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 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
17.7K+ 17.97% |
$1.81M - $1.96M
|
116K
$13.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
17.5K+ 3.88% |
$1.79M - $1.94M
|
468K
$55.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
17K+ 85.12% |
$1.74M - $1.89M
|
37K
$4.39M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
16.9K+ 7.43% |
$1.73M - $1.88M
|
245K
$29M
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
16.7K+ 3.56% |
$1.71M - $1.85M
|
486K
$57.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
16.6K+ 22.33% |
$1.7M - $1.85M
|
91.2K
$10.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
16.6K+ 17.31% |
$1.7M - $1.84M
|
113K
$13.3M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
16.2K+ 29.78% |
$1.65M - $1.79M
|
70.5K
$8.35M
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
16.1K+ 470.05% |
$1.64M - $1.78M
|
19.5K
$2.31M
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
15.8K+ 391.22% |
$1.61M - $1.75M
|
19.9K
$2.35M
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
15.7K+ 145.73% |
$1.6M - $1.74M
|
26.4K
$3.13M
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
15.7K+ 5.38% |
$1.6M - $1.74M
|
307K
$36.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
15.5K+ 1.66% |
$1.58M - $1.72M
|
948K
$112M
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
15.1K+ 48.38% |
$1.54M - $1.67M
|
46.2K
$5.48M
|
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
14.9K+ 14.76% |
$1.52M - $1.65M
|
116K
$13.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
14.8K+ 94.3% |
$1.51M - $1.64M
|
30.5K
$3.62M
|
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
BUY
|
- |
14.8K+ 7.51% |
$1.51M - $1.64M
|
212K
$25.1M
|
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
14.7K+ 5.94% |
$1.5M - $1.63M
|
262K
$31M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
14.7K+ 24.89% |
$1.5M - $1.63M
|
73.7K
$8.73M
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
14.6K+ 27.94% |
$1.5M - $1.62M
|
67K
$7.94M
|
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
14.5K+ 4.14% |
$1.48M - $1.61M
|
365K
$43.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
14.5K+ 3.61% |
$1.48M - $1.6M
|
415K
$49.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
14.5K+ 7.77% |
$1.48M - $1.6M
|
200K
$23.7M
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
14.4K+ 32.94% |
$1.47M - $1.6M
|
58.1K
$6.89M
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
14K+ 3.68% |
$1.43M - $1.56M
|
396K
$46.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
13.8K+ 7.7% |
$1.41M - $1.53M
|
193K
$22.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
13.7K+ 13.55% |
$1.4M - $1.52M
|
115K
$13.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
13.7K+ 6.61% |
$1.4M - $1.52M
|
221K
$26.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
BUY
|
- |
13.5K+ 3.17% |
$1.38M - $1.5M
|
439K
$52M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
13.3K+ 26.44% |
$1.36M - $1.48M
|
63.7K
$7.55M
|
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
BUY
|
- |
13.2K+ 48.76% |
$1.35M - $1.46M
|
40.3K
$4.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
13.2K+ 163.92% |
$1.34M - $1.46M
|
21.2K
$2.51M
|
|
|
Jul 26, 2024
Q2 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
13.2K+ 217.15% |
$1.34M - $1.46M
|
19.2K
$2.28M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13.2K+ 2.37% |
$1.34M - $1.46M
|
567K
$67.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
13.1K+ 18.8% |
$1.34M - $1.46M
|
83K
$9.83M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
13K+ 73.36% |
$1.33M - $1.44M
|
30.8K
$3.65M
|
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
12.9K+ 10.57% |
$1.31M - $1.43M
|
135K
$15.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
12.9K+ 2.85% |
$1.31M - $1.43M
|
465K
$55M
|
|
|
Aug 13, 2024
Q2 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
12.8K+ 6.34% |
$1.31M - $1.42M
|
215K
$25.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
12.8K+ 68.59% |
$1.3M - $1.41M
|
31.3K
$3.71M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Management CO
|
BUY
|
- |
12.7K+ 11.21% |
$1.3M - $1.41M
|
126K
$14.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
12.5K+ 20.91% |
$1.28M - $1.38M
|
72.2K
$8.55M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
12.4K+ 19.95% |
$1.26M - $1.37M
|
74.5K
$8.82M
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
12.4K+ 11.41% |
$1.26M - $1.37M
|
121K
$14.3M
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
12.4K+ 40.08% |
$1.26M - $1.37M
|
43.2K
$5.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
12.1K+ 6.17% |
$1.23M - $1.34M
|
208K
$24.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
12K+ 3.74% |
$1.23M - $1.33M
|
334K
$39.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
12K+ 2.37% |
$1.22M - $1.33M
|
517K
$61.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
11.9K+ 2.49% |
$1.21M - $1.32M
|
489K
$57.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
11.8K+ 5.38% |
$1.21M - $1.31M
|
232K
$27.4M
|