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 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
26.9K+ 4.12% |
$2.84M - $3.19M
|
681K
$85.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
26.9K+ 5.33% |
$2.84M - $3.19M
|
533K
$67.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
26.9K+ 1.84% |
$2.84M - $3.19M
|
1.49M
$188M
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
26.1K+ 7575.94% |
$2.76M - $3.09M
|
26.5K
$3.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
26.1K+ 631.71% |
$2.75M - $3.09M
|
30.2K
$3.81M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
26.1K+ 8.64% |
$2.75M - $3.08M
|
328K
$41.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
25.9K+ 0.69% |
$2.73M - $3.06M
|
3.79M
$478M
|
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
25.1KNew |
$2.65M - $2.97M
|
25.1K
$3.16M
|
|
|
Oct 10, 2024
Q3 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
24.8K+ 10.63% |
$2.62M - $2.94M
|
258K
$32.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
24.5K+ 5.57% |
$2.58M - $2.89M
|
464K
$58.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
24.4K+ 8.9% |
$2.58M - $2.89M
|
299K
$37.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
23.7K+ 13.63% |
$2.5M - $2.8M
|
197K
$24.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
23.6K+ 13.92% |
$2.49M - $2.79M
|
193K
$24.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
23.3K+ 52.83% |
$2.46M - $2.75M
|
67.3K
$8.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
22.4K+ 2.73% |
$2.37M - $2.66M
|
845K
$107M
|
|
|
Oct 25, 2024
Q3 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
22.4K+ 93.41% |
$2.36M - $2.65M
|
46.3K
$5.84M
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
21.8K+ 82.26% |
$2.3M - $2.57M
|
48.2K
$6.08M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
21.4K+ 16.19% |
$2.25M - $2.53M
|
153K
$19.4M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
21.3K+ 0.71% |
$2.24M - $2.52M
|
3.01M
$379M
|
|
|
Oct 22, 2024
Q3 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
21.2KNew |
$2.24M - $2.51M
|
21.2K
$2.68M
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
21.1K+ 109.08% |
$2.22M - $2.49M
|
40.4K
$5.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
20.9KNew |
$2.21M - $2.47M
|
20.9K
$2.64M
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
20.3K+ 5.96% |
$2.14M - $2.4M
|
360K
$45.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
20.3K+ 4.85% |
$2.14M - $2.4M
|
438K
$55.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
20.1KNew |
$2.12M - $2.38M
|
20.1K
$2.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
19.8K+ 3.56% |
$2.09M - $2.34M
|
577K
$72.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
19.7K+ 50.68% |
$2.07M - $2.33M
|
58.4K
$7.37M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
19.6KNew |
$2.07M - $2.32M
|
19.6K
$2.48M
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
19.5KNew |
$2.06M - $2.31M
|
19.5K
$2.46M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
19.5K+ 0.38% |
$2.06M - $2.31M
|
5.16M
$651M
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
19.5K+ 17.26% |
$2.05M - $2.3M
|
132K
$16.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
19.1K+ 3.37% |
$2.02M - $2.26M
|
586K
$73.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
18.7K+ 168.05% |
$1.97M - $2.21M
|
29.7K
$3.75M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
18.5K+ 3.76% |
$1.95M - $2.18M
|
509K
$64.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
17.9K+ 90.32% |
$1.89M - $2.12M
|
37.8K
$4.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
17.9K+ 266.41% |
$1.88M - $2.11M
|
24.6K
$3.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
17.8K+ 13.16% |
$1.88M - $2.11M
|
153K
$19.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
17.7K+ 31.15% |
$1.86M - $2.09M
|
74.4K
$9.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
17.5K+ 0.47% |
$1.85M - $2.08M
|
3.76M
$475M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
17.2K+ 5.45% |
$1.82M - $2.04M
|
334K
$42.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
16.8K+ 20.24% |
$1.77M - $1.99M
|
99.8K
$12.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.5K+ 1.6% |
$1.74M - $1.96M
|
1.05M
$133M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
16.5K+ 2.58% |
$1.74M - $1.95M
|
655K
$82.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
16.4K+ 11.51% |
$1.73M - $1.93M
|
158K
$20M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
16.3K+ 3.73% |
$1.72M - $1.93M
|
453K
$57.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
16.2K+ 3.51% |
$1.71M - $1.92M
|
479K
$60.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16K+ 95.69% |
$1.69M - $1.89M
|
32.7K
$4.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
15.7K+ 3.98% |
$1.66M - $1.86M
|
412K
$52M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
15.7K+ 1.62% |
$1.65M - $1.85M
|
984K
$124M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
15.6K+ 23.31% |
$1.65M - $1.85M
|
82.7K
$10.4M
|