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 |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-17.9K- 72.0% |
$1.89M - $2.12M
|
6.96K
$747K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-17.9K- 4.19% |
$1.89M - $2.12M
|
410K
$44.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-18.4K- 1.54% |
$1.94M - $2.17M
|
1.17M
$126M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-18.6K- 0.97% |
$1.97M - $2.21M
|
1.9M
$204M
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-18.8K- 54.31% |
$1.98M - $2.22M
|
15.8K
$1.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-19.1K- 11.32% |
$2.01M - $2.26M
|
149K
$16M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-19.4K- 43.87% |
$2.05M - $2.3M
|
24.9K
$2.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-20.7K- 89.96% |
$2.18M - $2.44M
|
2.3K
$247K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-20.7K- 31.32% |
$2.19M - $2.46M
|
45.5K
$4.88M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-20.8K- 2.47% |
$2.19M - $2.46M
|
820K
$88.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-20.9K- 43.97% |
$2.2M - $2.47M
|
26.6K
$2.86M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-21.6K- 12.68% |
$2.28M - $2.56M
|
149K
$16M
|
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-22.1K- 69.67% |
$2.34M - $2.62M
|
9.64K
$1.03M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-22.3K- 1.28% |
$2.35M - $2.63M
|
1.72M
$185M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-22.4K- 25.94% |
$2.36M - $2.65M
|
63.9K
$6.86M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-22.8K- 6.04% |
$2.4M - $2.69M
|
354K
$38M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-23.3K- 28.73% |
$2.46M - $2.76M
|
57.8K
$6.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-23.4K- 78.85% |
$2.47M - $2.77M
|
6.29K
$675K
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-23.9K- 25.82% |
$2.52M - $2.83M
|
68.7K
$7.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-23.9K- 83.61% |
$2.53M - $2.83M
|
4.69K
$504K
|
|
|
Dec 02, 2024
Q3 2024
|
Inspire Trust Co, N.A.
Reno, NV |
SELL
|
- |
-24.7K- 79.35% |
$2.61M - $2.93M
|
6.43K
$691K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-25.1K- 91.33% |
$2.65M - $2.97M
|
2.39K
$256K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-25.2K- 8.07% |
$2.66M - $2.98M
|
287K
$30.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-25.3K- 23.02% |
$2.67M - $2.99M
|
84.5K
$9.07M
|
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-25.8K- 4.64% |
$2.72M - $3.05M
|
530K
$56.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-25.9K- 48.11% |
$2.74M - $3.07M
|
28K
$3M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-26.7K- 10.06% |
$2.81M - $3.16M
|
238K
$25.6M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-28.3K- 2.43% |
$2.99M - $3.35M
|
1.13M
$122M
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-31.4K- 46.59% |
$3.31M - $3.71M
|
35.9K
$3.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-32.7K- 25.03% |
$3.45M - $3.86M
|
97.8K
$10.5M
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
SELL
|
- |
-34.1K- 6.26% |
$3.6M - $4.04M
|
511K
$54.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-35.6K- 34.21% |
$3.76M - $4.21M
|
68.5K
$7.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-35.8K- 63.46% |
$3.78M - $4.23M
|
20.6K
$2.21M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-36.9K- 60.11% |
$3.9M - $4.37M
|
24.5K
$2.63M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-39.1K- 5.88% |
$4.13M - $4.63M
|
626K
$67.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-39.2K- 53.08% |
$4.14M - $4.64M
|
34.7K
$3.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-39.8K- 28.57% |
$4.2M - $4.71M
|
99.5K
$10.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
SELL
|
- |
-40.7K- 50.33% |
$4.29M - $4.82M
|
40.2K
$4.31M
|
|
|
Feb 28, 2025
Q3 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-41K- 11.42% |
$4.33M - $4.86M
|
318K
$34.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-42.8K- 17.79% |
$4.52M - $5.07M
|
198K
$21.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-45.5K- 22.32% |
$4.8M - $5.38M
|
158K
$17M
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-47.1K- 14.63% |
$4.97M - $5.58M
|
275K
$29.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-48.1K- 12.11% |
$5.08M - $5.7M
|
349K
$37.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-49.7K- 48.92% |
$5.24M - $5.88M
|
51.9K
$5.57M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-51.3K- 3.5% |
$5.41M - $6.07M
|
1.42M
$152M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
SELL
|
- |
-51.6K- 11.68% |
$5.45M - $6.11M
|
390K
$41.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-56.7K- 44.83% |
$5.99M - $6.71M
|
69.8K
$7.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-59.5K- 30.8% |
$6.28M - $7.04M
|
134K
$14.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-61.7K- 1.73% |
$6.51M - $7.3M
|
3.51M
$377M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-62.4K- 0.76% |
$6.59M - $7.39M
|
8.2M
$880M
|