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 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
45.4KNew |
$4.79M - $5.37M
|
45.4K
$5.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
45K+ 13.84% |
$4.75M - $5.33M
|
370K
$46.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
44.6KNew |
$4.71M - $5.28M
|
44.6K
$5.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
44.5K+ 4.87% |
$4.7M - $5.27M
|
960K
$120M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
44.2K+ 20.53% |
$4.67M - $5.23M
|
260K
$32.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
44.1K+ 33.33% |
$4.66M - $5.22M
|
176K
$22M
|
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
41.6KNew |
$4.39M - $4.92M
|
41.6K
$5.19M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
41.4KNew |
$4.37M - $4.9M
|
41.4K
$5.17M
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
41.2K+ 59.37% |
$4.35M - $4.88M
|
111K
$13.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
40.4KNew |
$4.26M - $4.78M
|
40.4K
$5.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
40.3K+ 10.09% |
$4.25M - $4.77M
|
439K
$54.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
40.1KNew |
$4.24M - $4.75M
|
40.1K
$5.01M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
39.5K+ 408.72% |
$4.16M - $4.67M
|
49.1K
$6.13M
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
39.4K+ 134.03% |
$4.16M - $4.66M
|
68.8K
$8.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
39.4K+ 31.07% |
$4.16M - $4.66M
|
166K
$20.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
39.3KNew |
$4.14M - $4.65M
|
39.3K
$4.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
38.6KNew |
$4.08M - $4.57M
|
38.6K
$4.83M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
38.5K+ 60.86% |
$4.07M - $4.56M
|
102K
$12.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
37.9K+ 12.89% |
$4M - $4.49M
|
332K
$41.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
36.9K+ 1.49% |
$3.9M - $4.37M
|
2.51M
$313M
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
36.7K+ 68.11% |
$3.88M - $4.35M
|
90.7K
$11.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
36.2K+ 7.4% |
$3.82M - $4.28M
|
525K
$65.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
36.1K+ 21.69% |
$3.81M - $4.27M
|
202K
$25.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
35.1K+ 19.91% |
$3.71M - $4.16M
|
211K
$26.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
34.9K+ 9.73% |
$3.68M - $4.13M
|
393K
$49.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
34.6K+ 104.38% |
$3.65M - $4.09M
|
67.7K
$8.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
34.1K+ 59.93% |
$3.6M - $4.03M
|
91K
$11.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
33.4K+ 12.74% |
$3.52M - $3.95M
|
295K
$36.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Marvin & Palmer Associates Inc
Wilmington, DE |
BUY
|
- |
32.7KNew |
$3.45M - $3.86M
|
32.7K
$4.08M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
32.5K+ 15.93% |
$3.42M - $3.84M
|
236K
$29.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
31.5KNew |
$3.32M - $3.73M
|
31.5K
$3.93M
|
|
|
Nov 07, 2024
Q3 2024
|
Planning Directions Inc
|
BUY
|
- |
31.4K+ 917.81% |
$3.32M - $3.72M
|
34.9K
$4.35M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
31K+ 36.26% |
$3.27M - $3.67M
|
117K
$14.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
31K+ 46.58% |
$3.27M - $3.67M
|
97.5K
$12.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
29.6K+ 12.97% |
$3.12M - $3.5M
|
258K
$32.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
29K+ 617.65% |
$3.06M - $3.43M
|
33.7K
$4.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
28.9K+ 11.93% |
$3.05M - $3.42M
|
271K
$33.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
28.9K+ 19.26% |
$3.05M - $3.42M
|
179K
$22.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
28.7KNew |
$3.02M - $3.39M
|
28.7K
$3.58M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
28.6K+ 3.83% |
$3.02M - $3.39M
|
777K
$97M
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
28.6K+ 9.24% |
$3.02M - $3.38M
|
338K
$42.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
28.3K+ 10.37% |
$2.99M - $3.35M
|
302K
$37.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
28.1K+ 14.37% |
$2.97M - $3.33M
|
224K
$28M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
27.9K+ 106.64% |
$2.95M - $3.31M
|
54.1K
$6.76M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
27.6K+ 3.28% |
$2.91M - $3.26M
|
869K
$109M
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
27.4K+ 918.85% |
$2.9M - $3.25M
|
30.4K
$3.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
27.1KNew |
$2.86M - $3.2M
|
27.1K
$3.38M
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
26.9K+ 4.12% |
$2.84M - $3.19M
|
681K
$85M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
26.9K+ 5.33% |
$2.84M - $3.19M
|
533K
$66.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
26.9K+ 1.84% |
$2.84M - $3.19M
|
1.49M
$186M
|