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 14, 2024
Q3 2024
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-35.8K- 63.46% |
$3.78M - $4.23M
|
20.6K
$2.19M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-36.9K- 60.11% |
$3.9M - $4.37M
|
24.5K
$2.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-39.1K- 5.88% |
$4.13M - $4.63M
|
626K
$66.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-39.2K- 53.08% |
$4.14M - $4.64M
|
34.7K
$3.68M
|
|
|
May 19, 2025
Q3 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-39.2K- 53.08% |
$4.14M - $4.64M
|
34.7K
$3.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-39.8K- 28.57% |
$4.2M - $4.71M
|
99.5K
$10.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
SELL
|
- |
-40.7K- 50.33% |
$4.29M - $4.82M
|
40.2K
$4.26M
|
|
|
Feb 28, 2025
Q3 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-41K- 11.42% |
$4.33M - $4.86M
|
318K
$33.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-42.8K- 17.79% |
$4.52M - $5.07M
|
198K
$21M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-45.5K- 22.32% |
$4.8M - $5.38M
|
158K
$16.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-47.1K- 14.63% |
$4.97M - $5.58M
|
275K
$29.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-48.1K- 12.11% |
$5.08M - $5.7M
|
349K
$37.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-49.7K- 48.92% |
$5.24M - $5.88M
|
51.9K
$5.51M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-51.3K- 3.5% |
$5.41M - $6.07M
|
1.42M
$150M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
SELL
|
- |
-51.6K- 11.68% |
$5.45M - $6.11M
|
390K
$41.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-56.7K- 44.83% |
$5.99M - $6.71M
|
69.8K
$7.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-59.5K- 30.8% |
$6.28M - $7.04M
|
134K
$14.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-61.7K- 1.73% |
$6.51M - $7.3M
|
3.51M
$372M
|
|
|
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
$870M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-64.1K- 5.22% |
$6.77M - $7.59M
|
1.16M
$123M
|
|
|
Oct 16, 2024
Q3 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-65.5K- 99.82% |
$6.91M - $7.75M
|
116
$12.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-65.5K- 88.21% |
$6.92M - $7.76M
|
8.76K
$929K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-68.5K- 23.8% |
$7.23M - $8.11M
|
219K
$23.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-76.9K- 23.82% |
$8.11M - $9.1M
|
246K
$26.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-77.4K- 9.89% |
$8.16M - $9.15M
|
705K
$74.8M
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-79.4K- 6.21% |
$8.38M - $9.4M
|
1.2M
$127M
|
|
|
Oct 18, 2024
Q3 2024
|
Verde Capital Management
|
SELL
|
- |
-85.1K- 60.88% |
$8.98M - $10.1M
|
54.7K
$5.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-86.4K- 51.29% |
$9.12M - $10.2M
|
82K
$8.71M
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-87.6K- 31.25% |
$9.24M - $10.4M
|
193K
$20.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-88.3K- 97.13% |
$9.32M - $10.4M
|
2.61K
$277K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-100K- 1.22% |
$10.6M - $11.9M
|
8.14M
$864M
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-101K- 46.43% |
$10.7M - $11.9M
|
117K
$12.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-101K- 5.4% |
$10.7M - $12M
|
1.78M
$189M
|
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
SELL
|
- |
-116K- 12.43% |
$12.3M - $13.8M
|
819K
$86.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-123K- 50.83% |
$13M - $14.6M
|
119K
$12.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-152K- 2.04% |
$16M - $17.9M
|
7.3M
$775M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-164K- 27.52% |
$17.3M - $19.4M
|
431K
$45.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-171K- 19.2% |
$18.1M - $20.3M
|
721K
$76.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-172K- 77.67% |
$18.2M - $20.4M
|
49.5K
$5.26M
|
|
|
Oct 23, 2024
Q3 2024
|
Nationwide Fund Advisors
|
SELL
|
- |
-179K- 13.91% |
$18.9M - $21.2M
|
1.11M
$118M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-185K- 14.58% |
$19.6M - $21.9M
|
1.09M
$115M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-191K- 3.4% |
$20.1M - $22.6M
|
5.42M
$576M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-193K- 92.92% |
$20.4M - $22.8M
|
14.7K
$1.56M
|
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
SELL
|
- |
-202K- 38.3% |
$21.3M - $23.9M
|
325K
$34.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-205K- 9.18% |
$21.6M - $24.2M
|
2.02M
$215M
|
|
|
Nov 14, 2024
Q3 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-205K- 9.18% |
$21.6M - $24.2M
|
2.02M
$215M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-238K- 97.6% |
$25.1M - $28.2M
|
5.86K
$622K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-254K- 11.75% |
$26.8M - $30.1M
|
1.91M
$202M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-287K- 99.13% |
$30.3M - $33.9M
|
2.53K
$268K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-321K- 21.57% |
$33.8M - $37.9M
|
1.17M
$124M
|