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
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-191K- 3.4% |
$20.1M - $22.6M
|
5.42M
$644M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-193K- 92.92% |
$20.4M - $22.8M
|
14.7K
$1.75M
|
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
SELL
|
- |
-202K- 38.3% |
$21.3M - $23.9M
|
325K
$38.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-205K- 9.18% |
$21.6M - $24.2M
|
2.02M
$240M
|
|
|
Nov 14, 2024
Q3 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-205K- 9.18% |
$21.6M - $24.2M
|
2.02M
$240M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-238K- 97.6% |
$25.1M - $28.2M
|
5.86K
$695K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-254K- 11.75% |
$26.8M - $30.1M
|
1.91M
$226M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-287K- 99.13% |
$30.3M - $33.9M
|
2.53K
$300K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-321K- 21.57% |
$33.8M - $37.9M
|
1.17M
$138M
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management ETF Advisors, LLC
San Francisco, CA |
SELL
|
- |
-447K- 61.98% |
$47.2M - $52.9M
|
274K
$32.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-489K- 65.54% |
$51.6M - $57.9M
|
257K
$30.5M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-516K- 73.42% |
$54.5M - $61.1M
|
187K
$22.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-758K- 98.94% |
$80M - $89.7M
|
8.15K
$967K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.86M- 29.85% |
$407M - $457M
|
9.07M
$1.08B
|