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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
384+ 5.91% |
$40.5K - $45.4K
|
6.89K
$734K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
380+ 24.68% |
$40.1K - $45K
|
1.92K
$205K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
375+ 2.03% |
$39.6K - $44.4K
|
18.9K
$2.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
372+ 9.86% |
$39.3K - $44K
|
4.14K
$442K
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
370+ 4.28% |
$39K - $43.8K
|
9.02K
$961K
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
370+ 1.9% |
$39K - $43.8K
|
19.8K
$2.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
365+ 5.74% |
$38.5K - $43.2K
|
6.72K
$716K
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
359+ 1.55% |
$37.9K - $42.5K
|
23.5K
$2.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
358+ 0.99% |
$37.8K - $42.4K
|
36.5K
$3.89M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
357+ 285.6% |
$37.7K - $42.2K
|
482
$51.4K
|
|
|
Jan 08, 2025
Q3 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
357+ 0.51% |
$37.7K - $42.2K
|
70.3K
$7.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
355+ 5.84% |
$37.5K - $42K
|
6.43K
$685K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
354+ 13.11% |
$37.4K - $41.9K
|
3.06K
$326K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
348+ 7.15% |
$36.7K - $41.2K
|
5.22K
$556K
|
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
347+ 0.08% |
$36.6K - $41.1K
|
435K
$46.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
345+ 2.12% |
$36.4K - $40.8K
|
16.6K
$1.77M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
342+ 1.02% |
$36.1K - $40.5K
|
34K
$3.63M
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
336+ 1.23% |
$35.5K - $39.8K
|
27.7K
$2.95M
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
334+ 2.17% |
$35.2K - $39.5K
|
15.7K
$1.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
330+ 16.53% |
$34.8K - $39.1K
|
2.33K
$248K
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
329+ 2.47% |
$34.7K - $38.9K
|
13.6K
$1.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Gs Investments, Inc.
|
BUY
|
- |
324+ 3.15% |
$34.2K - $38.3K
|
10.6K
$1.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
317+ 1.41% |
$33.5K - $37.5K
|
22.7K
$2.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
315+ 0.74% |
$33.2K - $37.3K
|
42.9K
$4.57M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
314+ 4.1% |
$33.1K - $37.2K
|
7.98K
$850K
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
BUY
|
- |
312+ 10.05% |
$32.9K - $36.9K
|
3.42K
$364K
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
312+ 10.05% |
$32.9K - $36.9K
|
3.42K
$364K
|
|
|
Oct 10, 2024
Q3 2024
|
Asio Capital, LLC
|
BUY
|
- |
311+ 0.15% |
$32.8K - $36.8K
|
208K
$22.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
310+ 1.48% |
$32.7K - $36.7K
|
21.3K
$2.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
309+ 3.77% |
$32.6K - $36.6K
|
8.51K
$907K
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
308+ 15.43% |
$32.5K - $36.4K
|
2.3K
$246K
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
304+ 11.55% |
$32.1K - $36K
|
2.94K
$313K
|
|
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
303+ 8.06% |
$32K - $35.9K
|
4.06K
$433K
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
302+ 15.75% |
$31.9K - $35.7K
|
2.22K
$237K
|
|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
301+ 3.17% |
$31.8K - $35.6K
|
9.78K
$1.04M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
300+ 4.73% |
$31.7K - $35.5K
|
6.65K
$708K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
300+ 1.56% |
$31.7K - $35.5K
|
19.5K
$2.08M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
299+ 4.72% |
$31.6K - $35.4K
|
6.64K
$707K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
299+ 10.73% |
$31.6K - $35.4K
|
3.09K
$329K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
286+ 1.72% |
$30.2K - $33.8K
|
16.9K
$1.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
282+ 3.72% |
$29.8K - $33.4K
|
7.87K
$839K
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
280+ 0.58% |
$29.5K - $33.1K
|
48.4K
$5.16M
|
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
278+ 5.88% |
$29.3K - $32.9K
|
5.01K
$533K
|
|
|
Oct 22, 2024
Q3 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
272+ 1.47% |
$28.7K - $32.2K
|
18.8K
$2M
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
266+ 6.09% |
$28.1K - $31.5K
|
4.64K
$494K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
263+ 6.78% |
$27.8K - $31.1K
|
4.14K
$441K
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
262+ 1.79% |
$27.6K - $31K
|
14.9K
$1.59M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
259+ 1.2% |
$27.3K - $30.7K
|
21.9K
$2.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
256+ 0.17% |
$27K - $30.3K
|
150K
$15.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
254+ 40.0% |
$26.8K - $30.1K
|
889
$94.7K
|