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 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
402+ 1.31% |
$42.4K - $47.6K
|
31.2K
$3.31M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
402+ 0.91% |
$42.4K - $47.6K
|
44.8K
$4.75M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
400+ 0.66% |
$42.2K - $47.3K
|
60.7K
$6.44M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
400+ 1.82% |
$42.2K - $47.3K
|
22.4K
$2.37M
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
397+ 1.54% |
$41.9K - $47K
|
26.2K
$2.78M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
395+ 17.53% |
$41.7K - $46.7K
|
2.65K
$281K
|
|
|
Nov 04, 2024
Q3 2024
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
392+ 9.28% |
$41.4K - $46.4K
|
4.62K
$490K
|
|
|
Dec 17, 2024
Q3 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
392+ 0.63% |
$41.4K - $46.4K
|
62.4K
$6.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Independent Family Office, LLC
|
BUY
|
- |
388+ 3.87% |
$40.9K - $45.9K
|
10.4K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
384+ 5.91% |
$40.5K - $45.4K
|
6.89K
$731K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
380+ 24.68% |
$40.1K - $45K
|
1.92K
$204K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
375+ 2.03% |
$39.6K - $44.4K
|
18.9K
$2M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
372+ 9.86% |
$39.3K - $44K
|
4.14K
$440K
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
370+ 4.28% |
$39K - $43.8K
|
9.02K
$957K
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
370+ 1.9% |
$39K - $43.8K
|
19.8K
$2.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
365+ 5.74% |
$38.5K - $43.2K
|
6.72K
$713K
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
359+ 1.55% |
$37.9K - $42.5K
|
23.5K
$2.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
358+ 0.99% |
$37.8K - $42.4K
|
36.5K
$3.87M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
357+ 285.6% |
$37.7K - $42.2K
|
482
$51.2K
|
|
|
Jan 08, 2025
Q3 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
357+ 0.51% |
$37.7K - $42.2K
|
70.3K
$7.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
355+ 5.84% |
$37.5K - $42K
|
6.43K
$682K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
354+ 13.11% |
$37.4K - $41.9K
|
3.06K
$324K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
348+ 7.15% |
$36.7K - $41.2K
|
5.22K
$554K
|
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
347+ 0.08% |
$36.6K - $41.1K
|
435K
$46.2M
|
|
|
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
$3.61M
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
336+ 1.23% |
$35.5K - $39.8K
|
27.7K
$2.94M
|
|
|
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
$247K
|
|
|
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
$1.12M
|
|
|
Mar 25, 2025
Q3 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
324+ 2.66% |
$34.2K - $38.3K
|
12.5K
$1.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
317+ 1.41% |
$33.5K - $37.5K
|
22.7K
$2.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
315+ 0.74% |
$33.2K - $37.3K
|
42.9K
$4.56M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
314+ 4.1% |
$33.1K - $37.2K
|
7.98K
$847K
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
BUY
|
- |
312+ 10.05% |
$32.9K - $36.9K
|
3.42K
$363K
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
312+ 10.05% |
$32.9K - $36.9K
|
3.42K
$363K
|
|
|
Oct 10, 2024
Q3 2024
|
Asio Capital, LLC
|
BUY
|
- |
311+ 0.15% |
$32.8K - $36.8K
|
208K
$22.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
310+ 1.48% |
$32.7K - $36.7K
|
21.3K
$2.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
309+ 3.77% |
$32.6K - $36.6K
|
8.51K
$904K
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
308+ 15.43% |
$32.5K - $36.4K
|
2.3K
$245K
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
304+ 11.55% |
$32.1K - $36K
|
2.94K
$312K
|
|
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
303+ 8.06% |
$32K - $35.9K
|
4.06K
$431K
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
302+ 15.75% |
$31.9K - $35.7K
|
2.22K
$236K
|
|
|
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
$706K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
300+ 1.56% |
$31.7K - $35.5K
|
19.5K
$2.07M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
299+ 4.72% |
$31.6K - $35.4K
|
6.64K
$705K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
299+ 10.73% |
$31.6K - $35.4K
|
3.09K
$327K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
286+ 1.72% |
$30.2K - $33.8K
|
16.9K
$1.79M
|