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 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
5.86K+ 4.03% |
$598K - $649K
|
151K
$17.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
5.83K+ 0.9% |
$596K - $647K
|
654K
$77.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
5.83K+ 47.04% |
$596K - $647K
|
18.2K
$2.16M
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
5.79K+ 1.77% |
$591K - $642K
|
332K
$39.4M
|
|
|
Aug 27, 2024
Q2 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
5.71KNew |
$583K - $633K
|
5.71K
$677K
|
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
5.71K+ 5.48% |
$583K - $633K
|
110K
$13M
|
|
|
Jul 16, 2024
Q2 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
5.69K+ 39.6% |
$581K - $631K
|
20.1K
$2.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Gen Trust, LLC
|
BUY
|
- |
5.67K+ 120.33% |
$579K - $629K
|
10.4K
$1.23M
|
|
|
Aug 12, 2024
Q2 2024
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
5.67KNew |
$579K - $629K
|
5.67K
$672K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.65K+ 27.5% |
$577K - $627K
|
26.2K
$3.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
5.63K+ 6.53% |
$575K - $624K
|
91.9K
$10.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
BUY
|
- |
5.62K+ 9.11% |
$574K - $623K
|
67.3K
$7.97M
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
5.6K+ 19.7% |
$572K - $621K
|
34K
$4.03M
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
5.6K+ 13.05% |
$572K - $621K
|
48.5K
$5.74M
|
|
|
Jul 12, 2024
Q2 2024
|
Schwab Charitable Fund
|
BUY
|
- |
5.59KNew |
$571K - $619K
|
5.59K
$662K
|
|
|
Aug 06, 2024
Q2 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
5.57K+ 9.8% |
$569K - $618K
|
62.4K
$7.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Wilshire Advisors LLC
Santa Monica, CA |
BUY
|
- |
5.53K+ 27.21% |
$565K - $613K
|
25.9K
$3.06M
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
BUY
|
- |
5.48K+ 0.72% |
$559K - $607K
|
767K
$90.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
5.47K+ 1.23% |
$559K - $607K
|
452K
$53.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
5.41K+ 3.02% |
$552K - $600K
|
184K
$21.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
5.37K+ 21.38% |
$548K - $595K
|
30.5K
$3.61M
|
|
|
Aug 08, 2024
Q2 2024
|
Evergreen Advisors, LLC
|
BUY
|
- |
5.34K+ 3.31% |
$546K - $592K
|
167K
$19.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
5.34KNew |
$545K - $592K
|
5.34K
$632K
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
5.33K+ 17.94% |
$544K - $590K
|
35K
$4.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.25K+ 1.07% |
$536K - $582K
|
494K
$58.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
5.24K+ 3.44% |
$535K - $581K
|
158K
$18.7M
|
|
|
Aug 05, 2024
Q2 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
5.24K+ 24.78% |
$535K - $581K
|
26.4K
$3.12M
|
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
5.23K+ 24.37% |
$535K - $580K
|
26.7K
$3.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
5.23KNew |
$534K - $579K
|
5.23K
$619K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
5.2K+ 6.71% |
$531K - $577K
|
82.7K
$9.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
5.19K+ 19.53% |
$530K - $576K
|
31.8K
$3.76M
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
5.18K+ 18.67% |
$529K - $574K
|
32.9K
$3.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
5.15K+ 2.19% |
$526K - $571K
|
240K
$28.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
5.06K+ 242.2% |
$517K - $561K
|
7.15K
$847K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
5.01K+ 48.01% |
$512K - $556K
|
15.5K
$1.83M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
5K+ 0.61% |
$511K - $555K
|
828K
$98.1M
|
|
|
Jul 11, 2024
Q2 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
4.97K+ 3.4% |
$508K - $551K
|
151K
$17.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.97K+ 56.43% |
$508K - $551K
|
13.8K
$1.63M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.95K+ 10.7% |
$505K - $548K
|
51.2K
$6.06M
|
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
4.9KNew |
$500K - $543K
|
4.9K
$580K
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
4.85K+ 98.18% |
$495K - $538K
|
9.79K
$1.16M
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
4.8K+ 1.94% |
$490K - $532K
|
252K
$29.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.8K+ 21.8% |
$490K - $532K
|
26.8K
$3.17M
|
|
|
Jul 25, 2024
Q2 2024
|
Planning Alternatives LTD
|
BUY
|
- |
4.8K+ 1.6% |
$490K - $532K
|
305K
$36.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.75K+ 2.0% |
$485K - $526K
|
242K
$28.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.72K+ 21.65% |
$482K - $523K
|
26.5K
$3.14M
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
4.72K+ 51.13% |
$482K - $523K
|
13.9K
$1.65M
|
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
4.68K+ 4.66% |
$478K - $519K
|
105K
$12.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
4.63K+ 2.79% |
$473K - $514K
|
171K
$20.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
4.62K+ 3.26% |
$472K - $512K
|
146K
$17.3M
|