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
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-8.15K- 12.55% |
$860K - $964K
|
56.8K
$5.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-8.22K- 10.34% |
$867K - $972K
|
71.3K
$7.51M
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-8.24K- 6.98% |
$869K - $975K
|
110K
$11.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-8.33K- 40.2% |
$879K - $985K
|
12.4K
$1.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-8.64K- 78.26% |
$911K - $1.02M
|
2.4K
$253K
|
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
SELL
|
- |
-8.72K- 4.98% |
$920K - $1.03M
|
166K
$17.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-8.74K- 28.68% |
$922K - $1.03M
|
21.7K
$2.29M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-9.03K- 12.51% |
$953K - $1.07M
|
63.2K
$6.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-9.21K- 10.67% |
$972K - $1.09M
|
77.1K
$8.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-9.23K- 5.8% |
$974K - $1.09M
|
150K
$15.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-9.36K- 5.88% |
$988K - $1.11M
|
150K
$15.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Acorns Advisers, LLC
Irvine, CA |
SELL
|
- |
-9.52K- 0.36% |
$1M - $1.13M
|
2.64M
$278M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-10K- 20.01% |
$1.06M - $1.19M
|
40.1K
$4.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-10.2K- 6.16% |
$1.07M - $1.2M
|
155K
$16.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-10.2K- 1.11% |
$1.07M - $1.2M
|
905K
$95.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-10.3K- 12.8% |
$1.09M - $1.22M
|
70.1K
$7.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-10.6K- 63.35% |
$1.12M - $1.26M
|
6.14K
$647K
|
|
|
Oct 25, 2024
Q3 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-10.9K- 49.11% |
$1.15M - $1.29M
|
11.3K
$1.19M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-11.1K- 84.1% |
$1.17M - $1.31M
|
2.1K
$221K
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
SELL
|
- |
-11.3K- 13.87% |
$1.19M - $1.33M
|
70K
$7.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-11.9K- 90.73% |
$1.25M - $1.4M
|
1.21K
$128K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-11.9K- 10.44% |
$1.26M - $1.41M
|
102K
$10.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-12.1K- 5.0% |
$1.28M - $1.43M
|
230K
$24.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-12.2K- 0.24% |
$1.29M - $1.45M
|
4.99M
$526M
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-12.8K- 40.68% |
$1.35M - $1.51M
|
18.6K
$1.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-13K- 48.47% |
$1.37M - $1.53M
|
13.8K
$1.45M
|
|
|
Oct 25, 2024
Q3 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-13.2K- 24.58% |
$1.4M - $1.57M
|
40.6K
$4.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-13.3K- 13.38% |
$1.4M - $1.57M
|
85.9K
$9.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-13.5K- 72.57% |
$1.42M - $1.59M
|
5.09K
$536K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-13.7K- 23.48% |
$1.44M - $1.62M
|
44.5K
$4.69M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-14K- 39.53% |
$1.47M - $1.65M
|
21.4K
$2.25M
|
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-14.1K- 38.03% |
$1.49M - $1.67M
|
23K
$2.42M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-14.2K- 11.91% |
$1.5M - $1.68M
|
105K
$11M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-14.3K- 16.54% |
$1.51M - $1.7M
|
72.3K
$7.62M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-14.4K- 17.95% |
$1.51M - $1.7M
|
65.6K
$6.91M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-14.8K- 8.53% |
$1.56M - $1.75M
|
159K
$16.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-14.8K- 3.57% |
$1.56M - $1.75M
|
400K
$42.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-14.8K- 5.05% |
$1.56M - $1.75M
|
278K
$29.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-15K- 8.21% |
$1.58M - $1.78M
|
168K
$17.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-15.1K- 12.52% |
$1.59M - $1.79M
|
106K
$11.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-15.5K- 19.65% |
$1.64M - $1.83M
|
63.4K
$6.68M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-15.7K- 20.42% |
$1.66M - $1.86M
|
61.2K
$6.45M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-16.2K- 6.55% |
$1.71M - $1.92M
|
231K
$24.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-16.6K- 21.49% |
$1.75M - $1.96M
|
60.7K
$6.39M
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-16.6K- 51.42% |
$1.76M - $1.97M
|
15.7K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-16.7K- 99.07% |
$1.76M - $1.98M
|
157
$16.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-17K- 87.3% |
$1.8M - $2.02M
|
2.48K
$261K
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-17.1K- 48.83% |
$1.8M - $2.02M
|
17.9K
$1.89M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-17.7K- 3.91% |
$1.86M - $2.09M
|
434K
$45.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-17.7K- 27.3% |
$1.87M - $2.1M
|
47.2K
$4.97M
|