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
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
115+ 4.26% |
$12.1K - $13.6K
|
2.81K
$271K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
114New |
$12K - $13.5K
|
114
$11K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
114+ 2.01% |
$12K - $13.5K
|
5.79K
$558K
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
113+ 2.76% |
$11.9K - $13.4K
|
4.2K
$405K
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
113+ 3.15% |
$11.9K - $13.4K
|
3.7K
$357K
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
110+ 134.15% |
$11.6K - $13K
|
192
$18.5K
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
109+ 3.45% |
$11.5K - $12.9K
|
3.26K
$314K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
BUY
|
- |
108+ 1.76% |
$11.4K - $12.8K
|
6.24K
$601K
|
|
|
Oct 23, 2024
Q3 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
108+ 0.47% |
$11.4K - $12.8K
|
23K
$2.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
108+ 3.6% |
$11.4K - $12.8K
|
3.11K
$300K
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
105+ 4.77% |
$11.1K - $12.4K
|
2.31K
$222K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
105+ 1.52% |
$11.1K - $12.4K
|
7.03K
$677K
|
|
|
Nov 14, 2024
Q3 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
105+ 0.45% |
$11.1K - $12.4K
|
23.7K
$2.28M
|
|
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
104+ 1.19% |
$11K - $12.3K
|
8.86K
$853K
|
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
102+ 0.1% |
$10.8K - $12.1K
|
98.2K
$9.46M
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
100+ 20.12% |
$10.6K - $11.8K
|
597
$57.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
100+ 2.74% |
$10.6K - $11.8K
|
3.75K
$361K
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
100+ 17.89% |
$10.6K - $11.8K
|
659
$63.5K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
99+ 4.6% |
$10.4K - $11.7K
|
2.25K
$217K
|
|
|
Jan 16, 2025
Q3 2024
|
Cim, LLC
|
BUY
|
- |
97+ 3.26% |
$10.2K - $11.5K
|
3.07K
$296K
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
95+ 2.43% |
$10K - $11.2K
|
4.01K
$386K
|
|
|
Oct 15, 2024
Q3 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
95+ 0.17% |
$10K - $11.2K
|
57.5K
$5.53M
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
95+ 0.96% |
$10K - $11.2K
|
9.99K
$962K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
94+ 0.33% |
$9.92K - $11.1K
|
28.7K
$2.76M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
93+ 0.02% |
$9.81K - $11K
|
533K
$51.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
93+ 1.51% |
$9.81K - $11K
|
6.25K
$602K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
93+ 2.21% |
$9.81K - $11K
|
4.3K
$414K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
92+ 2.79% |
$9.71K - $10.9K
|
3.39K
$326K
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
92+ 0.54% |
$9.71K - $10.9K
|
17K
$1.64M
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
91+ 50.56% |
$9.6K - $10.8K
|
271
$26.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
91+ 0.88% |
$9.6K - $10.8K
|
10.4K
$1M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
91+ 0.48% |
$9.6K - $10.8K
|
18.9K
$1.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
91+ 0.99% |
$9.6K - $10.8K
|
9.33K
$898K
|
|
|
Feb 13, 2025
Q3 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
91+ 0.08% |
$9.6K - $10.8K
|
119K
$11.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
90+ 0.83% |
$9.5K - $10.7K
|
10.9K
$1.05M
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
85+ 0.73% |
$8.97K - $10.1K
|
11.7K
$1.13M
|
|
|
Nov 07, 2024
Q3 2024
|
Capital City Trust CO
|
BUY
|
- |
85+ 1.96% |
$8.97K - $10.1K
|
4.41K
$425K
|
|
|
Oct 22, 2024
Q3 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
83+ 1.53% |
$8.76K - $9.82K
|
5.52K
$532K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
82+ 0.49% |
$8.65K - $9.7K
|
16.7K
$1.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
81+ 2.76% |
$8.55K - $9.59K
|
3.02K
$291K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
81+ 1.9% |
$8.55K - $9.59K
|
4.34K
$418K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
80+ 4.18% |
$8.44K - $9.47K
|
2K
$192K
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
79+ 2.78% |
$8.34K - $9.35K
|
2.92K
$282K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
79New |
$8.34K - $9.35K
|
79
$7.61K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
78+ 0.63% |
$8.23K - $9.23K
|
12.4K
$1.19M
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
77+ 16.21% |
$8.13K - $9.11K
|
552
$53.2K
|
|
|
Jan 28, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
75+ 72.82% |
$7.91K - $8.88K
|
178
$17.1K
|
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
75+ 72.82% |
$7.91K - $8.88K
|
178
$17.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
74+ 2.44% |
$7.81K - $8.76K
|
3.11K
$299K
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
74+ 1.1% |
$7.81K - $8.76K
|
6.79K
$654K
|