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 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-6.05K- 74.89% |
$618K - $670K
|
2.03K
$203K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-6.1K- 2.07% |
$622K - $676K
|
288K
$28.8M
|
|
|
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
$994K
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-6.17K- 28.65% |
$631K - $685K
|
15.4K
$1.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-6.22K- 2.11% |
$635K - $689K
|
288K
$28.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-6.31K- 4.27% |
$644K - $699K
|
141K
$14.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-6.32K- 5.61% |
$646K - $701K
|
106K
$10.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-6.53K- 6.23% |
$667K - $724K
|
98.3K
$9.85M
|
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.57K- 23.84% |
$671K - $729K
|
21K
$2.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-6.71K- 0.35% |
$685K - $744K
|
1.92M
$192M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-6.77K- 2.52% |
$691K - $750K
|
262K
$26.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-6.88K- 0.19% |
$702K - $762K
|
3.57M
$357M
|
|
|
Jul 26, 2024
Q2 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-6.88K- 19.12% |
$703K - $763K
|
29.1K
$2.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-6.98K- 67.66% |
$712K - $773K
|
3.33K
$334K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-7.09K- 0.61% |
$725K - $787K
|
1.16M
$116M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-7.15K- 23.56% |
$730K - $793K
|
23.2K
$2.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.16K- 0.79% |
$731K - $794K
|
905K
$90.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-7.28K- 22.13% |
$743K - $807K
|
25.6K
$2.56M
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-7.37K- 10.71% |
$753K - $817K
|
61.4K
$6.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-7.4K- 1.58% |
$756K - $821K
|
461K
$46.2M
|
|
|
Apr 08, 2025
Q2 2024
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-7.44K- 7.25% |
$760K - $825K
|
95.2K
$9.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.54K- 52.93% |
$770K - $836K
|
6.7K
$671K
|
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-7.57K- 22.9% |
$773K - $840K
|
25.5K
$2.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-7.96K- 13.29% |
$812K - $882K
|
51.9K
$5.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-8.09K- 80.52% |
$826K - $897K
|
1.96K
$196K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.15K- 12.72% |
$832K - $904K
|
55.9K
$5.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8.33K- 8.04% |
$851K - $924K
|
95.2K
$9.53M
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-8.48K- 7.42% |
$866K - $940K
|
106K
$10.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-8.76K- 29.72% |
$894K - $971K
|
20.7K
$2.07M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-8.89K- 16.08% |
$908K - $986K
|
46.4K
$4.65M
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-9K- 17.18% |
$919K - $998K
|
43.4K
$4.35M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-9.08K- 1.07% |
$927K - $1.01M
|
841K
$84.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-9.08K- 77.13% |
$927K - $1.01M
|
2.69K
$270K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-9.47K- 5.81% |
$967K - $1.05M
|
154K
$15.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
SELL
|
- |
-9.48K- 2.36% |
$968K - $1.05M
|
392K
$39.3M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-9.86K- 40.52% |
$1.01M - $1.09M
|
14.5K
$1.45M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-9.99K- 40.77% |
$1.02M - $1.11M
|
14.5K
$1.45M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-10.1K- 0.9% |
$1.03M - $1.12M
|
1.11M
$111M
|
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-10.2K- 13.14% |
$1.04M - $1.13M
|
67.6K
$6.77M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-10.3K- 0.48% |
$1.06M - $1.15M
|
2.16M
$216M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.8K- 2.01% |
$1.11M - $1.2M
|
528K
$52.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-11K- 12.0% |
$1.12M - $1.22M
|
80.4K
$8.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-11K- 6.45% |
$1.12M - $1.22M
|
159K
$15.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-11.1K- 37.35% |
$1.13M - $1.23M
|
18.5K
$1.86M
|
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-11.2K- 4.67% |
$1.14M - $1.24M
|
228K
$22.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-11.2K- 4.68% |
$1.14M - $1.24M
|
228K
$22.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-11.5K- 75.35% |
$1.18M - $1.28M
|
3.77K
$378K
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-11.8K- 50.0% |
$1.21M - $1.31M
|
11.8K
$1.18M
|
|
|
Jul 24, 2024
Q2 2024
|
Bank Of Stockton
|
SELL
|
- |
-12.3K- 6.58% |
$1.26M - $1.37M
|
175K
$17.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-12.6K- 11.18% |
$1.29M - $1.4M
|
100K
$10M
|