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 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
3.02K+ 25.12% |
$319K - $358K
|
15.1K
$1.76M
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
2.99KNew |
$316K - $354K
|
2.99K
$350K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
2.99K+ 12.7% |
$315K - $353K
|
26.5K
$3.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.97K+ 21.27% |
$314K - $352K
|
16.9K
$1.98M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.95K+ 29.46% |
$312K - $349K
|
13K
$1.52M
|
|
|
Nov 07, 2024
Q3 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
2.94K+ 11.12% |
$310K - $347K
|
29.3K
$3.44M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.93KNew |
$309K - $347K
|
2.93K
$343K
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.91K+ 13.98% |
$307K - $344K
|
23.7K
$2.77M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.9K+ 1.74% |
$306K - $343K
|
170K
$19.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
2.89K+ 56.42% |
$305K - $342K
|
8K
$937K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.85K+ 4.55% |
$301K - $337K
|
65.4K
$7.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
2.83K+ 29.9% |
$299K - $335K
|
12.3K
$1.44M
|
|
|
Oct 15, 2024
Q3 2024
|
Epiq Partners, LLC
|
BUY
|
- |
2.82K+ 100.79% |
$298K - $334K
|
5.62K
$658K
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
2.81KNew |
$296K - $332K
|
2.81K
$329K
|
|
|
Nov 08, 2024
Q3 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
2.8KNew |
$296K - $331K
|
2.8K
$328K
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.79KNew |
$294K - $330K
|
2.79K
$327K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.77K+ 9.09% |
$292K - $328K
|
33.2K
$3.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
2.75K+ 134.82% |
$290K - $325K
|
4.78K
$560K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.72K+ 9.89% |
$287K - $322K
|
30.3K
$3.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
2.72K+ 10.92% |
$287K - $322K
|
27.6K
$3.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
2.72K+ 30.91% |
$287K - $322K
|
11.5K
$1.35M
|
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
2.71K+ 1.59% |
$286K - $321K
|
173K
$20.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
2.7K+ 39.11% |
$285K - $319K
|
9.6K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.7K+ 64.83% |
$285K - $319K
|
6.86K
$803K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.69K+ 12.68% |
$284K - $318K
|
23.9K
$2.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
2.67K+ 28.75% |
$282K - $316K
|
12K
$1.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.63K+ 2.53% |
$278K - $311K
|
106K
$12.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
2.63KNew |
$277K - $311K
|
2.63K
$307K
|
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
2.62K+ 4.08% |
$277K - $311K
|
67K
$7.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.62K+ 30.08% |
$277K - $310K
|
11.3K
$1.33M
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
2.61K+ 2.12% |
$276K - $309K
|
126K
$14.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
2.61K+ 3.74% |
$275K - $309K
|
72.3K
$8.47M
|
|
|
Oct 10, 2024
Q3 2024
|
Avondale Wealth Management
|
BUY
|
- |
2.6K+ 113.39% |
$274K - $308K
|
4.89K
$573K
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
2.58K+ 7.21% |
$272K - $306K
|
38.4K
$4.49M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
2.57K+ 63.01% |
$272K - $305K
|
6.66K
$780K
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
2.56KNew |
$270K - $303K
|
2.56K
$300K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
2.56KNew |
$270K - $302K
|
2.56K
$299K
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
2.55KNew |
$269K - $302K
|
2.55K
$299K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
2.55K+ 34.62% |
$269K - $302K
|
9.91K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.53K+ 3.3% |
$267K - $300K
|
79.4K
$9.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2.53K+ 7.42% |
$267K - $299K
|
36.6K
$4.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
2.52KNew |
$266K - $298K
|
2.52K
$295K
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
2.5KNew |
$264K - $296K
|
2.5K
$292K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
2.49K+ 0.32% |
$262K - $294K
|
789K
$92.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Campion Asset Management
|
BUY
|
- |
2.48K+ 7.56% |
$262K - $293K
|
35.2K
$4.12M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
2.44K+ 6.36% |
$258K - $289K
|
40.9K
$4.79M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
2.44K+ 1.73% |
$258K - $289K
|
144K
$16.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
2.44K+ 5.02% |
$257K - $289K
|
51K
$5.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.44K+ 28.43% |
$257K - $289K
|
11K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.42K+ 0.53% |
$256K - $287K
|
464K
$54.3M
|