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 22, 2024
Q3 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-76- 3.73% |
$8.02K - $8.99K
|
1.96K
$208K
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-76- 0.52% |
$8.02K - $8.99K
|
14.6K
$1.55M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-78- 1.18% |
$8.23K - $9.23K
|
6.51K
$691K
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-79- 0.41% |
$8.34K - $9.35K
|
19.3K
$2.05M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-81- 51.27% |
$8.55K - $9.59K
|
77
$8.17K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-82- 0.54% |
$8.65K - $9.7K
|
15.2K
$1.62M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-83- 3.41% |
$8.76K - $9.82K
|
2.35K
$250K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-85- 1.23% |
$8.97K - $10.1K
|
6.84K
$726K
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-85- 1.39% |
$8.97K - $10.1K
|
6.02K
$639K
|
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-85- 2.65% |
$8.97K - $10.1K
|
3.13K
$332K
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-85- 1.37% |
$8.97K - $10.1K
|
6.12K
$649K
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-87- 0.17% |
$9.18K - $10.3K
|
52.2K
$5.54M
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-88- 3.51% |
$9.29K - $10.4K
|
2.42K
$257K
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-89- 0.7% |
$9.39K - $10.5K
|
12.7K
$1.35M
|
|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-90- 0.37% |
$9.5K - $10.7K
|
24.5K
$2.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-91- 0.36% |
$9.6K - $10.8K
|
25.1K
$2.66M
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-92- 0.61% |
$9.71K - $10.9K
|
14.9K
$1.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-92- 3.06% |
$9.71K - $10.9K
|
2.92K
$310K
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
SELL
|
- |
-92- 40.53% |
$9.71K - $10.9K
|
135
$14.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-93- 1.91% |
$9.81K - $11K
|
4.78K
$507K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-93- 0.14% |
$9.81K - $11K
|
64.6K
$6.86M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-96- 0.47% |
$10.1K - $11.4K
|
20.3K
$2.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-97- 2.68% |
$10.2K - $11.5K
|
3.53K
$374K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-98- 0.78% |
$10.3K - $11.6K
|
12.4K
$1.32M
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-99- 1.73% |
$10.4K - $11.7K
|
5.63K
$597K
|
|
|
Oct 24, 2024
Q3 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-100- 1.29% |
$10.6K - $11.8K
|
7.67K
$814K
|
|
|
Oct 31, 2024
Q3 2024
|
David J Yvars Group
|
SELL
|
- |
-100- 1.1% |
$10.6K - $11.8K
|
8.96K
$951K
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-102- 2.43% |
$10.8K - $12.1K
|
4.09K
$434K
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-102- 2.25% |
$10.8K - $12.1K
|
4.43K
$470K
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-104- 0.53% |
$11K - $12.3K
|
19.4K
$2.06M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-104- 4.56% |
$11K - $12.3K
|
2.18K
$231K
|
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-104- 0.36% |
$11K - $12.3K
|
28.8K
$3.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-105- 1.2% |
$11.1K - $12.4K
|
8.66K
$919K
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-107- 4.29% |
$11.3K - $12.7K
|
2.39K
$253K
|
|
|
Oct 08, 2024
Q3 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-107- 0.88% |
$11.3K - $12.7K
|
12.1K
$1.28M
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-108- 0.69% |
$11.4K - $12.8K
|
15.6K
$1.65M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-108- 2.67% |
$11.4K - $12.8K
|
3.94K
$418K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-108- 7.84% |
$11.4K - $12.8K
|
1.27K
$135K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-108- 3.6% |
$11.4K - $12.8K
|
2.9K
$307K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-109- 0.69% |
$11.5K - $12.9K
|
15.8K
$1.67M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-110- 3.6% |
$11.6K - $13K
|
2.94K
$312K
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-112- 2.99% |
$11.8K - $13.3K
|
3.64K
$386K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-112- 2.07% |
$11.8K - $13.3K
|
5.31K
$564K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-113- 1.3% |
$11.9K - $13.4K
|
8.55K
$908K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-113- 0.69% |
$11.9K - $13.4K
|
16.2K
$1.72M
|
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-115- 5.6% |
$12.1K - $13.6K
|
1.94K
$206K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-116- 3.05% |
$12.2K - $13.7K
|
3.69K
$391K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-119- 0.65% |
$12.6K - $14.1K
|
18.2K
$1.93M
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-120- 3.3% |
$12.7K - $14.2K
|
3.52K
$373K
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-121- 1.17% |
$12.8K - $14.3K
|
10.2K
$1.08M
|