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 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-4.3K- 45.46% |
$454K - $509K
|
5.16K
$497K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.32K- 30.05% |
$456K - $511K
|
10.1K
$968K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.35K- 2.89% |
$459K - $515K
|
146K
$14.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-4.42K- 1.71% |
$467K - $523K
|
254K
$24.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-4.44K- 19.39% |
$469K - $526K
|
18.5K
$1.78M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.46K- 2.7% |
$470K - $528K
|
161K
$15.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4.55K- 7.4% |
$480K - $538K
|
56.9K
$5.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-4.55K- 1.17% |
$480K - $538K
|
384K
$37M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-4.59K- 5.81% |
$485K - $543K
|
74.5K
$7.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-4.65K- 92.32% |
$491K - $550K
|
387
$37.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-4.75K- 25.6% |
$502K - $563K
|
13.8K
$1.33M
|
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
SELL
|
- |
-4.8K- 20.9% |
$506K - $568K
|
18.2K
$1.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4.84K- 26.05% |
$511K - $573K
|
13.7K
$1.32M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-4.87K- 3.62% |
$513K - $576K
|
130K
$12.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-4.88K- 5.15% |
$515K - $578K
|
90K
$8.67M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.9K- 6.98% |
$517K - $579K
|
65.2K
$6.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-4.91K- 41.28% |
$518K - $581K
|
6.98K
$672K
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-4.92K- 36.42% |
$519K - $582K
|
8.58K
$827K
|
|
|
Nov 07, 2024
Q3 2024
|
St. Louis Trust CO
|
SELL
|
- |
-5.03K- 0.87% |
$531K - $596K
|
573K
$55.2M
|
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-5.37K- 6.42% |
$566K - $635K
|
78.2K
$7.53M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.48K- 4.86% |
$578K - $648K
|
107K
$10.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-5.49K- 2.1% |
$579K - $650K
|
256K
$24.7M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.49K- 2.13% |
$579K - $650K
|
252K
$24.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-5.51K- 17.38% |
$581K - $652K
|
26.2K
$2.52M
|
|
|
Oct 16, 2024
Q3 2024
|
Cumberland Advisors Inc
|
SELL
|
- |
-5.55K- 3.82% |
$586K - $657K
|
140K
$13.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-5.55K- 3.61% |
$586K - $657K
|
148K
$14.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-5.56K- 9.24% |
$587K - $658K
|
54.6K
$5.26M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-5.58K- 8.76% |
$589K - $661K
|
58.2K
$5.6M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.66K- 5.31% |
$597K - $670K
|
101K
$9.72M
|
|
|
Nov 08, 2024
Q3 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-5.66K- 9.08% |
$598K - $670K
|
56.7K
$5.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-5.79K- 13.29% |
$611K - $685K
|
37.8K
$3.64M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-5.86K- 42.03% |
$618K - $693K
|
8.08K
$778K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-5.94K- 3.15% |
$626K - $702K
|
182K
$17.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-5.94K- 3.12% |
$627K - $703K
|
184K
$17.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-6.01K- 4.23% |
$635K - $712K
|
136K
$13.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-6.04K- 15.46% |
$638K - $715K
|
33K
$3.18M
|
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-6.16K- 16.12% |
$650K - $729K
|
32K
$3.09M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-6.18K- 1.14% |
$652K - $731K
|
538K
$51.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-6.21K- 5.37% |
$655K - $735K
|
109K
$10.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-6.3K- 2.45% |
$665K - $746K
|
251K
$24.2M
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-6.65K- 17.36% |
$701K - $787K
|
31.6K
$3.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-6.65K- 22.15% |
$702K - $787K
|
23.4K
$2.25M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-6.7K- 1.32% |
$707K - $793K
|
499K
$48.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-6.81K- 6.43% |
$719K - $806K
|
99K
$9.54M
|
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-6.82K- 23.44% |
$720K - $807K
|
22.3K
$2.15M
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-6.96K- 3.05% |
$734K - $823K
|
221K
$21.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-7.04K- 3.21% |
$743K - $833K
|
213K
$20.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-7.12K- 34.46% |
$751K - $842K
|
13.5K
$1.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-7.14K- 75.16% |
$753K - $845K
|
2.36K
$227K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-7.28K- 3.66% |
$768K - $862K
|
192K
$18.4M
|