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 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
8+ 0.25% |
$844 - $947
|
3.23K
$386K
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
8+ 0.26% |
$844 - $947
|
3.12K
$372K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
8New |
$844 - $947
|
8
$954
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
8+ 0.04% |
$844 - $947
|
21K
$2.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
7+ 0.16% |
$739 - $828
|
4.31K
$514K
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
7+ 0.03% |
$739 - $828
|
21.2K
$2.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
7+ 0.12% |
$739 - $828
|
5.91K
$705K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
7+ 3.33% |
$739 - $828
|
217
$25.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
6+ 0.23% |
$633 - $710
|
2.6K
$310K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
6+ 3.41% |
$633 - $710
|
182
$21.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
6+ 0.24% |
$633 - $710
|
2.52K
$300K
|
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
6+ 0.15% |
$633 - $710
|
4.01K
$478K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
6+ 1.27% |
$633 - $710
|
480
$57.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
5+ 0.05% |
$528 - $592
|
9.75K
$1.16M
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
4+ 0.33% |
$422 - $473
|
1.21K
$144K
|
|
|
Oct 21, 2024
Q3 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
4+ 0.01% |
$422 - $473
|
34.8K
$4.15M
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
4+ 0.05% |
$422 - $473
|
7.79K
$928K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
4+ 0.5% |
$422 - $473
|
799
$95.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
4+ 0.25% |
$422 - $473
|
1.59K
$189K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
4+ 0.08% |
$422 - $473
|
4.99K
$595K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
4+ 0.22% |
$422 - $473
|
1.86K
$221K
|
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
4+ 0.3% |
$422 - $473
|
1.32K
$157K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
3+ 0.12% |
$317 - $355
|
2.5K
$299K
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
3+ 0.11% |
$317 - $355
|
2.83K
$337K
|
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
3+ 0.08% |
$317 - $355
|
3.91K
$466K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3+ 0.04% |
$317 - $355
|
6.77K
$807K
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
3+ 0.05% |
$317 - $355
|
6.65K
$793K
|
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
3+ 0.82% |
$317 - $355
|
369
$44K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
3+ 0.1% |
$317 - $355
|
2.89K
$344K
|
|
|
Oct 04, 2024
Q3 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
2+ 0.01% |
$211 - $237
|
18.3K
$2.18M
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.4% |
$211 - $237
|
508
$60.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.15% |
$211 - $237
|
1.3K
$155K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$211 - $237
|
6.4K
$763K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
2+ 0.05% |
$211 - $237
|
4.11K
$491K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
2+ 0.04% |
$211 - $237
|
4.9K
$584K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
2+ 0.06% |
$211 - $237
|
3.31K
$395K
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
2+ 0.08% |
$211 - $237
|
2.61K
$312K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2+ 0.0% |
$211 - $237
|
50.7K
$6.04M
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
BUY
|
- |
1+ 0.43% |
$106 - $118
|
236
$28.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$106 - $118
|
4.18K
$498K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$106 - $118
|
3.6K
$429K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
1+ 0.01% |
$106 - $118
|
15.6K
$1.86M
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1+ 0.02% |
$106 - $118
|
6.44K
$768K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$106 - $118
|
19K
$2.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
BUY
|
- |
1+ 0.05% |
$106 - $118
|
2.03K
$242K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.01% |
$106 - $118
|
7.09K
$845K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1+ 0.04% |
$106 - $118
|
2.44K
$291K
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 1.18% |
$106 - $118
|
86
$10.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1+ 3.23% |
$106 - $118
|
32
$3.82K
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
1+ 0.04% |
$106 - $118
|
2.6K
$310K
|