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 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-5.55K- 3.61% |
$586K - $657K
|
148K
$17.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-5.56K- 9.24% |
$587K - $658K
|
54.6K
$6.49M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-5.58K- 8.76% |
$589K - $661K
|
58.2K
$6.9M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.66K- 5.31% |
$597K - $670K
|
101K
$12M
|
|
|
Nov 08, 2024
Q3 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-5.66K- 9.08% |
$598K - $670K
|
56.7K
$6.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-5.79K- 13.29% |
$611K - $685K
|
37.8K
$4.49M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-5.86K- 42.03% |
$618K - $693K
|
8.08K
$959K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-5.94K- 3.15% |
$626K - $702K
|
182K
$21.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-5.94K- 3.12% |
$627K - $703K
|
184K
$21.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-6.01K- 4.23% |
$635K - $712K
|
136K
$16.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-6.04K- 15.46% |
$638K - $715K
|
33K
$3.92M
|
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-6.16K- 16.12% |
$650K - $729K
|
32K
$3.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-6.18K- 1.14% |
$652K - $731K
|
538K
$63.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-6.21K- 5.37% |
$655K - $735K
|
109K
$13M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-6.3K- 2.45% |
$665K - $746K
|
251K
$29.8M
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-6.65K- 17.36% |
$701K - $787K
|
31.6K
$3.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-6.65K- 22.15% |
$702K - $787K
|
23.4K
$2.77M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-6.7K- 1.32% |
$707K - $793K
|
499K
$59.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-6.81K- 6.43% |
$719K - $806K
|
99K
$11.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-6.82K- 23.44% |
$720K - $807K
|
22.3K
$2.65M
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-6.96K- 3.05% |
$734K - $823K
|
221K
$26.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-7.04K- 3.21% |
$743K - $833K
|
213K
$25.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-7.12K- 34.46% |
$751K - $842K
|
13.5K
$1.61M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-7.14K- 75.16% |
$753K - $845K
|
2.36K
$280K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-7.28K- 3.66% |
$768K - $862K
|
192K
$22.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-7.37K- 10.8% |
$778K - $872K
|
60.9K
$7.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7.45K- 5.16% |
$787K - $882K
|
137K
$16.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-7.65K- 6.48% |
$807K - $905K
|
110K
$13.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.8K- 0.21% |
$823K - $923K
|
3.78M
$449M
|
|
|
Oct 04, 2024
Q3 2024
|
Jvl Associates LLC
|
SELL
|
- |
-7.83K- 4.61% |
$826K - $926K
|
162K
$19.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-8.14K- 3.3% |
$859K - $964K
|
238K
$28.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-8.15K- 12.55% |
$860K - $964K
|
56.8K
$6.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-8.22K- 10.34% |
$867K - $972K
|
71.3K
$8.46M
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-8.24K- 6.98% |
$869K - $975K
|
110K
$13M
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-8.33K- 40.2% |
$879K - $985K
|
12.4K
$1.47M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-8.64K- 78.26% |
$911K - $1.02M
|
2.4K
$285K
|
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
SELL
|
- |
-8.72K- 4.98% |
$920K - $1.03M
|
166K
$19.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-8.74K- 28.68% |
$922K - $1.03M
|
21.7K
$2.58M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-9.03K- 12.51% |
$953K - $1.07M
|
63.2K
$7.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-9.21K- 10.67% |
$972K - $1.09M
|
77.1K
$9.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-9.23K- 5.8% |
$974K - $1.09M
|
150K
$17.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-9.36K- 5.88% |
$988K - $1.11M
|
150K
$17.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Acorns Advisers, LLC
Irvine, CA |
SELL
|
- |
-9.52K- 0.36% |
$1M - $1.13M
|
2.64M
$313M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-10K- 20.01% |
$1.06M - $1.19M
|
40.1K
$4.77M
|
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-10.2K- 6.16% |
$1.07M - $1.2M
|
155K
$18.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-10.2K- 1.11% |
$1.07M - $1.2M
|
905K
$107M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-10.3K- 12.8% |
$1.09M - $1.22M
|
70.1K
$8.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-10.6K- 63.35% |
$1.12M - $1.26M
|
6.14K
$728K
|
|
|
Oct 25, 2024
Q3 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-10.9K- 49.11% |
$1.15M - $1.29M
|
11.3K
$1.34M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-11.1K- 84.1% |
$1.17M - $1.31M
|
2.1K
$249K
|