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
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.06K- 9.17% |
$112K - $126K
|
10.5K
$1.12M
|
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-1.07K- 26.79% |
$113K - $126K
|
2.92K
$310K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.11K- 4.86% |
$117K - $131K
|
21.7K
$2.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-1.12K- 9.34% |
$118K - $132K
|
10.8K
$1.15M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-1.13K- 5.47% |
$119K - $133K
|
19.4K
$2.06M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.13K- 7.31% |
$119K - $134K
|
14.4K
$1.52M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-1.13K- 0.8% |
$120K - $134K
|
140K
$14.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.14K- 2.62% |
$120K - $135K
|
42.3K
$4.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.14K- 4.91% |
$120K - $135K
|
22.1K
$2.34M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.15K- 19.48% |
$121K - $136K
|
4.74K
$504K
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.15K- 10.12% |
$121K - $136K
|
10.2K
$1.08M
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-1.15K- 3.63% |
$121K - $136K
|
30.5K
$3.24M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.16K- 23.02% |
$123K - $138K
|
3.89K
$413K
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-1.17K- 13.84% |
$123K - $138K
|
7.27K
$771K
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
SELL
|
- |
-1.17K- 2.4% |
$124K - $139K
|
47.8K
$5.07M
|
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-1.18K- 0.33% |
$125K - $140K
|
357K
$37.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-1.19K- 3.83% |
$126K - $141K
|
29.9K
$3.17M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.2K- 2.6% |
$127K - $142K
|
45K
$4.78M
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.21K- 14.02% |
$127K - $143K
|
7.4K
$785K
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.21K- 1.21% |
$127K - $143K
|
98.8K
$10.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-1.22K- 9.51% |
$128K - $144K
|
11.6K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.22K- 2.83% |
$128K - $144K
|
41.8K
$4.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-1.25K- 3.88% |
$131K - $147K
|
30.9K
$3.27M
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.25K- 5.8% |
$132K - $148K
|
20.3K
$2.15M
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.26K- 18.18% |
$133K - $149K
|
5.66K
$601K
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-1.27K- 6.51% |
$134K - $151K
|
18.3K
$1.94M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.28K- 0.7% |
$135K - $151K
|
183K
$19.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-1.3K- 42.18% |
$137K - $153K
|
1.78K
$189K
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.31K- 6.22% |
$138K - $155K
|
19.7K
$2.09M
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-1.31K- 37.5% |
$138K - $155K
|
2.18K
$231K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.34K- 6.14% |
$142K - $159K
|
20.5K
$2.17M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-1.35K- 3.18% |
$143K - $160K
|
41.1K
$4.36M
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-1.4K- 3.24% |
$148K - $166K
|
41.7K
$4.43M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.41K- 16.31% |
$148K - $167K
|
7.22K
$766K
|
|
|
Nov 13, 2024
Q3 2024
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-1.42K- 5.5% |
$150K - $168K
|
24.4K
$2.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.43K- 1.42% |
$151K - $169K
|
98.7K
$10.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.43K- 2.53% |
$151K - $169K
|
55.1K
$5.85M
|
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-1.43K- 1.46% |
$151K - $169K
|
96.6K
$10.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.44K- 17.47% |
$152K - $170K
|
6.8K
$722K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-1.44K- 1.03% |
$152K - $171K
|
139K
$14.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Performa LTD (Us), LLC
|
SELL
|
- |
-1.44K- 4.02% |
$152K - $171K
|
34.4K
$3.65M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-1.45K- 12.95% |
$153K - $171K
|
9.72K
$1.03M
|
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-1.46K- 7.7% |
$154K - $173K
|
17.5K
$1.86M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.47K- 12.44% |
$155K - $174K
|
10.3K
$1.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
SELL
|
- |
-1.48K- 2.84% |
$156K - $175K
|
50.5K
$5.36M
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.5K- 1.45% |
$158K - $178K
|
102K
$10.8M
|
|
|
Nov 13, 2024
Q3 2024
|
S&T Bank
Indiana, PA |
SELL
|
- |
-1.5K- 7.44% |
$158K - $178K
|
18.7K
$1.98M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.55K- 9.09% |
$164K - $184K
|
15.5K
$1.65M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.56K- 28.08% |
$165K - $185K
|
4.01K
$425K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.6K- 87.18% |
$169K - $189K
|
235
$24.9K
|