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 16, 2024
Q3 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-122- 0.62% |
$12.9K - $14.4K
|
19.7K
$2.09M
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-122- 0.31% |
$12.9K - $14.4K
|
39.8K
$4.22M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-123- 2.6% |
$13K - $14.6K
|
4.61K
$489K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-123- 6.33% |
$13K - $14.6K
|
1.82K
$193K
|
|
|
Apr 04, 2025
Q3 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-124- 1.11% |
$13.1K - $14.7K
|
11K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-125- 3.56% |
$13.2K - $14.8K
|
3.38K
$359K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-126- 0.4% |
$13.3K - $14.9K
|
31.4K
$3.33M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-126- 3.85% |
$13.3K - $14.9K
|
3.14K
$334K
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
SELL
|
- |
-129- 3.09% |
$13.6K - $15.3K
|
4.05K
$430K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
SELL
|
- |
-130- 1.22% |
$13.7K - $15.4K
|
10.5K
$1.12M
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-130- 4.97% |
$13.7K - $15.4K
|
2.49K
$264K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-130- 7.09% |
$13.7K - $15.4K
|
1.7K
$181K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-132- 2.92% |
$13.9K - $15.6K
|
4.39K
$466K
|
|
|
Oct 21, 2024
Q3 2024
|
Magnolia Capital Management LTD
|
SELL
|
- |
-135- 0.33% |
$14.2K - $16K
|
41.2K
$4.38M
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-137- 1.46% |
$14.5K - $16.2K
|
9.22K
$978K
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-138- 2.9% |
$14.6K - $16.3K
|
4.63K
$491K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-138- 0.33% |
$14.6K - $16.3K
|
41.5K
$4.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-140- 2.19% |
$14.8K - $16.6K
|
6.24K
$662K
|
|
|
Oct 22, 2024
Q3 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-140- 0.24% |
$14.8K - $16.6K
|
57.8K
$6.14M
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-141- 0.17% |
$14.9K - $16.7K
|
83.6K
$8.88M
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-145- 2.08% |
$15.3K - $17.2K
|
6.82K
$724K
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-147- 5.94% |
$15.5K - $17.4K
|
2.33K
$247K
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-149- 6.89% |
$15.7K - $17.6K
|
2.02K
$214K
|
|
|
Oct 15, 2024
Q3 2024
|
Schwab Charitable Fund
|
SELL
|
- |
-152- 2.72% |
$16K - $18K
|
5.44K
$577K
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-153- 3.45% |
$16.1K - $18.1K
|
4.29K
$455K
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-154- 0.74% |
$16.3K - $18.2K
|
20.6K
$2.18M
|
|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-158- 0.23% |
$16.7K - $18.7K
|
69.6K
$7.38M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-161- 1.35% |
$17K - $19.1K
|
11.8K
$1.25M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-162- 2.07% |
$17.1K - $19.2K
|
7.66K
$813K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-164- 4.79% |
$17.3K - $19.4K
|
3.26K
$346K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-164- 0.54% |
$17.3K - $19.4K
|
30.4K
$3.22M
|
|
|
Oct 04, 2024
Q3 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-165- 2.73% |
$17.4K - $19.5K
|
5.87K
$623K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-166- 2.71% |
$17.5K - $19.6K
|
5.96K
$633K
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-167- 8.02% |
$17.6K - $19.8K
|
1.91K
$203K
|
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-167- 8.46% |
$17.6K - $19.8K
|
1.81K
$192K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-167- 4.78% |
$17.6K - $19.8K
|
3.33K
$353K
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-167- 1.47% |
$17.6K - $19.8K
|
11.2K
$1.19M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-171- 0.66% |
$18K - $20.2K
|
25.7K
$2.72M
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-178- 3.25% |
$18.8K - $21.1K
|
5.3K
$563K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-179- 5.93% |
$18.9K - $21.2K
|
2.84K
$301K
|
|
|
Nov 13, 2024
Q3 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-179- 1.17% |
$18.9K - $21.2K
|
15.1K
$1.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-182- 0.16% |
$19.2K - $21.5K
|
116K
$12.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-183- 4.16% |
$19.3K - $21.7K
|
4.22K
$448K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-184- 1.82% |
$19.4K - $21.8K
|
9.93K
$1.05M
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
SELL
|
- |
-186- 15.21% |
$19.6K - $22K
|
1.04K
$110K
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-186- 1.78% |
$19.6K - $22K
|
10.3K
$1.09M
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-190- 6.06% |
$20.1K - $22.5K
|
2.95K
$313K
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-192- 6.24% |
$20.3K - $22.7K
|
2.89K
$306K
|
|
|
Nov 14, 2024
Q3 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-192- 1.23% |
$20.3K - $22.7K
|
15.4K
$1.63M
|
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-193- 0.42% |
$20.4K - $22.8K
|
45.6K
$4.84M
|