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 15, 2024
Q2 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-217- 1.65% |
$22.2K - $24.1K
|
12.9K
$1.53M
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-223- 3.29% |
$22.8K - $24.7K
|
6.56K
$776K
|
|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-224- 5.28% |
$22.9K - $24.8K
|
4.02K
$476K
|
|
|
Jul 30, 2024
Q2 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-224- 1.81% |
$22.9K - $24.8K
|
12.2K
$1.44M
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
SELL
|
- |
-225- 2.2% |
$23K - $24.9K
|
9.99K
$1.18M
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
SELL
|
- |
-226- 1.49% |
$23.1K - $25.1K
|
14.9K
$1.77M
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-227- 1.08% |
$23.2K - $25.2K
|
20.8K
$2.46M
|
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-229- 0.73% |
$23.4K - $25.4K
|
31.1K
$3.69M
|
|
|
Jul 22, 2024
Q2 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-233- 6.4% |
$23.8K - $25.8K
|
3.41K
$403K
|
|
|
Jul 30, 2024
Q2 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-233- 0.52% |
$23.8K - $25.8K
|
44.8K
$5.3M
|
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-236- 26.37% |
$24.1K - $26.2K
|
659
$78.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-237- 5.54% |
$24.2K - $26.3K
|
4.04K
$479K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-238- 65.56% |
$24.3K - $26.4K
|
125
$14.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-239- 2.48% |
$24.4K - $26.5K
|
9.4K
$1.11M
|
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-239- 10.51% |
$24.4K - $26.5K
|
2.04K
$241K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-242- 2.01% |
$24.7K - $26.8K
|
11.8K
$1.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-243- 71.26% |
$24.8K - $26.9K
|
98
$11.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-249- 0.89% |
$25.4K - $27.6K
|
27.7K
$3.29M
|
|
|
Jul 16, 2024
Q2 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-250- 11.12% |
$25.5K - $27.7K
|
2K
$237K
|
|
|
Aug 13, 2024
Q2 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-250- 4.56% |
$25.5K - $27.7K
|
5.24K
$620K
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-250- 5.59% |
$25.5K - $27.7K
|
4.22K
$500K
|
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-251- 4.51% |
$25.6K - $27.8K
|
5.32K
$630K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-252- 0.68% |
$25.7K - $27.9K
|
36.7K
$4.35M
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-253- 6.23% |
$25.8K - $28.1K
|
3.81K
$451K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-253- 5.3% |
$25.8K - $28.1K
|
4.52K
$535K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-253- 0.31% |
$25.8K - $28.1K
|
80.2K
$9.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-254- 0.98% |
$25.9K - $28.2K
|
25.8K
$3.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-258- 1.57% |
$26.3K - $28.6K
|
16.2K
$1.92M
|
|
|
Aug 05, 2024
Q2 2024
|
Narwhal Capital Management
|
SELL
|
- |
-260- 1.06% |
$26.6K - $28.8K
|
24.3K
$2.88M
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-260- 40.25% |
$26.6K - $28.8K
|
386
$45.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-261- 3.63% |
$26.7K - $28.9K
|
6.92K
$820K
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-262- 22.32% |
$26.8K - $29.1K
|
912
$108K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-266- 4.4% |
$27.2K - $29.5K
|
5.78K
$685K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-267- 0.1% |
$27.3K - $29.6K
|
257K
$30.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-284- 4.21% |
$29K - $31.5K
|
6.46K
$765K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-285- 1.52% |
$29.1K - $31.6K
|
18.5K
$2.19M
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-285- 0.64% |
$29.1K - $31.6K
|
44.4K
$5.26M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Life Advisors
|
SELL
|
- |
-285- 8.35% |
$29.1K - $31.6K
|
3.13K
$370K
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
SELL
|
- |
-289- 0.77% |
$29.5K - $32K
|
37.1K
$4.39M
|
|
|
Aug 09, 2024
Q2 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-290- 1.07% |
$29.6K - $32.2K
|
26.8K
$3.17M
|
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
SELL
|
- |
-290- 0.55% |
$29.6K - $32.2K
|
52K
$6.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-291- 4.01% |
$29.7K - $32.3K
|
6.97K
$825K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-292- 2.71% |
$29.8K - $32.4K
|
10.5K
$1.24M
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-293- 9.07% |
$29.9K - $32.5K
|
2.94K
$348K
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
SELL
|
- |
-299- 4.29% |
$30.5K - $33.2K
|
6.67K
$790K
|
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-307- 1.2% |
$31.4K - $34K
|
25.2K
$2.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-307- 12.4% |
$31.4K - $34K
|
2.17K
$257K
|
|
|
Jul 19, 2024
Q2 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-308- 3.91% |
$31.5K - $34.2K
|
7.58K
$897K
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
SELL
|
- |
-314- 1.65% |
$32.1K - $34.8K
|
18.7K
$2.21M
|
|
|
Jul 30, 2024
Q2 2024
|
Peterson Wealth Services
|
SELL
|
- |
-316- 9.56% |
$32.3K - $35K
|
2.99K
$354K
|