Purchases and Sales Made in Q2 2024 in Ishares Core S&P Sm Cap ETF (IJR)

IJR Quotes by TradingView

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 24, 2024 Q2 2024
Arcataur Capital Management LLC

Milwaukee, WI
BUY
 -
792
+ 0.22%
$80.9K - $87.8K
358K $42.4M
Aug 14, 2024 Q2 2024
Trustmark National Bank Trust Department

Jackson, MS
BUY
 -
790
+ 2.49%
$80.7K - $87.6K
32.5K $3.85M
Aug 05, 2024 Q2 2024
Addison Advisors LLC

BUY
 -
774
+ 49.77%
$79K - $85.8K
2.33K $276K
Aug 06, 2024 Q2 2024
North Rock Partners, LLC

BUY
 -
773
+ 15.1%
$78.9K - $85.7K
5.89K $698K
Aug 02, 2024 Q2 2024
Round Rock Advisors, LLC

BUY
 -
769
+ 0.4%
$78.5K - $85.3K
195K $23.1M
Jul 12, 2024 Q2 2024
Francis Financial, Inc.

New York, NY
BUY
 -
768
+ 0.65%
$78.4K - $85.2K
119K $14M
Jul 15, 2024 Q2 2024
Alpha Cubed Investments, LLC

BUY
 -
761
+ 24.15%
$77.7K - $84.4K
3.91K $463K
Jul 26, 2024 Q2 2024
Atlantic Edge Private Wealth Management, LLC

Jacksonville, FL
BUY
 -
760
+ 4.73%
$77.6K - $84.3K
16.8K $1.99M
Aug 08, 2024 Q2 2024
Condor Capital Management

Martinsville, NJ
BUY
 -
760
+ 0.86%
$77.6K - $84.3K
88.9K $10.5M
Jul 30, 2024 Q2 2024
G&S Capital LLC

BUY
 -
747
+ 2.63%
$76.3K - $82.8K
29.1K $3.45M
Aug 14, 2024 Q2 2024
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
741
+ 3.3%
$75.7K - $82.2K
23.2K $2.75M
Aug 13, 2024 Q2 2024
Private Wealth Management Group, LLC

Princeton, NJ
BUY
 -
739
+ 22.04%
$75.5K - $81.9K
4.09K $485K
Jul 17, 2024 Q2 2024
Romano Brothers And Company

Evanston, IL
BUY
 -
734
+ 1.81%
$75K - $81.4K
41.4K $4.9M
Jul 12, 2024 Q2 2024
Columbus Macro, LLC

BUY
 -
733
+ 11.84%
$74.9K - $81.3K
6.93K $820K
Aug 16, 2024 Q2 2024
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
730
+ 1.85%
$74.6K - $80.9K
40.2K $4.76M
Jul 25, 2024 Q2 2024
Pioneer Trust Bank N A

Salem, OR
BUY
 -
721
+ 11.5%
$73.6K - $79.9K
6.99K $828K
Jul 16, 2024 Q2 2024
Hudson Capital Management LLC

BUY
 -
720
+ 1.17%
$73.5K - $79.8K
62.3K $7.37M
Aug 13, 2024 Q2 2024
Kiely Wealth Advisory Group, Inc.

Oak Ridge, NC
BUY
 -
713
+ 78.78%
$72.8K - $79.1K
1.62K $192K
Aug 09, 2024 Q2 2024
360 Financial, Inc.

BUY
 -
712
+ 3.23%
$72.7K - $78.9K
22.8K $2.69M
Aug 13, 2024 Q2 2024
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
703
+ 1.88%
$71.8K - $77.9K
38.1K $4.51M
Aug 27, 2024 Q2 2024
Kpp Advisory Services LLC

Louisville, KY
BUY
 -
701
+ 2.43%
$71.6K - $77.7K
29.6K $3.5M
Jul 22, 2024 Q2 2024
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
698
+ 10.17%
$71.3K - $77.4K
7.56K $896K
Aug 13, 2024 Q2 2024
Orion Portfolio Solutions, LLC

BUY
 -
693
+ 0.52%
$70.8K - $76.8K
133K $15.8M
Jul 25, 2024 Q2 2024
Sterling Investment Counsel, LLC

BUY
 -
692
+ 1.88%
$70.7K - $76.7K
37.5K $4.44M
Aug 08, 2024 Q2 2024
Vista Capital Partners, Inc.

BUY
 -
679
+ 13.18%
$69.3K - $75.3K
5.83K $691K
Aug 12, 2024 Q2 2024
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
669
+ 0.86%
$68.3K - $74.2K
78.1K $9.26M
Aug 16, 2024 Q2 2024
Invst, LLC

Indianapolis, IN
BUY
 -
669
+ 13.65%
$68.3K - $74.2K
5.57K $660K
Aug 13, 2024 Q2 2024
Mount Yale Investment Advisors, LLC

BUY
 -
668
+ 1.44%
$68.2K - $74.1K
47.1K $5.57M
Aug 14, 2024 Q2 2024
Smith, Moore & Co.

Clayton, MO
BUY
 -
657
+ 0.34%
$67.1K - $72.8K
195K $23.1M
Jul 19, 2024 Q2 2024
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
654
+ 12.35%
$66.8K - $72.5K
5.95K $705K
Aug 09, 2024 Q2 2024
Cranbrook Wealth Management, LLC

BUY
 -
653
+ 0.64%
$66.7K - $72.4K
103K $12.2M
Aug 14, 2024 Q2 2024
Harmony Asset Management LLC

Scottsdale, AZ
BUY
 -
651
+ 8.1%
$66.5K - $72.2K
8.69K $1.03M
Aug 05, 2024 Q2 2024
Vista Private Wealth Partners. LLC

BUY
 -
641
New
$65.5K - $71.1K
641 $75.9K
Jul 30, 2024 Q2 2024
Viewpoint Capital Management LLC

Seattle, WA
BUY
 -
637
+ 2.27%
$65.1K - $70.6K
28.7K $3.41M
Aug 12, 2024 Q2 2024
Callan Capital, LLC

La Jolla, CA
BUY
 -
637
+ 30.86%
$65.1K - $70.6K
2.7K $320K
Aug 12, 2024 Q2 2024
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
636
+ 0.97%
$65K - $70.5K
66.1K $7.83M
Jul 15, 2024 Q2 2024
Pfg Private Wealth Management, LLC

BUY
 -
631
+ 1.65%
$64.4K - $70K
38.8K $4.59M
Jul 11, 2024 Q2 2024
Ellenbecker Investment Group

BUY
 -
624
+ 0.49%
$63.7K - $69.2K
127K $15.1M
Jul 23, 2024 Q2 2024
Mc Guire Investment Group, LLC

BUY
 -
624
+ 0.61%
$63.7K - $69.2K
103K $12.2M
Aug 06, 2024 Q2 2024
Loudon Investment Management, LLC

Meriden, NH
BUY
 -
620
+ 17.21%
$63.3K - $68.7K
4.22K $500K
Jul 17, 2024 Q2 2024
Live Oak Private Wealth LLC

BUY
 -
615
+ 14.95%
$62.8K - $68.2K
4.73K $560K
Aug 14, 2024 Q2 2024
Alley Investment Management Company, LLC

BUY
 -
608
+ 1.07%
$62.1K - $67.4K
57.6K $6.82M
Jul 19, 2024 Q2 2024
Sunpointe, LLC

St. Louis, MO
BUY
 -
602
+ 12.06%
$61.5K - $66.7K
5.6K $663K
Aug 01, 2024 Q2 2024
Magnus Financial Group LLC

New York, NY
BUY
 -
597
+ 0.2%
$61K - $66.2K
294K $34.8M
Aug 14, 2024 Q2 2024
Lee Financial CO

Dallas, TX
BUY
 -
595
+ 1.4%
$60.8K - $66K
43K $5.09M
Jul 22, 2024 Q2 2024
Wiser Wealth Management, Inc

BUY
 -
591
+ 2.83%
$60.4K - $65.5K
21.5K $2.54M
Jul 17, 2024 Q2 2024
Ballew Advisors, Inc

BUY
 -
587
+ 1.23%
$60K - $65.1K
48.1K $5.7M
Jul 15, 2024 Q2 2024
Lvw Advisors, LLC

BUY
 -
581
+ 24.69%
$59.3K - $64.4K
2.93K $348K
Jul 18, 2024 Q2 2024
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
580
+ 2.73%
$59.2K - $64.3K
21.8K $2.58M

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