.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
260KNew |
$27.5M - $30.8M
|
260K
$32.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
259K+ 21.21% |
$27.4M - $30.7M
|
1.48M
$185M
|
|
|
Nov 13, 2024
Q3 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
250KNew |
$26.4M - $29.6M
|
250K
$31.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
235K+ 44.29% |
$24.8M - $27.8M
|
765K
$95.5M
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
231KNew |
$24.4M - $27.3M
|
231K
$28.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
215K+ 1.35% |
$22.7M - $25.4M
|
16.1M
$2.02B
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
214K+ 1565.59% |
$22.6M - $25.3M
|
228K
$28.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
189K+ 13.04% |
$19.9M - $22.3M
|
1.64M
$204M
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
186KNew |
$19.6M - $22M
|
186K
$23.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
178K+ 767.81% |
$18.8M - $21.1M
|
201K
$25.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
173KNew |
$18.3M - $20.5M
|
173K
$21.6M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
173K+ 206.06% |
$18.2M - $20.5M
|
257K
$32.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
169K+ 9.03% |
$17.8M - $20M
|
2.04M
$254M
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
168KNew |
$17.7M - $19.9M
|
168K
$21M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
167K+ 18.49% |
$17.7M - $19.8M
|
1.07M
$134M
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
166K+ 34.58% |
$17.5M - $19.7M
|
647K
$80.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
157K+ 1.4% |
$16.6M - $18.6M
|
11.3M
$1.42B
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
145K+ 3.82% |
$15.3M - $17.2M
|
3.96M
$494M
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
141K+ 186.68% |
$14.8M - $16.6M
|
216K
$27M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
134K+ 1.37% |
$14.1M - $15.8M
|
9.9M
$1.24B
|
|
|
Oct 29, 2024
Q3 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
126KNew |
$13.3M - $14.9M
|
126K
$15.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
125K+ 567695.44% |
$13.2M - $14.8M
|
125K
$15.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
121K+ 316.14% |
$12.8M - $14.3M
|
160K
$19.9M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
121K+ 6043.33% |
$12.8M - $14.3M
|
123K
$15.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
118KNew |
$12.5M - $14M
|
118K
$14.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
115K+ 29748.45% |
$12.1M - $13.6M
|
115K
$14.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
112KNew |
$11.8M - $13.3M
|
112K
$14M
|
|
|
Nov 07, 2024
Q3 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
109KNew |
$11.5M - $12.9M
|
109K
$13.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
109K+ 4966.54% |
$11.5M - $12.9M
|
111K
$13.8M
|