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 15, 2024
Q2 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.94K- 0.63% |
$198K - $215K
|
307K
$36.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1.96K- 0.97% |
$200K - $217K
|
199K
$23.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.96K- 18.62% |
$200K - $218K
|
8.58K
$1.02M
|
|
|
Jul 30, 2024
Q2 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-1.97K- 11.36% |
$201K - $219K
|
15.4K
$1.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-2K- 15.17% |
$204K - $222K
|
11.2K
$1.32M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.01K- 6.36% |
$205K - $223K
|
29.5K
$3.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-2.03K- 11.73% |
$208K - $225K
|
15.3K
$1.81M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.05K- 7.81% |
$210K - $228K
|
24.2K
$2.87M
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.06K- 38.18% |
$210K - $228K
|
3.34K
$395K
|
|
|
Aug 02, 2024
Q2 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-2.07K- 42.33% |
$212K - $230K
|
2.82K
$334K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.08K- 8.83% |
$212K - $231K
|
21.5K
$2.55M
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.08K- 11.7% |
$213K - $231K
|
15.7K
$1.86M
|
|
|
Jul 18, 2024
Q2 2024
|
Compton Financial Group, LLC
|
SELL
|
- |
-2.16K- 1.42% |
$221K - $240K
|
150K
$17.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-2.19K- 53.0% |
$224K - $243K
|
1.94K
$230K
|
|
|
Aug 02, 2024
Q2 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-2.2K- 0.4% |
$225K - $244K
|
555K
$65.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-2.21K- 2.16% |
$226K - $245K
|
100K
$11.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.21K- 1.87% |
$226K - $245K
|
116K
$13.8M
|
|
|
Oct 31, 2024
Q2 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-2.22KClosed |
$226K - $246K
|
0
$0
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-2.29K- 1.1% |
$234K - $254K
|
205K
$24.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-2.3K- 30.58% |
$234K - $254K
|
5.21K
$617K
|
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-2.33K- 12.62% |
$238K - $258K
|
16.1K
$1.91M
|
|
|
Jul 24, 2024
Q2 2024
|
Nationwide Fund Advisors
|
SELL
|
- |
-2.33K- 0.18% |
$238K - $259K
|
1.29M
$152M
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-2.37K- 13.02% |
$242K - $263K
|
15.9K
$1.88M
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-2.4K- 5.22% |
$245K - $266K
|
43.6K
$5.16M
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-2.41K- 42.81% |
$246K - $267K
|
3.22K
$381K
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-2.42K- 14.66% |
$247K - $269K
|
14.1K
$1.67M
|
|
|
Dec 17, 2024
Q2 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-2.44K- 3.78% |
$249K - $270K
|
62K
$7.34M
|
|
|
Jul 22, 2024
Q2 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-2.44K- 6.03% |
$249K - $271K
|
38.1K
$4.51M
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.46K- 22.6% |
$251K - $273K
|
8.42K
$997K
|
|
|
Jan 29, 2025
Q2 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-2.49KClosed |
$254K - $276K
|
0
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-2.49K- 2.81% |
$255K - $276K
|
86.3K
$10.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO
|
SELL
|
- |
-2.5K- 1.24% |
$255K - $277K
|
199K
$23.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.5K- 7.04% |
$255K - $277K
|
33K
$3.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-2.55K- 2.14% |
$260K - $283K
|
117K
$13.8M
|
|
|
Jul 11, 2024
Q2 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-2.56K- 2.24% |
$262K - $284K
|
112K
$13.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-2.58K- 57.36% |
$263K - $286K
|
1.92K
$227K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-2.58K- 6.78% |
$263K - $286K
|
35.4K
$4.19M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.58K- 26.89% |
$263K - $286K
|
7.01K
$830K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-2.58K- 0.44% |
$264K - $286K
|
589K
$69.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-2.6K- 25.38% |
$266K - $288K
|
7.65K
$906K
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-2.61K- 4.37% |
$266K - $289K
|
57K
$6.75M
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-2.65K- 60.88% |
$271K - $294K
|
1.7K
$202K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.69K- 4.81% |
$275K - $299K
|
53.3K
$6.31M
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.73K- 1.41% |
$279K - $303K
|
190K
$22.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-2.73K- 6.64% |
$279K - $303K
|
38.4K
$4.55M
|
|
|
Aug 09, 2024
Q2 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-2.79K- 36.36% |
$285K - $309K
|
4.88K
$578K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-2.84K- 22.25% |
$290K - $314K
|
9.91K
$1.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-2.88K- 3.02% |
$294K - $320K
|
92.5K
$11M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.93K- 1.99% |
$300K - $325K
|
144K
$17.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-2.94K- 1.31% |
$300K - $325K
|
222K
$26.3M
|