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 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
39+ 1.25% |
$4.12K - $4.62K
|
3.16K
$336K
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
38+ 0.35% |
$4.01K - $4.5K
|
10.8K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
37+ 1.51% |
$3.9K - $4.38K
|
2.48K
$264K
|
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
37+ 0.13% |
$3.9K - $4.38K
|
29.6K
$3.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
37+ 1.19% |
$3.9K - $4.38K
|
3.14K
$333K
|
|
|
Feb 20, 2025
Q3 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
36+ 0.59% |
$3.8K - $4.26K
|
6.15K
$653K
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
35+ 1.39% |
$3.69K - $4.14K
|
2.54K
$270K
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
35+ 1.53% |
$3.69K - $4.14K
|
2.32K
$247K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
29+ 1.43% |
$3.06K - $3.43K
|
2.06K
$218K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
29+ 0.15% |
$3.06K - $3.43K
|
19K
$2.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
29+ 0.03% |
$3.06K - $3.43K
|
92.6K
$9.83M
|
|
|
Oct 08, 2024
Q3 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
28+ 0.38% |
$2.95K - $3.31K
|
7.42K
$788K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
28+ 0.21% |
$2.95K - $3.31K
|
13.5K
$1.44M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
28+ 0.28% |
$2.95K - $3.31K
|
9.91K
$1.05M
|
|
|
Oct 29, 2024
Q3 2024
|
White Pine Investment CO
|
BUY
|
- |
27+ 0.04% |
$2.85K - $3.2K
|
69K
$7.33M
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
26+ 0.91% |
$2.74K - $3.08K
|
2.88K
$306K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
25+ 20.0% |
$2.64K - $2.96K
|
150
$15.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
BUY
|
- |
24+ 0.96% |
$2.53K - $2.84K
|
2.53K
$268K
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
24+ 0.13% |
$2.53K - $2.84K
|
19.1K
$2.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
23+ 1.14% |
$2.43K - $2.72K
|
2.04K
$217K
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
23+ 0.07% |
$2.43K - $2.72K
|
34.9K
$3.71M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
22New |
$2.32K - $2.6K
|
22
$2.34K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
22+ 0.31% |
$2.32K - $2.6K
|
7.09K
$752K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
22+ 0.38% |
$2.32K - $2.6K
|
5.75K
$610K
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
21+ 0.24% |
$2.22K - $2.49K
|
8.82K
$936K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
20New |
$2.11K - $2.37K
|
20
$2.12K
|
|
|
Nov 04, 2024
Q3 2024
|
Intrinsic Value Partners, LLC
|
BUY
|
- |
20+ 0.21% |
$2.11K - $2.37K
|
9.51K
$1.01M
|
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
19+ 0.93% |
$2.01K - $2.25K
|
2.07K
$219K
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
19New |
$2.01K - $2.25K
|
19
$2.02K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
19+ 1.18% |
$2.01K - $2.25K
|
1.63K
$173K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
19+ 0.25% |
$2.01K - $2.25K
|
7.58K
$805K
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
19+ 1.01% |
$2.01K - $2.25K
|
1.9K
$201K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
18+ 1.05% |
$1.9K - $2.13K
|
1.73K
$184K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
17+ 0.23% |
$1.79K - $2.01K
|
7.32K
$777K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
17+ 0.8% |
$1.79K - $2.01K
|
2.15K
$228K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
17+ 0.88% |
$1.79K - $2.01K
|
1.95K
$206K
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
16+ 0.8% |
$1.69K - $1.89K
|
2.03K
$215K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
16+ 0.21% |
$1.69K - $1.89K
|
7.62K
$809K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
16+ 0.16% |
$1.69K - $1.89K
|
9.78K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
16New |
$1.69K - $1.89K
|
16
$1.7K
|
|
|
Oct 15, 2024
Q3 2024
|
F&V Capital Management, LLC
|
BUY
|
- |
15+ 0.71% |
$1.58K - $1.78K
|
2.13K
$226K
|
|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
15+ 0.35% |
$1.58K - $1.78K
|
4.28K
$454K
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
15+ 0.42% |
$1.58K - $1.78K
|
3.58K
$380K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
14+ 0.14% |
$1.48K - $1.66K
|
9.76K
$1.04M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
13+ 0.37% |
$1.37K - $1.54K
|
3.49K
$370K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
13+ 0.15% |
$1.37K - $1.54K
|
8.73K
$926K
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
13+ 0.44% |
$1.37K - $1.54K
|
2.94K
$312K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
13+ 0.14% |
$1.37K - $1.54K
|
9.62K
$1.02M
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
12+ 0.27% |
$1.27K - $1.42K
|
4.46K
$474K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
12+ 3.26% |
$1.27K - $1.42K
|
380
$40.3K
|