Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
2.31KNew |
$236K - $256K
|
2.31K
$274K
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
2.31K+ 4.34% |
$236K - $256K
|
55.5K
$6.57M
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.31K+ 19.99% |
$236K - $256K
|
13.8K
$1.64M
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
2.29K+ 6.45% |
$233K - $253K
|
37.7K
$4.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
2.29K+ 8.88% |
$233K - $253K
|
28K
$3.32M
|
|
|
Jul 23, 2024
Q2 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
2.26K+ 3.52% |
$231K - $251K
|
66.5K
$7.88M
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
2.26KNew |
$230K - $250K
|
2.26K
$267K
|
|
|
Jul 25, 2024
Q2 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
2.25KNew |
$230K - $250K
|
2.25K
$267K
|
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
2.25K+ 31.85% |
$229K - $249K
|
9.29K
$1.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.24K+ 16.64% |
$229K - $248K
|
15.7K
$1.86M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
2.21KNew |
$226K - $245K
|
2.21K
$262K
|
|
|
Aug 28, 2024
Q2 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
2.21KNew |
$226K - $245K
|
2.21K
$262K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
2.2KNew |
$225K - $244K
|
2.2K
$261K
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2.19KNew |
$224K - $243K
|
2.19K
$260K
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.19K+ 4.86% |
$223K - $243K
|
47.3K
$5.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
2.19KNew |
$223K - $243K
|
2.19K
$259K
|
|
|
Jul 30, 2024
Q2 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
2.17K+ 4.19% |
$222K - $241K
|
53.9K
$6.39M
|
|
|
Dec 02, 2024
Q2 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
2.15K+ 14.52% |
$220K - $239K
|
17K
$2.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
2.14K+ 1.23% |
$219K - $238K
|
176K
$20.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
2.14K+ 40.9% |
$218K - $237K
|
7.36K
$872K
|
|
|
Jul 23, 2024
Q2 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
2.13K+ 6.53% |
$217K - $236K
|
34.7K
$4.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.11K+ 37.51% |
$216K - $234K
|
7.75K
$917K
|
|
|
Aug 08, 2024
Q2 2024
|
Resolute Advisors LLC
|
BUY
|
- |
2.11K+ 3.7% |
$215K - $234K
|
59K
$6.99M
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.11KNew |
$215K - $234K
|
2.11K
$249K
|
|
|
Jul 09, 2024
Q2 2024
|
First Bank & Trust
|
BUY
|
- |
2.1K+ 1.87% |
$214K - $232K
|
114K
$13.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
2.08K+ 4.02% |
$212K - $231K
|
53.8K
$6.38M
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2.08K+ 4.56% |
$212K - $230K
|
47.6K
$5.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
2.07K+ 9.68% |
$211K - $230K
|
23.5K
$2.78M
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
2.07K+ 61.42% |
$211K - $229K
|
5.44K
$644K
|
|
|
Aug 13, 2024
Q2 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
2.04K+ 30.19% |
$208K - $226K
|
8.79K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
2.02K+ 8.91% |
$207K - $224K
|
24.7K
$2.93M
|
|
|
Jul 31, 2024
Q2 2024
|
Elm Partners Management LLC
|
BUY
|
- |
2.01K+ 10.56% |
$205K - $223K
|
21K
$2.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2.01K+ 31.68% |
$205K - $223K
|
8.34K
$988K
|
|
|
Jul 18, 2024
Q2 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
2.01K+ 18.61% |
$205K - $222K
|
12.8K
$1.51M
|
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2KNew |
$204K - $221K
|
2K
$236K
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2K+ 1.4% |
$204K - $221K
|
144K
$17.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
1.97KNew |
$201K - $218K
|
1.97K
$233K
|
|
|
Aug 12, 2024
Q2 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.95K+ 7.97% |
$199K - $216K
|
26.4K
$3.13M
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
1.93KNew |
$197K - $214K
|
1.93K
$228K
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.92K+ 0.97% |
$196K - $213K
|
200K
$23.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.92K+ 16.28% |
$196K - $213K
|
13.7K
$1.62M
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.91K+ 1.37% |
$195K - $212K
|
142K
$16.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
1.89KNew |
$193K - $210K
|
1.89K
$224K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.88K+ 3.82% |
$192K - $209K
|
51.1K
$6.05M
|
|
|
Jul 31, 2024
Q2 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
1.84K+ 0.7% |
$188K - $204K
|
267K
$31.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
1.84K+ 6.08% |
$188K - $204K
|
32.1K
$3.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
1.83K+ 15.74% |
$187K - $203K
|
13.5K
$1.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.82K+ 2.91% |
$186K - $202K
|
64.3K
$7.62M
|
|
|
Jul 24, 2024
Q2 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
1.8K+ 5.72% |
$184K - $200K
|
33.3K
$3.94M
|
|
|
Aug 05, 2024
Q2 2024
|
Univest Financial Corp
|
BUY
|
- |
1.79K+ 6.96% |
$183K - $199K
|
27.5K
$3.26M
|