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 |
---|---|---|---|---|---|---|---|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
BUY
|
- |
1.01K+ 0.51% |
$103K - $112K
|
199K
$23.5M
|
|
Jul 12, 2024
Q2 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.01K+ 2.08% |
$103K - $112K
|
49.4K
$5.85M
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
996+ 4980.0% |
$102K - $110K
|
1.02K
$120K
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
994+ 0.75% |
$102K - $110K
|
134K
$15.9M
|
|
Aug 13, 2024
Q2 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
981+ 12.14% |
$100K - $109K
|
9.06K
$1.07M
|
|
Aug 13, 2024
Q2 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
968+ 1.45% |
$98.9K - $107K
|
67.9K
$8.04M
|
|
Aug 12, 2024
Q2 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
962+ 4.17% |
$98.2K - $107K
|
24K
$2.84M
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
958+ 12.26% |
$97.8K - $106K
|
8.77K
$1.04M
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
950+ 0.57% |
$97K - $105K
|
167K
$19.8M
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
947+ 34.84% |
$96.7K - $105K
|
3.67K
$434K
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
BUY
|
- |
944+ 43.24% |
$96.4K - $105K
|
3.13K
$370K
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
942New |
$96.2K - $104K
|
942
$112K
|
|
Aug 06, 2024
Q2 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
938+ 2.02% |
$95.8K - $104K
|
47.5K
$5.62M
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
BUY
|
- |
936+ 0.43% |
$95.6K - $104K
|
220K
$26M
|
|
Aug 07, 2024
Q2 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
916+ 3.35% |
$93.6K - $102K
|
28.3K
$3.35M
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
907+ 26.01% |
$92.6K - $101K
|
4.39K
$520K
|
|
Aug 09, 2024
Q2 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
906+ 0.76% |
$92.5K - $100K
|
121K
$14.3M
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
905+ 690.84% |
$92.4K - $100K
|
1.04K
$123K
|
|
Jul 12, 2024
Q2 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
903+ 2.55% |
$92.2K - $100K
|
36.3K
$4.3M
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
898+ 2.61% |
$91.7K - $99.6K
|
35.4K
$4.19M
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
897+ 4.22% |
$91.6K - $99.5K
|
22.1K
$2.62M
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
897+ 1.06% |
$91.6K - $99.5K
|
85.6K
$10.1M
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
895+ 1.3% |
$91.4K - $99.2K
|
69.7K
$8.26M
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
BUY
|
- |
877+ 2.49% |
$89.6K - $97.2K
|
36.1K
$4.28M
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
877+ 22.04% |
$89.6K - $97.2K
|
4.86K
$575K
|
|
Aug 14, 2024
Q2 2024
|
Campion Asset Management
|
BUY
|
- |
874+ 2.74% |
$89.3K - $96.9K
|
32.8K
$3.88M
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
866+ 2.93% |
$88.4K - $96K
|
30.5K
$3.61M
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
855New |
$87.3K - $94.8K
|
855
$101K
|
|
Aug 09, 2024
Q2 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
852+ 0.98% |
$87K - $94.5K
|
87.6K
$10.4M
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
850+ 13.05% |
$86.8K - $94.2K
|
7.37K
$872K
|
|
Jul 08, 2024
Q2 2024
|
Woodstock Corp
|
BUY
|
- |
845+ 5.78% |
$86.3K - $93.7K
|
15.5K
$1.83M
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
843+ 6.71% |
$86.1K - $93.5K
|
13.4K
$1.59M
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
839+ 252.71% |
$85.7K - $93K
|
1.17K
$139K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
839+ 9.02% |
$85.7K - $93K
|
10.1K
$1.2M
|
|
Jul 15, 2024
Q2 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
834+ 2.94% |
$85.2K - $92.5K
|
29.2K
$3.46M
|
|
Aug 13, 2024
Q2 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
832+ 18.87% |
$85K - $92.3K
|
5.24K
$621K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
831New |
$84.9K - $92.1K
|
831
$98.4K
|
|
Aug 06, 2024
Q2 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
829+ 3.65% |
$84.7K - $91.9K
|
23.6K
$2.79M
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
828+ 3.08% |
$84.6K - $91.8K
|
27.7K
$3.28M
|
|
Jul 29, 2024
Q2 2024
|
Arjuna Capital
|
BUY
|
- |
826New |
$84.4K - $91.6K
|
826
$97.8K
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
821+ 0.4% |
$83.8K - $91K
|
205K
$24.3M
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
821+ 0.32% |
$83.8K - $91K
|
257K
$30.5M
|
|
Jul 23, 2024
Q2 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
820+ 8.11% |
$83.7K - $90.9K
|
10.9K
$1.3M
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
811+ 8.94% |
$82.8K - $89.9K
|
9.88K
$1.17M
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
799+ 12.49% |
$81.6K - $88.6K
|
7.2K
$852K
|
|
Jul 08, 2024
Q2 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
797+ 3.51% |
$81.4K - $88.4K
|
23.5K
$2.78M
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
797+ 2.24% |
$81.4K - $88.4K
|
36.4K
$4.31M
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
795New |
$81.2K - $88.1K
|
795
$94.2K
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
795+ 1.34% |
$81.2K - $88.1K
|
60.3K
$7.14M
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
BUY
|
- |
793+ 28.07% |
$81K - $87.9K
|
3.62K
$429K
|