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 23, 2024
Q3 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
108+ 0.47% |
$11.4K - $12.8K
|
23K
$2.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
108+ 3.6% |
$11.4K - $12.8K
|
3.11K
$364K
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
105+ 4.77% |
$11.1K - $12.4K
|
2.31K
$270K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
105+ 1.52% |
$11.1K - $12.4K
|
7.03K
$823K
|
|
|
Nov 14, 2024
Q3 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
105+ 0.45% |
$11.1K - $12.4K
|
23.7K
$2.77M
|
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
102+ 0.1% |
$10.8K - $12.1K
|
98.2K
$11.5M
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
100+ 20.12% |
$10.6K - $11.8K
|
597
$69.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
100+ 2.74% |
$10.6K - $11.8K
|
3.75K
$439K
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
100+ 17.89% |
$10.6K - $11.8K
|
659
$77.2K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
99+ 4.6% |
$10.4K - $11.7K
|
2.25K
$264K
|
|
|
Jan 16, 2025
Q3 2024
|
Cim, LLC
|
BUY
|
- |
97+ 3.26% |
$10.2K - $11.5K
|
3.07K
$360K
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
95+ 2.43% |
$10K - $11.2K
|
4.01K
$469K
|
|
|
Oct 15, 2024
Q3 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
95+ 0.17% |
$10K - $11.2K
|
57.5K
$6.73M
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
95+ 0.96% |
$10K - $11.2K
|
9.99K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
94+ 0.33% |
$9.92K - $11.1K
|
28.7K
$3.36M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
93+ 0.02% |
$9.81K - $11K
|
533K
$62.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
93+ 1.51% |
$9.81K - $11K
|
6.25K
$732K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
93+ 2.21% |
$9.81K - $11K
|
4.3K
$504K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
92+ 2.79% |
$9.71K - $10.9K
|
3.39K
$397K
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
92+ 0.54% |
$9.71K - $10.9K
|
17K
$1.99M
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
91+ 50.56% |
$9.6K - $10.8K
|
271
$31.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
91+ 0.88% |
$9.6K - $10.8K
|
10.4K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
91+ 0.48% |
$9.6K - $10.8K
|
18.9K
$2.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
91+ 0.99% |
$9.6K - $10.8K
|
9.33K
$1.09M
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
90+ 0.83% |
$9.5K - $10.7K
|
10.9K
$1.28M
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
85+ 0.73% |
$8.97K - $10.1K
|
11.7K
$1.37M
|
|
|
Nov 07, 2024
Q3 2024
|
Capital City Trust CO
|
BUY
|
- |
85+ 1.96% |
$8.97K - $10.1K
|
4.41K
$517K
|
|
|
Oct 22, 2024
Q3 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
83+ 1.53% |
$8.76K - $9.82K
|
5.52K
$647K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
82+ 0.49% |
$8.65K - $9.7K
|
16.7K
$1.96M
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
81+ 2.76% |
$8.55K - $9.59K
|
3.02K
$354K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
81+ 1.9% |
$8.55K - $9.59K
|
4.34K
$508K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
80+ 4.18% |
$8.44K - $9.47K
|
2K
$234K
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
79+ 2.78% |
$8.34K - $9.35K
|
2.92K
$343K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
79New |
$8.34K - $9.35K
|
79
$9.25K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
78+ 0.63% |
$8.23K - $9.23K
|
12.4K
$1.45M
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
77+ 16.21% |
$8.13K - $9.11K
|
552
$64.7K
|
|
|
Jan 28, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
75+ 72.82% |
$7.91K - $8.88K
|
178
$20.9K
|
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
75+ 72.82% |
$7.91K - $8.88K
|
178
$20.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
74+ 2.44% |
$7.81K - $8.76K
|
3.11K
$364K
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
74+ 1.1% |
$7.81K - $8.76K
|
6.79K
$795K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
74+ 1.4% |
$7.81K - $8.76K
|
5.37K
$629K
|
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
72+ 3.33% |
$7.6K - $8.52K
|
2.24K
$262K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
70New |
$7.39K - $8.28K
|
70
$8.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
70+ 0.24% |
$7.39K - $8.28K
|
29.7K
$3.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
69+ 1.85% |
$7.28K - $8.17K
|
3.81K
$446K
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
BUY
|
- |
68+ 0.23% |
$7.18K - $8.05K
|
29.3K
$3.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
67+ 0.2% |
$7.07K - $7.93K
|
34K
$3.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
67New |
$7.07K - $7.93K
|
67
$7.85K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
67+ 0.18% |
$7.07K - $7.93K
|
37.9K
$4.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
66+ 1.23% |
$6.96K - $7.81K
|
5.43K
$636K
|