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 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
4.78K+ 2.23% |
$505K - $566K
|
219K
$22.8M
|
|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
4.78K+ 2.46% |
$504K - $565K
|
199K
$20.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
4.77K+ 2.56% |
$503K - $565K
|
191K
$19.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
4.77K+ 3.05% |
$503K - $564K
|
161K
$16.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
4.75K+ 6.67% |
$501K - $562K
|
75.9K
$7.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
4.67K+ 9.3% |
$493K - $552K
|
54.9K
$5.71M
|
|
|
Nov 07, 2024
Q3 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
4.64KNew |
$489K - $549K
|
4.64K
$482K
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
4.62K+ 5.03% |
$488K - $547K
|
96.5K
$10M
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
4.61K+ 0.89% |
$487K - $546K
|
521K
$54.2M
|
|
|
Feb 07, 2025
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
4.61K+ 0.89% |
$487K - $546K
|
521K
$54.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.6K+ 32.91% |
$485K - $544K
|
18.6K
$1.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
4.57K+ 25.32% |
$482K - $540K
|
22.6K
$2.35M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
4.55K+ 23.78% |
$480K - $538K
|
23.7K
$2.46M
|
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
4.55K+ 3.15% |
$480K - $538K
|
149K
$15.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
BUY
|
- |
4.54K+ 2.14% |
$479K - $537K
|
216K
$22.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
4.5KNew |
$475K - $533K
|
4.5K
$468K
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.48K+ 2.77% |
$473K - $530K
|
166K
$17.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
4.42K+ 10.63% |
$467K - $524K
|
46K
$4.79M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
4.42K+ 10.66% |
$466K - $523K
|
45.8K
$4.77M
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
4.39K+ 5.02% |
$463K - $519K
|
91.8K
$9.55M
|
|
|
Nov 15, 2024
Q3 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
4.38KNew |
$462K - $518K
|
4.38K
$456K
|
|
|
Nov 01, 2024
Q3 2024
|
Ltg Capital LLC
|
BUY
|
- |
4.38K+ 3.54% |
$462K - $518K
|
128K
$13.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
4.37K+ 15.88% |
$461K - $517K
|
31.9K
$3.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
4.36KNew |
$460K - $516K
|
4.36K
$453K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
4.33KNew |
$457K - $512K
|
4.33K
$450K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
4.29K+ 6.32% |
$453K - $508K
|
72.2K
$7.51M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
4.27K+ 10.07% |
$450K - $505K
|
46.6K
$4.85M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
4.26K+ 3.01% |
$450K - $505K
|
146K
$15.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
4.26K+ 3.76% |
$450K - $504K
|
118K
$12.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
4.25K+ 179.73% |
$448K - $503K
|
6.61K
$688K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.19K+ 13.74% |
$442K - $495K
|
34.6K
$3.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.17K+ 6.26% |
$440K - $493K
|
70.7K
$7.35M
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
4.14K+ 66.81% |
$437K - $490K
|
10.3K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
4.08K+ 5.2% |
$431K - $483K
|
82.5K
$8.58M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
4.07K+ 58.1% |
$430K - $482K
|
11.1K
$1.15M
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
4.05K+ 2.03% |
$428K - $480K
|
204K
$21.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
4.04K+ 11.15% |
$427K - $478K
|
40.3K
$4.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.02K+ 120.64% |
$424K - $476K
|
7.36K
$765K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4.02K+ 3.37% |
$424K - $476K
|
123K
$12.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
3.98K+ 2.45% |
$420K - $471K
|
167K
$17.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
3.97K+ 3.25% |
$419K - $470K
|
126K
$13.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
3.97KNew |
$419K - $469K
|
3.97K
$413K
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
3.9K+ 8.08% |
$412K - $462K
|
52.2K
$5.43M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3.89K+ 1.07% |
$411K - $461K
|
366K
$38.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
3.89K+ 1.27% |
$411K - $460K
|
310K
$32.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
3.86KNew |
$407K - $457K
|
3.86K
$401K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.85K+ 2.63% |
$407K - $456K
|
150K
$15.6M
|
|
|
Nov 12, 2024
Q3 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
3.85KNew |
$406K - $456K
|
3.85K
$400K
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
3.84K+ 9.39% |
$406K - $455K
|
44.8K
$4.66M
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
3.79K+ 9.15% |
$399K - $448K
|
45.1K
$4.69M
|