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 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-4.46K- 4.02% |
$456K - $495K
|
107K
$12.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
SELL
|
- |
-4.56K- 3.87% |
$466K - $506K
|
113K
$13.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-4.61K- 4.74% |
$471K - $511K
|
92.6K
$11M
|
|
|
Dec 03, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-4.61K- 0.88% |
$471K - $511K
|
517K
$61.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-4.63K- 7.96% |
$473K - $513K
|
53.5K
$6.34M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-4.68K- 3.89% |
$478K - $519K
|
116K
$13.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-4.76K- 13.12% |
$486K - $528K
|
31.5K
$3.73M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.78K- 6.88% |
$488K - $530K
|
64.7K
$7.67M
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-4.82K- 26.06% |
$492K - $535K
|
13.7K
$1.62M
|
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
SELL
|
- |
-4.89K- 9.08% |
$500K - $543K
|
49K
$5.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-4.91K- 26.94% |
$501K - $544K
|
13.3K
$1.58M
|
|
|
Jul 17, 2024
Q2 2024
|
Asio Capital, LLC
|
SELL
|
- |
-4.93K- 2.32% |
$504K - $547K
|
208K
$24.6M
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-4.94K- 8.83% |
$504K - $547K
|
50.9K
$6.03M
|
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-4.95K- 31.2% |
$506K - $549K
|
10.9K
$1.29M
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
SELL
|
- |
-5.01K- 43.98% |
$511K - $555K
|
6.38K
$756K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-5.08K- 2.91% |
$519K - $563K
|
169K
$20M
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
SELL
|
- |
-5.1K- 1.71% |
$521K - $565K
|
294K
$34.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-5.12K- 1.94% |
$522K - $567K
|
258K
$30.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-5.13K- 6.36% |
$524K - $569K
|
75.6K
$8.96M
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-5.15K- 4.94% |
$526K - $571K
|
99.1K
$11.7M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-5.2K- 6.65% |
$531K - $577K
|
73K
$8.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-5.3K- 6.23% |
$541K - $587K
|
79.7K
$9.44M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5.34K- 8.39% |
$546K - $593K
|
58.3K
$6.91M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-5.43K- 27.41% |
$554K - $602K
|
14.4K
$1.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-5.5K- 38.68% |
$562K - $610K
|
8.72K
$1.03M
|
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-5.52K- 53.86% |
$563K - $612K
|
4.72K
$560K
|
|
|
Jul 29, 2024
Q2 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-5.63K- 2.91% |
$575K - $624K
|
188K
$22.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-5.79K- 8.54% |
$592K - $642K
|
62.1K
$7.35M
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
SELL
|
- |
-5.82K- 82.63% |
$594K - $645K
|
1.22K
$145K
|
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-5.95K- 26.53% |
$607K - $660K
|
16.5K
$1.95M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.95K- 3.15% |
$608K - $660K
|
183K
$21.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
SELL
|
- |
-5.96K- 21.89% |
$608K - $661K
|
21.3K
$2.52M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-6.03K- 25.16% |
$616K - $669K
|
18K
$2.13M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-6.05K- 5.04% |
$617K - $670K
|
114K
$13.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-6.05K- 74.89% |
$618K - $670K
|
2.03K
$240K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-6.1K- 2.07% |
$622K - $676K
|
288K
$34.1M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-6.17K- 38.35% |
$630K - $684K
|
9.93K
$1.18M
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-6.17K- 28.65% |
$631K - $685K
|
15.4K
$1.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-6.22K- 2.11% |
$635K - $689K
|
288K
$34.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-6.31K- 4.27% |
$644K - $699K
|
141K
$16.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-6.32K- 5.61% |
$646K - $701K
|
106K
$12.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-6.53K- 6.23% |
$667K - $724K
|
98.3K
$11.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.57K- 23.84% |
$671K - $729K
|
21K
$2.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-6.71K- 0.35% |
$685K - $744K
|
1.92M
$227M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-6.77K- 2.52% |
$691K - $750K
|
262K
$31M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-6.88K- 0.19% |
$702K - $762K
|
3.57M
$423M
|
|
|
Jul 26, 2024
Q2 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-6.88K- 19.12% |
$703K - $763K
|
29.1K
$3.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-6.98K- 67.66% |
$712K - $773K
|
3.33K
$395K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-7.09K- 0.61% |
$725K - $787K
|
1.16M
$138M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-7.15K- 23.56% |
$730K - $793K
|
23.2K
$2.75M
|