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 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
6.1K+ 235.33% |
$644K - $722K
|
8.7K
$904K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
6.07K+ 2.32% |
$640K - $718K
|
268K
$27.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
6.03K+ 20.23% |
$636K - $713K
|
35.8K
$3.73M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
6.01K+ 5.5% |
$634K - $711K
|
115K
$12M
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
6K+ 19.81% |
$633K - $710K
|
36.3K
$3.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
5.92KNew |
$625K - $701K
|
5.92K
$616K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
5.91K+ 124.45% |
$623K - $699K
|
10.7K
$1.11M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
5.86K+ 13.14% |
$619K - $694K
|
50.5K
$5.25M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
5.85K+ 5.82% |
$617K - $692K
|
106K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
5.82KNew |
$614K - $689K
|
5.82K
$605K
|
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
5.81K+ 17.18% |
$613K - $687K
|
39.6K
$4.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
5.8K+ 2.97% |
$612K - $686K
|
201K
$20.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.78K+ 1.14% |
$609K - $683K
|
514K
$53.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
5.76K+ 2.18% |
$608K - $682K
|
270K
$28.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
5.74KNew |
$606K - $680K
|
5.74K
$597K
|
|
|
Oct 15, 2024
Q3 2024
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
5.74K+ 5.82% |
$606K - $680K
|
104K
$10.9M
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
5.69K+ 12.06% |
$600K - $673K
|
52.8K
$5.49M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
5.67K+ 5.17% |
$599K - $671K
|
115K
$12M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
5.65K+ 4.83% |
$596K - $668K
|
123K
$12.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
5.64K+ 4.08% |
$595K - $667K
|
144K
$15M
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
5.62K+ 4.85% |
$593K - $665K
|
122K
$12.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
5.62K+ 4.73% |
$593K - $665K
|
124K
$12.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
5.59K+ 1.9% |
$590K - $662K
|
300K
$31.2M
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
BUY
|
- |
5.59K+ 0.46% |
$590K - $662K
|
1.23M
$128M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
5.59K+ 115.14% |
$590K - $662K
|
10.4K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.55K+ 20.71% |
$586K - $657K
|
32.3K
$3.36M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
5.5K+ 1.32% |
$580K - $651K
|
423K
$44M
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
5.47K+ 4.71% |
$577K - $647K
|
122K
$12.6M
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
5.45K+ 3.28% |
$575K - $645K
|
172K
$17.9M
|
|
|
Feb 05, 2025
Q3 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
5.44K+ 86.4% |
$574K - $644K
|
11.7K
$1.22M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5.4K+ 115.83% |
$570K - $639K
|
10.1K
$1.05M
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
5.36K+ 7.93% |
$566K - $635K
|
73K
$7.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
5.36K+ 87.46% |
$565K - $634K
|
11.5K
$1.19M
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
5.32K+ 14.09% |
$561K - $630K
|
43.1K
$4.48M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
5.31K+ 2.88% |
$560K - $628K
|
190K
$19.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
5.24K+ 10.99% |
$552K - $620K
|
52.9K
$5.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
5.12K+ 13.64% |
$540K - $605K
|
42.6K
$4.43M
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
5.08KNew |
$536K - $601K
|
5.08K
$528K
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
5.06K+ 26.23% |
$534K - $599K
|
24.4K
$2.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
5.05K+ 3.45% |
$533K - $598K
|
151K
$15.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
5.04K+ 2.84% |
$532K - $597K
|
183K
$19M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.04K+ 28.08% |
$532K - $597K
|
23K
$2.39M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
5.03K+ 4.23% |
$530K - $595K
|
124K
$12.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
5.02K+ 40.34% |
$530K - $594K
|
17.5K
$1.82M
|
|
|
Oct 08, 2024
Q3 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
4.99K+ 4.89% |
$527K - $591K
|
107K
$11.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
4.97K+ 4.48% |
$524K - $588K
|
116K
$12.1M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4.96K+ 6.73% |
$523K - $587K
|
78.7K
$8.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4.92K+ 1.6% |
$519K - $582K
|
312K
$32.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4.89K+ 9.83% |
$516K - $578K
|
54.6K
$5.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.8K+ 9.74% |
$506K - $567K
|
54K
$5.62M
|