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 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-2.03K- 19.51% |
$214K - $240K
|
8.36K
$992K
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
SELL
|
- |
-2.05K- 30.54% |
$216K - $242K
|
4.65K
$552K
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-2.05K- 43.72% |
$216K - $243K
|
2.64K
$313K
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-2.06K- 6.55% |
$217K - $244K
|
29.4K
$3.49M
|
|
|
Nov 07, 2024
Q3 2024
|
Magnolia Wealth Management, LLC
|
SELL
|
- |
-2.11K- 2.9% |
$222K - $249K
|
70.4K
$8.36M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.13K- 48.45% |
$225K - $252K
|
2.27K
$269K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-2.15K- 21.62% |
$226K - $254K
|
7.78K
$923K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.26K- 3.46% |
$239K - $268K
|
63.1K
$7.49M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-2.27K- 1.93% |
$239K - $269K
|
115K
$13.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.28K- 3.72% |
$240K - $270K
|
58.9K
$6.99M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-2.33K- 13.87% |
$246K - $276K
|
14.5K
$1.72M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2.38K- 2.31% |
$251K - $282K
|
101K
$11.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-2.39K- 16.78% |
$252K - $282K
|
11.8K
$1.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-2.39K- 3.54% |
$252K - $283K
|
65.1K
$7.72M
|
|
|
Oct 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-2.39K- 7.36% |
$252K - $283K
|
30.1K
$3.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-2.41K- 6.29% |
$255K - $286K
|
36K
$4.27M
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-2.44K- 5.42% |
$258K - $289K
|
42.6K
$5.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.45K- 0.27% |
$258K - $289K
|
903K
$107M
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-2.47K- 58.79% |
$260K - $292K
|
1.73K
$205K
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-2.48K- 58.67% |
$261K - $293K
|
1.74K
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-2.53K- 1.88% |
$266K - $299K
|
132K
$15.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-2.55K- 27.6% |
$269K - $302K
|
6.69K
$794K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.58K- 2.37% |
$272K - $305K
|
106K
$12.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-2.59K- 7.62% |
$274K - $307K
|
31.4K
$3.73M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-2.61K- 19.16% |
$275K - $308K
|
11K
$1.31M
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-2.66K- 1.42% |
$280K - $314K
|
185K
$22M
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.68K- 5.26% |
$283K - $317K
|
48.3K
$5.73M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.81K- 3.51% |
$296K - $332K
|
77.2K
$9.17M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.84K- 1.07% |
$299K - $335K
|
262K
$31.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Capital Advantage, Inc.
|
SELL
|
- |
-2.85K- 2.08% |
$301K - $337K
|
134K
$15.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2.88K- 7.16% |
$304K - $341K
|
37.3K
$4.43M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-2.9K- 13.29% |
$306K - $343K
|
18.9K
$2.24M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-2.9K- 8.3% |
$306K - $344K
|
32.1K
$3.81M
|
|
|
Oct 18, 2024
Q3 2024
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-2.91K- 51.93% |
$307K - $344K
|
2.69K
$320K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-3.08K- 8.03% |
$325K - $364K
|
35.2K
$4.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-3.09K- 9.8% |
$326K - $366K
|
28.5K
$3.38M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-3.1K- 1.45% |
$327K - $367K
|
211K
$25.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-3.12K- 1.56% |
$329K - $369K
|
197K
$23.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-3.16K- 4.01% |
$333K - $374K
|
75.5K
$8.96M
|
|
|
Nov 05, 2024
Q3 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-3.16K- 4.41% |
$334K - $374K
|
68.4K
$8.12M
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
SELL
|
- |
-3.19K- 24.65% |
$336K - $377K
|
9.74K
$1.16M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-3.2K- 11.37% |
$338K - $379K
|
24.9K
$2.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.22K- 5.76% |
$340K - $381K
|
52.7K
$6.25M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.23K- 3.13% |
$341K - $382K
|
99.9K
$11.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-3.24K- 0.18% |
$342K - $383K
|
1.83M
$218M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-3.32K- 25.18% |
$351K - $393K
|
9.88K
$1.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.37K- 2.96% |
$355K - $398K
|
110K
$13.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-3.38K- 2.8% |
$356K - $400K
|
117K
$13.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-3.42K- 3.13% |
$360K - $404K
|
106K
$12.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-3.47K- 4.81% |
$366K - $411K
|
68.7K
$8.15M
|