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 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
167+ 3.19% |
$17.6K - $19.8K
|
5.4K
$633K
|
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
BUY
|
- |
165+ 2.2% |
$17.4K - $19.5K
|
7.67K
$899K
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
165+ 1.36% |
$17.4K - $19.5K
|
12.3K
$1.45M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
165+ 0.57% |
$17.4K - $19.5K
|
29K
$3.39M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
165+ 1.0% |
$17.4K - $19.5K
|
16.6K
$1.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
164+ 5.68% |
$17.3K - $19.4K
|
3.05K
$358K
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
BUY
|
- |
161+ 0.66% |
$17K - $19.1K
|
24.7K
$2.89M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
156+ 0.68% |
$16.5K - $18.5K
|
23.1K
$2.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
154New |
$16.3K - $18.2K
|
154
$18K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
154New |
$16.3K - $18.2K
|
154
$18K
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
153+ 2.45% |
$16.1K - $18.1K
|
6.41K
$751K
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
153+ 4.03% |
$16.1K - $18.1K
|
3.95K
$463K
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
BUY
|
- |
150+ 7.18% |
$15.8K - $17.8K
|
2.24K
$262K
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
147+ 0.22% |
$15.5K - $17.4K
|
68K
$7.97M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
146+ 0.46% |
$15.4K - $17.3K
|
31.9K
$3.73M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
145+ 0.59% |
$15.3K - $17.2K
|
24.8K
$2.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
144+ 0.68% |
$15.2K - $17K
|
21.4K
$2.51M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
141+ 4.39% |
$14.9K - $16.7K
|
3.36K
$393K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
141+ 0.17% |
$14.9K - $16.7K
|
84.9K
$9.95M
|
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
141+ 6.39% |
$14.9K - $16.7K
|
2.35K
$275K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
138+ 0.94% |
$14.6K - $16.3K
|
14.8K
$1.74M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
138+ 1.23% |
$14.6K - $16.3K
|
11.3K
$1.33M
|
|
|
Oct 23, 2024
Q3 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
133+ 5.37% |
$14K - $15.7K
|
2.61K
$306K
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
133+ 1.4% |
$14K - $15.7K
|
9.67K
$1.13M
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
132+ 5.32% |
$13.9K - $15.6K
|
2.61K
$306K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
132New |
$13.9K - $15.6K
|
132
$15.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
130+ 0.42% |
$13.7K - $15.4K
|
31.1K
$3.64M
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
130+ 3.28% |
$13.7K - $15.4K
|
4.1K
$480K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
130+ 5.19% |
$13.7K - $15.4K
|
2.63K
$309K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
129+ 3.47% |
$13.6K - $15.3K
|
3.85K
$451K
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
128+ 4.91% |
$13.5K - $15.1K
|
2.73K
$320K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
126+ 1.29% |
$13.3K - $14.9K
|
9.87K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
125+ 0.93% |
$13.2K - $14.8K
|
13.6K
$1.59M
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
124+ 0.4% |
$13.1K - $14.7K
|
31.2K
$3.65M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
122New |
$12.9K - $14.4K
|
122
$14.3K
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
120+ 1.08% |
$12.7K - $14.2K
|
11.2K
$1.32M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
119+ 1.26% |
$12.6K - $14.1K
|
9.57K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
119+ 0.39% |
$12.6K - $14.1K
|
30.3K
$3.55M
|
|
|
Oct 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
118+ 0.42% |
$12.5K - $14K
|
28.4K
$3.33M
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
117+ 0.52% |
$12.3K - $13.8K
|
22.5K
$2.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
116+ 1.61% |
$12.2K - $13.7K
|
7.31K
$856K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
115+ 0.94% |
$12.1K - $13.6K
|
12.4K
$1.45M
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
115+ 4.26% |
$12.1K - $13.6K
|
2.81K
$330K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
114New |
$12K - $13.5K
|
114
$13.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
114+ 2.01% |
$12K - $13.5K
|
5.79K
$678K
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
113+ 2.76% |
$11.9K - $13.4K
|
4.2K
$492K
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
113+ 3.15% |
$11.9K - $13.4K
|
3.7K
$434K
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
110+ 134.15% |
$11.6K - $13K
|
192
$22.5K
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
109+ 3.45% |
$11.5K - $12.9K
|
3.26K
$382K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
BUY
|
- |
108+ 1.76% |
$11.4K - $12.8K
|
6.24K
$731K
|