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 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
2.42K+ 2.16% |
$255K - $286K
|
114K
$13.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
2.41KNew |
$254K - $285K
|
2.41K
$285K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.41K+ 5.09% |
$254K - $285K
|
49.7K
$5.88M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.4K+ 17.98% |
$253K - $284K
|
15.8K
$1.87M
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
2.39K+ 1.36% |
$252K - $283K
|
178K
$21.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
2.39K+ 3.71% |
$252K - $282K
|
66.6K
$7.89M
|
|
|
Oct 17, 2024
Q3 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
2.37K+ 99.12% |
$251K - $281K
|
4.77K
$565K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
2.36KNew |
$249K - $279K
|
2.36K
$279K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.36K+ 17.22% |
$249K - $279K
|
16.1K
$1.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
2.35K+ 7.14% |
$248K - $278K
|
35.3K
$4.18M
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
2.33K+ 5.9% |
$246K - $275K
|
41.8K
$4.95M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.3K+ 25.89% |
$242K - $272K
|
11.2K
$1.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2.28K+ 66.19% |
$241K - $270K
|
5.73K
$679K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2.28K+ 6.39% |
$241K - $270K
|
38K
$4.49M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2.28K+ 8.01% |
$241K - $270K
|
30.7K
$3.64M
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
2.28K+ 0.69% |
$240K - $270K
|
335K
$39.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
2.27K+ 84.4% |
$240K - $269K
|
4.96K
$588K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.27K+ 3.81% |
$240K - $269K
|
61.9K
$7.33M
|
|
|
Oct 25, 2024
Q3 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
2.26KNew |
$238K - $267K
|
2.26K
$267K
|
|
|
Nov 07, 2024
Q3 2024
|
My Wealth Management Inc.
|
BUY
|
- |
2.25KNew |
$238K - $267K
|
2.25K
$267K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.25K+ 3.78% |
$237K - $266K
|
61.7K
$7.31M
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
2.23KNew |
$235K - $264K
|
2.23K
$264K
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2.23K+ 26.69% |
$235K - $264K
|
10.6K
$1.25M
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
2.21K+ 1.64% |
$233K - $262K
|
137K
$16.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
2.21K+ 51.21% |
$233K - $261K
|
6.51K
$772K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.17K+ 1.79% |
$229K - $257K
|
123K
$14.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
2.13KNew |
$225K - $253K
|
2.13K
$253K
|
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
2.13K+ 7.04% |
$225K - $252K
|
32.5K
$3.84M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
2.13K+ 0.36% |
$224K - $252K
|
597K
$70.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.12K+ 24.18% |
$224K - $251K
|
10.9K
$1.29M
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.1KNew |
$222K - $249K
|
2.1K
$249K
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
2.09K+ 4.71% |
$220K - $247K
|
46.4K
$5.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
2.08K+ 14.67% |
$219K - $246K
|
16.2K
$1.92M
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
2.07K+ 3.05% |
$218K - $245K
|
69.9K
$8.28M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.06K+ 5.97% |
$218K - $244K
|
36.6K
$4.34M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.06K+ 1.5% |
$217K - $244K
|
139K
$16.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.05K+ 13.31% |
$216K - $242K
|
17.4K
$2.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
2.05K+ 102.35% |
$216K - $242K
|
4.05K
$479K
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
2.04K+ 2.65% |
$215K - $241K
|
79.1K
$9.37M
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2.03K+ 24.69% |
$215K - $241K
|
10.3K
$1.22M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.03K+ 4.38% |
$214K - $240K
|
48.4K
$5.74M
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
2.03KNew |
$214K - $240K
|
2.03K
$240K
|
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
2.02K+ 1.56% |
$214K - $240K
|
132K
$15.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2.02K+ 69.3% |
$213K - $239K
|
4.94K
$585K
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
BUY
|
- |
2.02K+ 4.42% |
$213K - $239K
|
47.7K
$5.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
2.01KNew |
$212K - $238K
|
2.01K
$238K
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
2KNew |
$211K - $237K
|
2K
$237K
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
2KNew |
$211K - $237K
|
2K
$237K
|
|
|
Nov 07, 2024
Q3 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
2KNew |
$211K - $237K
|
2K
$237K
|
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
2KNew |
$211K - $236K
|
2K
$237K
|