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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-424- 2.15% |
$43.3K - $47K
|
19.3K
$2.14M
|
|
|
Jul 26, 2024
Q2 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-426- 3.96% |
$43.5K - $47.2K
|
10.3K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-428- 4.84% |
$43.7K - $47.5K
|
8.41K
$933K
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-440- 1.48% |
$44.9K - $48.8K
|
29.3K
$3.25M
|
|
|
Jul 26, 2024
Q2 2024
|
West Bancorporation Inc
|
SELL
|
- |
-442- 15.66% |
$45.1K - $49K
|
2.38K
$264K
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-442- 1.45% |
$45.1K - $49K
|
30K
$3.33M
|
|
|
Jul 15, 2024
Q2 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-443- 1.11% |
$45.2K - $49.1K
|
39.6K
$4.39M
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-447- 3.98% |
$45.7K - $49.6K
|
10.8K
$1.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-450- 0.83% |
$46K - $49.9K
|
53.5K
$5.94M
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-458- 3.69% |
$46.8K - $50.8K
|
12K
$1.33M
|
|
|
Aug 02, 2024
Q2 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-467- 2.43% |
$47.7K - $51.8K
|
18.8K
$2.08M
|
|
|
Aug 15, 2024
Q2 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-470- 3.26% |
$48K - $52.1K
|
13.9K
$1.55M
|
|
|
Aug 09, 2024
Q2 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-473- 1.32% |
$48.3K - $52.4K
|
35.4K
$3.93M
|
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-474- 4.15% |
$48.4K - $52.6K
|
10.9K
$1.21M
|
|
|
Jul 22, 2024
Q2 2024
|
F&V Capital Management, LLC
|
SELL
|
- |
-480- 18.53% |
$49K - $53.2K
|
2.11K
$234K
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-480- 3.77% |
$49K - $53.2K
|
12.2K
$1.36M
|
|
|
Jul 29, 2024
Q2 2024
|
Ifs Advisors, LLC
|
SELL
|
- |
-482- 0.83% |
$49.2K - $53.4K
|
57.4K
$6.37M
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-497- 5.42% |
$50.8K - $55.1K
|
8.68K
$963K
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-497- 12.41% |
$50.8K - $55.1K
|
3.51K
$389K
|
|
|
Aug 02, 2024
Q2 2024
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-500- 0.52% |
$51.1K - $55.4K
|
94.8K
$10.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-500- 2.05% |
$51.1K - $55.4K
|
23.9K
$2.65M
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-505- 3.95% |
$51.6K - $56K
|
12.3K
$1.36M
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-505- 0.64% |
$51.6K - $56K
|
78.8K
$8.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-506- 10.23% |
$51.7K - $56.1K
|
4.44K
$493K
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-508- 6.54% |
$51.9K - $56.3K
|
7.26K
$805K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-510- 43.18% |
$52.1K - $56.5K
|
671
$74.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-513- 2.53% |
$52.4K - $56.9K
|
19.8K
$2.19M
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-513- 12.26% |
$52.4K - $56.9K
|
3.67K
$407K
|
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-515- 2.69% |
$52.6K - $57.1K
|
18.7K
$2.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-515- 2.82% |
$52.6K - $57.1K
|
17.7K
$1.97M
|
|
|
Aug 01, 2024
Q2 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-518- 0.17% |
$52.9K - $57.4K
|
299K
$33.2M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-519- 1.21% |
$53K - $57.5K
|
42.4K
$4.71M
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-525- 2.5% |
$53.6K - $58.2K
|
20.5K
$2.28M
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-527- 0.35% |
$53.8K - $58.4K
|
150K
$16.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-528- 13.12% |
$53.9K - $58.5K
|
3.5K
$388K
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-533- 2.02% |
$54.4K - $59.1K
|
25.8K
$2.87M
|
|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-535- 0.67% |
$54.6K - $59.3K
|
79.4K
$8.81M
|
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-541- 16.7% |
$55.3K - $60K
|
2.7K
$299K
|
|
|
Jul 31, 2024
Q2 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-541- 1.36% |
$55.3K - $60K
|
39.4K
$4.37M
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-546- 29.61% |
$55.8K - $60.5K
|
1.3K
$144K
|
|
|
Jul 09, 2024
Q2 2024
|
Magnolia Capital Management LTD
|
SELL
|
- |
-555- 1.32% |
$56.7K - $61.5K
|
41.4K
$4.59M
|
|
|
Aug 02, 2024
Q2 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-560- 10.31% |
$57.2K - $62.1K
|
4.87K
$541K
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-572- 7.58% |
$58.4K - $63.4K
|
6.98K
$774K
|
|
|
Jun 10, 2025
Q2 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-574- 1.66% |
$58.6K - $63.6K
|
33.9K
$3.76M
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-579- 4.11% |
$59.1K - $64.2K
|
13.5K
$1.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-595- 0.65% |
$60.8K - $66K
|
91.5K
$10.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-598- 9.85% |
$61.1K - $66.3K
|
5.47K
$607K
|
|
|
Aug 12, 2024
Q2 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-599- 12.88% |
$61.2K - $66.4K
|
4.05K
$450K
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
SELL
|
- |
-600- 3.07% |
$61.3K - $66.5K
|
19K
$2.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-610- 3.07% |
$62.3K - $67.6K
|
19.2K
$2.14M
|