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 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-52- 0.3% |
$5.49K - $6.15K
|
17.2K
$2.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-52- 0.59% |
$5.49K - $6.15K
|
8.72K
$1.04M
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-54- 6.89% |
$5.7K - $6.39K
|
730
$87K
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-54- 2.32% |
$5.7K - $6.39K
|
2.27K
$271K
|
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
SELL
|
- |
-55- 21.57% |
$5.8K - $6.51K
|
200
$23.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-57- 1.07% |
$6.02K - $6.75K
|
5.29K
$630K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-57- 1.58% |
$6.02K - $6.75K
|
3.55K
$423K
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-57- 0.05% |
$6.02K - $6.75K
|
117K
$13.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-58- 3.12% |
$6.12K - $6.86K
|
1.8K
$215K
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-60- 2.93% |
$6.33K - $7.1K
|
1.99K
$237K
|
|
|
Nov 15, 2024
Q3 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-60- 1.91% |
$6.33K - $7.1K
|
3.07K
$367K
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-61- 1.71% |
$6.44K - $7.22K
|
3.51K
$418K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-61- 0.26% |
$6.44K - $7.22K
|
23.8K
$2.84M
|
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-62- 0.62% |
$6.54K - $7.34K
|
9.95K
$1.19M
|
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
SELL
|
- |
-66- 0.19% |
$6.96K - $7.81K
|
33.8K
$4.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-66- 2.5% |
$6.96K - $7.81K
|
2.58K
$308K
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-68- 3.18% |
$7.18K - $8.05K
|
2.07K
$247K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-68- 0.43% |
$7.18K - $8.05K
|
15.7K
$1.87M
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-69- 0.7% |
$7.28K - $8.17K
|
9.76K
$1.16M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-69- 1.4% |
$7.28K - $8.17K
|
4.87K
$581K
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-69- 3.18% |
$7.28K - $8.17K
|
2.1K
$250K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
SELL
|
- |
-71- 1.76% |
$7.49K - $8.4K
|
3.95K
$471K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-75- 7.87% |
$7.91K - $8.88K
|
878
$105K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-75- 1.7% |
$7.91K - $8.88K
|
4.34K
$518K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-75- 7.54% |
$7.91K - $8.88K
|
920
$110K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-75- 10.32% |
$7.91K - $8.88K
|
652
$77.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-76- 3.73% |
$8.02K - $8.99K
|
1.96K
$234K
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-76- 0.52% |
$8.02K - $8.99K
|
14.6K
$1.74M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-78- 1.18% |
$8.23K - $9.23K
|
6.51K
$776K
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-79- 0.41% |
$8.34K - $9.35K
|
19.3K
$2.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-81- 51.27% |
$8.55K - $9.59K
|
77
$9.18K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-82- 0.54% |
$8.65K - $9.7K
|
15.2K
$1.82M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-83- 3.41% |
$8.76K - $9.82K
|
2.35K
$280K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-85- 1.23% |
$8.97K - $10.1K
|
6.84K
$816K
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-85- 1.39% |
$8.97K - $10.1K
|
6.02K
$718K
|
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-85- 2.65% |
$8.97K - $10.1K
|
3.13K
$373K
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-85- 1.37% |
$8.97K - $10.1K
|
6.12K
$729K
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-87- 0.17% |
$9.18K - $10.3K
|
52.2K
$6.23M
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-88- 3.51% |
$9.29K - $10.4K
|
2.42K
$288K
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-89- 0.7% |
$9.39K - $10.5K
|
12.7K
$1.51M
|
|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-90- 0.37% |
$9.5K - $10.7K
|
24.5K
$2.92M
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-91- 0.36% |
$9.6K - $10.8K
|
25.1K
$2.99M
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-92- 0.61% |
$9.71K - $10.9K
|
14.9K
$1.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-92- 3.06% |
$9.71K - $10.9K
|
2.92K
$348K
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
SELL
|
- |
-92- 40.53% |
$9.71K - $10.9K
|
135
$16.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-93- 1.91% |
$9.81K - $11K
|
4.78K
$570K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-93- 0.14% |
$9.81K - $11K
|
64.6K
$7.71M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-96- 0.47% |
$10.1K - $11.4K
|
20.3K
$2.42M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-97- 2.68% |
$10.2K - $11.5K
|
3.53K
$421K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-98- 0.78% |
$10.3K - $11.6K
|
12.4K
$1.48M
|