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
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.16K- 0.79% |
$731K - $794K
|
905K
$107M
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-7.28K- 22.13% |
$743K - $807K
|
25.6K
$3.03M
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-7.37K- 10.71% |
$753K - $817K
|
61.4K
$7.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-7.4K- 1.58% |
$756K - $821K
|
461K
$54.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.54K- 52.93% |
$770K - $836K
|
6.7K
$794K
|
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-7.57K- 22.9% |
$773K - $840K
|
25.5K
$3.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-7.96K- 13.29% |
$812K - $882K
|
51.9K
$6.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-8.09K- 80.52% |
$826K - $897K
|
1.96K
$232K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.15K- 12.72% |
$832K - $904K
|
55.9K
$6.62M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8.33K- 8.04% |
$851K - $924K
|
95.2K
$11.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-8.48K- 7.42% |
$866K - $940K
|
106K
$12.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-8.76K- 29.72% |
$894K - $971K
|
20.7K
$2.45M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-8.89K- 16.08% |
$908K - $986K
|
46.4K
$5.49M
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-9K- 17.18% |
$919K - $998K
|
43.4K
$5.14M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-9.08K- 1.07% |
$927K - $1.01M
|
841K
$99.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-9.08K- 77.13% |
$927K - $1.01M
|
2.69K
$319K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-9.47K- 5.81% |
$967K - $1.05M
|
154K
$18.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
SELL
|
- |
-9.48K- 2.36% |
$968K - $1.05M
|
392K
$46.5M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-9.86K- 40.52% |
$1.01M - $1.09M
|
14.5K
$1.71M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-9.99K- 40.77% |
$1.02M - $1.11M
|
14.5K
$1.72M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-10.1K- 0.9% |
$1.03M - $1.12M
|
1.11M
$131M
|
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-10.2K- 13.14% |
$1.04M - $1.13M
|
67.6K
$8.01M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-10.3K- 0.48% |
$1.06M - $1.15M
|
2.16M
$256M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.8K- 2.01% |
$1.11M - $1.2M
|
528K
$62.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-11K- 12.0% |
$1.12M - $1.22M
|
80.4K
$9.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-11K- 6.45% |
$1.12M - $1.22M
|
159K
$18.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-11.1K- 37.35% |
$1.13M - $1.23M
|
18.5K
$2.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-11.2K- 4.67% |
$1.14M - $1.24M
|
228K
$27M
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-11.2K- 4.68% |
$1.14M - $1.24M
|
228K
$27M
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-11.5K- 75.35% |
$1.18M - $1.28M
|
3.77K
$447K
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-11.8K- 50.0% |
$1.21M - $1.31M
|
11.8K
$1.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Bank Of Stockton
|
SELL
|
- |
-12.3K- 6.58% |
$1.26M - $1.37M
|
175K
$20.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-12.6K- 11.18% |
$1.29M - $1.4M
|
100K
$11.9M
|
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-12.6K- 2.56% |
$1.29M - $1.4M
|
481K
$56.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-12.6K- 66.01% |
$1.29M - $1.4M
|
6.51K
$771K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-12.7K- 14.17% |
$1.3M - $1.41M
|
76.9K
$9.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-12.7K- 31.64% |
$1.3M - $1.41M
|
27.5K
$3.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-12.8K- 3.19% |
$1.31M - $1.42M
|
389K
$46M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-13K- 8.47% |
$1.33M - $1.44M
|
140K
$16.6M
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-13.1K- 5.74% |
$1.33M - $1.45M
|
215K
$25.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-13.2K- 6.31% |
$1.34M - $1.46M
|
195K
$23.1M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-13.2K- 10.78% |
$1.35M - $1.47M
|
109K
$13M
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-13.3K- 9.78% |
$1.36M - $1.48M
|
123K
$14.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-13.4K- 49.48% |
$1.37M - $1.48M
|
13.7K
$1.62M
|
|
|
Jul 12, 2024
Q2 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-13.5K- 25.38% |
$1.38M - $1.5M
|
39.7K
$4.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-13.7K- 4.45% |
$1.4M - $1.52M
|
294K
$34.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-13.7K- 2.94% |
$1.4M - $1.52M
|
453K
$53.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-13.9K- 4.3% |
$1.42M - $1.54M
|
309K
$36.6M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-14K- 0.47% |
$1.43M - $1.55M
|
2.98M
$353M
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-14.2K- 85.04% |
$1.45M - $1.58M
|
2.5K
$297K
|