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 31, 2024 Q2 2024
Facet Wealth, Inc.

BUY
 -
292
+ 7.47%
$29.8K - $32.4K
4.2K $421K
Aug 14, 2024 Q2 2024
Tfo Tdc, LLC

BUY
 -
286
+ 0.31%
$29.2K - $31.7K
93.6K $9.37M
Aug 09, 2024 Q2 2024
Planning Directions Inc

BUY
 -
285
+ 9.08%
$29.1K - $31.6K
3.43K $343K
Aug 12, 2024 Q2 2024
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
285
+ 17.67%
$29.1K - $31.6K
1.9K $190K
Jul 22, 2024 Q2 2024
Peak Financial Management, Inc.

BUY
 -
280
+ 0.43%
$28.6K - $31K
65.4K $6.55M
Aug 14, 2024 Q2 2024
1922 Investment CO LLC

Houston, TX
BUY
 -
280
New
$28.6K - $31K
280 $28K
Jul 12, 2024 Q2 2024
Spectrum Asset Management, Inc.

BUY
 -
274
+ 1.1%
$28K - $30.4K
25.2K $2.53M
Jul 26, 2024 Q2 2024
Richwood Investment Advisors, LLC

BUY
 -
274
+ 0.4%
$28K - $30.4K
69.3K $6.94M
Jul 11, 2024 Q2 2024
Dhjj Financial Advisors, Ltd.

BUY
 -
273
+ 407.46%
$27.9K - $30.3K
340 $34K
Aug 06, 2024 Q2 2024
W Advisors, LLC

Germantown, TN
BUY
 -
264
+ 4.84%
$27K - $29.3K
5.72K $573K
Aug 12, 2024 Q2 2024
O'Brien Greene & Co. Inc

Media, PA
BUY
 -
260
+ 1.19%
$26.6K - $28.8K
22.1K $2.21M
Aug 14, 2024 Q2 2024
Vista Investment Management

Pittsburgh, PA
BUY
 -
259
+ 0.61%
$26.5K - $28.7K
42.6K $4.27M
Nov 12, 2024 Q2 2024
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
258
+ 6.66%
$26.3K - $28.6K
4.13K $414K
Aug 05, 2024 Q2 2024
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
254
+ 0.14%
$25.9K - $28.2K
186K $18.6M
Aug 08, 2024 Q2 2024
Fiduciary Group LLC

Savannah, GA
BUY
 -
252
+ 0.24%
$25.7K - $27.9K
104K $10.4M
Jul 19, 2024 Q2 2024
Hoyle Cohen, LLC

BUY
 -
251
+ 1.43%
$25.6K - $27.8K
17.9K $1.79M
Aug 01, 2024 Q2 2024
Costello Asset Management, Inc

BUY
 -
247
+ 10.1%
$25.2K - $27.4K
2.69K $270K
Aug 12, 2024 Q2 2024
Davidson Capital Management Inc.

Corpus Christi, TX
BUY
 -
247
+ 1.04%
$25.2K - $27.4K
23.9K $2.4M
Aug 09, 2024 Q2 2024
Personal Cfo Solutions, LLC

BUY
 -
245
+ 3.67%
$25K - $27.2K
6.92K $693K
Aug 14, 2024 Q2 2024
Rogco, LP

Claremore, OK
BUY
 -
243
+ 1.56%
$24.8K - $26.9K
15.8K $1.58M
Aug 01, 2024 Q2 2024
Lmg Wealth Partners, LLC

Shreveport, LA
BUY
 -
241
+ 10.79%
$24.6K - $26.7K
2.48K $248K
Aug 12, 2024 Q2 2024
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
241
+ 15.13%
$24.6K - $26.7K
1.83K $184K
Aug 13, 2024 Q2 2024
Belmont Capital, LLC

BUY
 -
241
New
$24.6K - $26.7K
241 $24.1K
Jul 25, 2024 Q2 2024
Aries Wealth Management

BUY
 -
237
+ 8.81%
$24.2K - $26.3K
2.93K $293K
Jul 22, 2024 Q2 2024
Amplius Wealth Advisors, LLC

BUY
 -
235
+ 1.02%
$24K - $26.1K
23.2K $2.32M
Aug 07, 2024 Q2 2024
Frg Family Wealth Advisors LLC

BUY
 -
235
+ 1.43%
$24K - $26.1K
16.7K $1.67M
Jul 17, 2024 Q2 2024
Symphony Financial, Ltd. Co.

BUY
 -
233
+ 12.61%
$23.8K - $25.8K
2.08K $208K
Jul 17, 2024 Q2 2024
Good Life Advisors, LLC

BUY
 -
233
+ 0.53%
$23.8K - $25.8K
43.8K $4.39M
Aug 02, 2024 Q2 2024
Tectonic Advisors LLC

Plano, TX
BUY
 -
230
+ 0.36%
$23.5K - $25.5K
64.7K $6.47M
Jul 18, 2024 Q2 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
227
+ 1.8%
$23.2K - $25.2K
12.8K $1.28M
Jul 24, 2024 Q2 2024
Goldstein Advisors, LLC

Madison, WI
BUY
 -
224
+ 1.54%
$22.9K - $24.8K
14.8K $1.48M
Aug 09, 2024 Q2 2024
Redwood Wealth Management Group, LLC

Moorestown, NJ
BUY
 -
218
+ 1.45%
$22.3K - $24.2K
15.3K $1.53M
Aug 09, 2024 Q2 2024
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
217
+ 5.37%
$22.2K - $24.1K
4.26K $426K
Aug 05, 2024 Q2 2024
Blue Bell Private Wealth Management, LLC

BUY
 -
215
+ 6.98%
$22K - $23.8K
3.3K $330K
Apr 01, 2025 Q2 2024
Family Wealth Group, LLC

Lexington, KY
BUY
 -
215
+ 3.8%
$22K - $23.8K
5.88K $588K
Jul 16, 2024 Q2 2024
Tru Wealth Advisors, LLC

BUY
 -
214
+ 5.78%
$21.9K - $23.7K
3.92K $392K
Aug 09, 2024 Q2 2024
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
213
+ 0.33%
$21.8K - $23.6K
65.3K $6.54M
Jul 31, 2024 Q2 2024
Hoey Investments, Inc

Coatesville, PA
BUY
 -
210
New
$21.4K - $23.3K
210 $21K
Aug 12, 2024 Q2 2024
Waterloo Capital, L.P.

Austin, TX
BUY
 -
210
+ 1.85%
$21.4K - $23.3K
11.6K $1.16M
Aug 14, 2024 Q2 2024
Truvestments Capital LLC

Sarasota, FL
BUY
 -
210
+ 5.03%
$21.4K - $23.3K
4.38K $439K
Aug 12, 2024 Q2 2024
Tiemann Investment Advisors, LLC

Menlo Park, CA
BUY
 -
207
+ 0.88%
$21.1K - $23K
23.7K $2.38M
Aug 14, 2024 Q2 2024
Family Wealth Group, LLC

Lexington, KY
BUY
 -
205
+ 3.6%
$20.9K - $22.7K
5.9K $591K
Aug 13, 2024 Q2 2024
Rothschild Capital Partners, LLC

New York, NY
BUY
 -
201
+ 5.15%
$20.5K - $22.3K
4.1K $411K
Jul 12, 2024 Q2 2024
Ignite Planners, LLC

BUY
 -
200
+ 3.05%
$20.4K - $22.2K
6.76K $677K
Jul 17, 2024 Q2 2024
Clarity Wealth Advisors, LLC

BUY
 -
200
+ 6.56%
$20.4K - $22.2K
3.25K $325K
Aug 12, 2024 Q2 2024
Peninsula Asset Management Inc

Bradenton, FL
BUY
 -
198
+ 0.18%
$20.2K - $22K
108K $10.8M
Jul 12, 2024 Q2 2024
Harbour Capital Advisors, LLC

BUY
 -
197
+ 1.22%
$20.1K - $21.8K
16.3K $1.63M
Aug 13, 2024 Q2 2024
Gerber Kawasaki Wealth & Investment Management

BUY
 -
197
+ 2.18%
$20.1K - $21.8K
9.23K $925K
Aug 13, 2024 Q2 2024
Transatlantique Private Wealth LLC

BUY
 -
196
+ 2.58%
$20K - $21.7K
7.8K $781K

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