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 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.8K- 4.53% |
$388K - $421K
|
80K
$8.88M
|
|
|
May 29, 2025
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-3.8K- 11.04% |
$388K - $422K
|
30.6K
$3.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-3.83K- 2.57% |
$391K - $425K
|
145K
$16.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3.89K- 6.43% |
$397K - $431K
|
56.6K
$6.28M
|
|
|
Jul 16, 2024
Q2 2024
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-3.94K- 41.29% |
$402K - $437K
|
5.6K
$622K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.94K- 25.28% |
$403K - $437K
|
11.7K
$1.29M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.96K- 1.47% |
$405K - $440K
|
265K
$29.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-3.97K- 97.61% |
$405K - $440K
|
97
$10.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-4.03K- 7.56% |
$412K - $447K
|
49.3K
$5.47M
|
|
|
Aug 06, 2024
Q2 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-4.04K- 45.61% |
$412K - $448K
|
4.81K
$534K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.04K- 1.09% |
$413K - $448K
|
366K
$40.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.06K- 1.29% |
$415K - $450K
|
311K
$34.5M
|
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-4.06K- 9.81% |
$415K - $450K
|
37.3K
$4.14M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
SELL
|
- |
-4.1K- 3.92% |
$419K - $454K
|
101K
$11.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-4.13K- 2.29% |
$421K - $457K
|
176K
$19.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.25K- 0.8% |
$434K - $471K
|
530K
$58.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-4.27K- 59.9% |
$436K - $473K
|
2.86K
$317K
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-4.29K- 5.12% |
$438K - $476K
|
79.5K
$8.82M
|
|
|
Jul 03, 2024
Q2 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-4.31K- 12.78% |
$440K - $477K
|
29.4K
$3.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Ltg Capital LLC
|
SELL
|
- |
-4.32K- 3.38% |
$441K - $479K
|
123K
$13.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-4.32K- 2.5% |
$441K - $479K
|
169K
$18.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.45K- 3.8% |
$455K - $494K
|
113K
$12.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-4.46K- 4.02% |
$456K - $495K
|
107K
$11.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
SELL
|
- |
-4.56K- 3.87% |
$466K - $506K
|
113K
$12.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-4.61K- 4.74% |
$471K - $511K
|
92.6K
$10.3M
|
|
|
Dec 03, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-4.61K- 0.88% |
$471K - $511K
|
517K
$57.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-4.63K- 7.96% |
$473K - $513K
|
53.5K
$5.94M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-4.68K- 3.89% |
$478K - $519K
|
116K
$12.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-4.76K- 13.12% |
$486K - $528K
|
31.5K
$3.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.78K- 6.88% |
$488K - $530K
|
64.7K
$7.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-4.82K- 26.06% |
$492K - $535K
|
13.7K
$1.52M
|
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
SELL
|
- |
-4.89K- 9.08% |
$500K - $543K
|
49K
$5.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-4.91K- 26.94% |
$501K - $544K
|
13.3K
$1.48M
|
|
|
Jul 17, 2024
Q2 2024
|
Asio Capital, LLC
|
SELL
|
- |
-4.93K- 2.32% |
$504K - $547K
|
208K
$23.1M
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-4.94K- 8.83% |
$504K - $547K
|
50.9K
$5.65M
|
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-4.95K- 31.2% |
$506K - $549K
|
10.9K
$1.21M
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
SELL
|
- |
-5.01K- 43.98% |
$511K - $555K
|
6.38K
$708K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-5.08K- 2.91% |
$519K - $563K
|
169K
$18.8M
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
SELL
|
- |
-5.1K- 1.71% |
$521K - $565K
|
294K
$32.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-5.12K- 1.94% |
$522K - $567K
|
258K
$28.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-5.13K- 6.36% |
$524K - $569K
|
75.6K
$8.39M
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-5.15K- 4.94% |
$526K - $571K
|
99.1K
$11M
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-5.15K- 5.04% |
$526K - $571K
|
97K
$10.8M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-5.2K- 6.65% |
$531K - $577K
|
73K
$8.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-5.3K- 6.23% |
$541K - $587K
|
79.7K
$8.85M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5.34K- 8.39% |
$546K - $593K
|
58.3K
$6.47M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-5.43K- 27.41% |
$554K - $602K
|
14.4K
$1.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-5.5K- 38.68% |
$562K - $610K
|
8.72K
$967K
|
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-5.52K- 53.86% |
$563K - $612K
|
4.72K
$524K
|
|
|
Jul 29, 2024
Q2 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-5.63K- 2.91% |
$575K - $624K
|
188K
$20.8M
|