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 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-297- 13.85% |
$31.3K - $35.1K
|
1.85K
$178K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-297- 5.13% |
$31.3K - $35.1K
|
5.49K
$528K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-300- 0.37% |
$31.7K - $35.5K
|
79.9K
$7.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-300- 2.94% |
$31.7K - $35.5K
|
9.89K
$953K
|
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-300- 5.54% |
$31.7K - $35.5K
|
5.12K
$493K
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-302- 1.27% |
$31.9K - $35.7K
|
23.4K
$2.26M
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-303- 1.67% |
$32K - $35.9K
|
17.8K
$1.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-304- 2.45% |
$32.1K - $36K
|
12.1K
$1.17M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Life Advisors
|
SELL
|
- |
-306- 9.78% |
$32.3K - $36.2K
|
2.82K
$272K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-308- 4.62% |
$32.5K - $36.4K
|
6.36K
$612K
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-308- 1.25% |
$32.5K - $36.4K
|
24.3K
$2.34M
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-310- 0.42% |
$32.7K - $36.7K
|
74K
$7.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-317- 4.3% |
$33.5K - $37.5K
|
7.05K
$679K
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-317- 1.68% |
$33.5K - $37.5K
|
18.5K
$1.78M
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-317- 0.75% |
$33.5K - $37.5K
|
41.9K
$4.04M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-320- 4.74% |
$33.8K - $37.9K
|
6.44K
$620K
|
|
|
Oct 16, 2024
Q3 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-325- 3.85% |
$34.3K - $38.5K
|
8.12K
$782K
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-326- 5.59% |
$34.4K - $38.6K
|
5.51K
$530K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-328- 8.47% |
$34.6K - $38.8K
|
3.55K
$341K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-329- 22.05% |
$34.7K - $38.9K
|
1.16K
$112K
|
|
|
Nov 14, 2024
Q3 2024
|
360 Financial, Inc.
|
SELL
|
- |
-331- 1.45% |
$34.9K - $39.2K
|
22.4K
$2.16M
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-333- 5.93% |
$35.1K - $39.4K
|
5.28K
$509K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-340- 6.07% |
$35.9K - $40.2K
|
5.26K
$507K
|
|
|
Oct 16, 2024
Q3 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-344- 2.66% |
$36.3K - $40.7K
|
12.6K
$1.21M
|
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
SELL
|
- |
-344- 0.96% |
$36.3K - $40.7K
|
35.3K
$3.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-345- 2.24% |
$36.4K - $40.8K
|
15K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-345- 8.56% |
$36.4K - $40.8K
|
3.69K
$355K
|
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-347- 1.72% |
$36.6K - $41.1K
|
19.8K
$1.91M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-349- 3.54% |
$36.8K - $41.3K
|
9.5K
$914K
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-350- 1.12% |
$36.9K - $41.4K
|
30.8K
$2.96M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-350- 1.59% |
$36.9K - $41.4K
|
21.7K
$2.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-350- 10.42% |
$36.9K - $41.4K
|
3.01K
$290K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-351- 9.22% |
$37K - $41.5K
|
3.46K
$333K
|
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-361- 7.16% |
$38.1K - $42.7K
|
4.68K
$451K
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-361- 0.4% |
$38.1K - $42.7K
|
89K
$8.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-362- 0.47% |
$38.2K - $42.8K
|
76.9K
$7.41M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-363- 1.73% |
$38.3K - $43K
|
20.7K
$1.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Marquette Associates, Inc.
Chicago, IL |
SELL
|
- |
-364- 1.91% |
$38.4K - $43.1K
|
18.7K
$1.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-366- 9.11% |
$38.6K - $43.3K
|
3.65K
$351K
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-369- 6.94% |
$38.9K - $43.7K
|
4.95K
$477K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-371- 1.77% |
$39.2K - $43.9K
|
20.6K
$1.98M
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-372- 3.08% |
$39.3K - $44K
|
11.7K
$1.13M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-373- 3.22% |
$39.4K - $44.1K
|
11.2K
$1.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-376- 1.39% |
$39.7K - $44.5K
|
26.7K
$2.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-384- 1.58% |
$40.5K - $45.4K
|
24K
$2.31M
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-386- 7.77% |
$40.7K - $45.7K
|
4.58K
$441K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-388- 0.38% |
$40.9K - $45.9K
|
102K
$9.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-388- 2.48% |
$40.9K - $45.9K
|
15.3K
$1.47M
|
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-388- 16.55% |
$40.9K - $45.9K
|
1.96K
$188K
|
|
|
Oct 11, 2024
Q3 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-389- 2.12% |
$41.1K - $46K
|
18K
$1.73M
|