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
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-3.54K- 49.85% |
$373K - $418K
|
3.56K
$422K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.56K- 3.51% |
$375K - $421K
|
97.8K
$11.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.59K- 9.79% |
$379K - $425K
|
33.1K
$3.93M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-3.71K- 1.8% |
$391K - $439K
|
202K
$23.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-3.71K- 21.36% |
$392K - $439K
|
13.7K
$1.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-3.73K- 7.2% |
$394K - $442K
|
48.2K
$5.72M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-3.74K- 16.04% |
$394K - $442K
|
19.6K
$2.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-3.74K- 47.92% |
$395K - $443K
|
4.07K
$483K
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
SELL
|
- |
-3.77K- 1.28% |
$397K - $446K
|
290K
$34.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-3.77K- 50.43% |
$398K - $446K
|
3.71K
$440K
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-3.79K- 4.16% |
$400K - $448K
|
87.1K
$10.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3.8K- 5.31% |
$401K - $450K
|
67.8K
$8.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-3.83K- 3.15% |
$404K - $453K
|
117K
$13.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-3.86K- 4.49% |
$407K - $456K
|
82K
$9.73M
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-3.92K- 45.93% |
$414K - $464K
|
4.62K
$548K
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-4.01K- 1.2% |
$423K - $474K
|
330K
$39.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.03K- 3.03% |
$425K - $477K
|
129K
$15.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.03K- 0.82% |
$426K - $477K
|
490K
$58.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.04K- 9.52% |
$426K - $478K
|
38.4K
$4.55M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-4.05K- 6.53% |
$427K - $479K
|
57.9K
$6.87M
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-4.06K- 5.95% |
$428K - $480K
|
64.1K
$7.61M
|
|
|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-4.09K- 21.24% |
$432K - $484K
|
15.2K
$1.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.14K- 3.45% |
$437K - $490K
|
116K
$13.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-4.24K- 0.76% |
$448K - $502K
|
555K
$65.9M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4.26K- 2.78% |
$449K - $504K
|
149K
$17.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-4.3K- 45.46% |
$454K - $509K
|
5.16K
$612K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.32K- 30.05% |
$456K - $511K
|
10.1K
$1.19M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.35K- 2.89% |
$459K - $515K
|
146K
$17.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-4.42K- 1.71% |
$467K - $523K
|
254K
$30.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-4.44K- 19.39% |
$469K - $526K
|
18.5K
$2.19M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.46K- 2.7% |
$470K - $528K
|
161K
$19.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4.55K- 7.4% |
$480K - $538K
|
56.9K
$6.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-4.55K- 1.17% |
$480K - $538K
|
384K
$45.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-4.59K- 5.81% |
$485K - $543K
|
74.5K
$8.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-4.65K- 92.32% |
$491K - $550K
|
387
$45.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-4.75K- 25.6% |
$502K - $563K
|
13.8K
$1.64M
|
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
SELL
|
- |
-4.8K- 20.9% |
$506K - $568K
|
18.2K
$2.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4.84K- 26.05% |
$511K - $573K
|
13.7K
$1.63M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-4.87K- 3.62% |
$513K - $576K
|
130K
$15.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-4.88K- 5.15% |
$515K - $578K
|
90K
$10.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.9K- 6.98% |
$517K - $579K
|
65.2K
$7.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-4.91K- 41.28% |
$518K - $581K
|
6.98K
$828K
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-4.92K- 36.42% |
$519K - $582K
|
8.58K
$1.02M
|
|
|
Nov 07, 2024
Q3 2024
|
St. Louis Trust CO
|
SELL
|
- |
-5.03K- 0.87% |
$531K - $596K
|
573K
$68M
|
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-5.37K- 6.42% |
$566K - $635K
|
78.2K
$9.28M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.48K- 4.86% |
$578K - $648K
|
107K
$12.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-5.49K- 2.1% |
$579K - $650K
|
256K
$30.4M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.49K- 2.13% |
$579K - $650K
|
252K
$29.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-5.51K- 17.38% |
$581K - $652K
|
26.2K
$3.11M
|
|
|
Oct 16, 2024
Q3 2024
|
Cumberland Advisors Inc
|
SELL
|
- |
-5.55K- 3.82% |
$586K - $657K
|
140K
$16.6M
|