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 |
|---|---|---|---|---|---|---|---|
|
Nov 25, 2024
Q3 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-575- 0.52% |
$60.7K - $68K
|
110K
$10.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-576- 0.34% |
$60.8K - $68.2K
|
169K
$16.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-586- 0.94% |
$61.8K - $69.3K
|
61.5K
$5.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-588- 3.15% |
$62.1K - $69.6K
|
18.1K
$1.74M
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-588- 0.82% |
$62.1K - $69.6K
|
71.2K
$6.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-589- 0.36% |
$62.2K - $69.7K
|
164K
$15.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-590- 39.2% |
$62.3K - $69.8K
|
915
$88.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-601- 10.45% |
$63.4K - $71.1K
|
5.15K
$496K
|
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
SELL
|
- |
-605- 2.49% |
$63.8K - $71.6K
|
23.7K
$2.28M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-605- 1.04% |
$63.8K - $71.6K
|
57.7K
$5.56M
|
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-611- 11.99% |
$64.5K - $72.3K
|
4.49K
$432K
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-613- 4.8% |
$64.7K - $72.5K
|
12.2K
$1.17M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-614- 16.09% |
$64.8K - $72.7K
|
3.2K
$308K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-619- 1.16% |
$65.3K - $73.3K
|
52.9K
$5.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-621- 2.32% |
$65.5K - $73.5K
|
26.1K
$2.52M
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-645- 50.27% |
$68.1K - $76.3K
|
638
$61.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-650- 16.09% |
$68.6K - $76.9K
|
3.39K
$326K
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-654- 3.92% |
$69K - $77.4K
|
16K
$1.54M
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-655- 1.15% |
$69.1K - $77.5K
|
56.4K
$5.44M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-655- 12.79% |
$69.1K - $77.5K
|
4.47K
$430K
|
|
|
Nov 14, 2024
Q3 2024
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-655- 6.39% |
$69.1K - $77.5K
|
9.6K
$924K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-656- 1.2% |
$69.2K - $77.6K
|
54.2K
$5.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-656- 11.02% |
$69.2K - $77.6K
|
5.3K
$510K
|
|
|
Oct 17, 2024
Q3 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-674- 0.74% |
$71.1K - $79.8K
|
90.8K
$8.75M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-689- 1.64% |
$72.7K - $81.5K
|
41.3K
$3.98M
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-690- 32.49% |
$72.8K - $81.7K
|
1.43K
$138K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-693- 71.22% |
$73.1K - $82K
|
280
$27K
|
|
|
Nov 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-703- 0.26% |
$74.2K - $83.2K
|
266K
$25.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-706- 25.83% |
$74.5K - $83.5K
|
2.03K
$195K
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-724- 15.33% |
$76.4K - $85.7K
|
4K
$385K
|
|
|
Oct 07, 2024
Q3 2024
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-725- 0.49% |
$76.5K - $85.8K
|
146K
$14.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-726- 4.58% |
$76.6K - $85.9K
|
15.1K
$1.46M
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-737- 4.1% |
$77.8K - $87.2K
|
17.3K
$1.66M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-738- 2.57% |
$77.9K - $87.3K
|
28K
$2.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-739- 18.06% |
$78K - $87.5K
|
3.35K
$323K
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-739- 9.45% |
$78K - $87.5K
|
7.08K
$682K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-743- 3.44% |
$78.4K - $87.9K
|
20.9K
$2.01M
|
|
|
Apr 17, 2025
Q3 2024
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-749- 10.53% |
$79K - $88.6K
|
6.36K
$613K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-750- 0.5% |
$79.1K - $88.8K
|
150K
$14.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-752- 7.91% |
$79.4K - $89K
|
8.76K
$843K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-752- 7.59% |
$79.4K - $89K
|
9.16K
$882K
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-754- 1.2% |
$79.6K - $89.2K
|
61.9K
$5.96M
|
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-765- 0.85% |
$80.7K - $90.5K
|
89.7K
$8.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-768- 6.0% |
$81K - $90.9K
|
12K
$1.16M
|
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
SELL
|
- |
-775- 29.8% |
$81.8K - $91.7K
|
1.83K
$176K
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-776- 2.77% |
$81.9K - $91.8K
|
27.2K
$2.62M
|
|
|
Oct 24, 2024
Q3 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-784- 22.98% |
$82.7K - $92.8K
|
2.63K
$253K
|
|
|
Oct 07, 2024
Q3 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-788- 1.6% |
$83.2K - $93.3K
|
48.4K
$4.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-790- 10.78% |
$83.4K - $93.5K
|
6.54K
$630K
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-798- 27.8% |
$84.2K - $94.4K
|
2.07K
$200K
|