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
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-662- 7.82% |
$67.6K - $73.4K
|
7.81K
$914K
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-662- 3.35% |
$67.6K - $73.4K
|
19.1K
$2.24M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-664- 3.66% |
$67.8K - $73.6K
|
17.5K
$2.05M
|
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-670- 15.07% |
$68.4K - $74.3K
|
3.78K
$442K
|
|
|
Jul 11, 2024
Q2 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-684- 17.82% |
$69.9K - $75.8K
|
3.16K
$370K
|
|
|
Aug 08, 2024
Q2 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-689- 0.41% |
$70.4K - $76.4K
|
166K
$19.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-692- 81.8% |
$70.7K - $76.7K
|
154
$18K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-694- 21.77% |
$70.9K - $77K
|
2.49K
$292K
|
|
|
Jul 12, 2024
Q2 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-700- 15.26% |
$71.5K - $77.6K
|
3.89K
$455K
|
|
|
Jul 17, 2024
Q2 2024
|
Welch Group, LLC
|
SELL
|
- |
-701- 25.72% |
$71.6K - $77.7K
|
2.03K
$237K
|
|
|
Aug 06, 2024
Q2 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-706- 4.6% |
$72.1K - $78.3K
|
14.6K
$1.72M
|
|
|
Jul 31, 2024
Q2 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-707- 25.62% |
$72.2K - $78.4K
|
2.05K
$241K
|
|
|
Jul 31, 2024
Q2 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-717- 1.46% |
$73.2K - $79.5K
|
48.3K
$5.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-719- 3.22% |
$73.4K - $79.7K
|
21.6K
$2.53M
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-725- 10.67% |
$74K - $80.4K
|
6.07K
$711K
|
|
|
Aug 14, 2024
Q2 2024
|
S&T Bank
Indiana, PA |
SELL
|
- |
-728- 3.48% |
$74.4K - $80.7K
|
20.2K
$2.36M
|
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-761- 3.4% |
$77.7K - $84.4K
|
21.6K
$2.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-761- 1.05% |
$77.7K - $84.4K
|
72K
$8.43M
|
|
|
Jul 30, 2024
Q2 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-763- 1.32% |
$77.9K - $84.6K
|
57.3K
$6.71M
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-772- 0.63% |
$78.8K - $85.6K
|
121K
$14.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-773- 4.9% |
$78.9K - $85.7K
|
15K
$1.76M
|
|
|
Aug 08, 2024
Q2 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-785- 14.07% |
$80.2K - $87K
|
4.8K
$562K
|
|
|
Aug 01, 2024
Q2 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-794- 13.95% |
$81.1K - $88K
|
4.9K
$574K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-795- 3.32% |
$81.2K - $88.1K
|
23.1K
$2.71M
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-799- 1.58% |
$81.6K - $88.6K
|
49.7K
$5.82M
|
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
SELL
|
- |
-800- 12.18% |
$81.7K - $88.7K
|
5.77K
$676K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-805- 7.37% |
$82.2K - $89.3K
|
10.1K
$1.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-814- 25.09% |
$83.1K - $90.3K
|
2.43K
$285K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-837- 35.74% |
$85.5K - $92.8K
|
1.51K
$176K
|
|
|
Jul 22, 2024
Q2 2024
|
David J Yvars Group
|
SELL
|
- |
-839- 8.48% |
$85.7K - $93K
|
9.06K
$1.06M
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-842- 2.82% |
$86K - $93.4K
|
29K
$3.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-846- 2.65% |
$86.4K - $93.8K
|
31.1K
$3.64M
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-846- 1.61% |
$86.4K - $93.8K
|
51.6K
$6.04M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-850- 0.75% |
$86.8K - $94.2K
|
113K
$13.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-852- 28.55% |
$87K - $94.5K
|
2.13K
$250K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-856- 0.47% |
$87.4K - $94.9K
|
183K
$21.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-859- 0.67% |
$87.7K - $95.2K
|
127K
$14.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-859- 0.66% |
$87.7K - $95.2K
|
130K
$15.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-860- 5.14% |
$87.8K - $95.4K
|
15.9K
$1.86M
|
|
|
Jul 22, 2024
Q2 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-866- 0.33% |
$88.4K - $96K
|
265K
$31M
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-868- 10.59% |
$88.6K - $96.2K
|
7.33K
$859K
|
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-869- 19.59% |
$88.8K - $96.4K
|
3.57K
$418K
|
|
|
Jul 11, 2024
Q2 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-873- 7.01% |
$89.2K - $96.8K
|
11.6K
$1.36M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-874- 0.95% |
$89.3K - $96.9K
|
91.5K
$10.7M
|
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
SELL
|
- |
-880- 1.52% |
$89.9K - $97.6K
|
57.1K
$6.69M
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-887- 10.23% |
$90.6K - $98.4K
|
7.78K
$912K
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
SELL
|
- |
-891- 23.06% |
$91K - $98.8K
|
2.97K
$348K
|
|
|
Aug 07, 2024
Q2 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-895- 14.28% |
$91.4K - $99.2K
|
5.37K
$629K
|
|
|
Aug 09, 2024
Q2 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-899- 29.53% |
$91.8K - $99.7K
|
2.15K
$251K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-921- 6.97% |
$94.1K - $102K
|
12.3K
$1.44M
|