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 29, 2024
Q2 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-932- 11.9% |
$95.2K - $103K
|
6.9K
$817K
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-935- 23.11% |
$95.5K - $104K
|
3.11K
$368K
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-938- 4.18% |
$95.8K - $104K
|
21.5K
$2.55M
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-959- 33.33% |
$97.9K - $106K
|
1.92K
$227K
|
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-962- 5.48% |
$98.2K - $107K
|
16.6K
$1.97M
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-969- 26.28% |
$99K - $107K
|
2.72K
$322K
|
|
|
Jul 25, 2024
Q2 2024
|
Sierra Capital LLC
|
SELL
|
- |
-973- 12.69% |
$99.4K - $108K
|
6.7K
$793K
|
|
|
Jul 25, 2024
Q2 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-979- 1.43% |
$100K - $109K
|
67.5K
$7.99M
|
|
|
Aug 01, 2024
Q2 2024
|
Everett Harris & CO
|
SELL
|
- |
-1K- 23.19% |
$102K - $111K
|
3.31K
$392K
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-1.02K- 1.97% |
$104K - $113K
|
50.7K
$6M
|
|
|
Aug 26, 2024
Q2 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-1.02K- 2.59% |
$104K - $113K
|
38.3K
$4.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.03K- 2.37% |
$105K - $114K
|
42.3K
$5.02M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.04K- 3.27% |
$106K - $115K
|
30.7K
$3.64M
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-1.04K- 25.63% |
$106K - $115K
|
3.02K
$357K
|
|
|
Jul 22, 2024
Q2 2024
|
Grant
|
SELL
|
- |
-1.04K- 8.89% |
$106K - $115K
|
10.7K
$1.26M
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.05K- 5.77% |
$107K - $116K
|
17.1K
$2.02M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
SELL
|
- |
-1.05K- 2.0% |
$107K - $116K
|
51.3K
$6.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.05K- 0.77% |
$107K - $116K
|
135K
$16M
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.06K- 9.78% |
$108K - $117K
|
9.74K
$1.15M
|
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.08K- 22.88% |
$110K - $120K
|
3.64K
$431K
|
|
|
Jul 25, 2024
Q2 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-1.09K- 3.03% |
$111K - $120K
|
34.8K
$4.12M
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.09K- 7.6% |
$111K - $120K
|
13.2K
$1.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.09K- 17.03% |
$111K - $121K
|
5.29K
$627K
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.09K- 19.59% |
$112K - $121K
|
4.49K
$531K
|
|
|
Jul 17, 2024
Q2 2024
|
Tl Private Wealth
|
SELL
|
- |
-1.11K- 12.3% |
$113K - $123K
|
7.89K
$935K
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-1.11K- 3.69% |
$113K - $123K
|
29K
$3.43M
|
|
|
Aug 01, 2024
Q2 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1.11K- 8.49% |
$113K - $123K
|
12K
$1.42M
|
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-1.11K- 19.72% |
$114K - $123K
|
4.53K
$537K
|
|
|
Jul 19, 2024
Q2 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-1.11K- 0.77% |
$114K - $124K
|
144K
$17.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.12K- 8.24% |
$114K - $124K
|
12.4K
$1.47M
|
|
|
Jul 12, 2024
Q2 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-1.13K- 15.82% |
$115K - $125K
|
5.99K
$709K
|
|
|
Aug 07, 2024
Q2 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-1.13K- 3.45% |
$115K - $125K
|
31.5K
$3.74M
|
|
|
Aug 01, 2024
Q2 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.13K- 5.65% |
$115K - $125K
|
18.8K
$2.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-1.13K- 6.72% |
$115K - $125K
|
15.7K
$1.86M
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-1.13K- 26.56% |
$115K - $125K
|
3.12K
$370K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.13K- 1.64% |
$116K - $125K
|
67.9K
$8.04M
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.13K- 0.7% |
$116K - $126K
|
162K
$19.2M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.14K- 1.65% |
$117K - $127K
|
68.3K
$8.08M
|
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
SELL
|
- |
-1.15K- 22.58% |
$117K - $127K
|
3.93K
$465K
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.15K- 2.49% |
$118K - $128K
|
45.1K
$5.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-1.16K- 3.71% |
$118K - $128K
|
30K
$3.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Nepc LLC
Boston, MA |
SELL
|
- |
-1.16K- 3.4% |
$119K - $129K
|
33K
$3.91M
|
|
|
Jul 18, 2024
Q2 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-1.17K- 20.1% |
$120K - $130K
|
4.66K
$551K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.18K- 0.36% |
$120K - $131K
|
323K
$38.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-1.18K- 10.27% |
$120K - $131K
|
10.3K
$1.22M
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-1.19K- 2.12% |
$121K - $132K
|
54.8K
$6.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-1.22K- 3.4% |
$124K - $135K
|
34.6K
$4.1M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.23K- 1.45% |
$126K - $137K
|
83.9K
$9.94M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.24K- 8.59% |
$127K - $138K
|
13.2K
$1.56M
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.25K- 1.58% |
$127K - $138K
|
77.6K
$9.2M
|