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 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-754- 1.2% |
$79.6K - $89.2K
|
61.9K
$6.57M
|
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-765- 0.85% |
$80.7K - $90.5K
|
89.7K
$9.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-768- 6.0% |
$81K - $90.9K
|
12K
$1.28M
|
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
SELL
|
- |
-775- 29.8% |
$81.8K - $91.7K
|
1.83K
$194K
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-776- 2.77% |
$81.9K - $91.8K
|
27.2K
$2.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-784- 22.98% |
$82.7K - $92.8K
|
2.63K
$279K
|
|
|
Oct 07, 2024
Q3 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-788- 1.6% |
$83.2K - $93.3K
|
48.4K
$5.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-790- 10.78% |
$83.4K - $93.5K
|
6.54K
$694K
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-798- 27.8% |
$84.2K - $94.4K
|
2.07K
$220K
|
|
|
Oct 07, 2024
Q3 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-817- 10.78% |
$86.2K - $96.7K
|
6.76K
$717K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-820- 2.17% |
$86.5K - $97K
|
36.9K
$3.92M
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
SELL
|
- |
-826- 0.42% |
$87.2K - $97.7K
|
198K
$21M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-828- 8.61% |
$87.4K - $98K
|
8.79K
$933K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-832- 1.69% |
$87.8K - $98.5K
|
48.4K
$5.13M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-835- 3.01% |
$88.1K - $98.8K
|
26.9K
$2.85M
|
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-844- 2.36% |
$89.1K - $99.9K
|
34.9K
$3.7M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-847- 17.04% |
$89.4K - $100K
|
4.12K
$438K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-850- 3.34% |
$89.7K - $101K
|
24.6K
$2.61M
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-861- 0.88% |
$90.9K - $102K
|
97.5K
$10.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-863- 7.15% |
$91.1K - $102K
|
11.2K
$1.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-864- 4.0% |
$91.2K - $102K
|
20.8K
$2.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-867- 6.34% |
$91.5K - $103K
|
12.8K
$1.36M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-892- 4.15% |
$94.1K - $106K
|
20.6K
$2.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-895- 1.29% |
$94.4K - $106K
|
68.4K
$7.26M
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-898- 1.57% |
$94.8K - $106K
|
56.4K
$5.98M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-900- 2.42% |
$95K - $107K
|
36.3K
$3.85M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-906- 26.62% |
$95.6K - $107K
|
2.5K
$265K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-910- 27.28% |
$96K - $108K
|
2.43K
$257K
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-919- 3.76% |
$97K - $109K
|
23.5K
$2.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-928- 7.65% |
$97.9K - $110K
|
11.2K
$1.19M
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-951- 2.95% |
$100K - $113K
|
31.3K
$3.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-955- 2.7% |
$101K - $113K
|
34.5K
$3.66M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-968- 2.06% |
$102K - $115K
|
46.1K
$4.89M
|
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-975- 17.49% |
$103K - $115K
|
4.6K
$488K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-983- 1.96% |
$104K - $116K
|
49.2K
$5.22M
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-985- 2.66% |
$104K - $117K
|
36.1K
$3.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-987- 9.81% |
$104K - $117K
|
9.08K
$963K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-992- 3.87% |
$105K - $117K
|
24.6K
$2.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-993- 1.7% |
$105K - $118K
|
57.3K
$6.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-1K- 18.74% |
$106K - $118K
|
4.34K
$460K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-1K- 3.8% |
$106K - $119K
|
25.4K
$2.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.02K- 7.42% |
$107K - $120K
|
12.7K
$1.34M
|
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.03K- 2.59% |
$108K - $121K
|
38.5K
$4.09M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-1.03K- 20.39% |
$109K - $122K
|
4.02K
$426K
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.04K- 11.02% |
$110K - $123K
|
8.41K
$892K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.04K- 0.98% |
$110K - $123K
|
105K
$11.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-1.05K- 13.59% |
$110K - $124K
|
6.65K
$706K
|
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-1.05K- 1.59% |
$110K - $124K
|
65K
$6.9M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.05K- 12.15% |
$111K - $125K
|
7.62K
$809K
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-1.06K- 3.0% |
$112K - $126K
|
34.3K
$3.64M
|