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 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-12.6K- 2.56% |
$1.29M - $1.4M
|
481K
$48.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-12.6K- 66.01% |
$1.29M - $1.4M
|
6.51K
$652K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-12.7K- 14.17% |
$1.3M - $1.41M
|
76.9K
$7.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-12.7K- 31.64% |
$1.3M - $1.41M
|
27.5K
$2.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-12.8K- 3.19% |
$1.31M - $1.42M
|
389K
$38.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-13K- 8.47% |
$1.33M - $1.44M
|
140K
$14.1M
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-13.1K- 5.74% |
$1.33M - $1.45M
|
215K
$21.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-13.2K- 6.31% |
$1.34M - $1.46M
|
195K
$19.5M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-13.2K- 10.78% |
$1.35M - $1.47M
|
109K
$11M
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-13.3K- 9.78% |
$1.36M - $1.48M
|
123K
$12.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-13.4K- 49.48% |
$1.37M - $1.48M
|
13.7K
$1.37M
|
|
|
Jul 12, 2024
Q2 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-13.5K- 25.38% |
$1.38M - $1.5M
|
39.7K
$3.98M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-13.7K- 4.45% |
$1.4M - $1.52M
|
294K
$29.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-13.7K- 2.94% |
$1.4M - $1.52M
|
453K
$45.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-13.9K- 4.3% |
$1.42M - $1.54M
|
309K
$31M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-14K- 0.47% |
$1.43M - $1.55M
|
2.98M
$299M
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-14.2K- 85.04% |
$1.45M - $1.58M
|
2.5K
$251K
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
SELL
|
- |
-14.3K- 9.42% |
$1.46M - $1.59M
|
138K
$13.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-14.3K- 31.29% |
$1.46M - $1.59M
|
31.5K
$3.15M
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-14.4K- 16.75% |
$1.47M - $1.6M
|
71.6K
$7.17M
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
SELL
|
- |
-14.5K- 4.05% |
$1.48M - $1.6M
|
343K
$34.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-14.6K- 77.17% |
$1.49M - $1.62M
|
4.32K
$433K
|
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-14.8K- 27.06% |
$1.51M - $1.64M
|
39.9K
$3.99M
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-15.7K- 47.49% |
$1.61M - $1.74M
|
17.4K
$1.74M
|
|
|
Jul 15, 2024
Q2 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-16.4K- 65.31% |
$1.67M - $1.82M
|
8.71K
$872K
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-16.5K- 29.37% |
$1.69M - $1.83M
|
39.8K
$3.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-16.8K- 89.83% |
$1.71M - $1.86M
|
1.9K
$190K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-17.2K- 3.13% |
$1.76M - $1.91M
|
533K
$53.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-17.3K- 65.86% |
$1.77M - $1.92M
|
8.96K
$897K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-17.3K- 3.23% |
$1.77M - $1.92M
|
520K
$52.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-17.4K- 27.81% |
$1.77M - $1.92M
|
45.1K
$4.51M
|
|
|
Aug 05, 2024
Q2 2024
|
ETF Store, Inc.
|
SELL
|
- |
-17.9K- 77.8% |
$1.83M - $1.98M
|
5.1K
$511K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-17.9K- 4.14% |
$1.83M - $1.98M
|
415K
$41.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-18.3K- 38.05% |
$1.86M - $2.02M
|
29.7K
$2.98M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-18.7K- 19.12% |
$1.91M - $2.07M
|
79.1K
$7.92M
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
SELL
|
- |
-19.3K- 6.17% |
$1.97M - $2.14M
|
293K
$29.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-20.4K- 26.39% |
$2.08M - $2.26M
|
56.9K
$5.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-20.9K- 23.01% |
$2.14M - $2.32M
|
70.1K
$7.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-21K- 55.73% |
$2.15M - $2.33M
|
16.7K
$1.67M
|
|
|
Feb 13, 2025
Q2 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-21.3KClosed |
$2.18M - $2.36M
|
0
$0
|
|
|
Aug 07, 2024
Q2 2024
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-21.8K- 71.0% |
$2.23M - $2.42M
|
8.9K
$891K
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-22.7K- 18.98% |
$2.32M - $2.52M
|
96.8K
$9.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-23.3K- 80.19% |
$2.38M - $2.58M
|
5.75K
$576K
|
|
|
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
$591K
|
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-25.3K- 15.29% |
$2.59M - $2.81M
|
140K
$14.1M
|
|
|
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
$7.55M
|
|
|
Aug 08, 2024
Q2 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-25.8K- 59.63% |
$2.64M - $2.86M
|
17.5K
$1.75M
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-26K- 35.37% |
$2.66M - $2.88M
|
47.5K
$4.76M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-26.1K- 20.2% |
$2.67M - $2.89M
|
103K
$10.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
SELL
|
- |
-28.5K- 48.13% |
$2.91M - $3.16M
|
30.7K
$3.08M
|