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
|
First Command Advisory Services, Inc.
|
BUY
|
- |
84.3K+ 0.98% |
$8.61M - $9.35M
|
8.68M
$1.03B
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
82.1K+ 95.18% |
$8.39M - $9.11M
|
168K
$19.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
81.7KNew |
$8.35M - $9.06M
|
81.7K
$9.68M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
81.4K+ 5.6% |
$8.32M - $9.03M
|
1.54M
$182M
|
|
|
Jul 29, 2024
Q2 2024
|
F
|
BUY
|
- |
81.3KNew |
$8.3M - $9.02M
|
81.3K
$9.63M
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
79K+ 4.13% |
$8.07M - $8.76M
|
1.99M
$236M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
76.3K+ 0.69% |
$7.79M - $8.46M
|
11.2M
$1.32B
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
74.8K+ 21.86% |
$7.64M - $8.3M
|
417K
$49.4M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
73.6K+ 37.67% |
$7.51M - $8.16M
|
269K
$31.8M
|
|
|
Aug 23, 2024
Q2 2024
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
73.5KNew |
$7.5M - $8.14M
|
73.5K
$8.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
72.9K+ 17.43% |
$7.44M - $8.08M
|
491K
$58.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
71.6KNew |
$7.31M - $7.94M
|
71.6K
$8.48M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
70.7K+ 14.94% |
$7.22M - $7.84M
|
544K
$64.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
68.3K+ 378.55% |
$6.97M - $7.57M
|
86.3K
$10.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
66.7K+ 3.7% |
$6.81M - $7.39M
|
1.87M
$221M
|
|
|
Jul 19, 2024
Q2 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
66K+ 150.61% |
$6.74M - $7.31M
|
110K
$13M
|
|
|
Jul 30, 2024
Q2 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
65.6KNew |
$6.7M - $7.28M
|
65.6K
$7.77M
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
64.9K+ 344.27% |
$6.63M - $7.2M
|
83.8K
$9.92M
|
|
|
Jul 15, 2024
Q2 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
63.8KNew |
$6.51M - $7.07M
|
63.8K
$7.56M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
63.7K+ 1.7% |
$6.51M - $7.07M
|
3.81M
$452M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
63.3K+ 8.69% |
$6.46M - $7.02M
|
791K
$93.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
61.8K+ 211.82% |
$6.31M - $6.85M
|
90.9K
$10.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
61.7K+ 8.12% |
$6.31M - $6.85M
|
822K
$97.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
60.7K+ 4.33% |
$6.2M - $6.73M
|
1.46M
$173M
|
|
|
Aug 13, 2024
Q2 2024
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
60.4K+ 53.37% |
$6.17M - $6.7M
|
174K
$20.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
59.9K+ 0.81% |
$6.11M - $6.64M
|
7.45M
$882M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
59.5K+ 42.42% |
$6.08M - $6.6M
|
200K
$23.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
58K+ 133.79% |
$5.92M - $6.43M
|
101K
$12M
|
|
|
Aug 09, 2024
Q2 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
57.2K+ 82.1% |
$5.84M - $6.34M
|
127K
$15M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
55.6K+ 3.46% |
$5.67M - $6.16M
|
1.66M
$197M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
53.6K+ 15.6% |
$5.48M - $5.95M
|
397K
$47.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
48.6KNew |
$4.96M - $5.39M
|
48.6K
$5.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
47.8K+ 5.57% |
$4.88M - $5.3M
|
905K
$107M
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
46.9K+ 5.55% |
$4.79M - $5.2M
|
892K
$106M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
46.7K+ 20.63% |
$4.77M - $5.18M
|
273K
$32.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
46K+ 4.05% |
$4.69M - $5.1M
|
1.18M
$140M
|
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
45.2K+ 46.74% |
$4.62M - $5.02M
|
142K
$16.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
45.2K+ 6.43% |
$4.62M - $5.01M
|
748K
$88.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
44.9K+ 381.5% |
$4.59M - $4.98M
|
56.7K
$6.72M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
44.4K+ 5.57% |
$4.53M - $4.92M
|
841K
$99.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
BUY
|
- |
43.9K+ 9.92% |
$4.49M - $4.87M
|
487K
$57.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
43.4K+ 1.16% |
$4.44M - $4.82M
|
3.79M
$449M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
42.2K+ 244.48% |
$4.31M - $4.68M
|
59.4K
$7.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
41.3K+ 7.96% |
$4.21M - $4.57M
|
559K
$66.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
40.5K+ 23.19% |
$4.14M - $4.5M
|
215K
$25.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
40.2K+ 44.5% |
$4.1M - $4.45M
|
130K
$15.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
39.6K+ 13.88% |
$4.05M - $4.4M
|
325K
$38.5M
|
|
|
Jul 09, 2024
Q2 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
39.2K+ 25.01% |
$4M - $4.34M
|
196K
$23.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
38.8K+ 38.64% |
$3.97M - $4.31M
|
139K
$16.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
38K+ 8.12% |
$3.88M - $4.21M
|
506K
$59.9M
|