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 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-8- 0.17% |
$844 - $947
|
4.75K
$504K
|
|
|
Oct 25, 2024
Q3 2024
|
Ade, LLC
|
SELL
|
- |
-8- 0.09% |
$844 - $947
|
9.09K
$965K
|
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-8- 0.38% |
$844 - $947
|
2.09K
$221K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-8- 0.36% |
$844 - $947
|
2.22K
$236K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-9- 0.39% |
$950 - $1.07K
|
2.3K
$245K
|
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-9- 0.39% |
$950 - $1.07K
|
2.32K
$246K
|
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
SELL
|
- |
-9- 0.03% |
$950 - $1.07K
|
30.5K
$3.24M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-11- 1.56% |
$1.16K - $1.3K
|
693
$73.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-11- 68.75% |
$1.16K - $1.3K
|
5
$531
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-12- 13.19% |
$1.27K - $1.42K
|
79
$8.39K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-12- 0.52% |
$1.27K - $1.42K
|
2.31K
$246K
|
|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-13- 10.48% |
$1.37K - $1.54K
|
111
$11.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-13- 16.25% |
$1.37K - $1.54K
|
67
$7.11K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-14- 0.48% |
$1.48K - $1.66K
|
2.88K
$306K
|
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-14- 0.71% |
$1.48K - $1.66K
|
1.95K
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-15- 0.14% |
$1.58K - $1.78K
|
10.5K
$1.12M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-16- 0.27% |
$1.69K - $1.89K
|
5.92K
$628K
|
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-17- 0.77% |
$1.79K - $2.01K
|
2.2K
$234K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-17- 0.19% |
$1.79K - $2.01K
|
8.86K
$940K
|
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-18- 31.03% |
$1.9K - $2.13K
|
40
$4.25K
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
SELL
|
- |
-19- 0.57% |
$2.01K - $2.25K
|
3.29K
$350K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-20- 0.47% |
$2.11K - $2.37K
|
4.22K
$448K
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-20- 0.36% |
$2.11K - $2.37K
|
5.47K
$580K
|
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.43% |
$2.11K - $2.37K
|
4.62K
$490K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-21- 0.09% |
$2.22K - $2.49K
|
24.1K
$2.56M
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-21- 0.33% |
$2.22K - $2.49K
|
6.38K
$677K
|
|
|
Mar 04, 2025
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-21- 0.09% |
$2.22K - $2.49K
|
24.1K
$2.56M
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-22- 0.34% |
$2.32K - $2.6K
|
6.44K
$684K
|
|
|
Nov 13, 2024
Q3 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-22- 0.12% |
$2.32K - $2.6K
|
18.3K
$1.94M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-23- 0.34% |
$2.43K - $2.72K
|
6.73K
$715K
|
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-23- 0.59% |
$2.43K - $2.72K
|
3.88K
$412K
|
|
|
Nov 14, 2024
Q3 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-23- 23.47% |
$2.43K - $2.72K
|
75
$7.96K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-24- 1.41% |
$2.53K - $2.84K
|
1.68K
$178K
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-24- 0.14% |
$2.53K - $2.84K
|
17.4K
$1.85M
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-25- 1.06% |
$2.64K - $2.96K
|
2.33K
$248K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-25- 0.16% |
$2.64K - $2.96K
|
16K
$1.7M
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-25- 4.22% |
$2.64K - $2.96K
|
567
$60.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-27- 0.16% |
$2.85K - $3.2K
|
16.6K
$1.76M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-29- 1.36% |
$3.06K - $3.43K
|
2.1K
$223K
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-29- 0.41% |
$3.06K - $3.43K
|
7.13K
$757K
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-30- 0.96% |
$3.17K - $3.55K
|
3.08K
$327K
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-30- 0.59% |
$3.17K - $3.55K
|
5.1K
$541K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-32- 0.82% |
$3.38K - $3.79K
|
3.86K
$410K
|
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-33- 0.55% |
$3.48K - $3.91K
|
5.95K
$632K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-33- 8.09% |
$3.48K - $3.91K
|
375
$39.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-33- 0.06% |
$3.48K - $3.91K
|
57K
$6.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-33- 1.71% |
$3.48K - $3.91K
|
1.9K
$202K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-35- 0.96% |
$3.69K - $4.14K
|
3.63K
$385K
|
|
|
Oct 31, 2024
Q3 2024
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-35- 0.56% |
$3.69K - $4.14K
|
6.21K
$659K
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-35- 0.47% |
$3.69K - $4.14K
|
7.46K
$792K
|