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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-35- 0.09% |
$3.69K - $4.14K
|
40.6K
$4.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-36- 3.07% |
$3.8K - $4.26K
|
1.14K
$120K
|
|
|
Oct 18, 2024
Q3 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-36- 0.28% |
$3.8K - $4.26K
|
12.9K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-36- 0.05% |
$3.8K - $4.26K
|
71.9K
$7.63M
|
|
|
Oct 18, 2024
Q3 2024
|
First Bancorp, Inc
|
SELL
|
- |
-37- 0.48% |
$3.9K - $4.38K
|
7.61K
$808K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-37- 92.5% |
$3.9K - $4.38K
|
3
$318
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-38- 3.81% |
$4.01K - $4.5K
|
959
$102K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-39- 1.31% |
$4.12K - $4.62K
|
2.93K
$311K
|
|
|
Oct 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-39- 0.12% |
$4.12K - $4.62K
|
33K
$3.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-40- 0.03% |
$4.22K - $4.73K
|
116K
$12.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-41- 0.1% |
$4.33K - $4.85K
|
39.3K
$4.17M
|
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-42- 0.33% |
$4.43K - $4.97K
|
12.6K
$1.34M
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-42- 1.0% |
$4.43K - $4.97K
|
4.18K
$443K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-43- 0.55% |
$4.54K - $5.09K
|
7.79K
$827K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-43- 1.63% |
$4.54K - $5.09K
|
2.59K
$275K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-44- 8.26% |
$4.64K - $5.21K
|
489
$51.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
SELL
|
- |
-44- 1.21% |
$4.64K - $5.21K
|
3.61K
$383K
|
|
|
Nov 08, 2024
Q3 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-46- 1.25% |
$4.85K - $5.44K
|
3.65K
$387K
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-47- 0.86% |
$4.96K - $5.56K
|
5.45K
$578K
|
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
SELL
|
- |
-50- 1.05% |
$5.28K - $5.92K
|
4.71K
$499K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-50- 0.01% |
$5.28K - $5.92K
|
948K
$101M
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-50- 5.43% |
$5.28K - $5.92K
|
870
$92.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-50- 1.17% |
$5.28K - $5.92K
|
4.24K
$450K
|
|
|
Nov 13, 2024
Q3 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-51- 1.95% |
$5.38K - $6.04K
|
2.57K
$273K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-52- 0.3% |
$5.49K - $6.15K
|
17.2K
$1.83M
|
|
|
Oct 16, 2024
Q3 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-52- 0.59% |
$5.49K - $6.15K
|
8.72K
$925K
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-54- 6.89% |
$5.7K - $6.39K
|
730
$77.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-54- 2.32% |
$5.7K - $6.39K
|
2.27K
$241K
|
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
SELL
|
- |
-55- 21.57% |
$5.8K - $6.51K
|
200
$21.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-57- 1.07% |
$6.02K - $6.75K
|
5.29K
$561K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-57- 1.58% |
$6.02K - $6.75K
|
3.55K
$377K
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-57- 0.05% |
$6.02K - $6.75K
|
117K
$12.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-58- 3.12% |
$6.12K - $6.86K
|
1.8K
$191K
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-60- 2.93% |
$6.33K - $7.1K
|
1.99K
$211K
|
|
|
Nov 15, 2024
Q3 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-60- 1.91% |
$6.33K - $7.1K
|
3.07K
$326K
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-61- 1.71% |
$6.44K - $7.22K
|
3.51K
$372K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-61- 0.26% |
$6.44K - $7.22K
|
23.8K
$2.53M
|
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-62- 0.62% |
$6.54K - $7.34K
|
9.95K
$1.06M
|
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
SELL
|
- |
-66- 0.19% |
$6.96K - $7.81K
|
33.8K
$3.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-66- 2.5% |
$6.96K - $7.81K
|
2.58K
$274K
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-68- 3.18% |
$7.18K - $8.05K
|
2.07K
$220K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-68- 0.43% |
$7.18K - $8.05K
|
15.7K
$1.66M
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-69- 0.7% |
$7.28K - $8.17K
|
9.76K
$1.04M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-69- 1.4% |
$7.28K - $8.17K
|
4.87K
$517K
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-69- 3.18% |
$7.28K - $8.17K
|
2.1K
$223K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
SELL
|
- |
-71- 1.76% |
$7.49K - $8.4K
|
3.95K
$419K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-75- 7.87% |
$7.91K - $8.88K
|
878
$93.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-75- 1.7% |
$7.91K - $8.88K
|
4.34K
$461K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-75- 7.54% |
$7.91K - $8.88K
|
920
$97.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-75- 10.32% |
$7.91K - $8.88K
|
652
$69.2K
|