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 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-85- 1.23% |
$8.97K - $10.1K
|
6.84K
$659K
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-85- 1.39% |
$8.97K - $10.1K
|
6.02K
$580K
|
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-85- 2.65% |
$8.97K - $10.1K
|
3.13K
$301K
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-85- 1.37% |
$8.97K - $10.1K
|
6.12K
$589K
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-87- 0.17% |
$9.18K - $10.3K
|
52.2K
$5.03M
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-88- 3.51% |
$9.29K - $10.4K
|
2.42K
$233K
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-89- 0.7% |
$9.39K - $10.5K
|
12.7K
$1.22M
|
|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-90- 0.37% |
$9.5K - $10.7K
|
24.5K
$2.36M
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-91- 0.36% |
$9.6K - $10.8K
|
25.1K
$2.42M
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-92- 0.61% |
$9.71K - $10.9K
|
14.9K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-92- 3.06% |
$9.71K - $10.9K
|
2.92K
$281K
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
SELL
|
- |
-92- 40.53% |
$9.71K - $10.9K
|
135
$13K
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-93- 1.91% |
$9.81K - $11K
|
4.78K
$460K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-93- 0.14% |
$9.81K - $11K
|
64.6K
$6.22M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-96- 0.47% |
$10.1K - $11.4K
|
20.3K
$1.95M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-97- 2.68% |
$10.2K - $11.5K
|
3.53K
$340K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-98- 0.78% |
$10.3K - $11.6K
|
12.4K
$1.2M
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-99- 1.73% |
$10.4K - $11.7K
|
5.63K
$542K
|
|
|
Oct 24, 2024
Q3 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-100- 1.29% |
$10.6K - $11.8K
|
7.67K
$738K
|
|
|
Oct 31, 2024
Q3 2024
|
David J Yvars Group
|
SELL
|
- |
-100- 1.1% |
$10.6K - $11.8K
|
8.96K
$863K
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-102- 2.43% |
$10.8K - $12.1K
|
4.09K
$394K
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-102- 2.25% |
$10.8K - $12.1K
|
4.43K
$427K
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-104- 0.53% |
$11K - $12.3K
|
19.4K
$1.87M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-104- 4.56% |
$11K - $12.3K
|
2.18K
$209K
|
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-104- 0.36% |
$11K - $12.3K
|
28.8K
$2.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-105- 1.2% |
$11.1K - $12.4K
|
8.66K
$834K
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-107- 4.29% |
$11.3K - $12.7K
|
2.39K
$230K
|
|
|
Oct 08, 2024
Q3 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-107- 0.88% |
$11.3K - $12.7K
|
12.1K
$1.16M
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-108- 0.69% |
$11.4K - $12.8K
|
15.6K
$1.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-108- 2.67% |
$11.4K - $12.8K
|
3.94K
$379K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-108- 7.84% |
$11.4K - $12.8K
|
1.27K
$122K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-108- 3.6% |
$11.4K - $12.8K
|
2.9K
$279K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-109- 0.69% |
$11.5K - $12.9K
|
15.8K
$1.52M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-110- 3.6% |
$11.6K - $13K
|
2.94K
$284K
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-112- 2.99% |
$11.8K - $13.3K
|
3.64K
$351K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-112- 2.07% |
$11.8K - $13.3K
|
5.31K
$511K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-113- 1.3% |
$11.9K - $13.4K
|
8.55K
$823K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-113- 0.69% |
$11.9K - $13.4K
|
16.2K
$1.56M
|
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-115- 5.6% |
$12.1K - $13.6K
|
1.94K
$187K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-116- 3.05% |
$12.2K - $13.7K
|
3.69K
$355K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-119- 0.65% |
$12.6K - $14.1K
|
18.2K
$1.75M
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-120- 3.3% |
$12.7K - $14.2K
|
3.52K
$339K
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-121- 1.17% |
$12.8K - $14.3K
|
10.2K
$983K
|
|
|
Oct 16, 2024
Q3 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-122- 0.62% |
$12.9K - $14.4K
|
19.7K
$1.89M
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-122- 0.31% |
$12.9K - $14.4K
|
39.8K
$3.83M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-123- 2.6% |
$13K - $14.6K
|
4.61K
$444K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-123- 6.33% |
$13K - $14.6K
|
1.82K
$175K
|
|
|
Apr 04, 2025
Q3 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-124- 1.11% |
$13.1K - $14.7K
|
11K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-125- 3.56% |
$13.2K - $14.8K
|
3.38K
$326K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-126- 0.4% |
$13.3K - $14.9K
|
31.4K
$3.02M
|