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 22, 2024
Q2 2024
|
Xml Financial, LLC
|
SELL
|
- |
-14.3K- 9.42% |
$1.46M - $1.59M
|
138K
$16.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-14.3K- 31.29% |
$1.46M - $1.59M
|
31.5K
$3.73M
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-14.4K- 16.75% |
$1.47M - $1.6M
|
71.6K
$8.48M
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
SELL
|
- |
-14.5K- 4.05% |
$1.48M - $1.6M
|
343K
$40.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-14.6K- 77.17% |
$1.49M - $1.62M
|
4.32K
$512K
|
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-14.8K- 27.06% |
$1.51M - $1.64M
|
39.9K
$4.72M
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-15.7K- 47.49% |
$1.61M - $1.74M
|
17.4K
$2.06M
|
|
|
Jul 15, 2024
Q2 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-16.4K- 65.31% |
$1.67M - $1.82M
|
8.71K
$1.03M
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-16.5K- 29.37% |
$1.69M - $1.83M
|
39.8K
$4.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-16.8K- 89.83% |
$1.71M - $1.86M
|
1.9K
$225K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-17.2K- 3.13% |
$1.76M - $1.91M
|
533K
$63.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-17.3K- 65.86% |
$1.77M - $1.92M
|
8.96K
$1.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-17.3K- 3.23% |
$1.77M - $1.92M
|
520K
$61.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-17.4K- 27.81% |
$1.77M - $1.92M
|
45.1K
$5.34M
|
|
|
Aug 05, 2024
Q2 2024
|
ETF Store, Inc.
|
SELL
|
- |
-17.9K- 77.8% |
$1.83M - $1.98M
|
5.1K
$604K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-17.9K- 4.14% |
$1.83M - $1.98M
|
415K
$49.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-18.3K- 38.05% |
$1.86M - $2.02M
|
29.7K
$3.52M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-18.7K- 19.12% |
$1.91M - $2.07M
|
79.1K
$9.37M
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
SELL
|
- |
-19.3K- 6.17% |
$1.97M - $2.14M
|
293K
$34.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-20.4K- 26.39% |
$2.08M - $2.26M
|
56.9K
$6.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-20.9K- 23.01% |
$2.14M - $2.32M
|
70.1K
$8.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-21K- 55.73% |
$2.15M - $2.33M
|
16.7K
$1.98M
|
|
|
Aug 07, 2024
Q2 2024
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-21.8K- 71.0% |
$2.23M - $2.42M
|
8.9K
$1.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-22.7K- 18.98% |
$2.32M - $2.52M
|
96.8K
$11.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-23.3K- 80.19% |
$2.38M - $2.58M
|
5.75K
$681K
|
|
|
Aug 12, 2024
Q2 2024
|
Titan Global Capital Management Usa LLC
New York, NY |
SELL
|
- |
-24.6K- 80.63% |
$2.51M - $2.72M
|
5.9K
$699K
|
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-25.3K- 15.29% |
$2.59M - $2.81M
|
140K
$16.6M
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-25.6K- 25.38% |
$2.62M - $2.84M
|
75.4K
$8.93M
|
|
|
Aug 08, 2024
Q2 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-25.8K- 59.63% |
$2.64M - $2.86M
|
17.5K
$2.07M
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-26K- 35.37% |
$2.66M - $2.88M
|
47.5K
$5.63M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-26.1K- 20.2% |
$2.67M - $2.89M
|
103K
$12.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
SELL
|
- |
-28.5K- 48.13% |
$2.91M - $3.16M
|
30.7K
$3.64M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-30.5K- 15.57% |
$3.11M - $3.38M
|
165K
$19.6M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-30.8K- 1.74% |
$3.15M - $3.42M
|
1.74M
$207M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-31.2K- 6.94% |
$3.18M - $3.46M
|
418K
$49.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-31.8K- 21.25% |
$3.25M - $3.53M
|
118K
$14M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-32.2K- 18.56% |
$3.29M - $3.58M
|
142K
$16.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-32.4K- 13.16% |
$3.31M - $3.6M
|
214K
$25.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-32.6K- 4.67% |
$3.33M - $3.61M
|
665K
$78.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-32.6K- 22.21% |
$3.33M - $3.61M
|
114K
$13.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-32.9K- 14.89% |
$3.36M - $3.65M
|
188K
$22.3M
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
SELL
|
- |
-33.4K- 5.77% |
$3.41M - $3.7M
|
545K
$64.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Alaska Permanent Capital Management
|
SELL
|
- |
-33.4K- 5.81% |
$3.41M - $3.71M
|
541K
$64.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-33.7K- 64.87% |
$3.45M - $3.74M
|
18.3K
$2.16M
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-35.4K- 53.75% |
$3.61M - $3.92M
|
30.4K
$3.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-36.1K- 66.67% |
$3.69M - $4M
|
18K
$2.14M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-36.1K- 12.74% |
$3.69M - $4M
|
247K
$29.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-36.8K- 23.36% |
$3.75M - $4.08M
|
121K
$14.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-37.7K- 7.15% |
$3.85M - $4.18M
|
489K
$57.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
SELL
|
- |
-37.7K- 84.08% |
$3.85M - $4.18M
|
7.14K
$846K
|