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
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.24K- 8.59% |
$127K - $138K
|
13.2K
$1.55M
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.25K- 1.58% |
$127K - $138K
|
77.6K
$9.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Avondale Wealth Management
|
SELL
|
- |
-1.25K- 35.29% |
$128K - $139K
|
2.29K
$269K
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.26K- 10.14% |
$129K - $140K
|
11.2K
$1.31M
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
SELL
|
- |
-1.27K- 51.35% |
$130K - $141K
|
1.21K
$141K
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-1.28K- 23.59% |
$131K - $142K
|
4.16K
$487K
|
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.3K- 1.24% |
$133K - $144K
|
103K
$12.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-1.32K- 4.66% |
$135K - $147K
|
27K
$3.17M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.33K- 2.94% |
$135K - $147K
|
43.8K
$5.13M
|
|
|
Jul 17, 2024
Q2 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-1.34K- 13.21% |
$136K - $148K
|
8.77K
$1.03M
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.34K- 20.21% |
$137K - $148K
|
5.28K
$618K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.36K- 41.1% |
$138K - $150K
|
1.94K
$228K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.37K- 5.41% |
$140K - $151K
|
23.9K
$2.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.4K- 20.76% |
$143K - $155K
|
5.34K
$626K
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
SELL
|
- |
-1.4K- 9.89% |
$143K - $155K
|
12.8K
$1.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-1.42K- 0.65% |
$145K - $158K
|
217K
$25.5M
|
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.45K- 6.0% |
$148K - $161K
|
22.7K
$2.66M
|
|
|
Nov 14, 2024
Q2 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-1.46K- 27.08% |
$149K - $162K
|
3.93K
$460K
|
|
|
Aug 01, 2024
Q2 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-1.46K- 3.28% |
$149K - $162K
|
43.1K
$5.05M
|
|
|
Aug 02, 2024
Q2 2024
|
Congress Asset Management CO
|
SELL
|
- |
-1.49K- 6.08% |
$152K - $165K
|
23K
$2.69M
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.5K- 7.09% |
$153K - $166K
|
19.6K
$2.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-1.51K- 1.61% |
$154K - $167K
|
92.2K
$10.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1.51K- 26.43% |
$154K - $167K
|
4.19K
$491K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.52K- 24.52% |
$155K - $169K
|
4.68K
$548K
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.53K- 5.4% |
$156K - $169K
|
26.8K
$3.14M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.54K- 71.79% |
$157K - $170K
|
604
$70.8K
|
|
|
Jul 11, 2024
Q2 2024
|
Capital Advantage, Inc.
|
SELL
|
- |
-1.54K- 1.11% |
$157K - $171K
|
137K
$16M
|
|
|
Jul 17, 2024
Q2 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-1.55K- 15.47% |
$158K - $171K
|
8.44K
$989K
|
|
|
Aug 13, 2024
Q2 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-1.56K- 0.29% |
$159K - $173K
|
538K
$63M
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
SELL
|
- |
-1.6K- 3.09% |
$163K - $177K
|
50.2K
$5.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.61K- 1.09% |
$164K - $179K
|
147K
$17.2M
|
|
|
Jul 15, 2024
Q2 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-1.62K- 3.19% |
$166K - $180K
|
49.2K
$5.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-1.64K- 11.91% |
$167K - $182K
|
12.1K
$1.42M
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
SELL
|
- |
-1.66K- 0.5% |
$170K - $184K
|
333K
$39M
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.66K- 5.08% |
$170K - $184K
|
31.1K
$3.64M
|
|
|
Jul 12, 2024
Q2 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-1.67K- 1.81% |
$171K - $185K
|
90.5K
$10.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.67K- 4.19% |
$171K - $186K
|
38.3K
$4.49M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.7K- 2.54% |
$173K - $188K
|
65.3K
$7.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.73K- 44.78% |
$176K - $191K
|
2.13K
$249K
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.74K- 1.55% |
$177K - $193K
|
111K
$13M
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.77K- 8.18% |
$181K - $196K
|
19.9K
$2.33M
|
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.78K- 4.45% |
$182K - $197K
|
38.2K
$4.47M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.79K- 83.61% |
$183K - $198K
|
351
$41.1K
|
|
|
Aug 01, 2024
Q2 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.8K- 42.16% |
$184K - $199K
|
2.47K
$289K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.81K- 3.92% |
$184K - $200K
|
44.2K
$5.18M
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-1.82K- 37.28% |
$185K - $201K
|
3.05K
$358K
|
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-1.83K- 8.75% |
$187K - $203K
|
19.1K
$2.24M
|
|
|
Aug 08, 2024
Q2 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-1.87K- 8.65% |
$191K - $208K
|
19.8K
$2.32M
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
SELL
|
- |
-1.88K- 11.17% |
$192K - $209K
|
15K
$1.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1.88K- 10.36% |
$192K - $209K
|
16.3K
$1.91M
|