Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
3.66K+ 7.17% |
$386K - $433K
|
54.7K
$6.48M
|
|
|
Oct 07, 2024
Q3 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
3.64K+ 2.21% |
$384K - $431K
|
168K
$19.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
3.63KNew |
$383K - $430K
|
3.63K
$430K
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
3.62K+ 1.32% |
$382K - $429K
|
279K
$33M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3.61K+ 9.49% |
$381K - $428K
|
41.7K
$4.94M
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
3.6K+ 0.99% |
$380K - $426K
|
368K
$43.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
3.59K+ 1.81% |
$379K - $425K
|
202K
$23.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Fort Henry Capital, LLC
|
BUY
|
- |
3.56K+ 2.16% |
$376K - $422K
|
168K
$19.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3.53K+ 2.18% |
$373K - $418K
|
165K
$19.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
3.53K+ 17.01% |
$372K - $417K
|
24.2K
$2.87M
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
3.52K+ 13.8% |
$371K - $416K
|
29K
$3.44M
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
3.5K+ 0.94% |
$370K - $415K
|
377K
$44.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3.5K+ 17.17% |
$369K - $414K
|
23.9K
$2.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
3.5K+ 47.52% |
$369K - $414K
|
10.9K
$1.29M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
3.46K+ 2.51% |
$365K - $409K
|
141K
$16.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
3.43K+ 1.84% |
$362K - $406K
|
190K
$22.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
3.4KNew |
$359K - $403K
|
3.4K
$403K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3.38K+ 3.7% |
$357K - $400K
|
94.9K
$11.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
3.38K+ 6.97% |
$356K - $400K
|
51.9K
$6.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.36K+ 23.25% |
$355K - $398K
|
17.8K
$2.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
3.35K+ 1.82% |
$353K - $396K
|
188K
$22.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
3.33K+ 2.19% |
$351K - $394K
|
155K
$18.4M
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
3.29K+ 3.17% |
$347K - $389K
|
107K
$12.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3.29K+ 18.6% |
$347K - $389K
|
21K
$2.48M
|
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
3.29K+ 37.75% |
$347K - $389K
|
12K
$1.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.28K+ 18.15% |
$346K - $388K
|
21.3K
$2.53M
|
|
|
Nov 08, 2024
Q3 2024
|
Heron Bay Capital Management
|
BUY
|
- |
3.27K+ 3.77% |
$345K - $387K
|
90.1K
$10.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
3.26K+ 5.04% |
$344K - $385K
|
67.9K
$8.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
3.25KNew |
$343K - $385K
|
3.25K
$385K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.19K+ 2.02% |
$336K - $377K
|
161K
$19M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.17K+ 10.73% |
$335K - $375K
|
32.7K
$3.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
3.17KNew |
$334K - $375K
|
3.17K
$375K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
3.15K+ 42.44% |
$333K - $373K
|
10.6K
$1.25M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.15K+ 13.64% |
$333K - $373K
|
26.3K
$3.11M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.15K+ 11.88% |
$333K - $373K
|
29.7K
$3.51M
|
|
|
Oct 21, 2024
Q3 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
3.15KNew |
$333K - $373K
|
3.15K
$373K
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
3.15KNew |
$332K - $372K
|
3.15K
$373K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.14KNew |
$331K - $372K
|
3.14K
$372K
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
BUY
|
- |
3.13K+ 31.56% |
$330K - $370K
|
13K
$1.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
3.12KNew |
$330K - $370K
|
3.12K
$370K
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
3.11K+ 17.75% |
$329K - $368K
|
20.7K
$2.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.11K+ 163.96% |
$328K - $368K
|
5.01K
$593K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
3.1K+ 11.19% |
$328K - $367K
|
30.8K
$3.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
3.05KNew |
$322K - $361K
|
3.05K
$362K
|
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
BUY
|
- |
3.05K+ 17.47% |
$322K - $361K
|
20.5K
$2.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
3.03KNew |
$320K - $359K
|
3.03K
$359K
|
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
3.03K+ 8.9% |
$319K - $358K
|
37K
$4.38M
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
3.02K+ 25.12% |
$319K - $358K
|
15.1K
$1.78M
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
2.99KNew |
$316K - $354K
|
2.99K
$354K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
2.99K+ 12.7% |
$315K - $353K
|
26.5K
$3.14M
|