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 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
1.99KNew |
$210K - $236K
|
1.99K
$236K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.97K+ 12.56% |
$208K - $233K
|
17.7K
$2.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.97K+ 2.91% |
$208K - $233K
|
69.6K
$8.25M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
1.97KNew |
$208K - $233K
|
1.97K
$233K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.97KNew |
$208K - $233K
|
1.97K
$233K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.96KNew |
$207K - $232K
|
1.96K
$232K
|
|
|
Nov 14, 2024
Q3 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
1.93KNew |
$204K - $229K
|
1.93K
$229K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.93K+ 1.79% |
$204K - $229K
|
110K
$13M
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.93KNew |
$204K - $228K
|
1.93K
$228K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.92K+ 90.98% |
$202K - $227K
|
4.02K
$476K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.91K+ 2.11% |
$201K - $226K
|
92.5K
$11M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.9K+ 13.33% |
$200K - $224K
|
16.1K
$1.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.89K+ 3.02% |
$199K - $223K
|
64.3K
$7.62M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.88K+ 44.61% |
$198K - $222K
|
6.09K
$721K
|
|
|
Oct 28, 2024
Q3 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
1.88K+ 1.64% |
$198K - $222K
|
116K
$13.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.87K+ 32.03% |
$197K - $221K
|
7.69K
$911K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
1.86K+ 4.94% |
$197K - $220K
|
39.6K
$4.69M
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.86KNew |
$197K - $220K
|
1.86K
$221K
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
1.86K+ 4.15% |
$196K - $220K
|
46.6K
$5.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
1.86KNew |
$196K - $220K
|
1.86K
$220K
|
|
|
Nov 04, 2024
Q3 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.86K+ 9.39% |
$196K - $220K
|
21.6K
$2.56M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.85K+ 34.51% |
$195K - $219K
|
7.21K
$854K
|
|
|
Nov 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1.85K+ 1.48% |
$195K - $219K
|
127K
$15M
|
|
|
Oct 10, 2024
Q3 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
1.84KNew |
$194K - $218K
|
1.84K
$218K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.84KNew |
$194K - $218K
|
1.84K
$218K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
1.84K+ 4.25% |
$194K - $217K
|
45K
$5.33M
|
|
|
Oct 01, 2024
Q3 2024
|
Jacobs & CO
|
BUY
|
- |
1.84KNew |
$194K - $217K
|
1.84K
$217K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.84K+ 2.37% |
$194K - $217K
|
79.2K
$9.37M
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
1.83KNew |
$193K - $216K
|
1.83K
$217K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
1.83K+ 2.35% |
$193K - $216K
|
79.5K
$9.41M
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1.81KNew |
$191K - $215K
|
1.81K
$215K
|
|
|
Nov 08, 2024
Q3 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
1.81K+ 8.05% |
$191K - $214K
|
24.3K
$2.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
1.81KNew |
$191K - $214K
|
1.81K
$214K
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.8K+ 85.17% |
$190K - $213K
|
3.92K
$465K
|
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
BUY
|
- |
1.79K+ 13.25% |
$189K - $212K
|
15.3K
$1.82M
|
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
1.79KNew |
$189K - $212K
|
1.79K
$212K
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.79K+ 5.82% |
$188K - $211K
|
32.5K
$3.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
1.78KNew |
$188K - $211K
|
1.78K
$211K
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
1.78KNew |
$188K - $210K
|
1.78K
$211K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.78K+ 5.61% |
$188K - $210K
|
33.4K
$3.96M
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.77K+ 2.76% |
$187K - $210K
|
66K
$7.82M
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
1.77KNew |
$187K - $210K
|
1.77K
$210K
|
|
|
Oct 09, 2024
Q3 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
1.77K+ 1.14% |
$186K - $209K
|
156K
$18.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.76KNew |
$186K - $208K
|
1.76K
$209K
|
|
|
Nov 06, 2024
Q3 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
1.76KNew |
$186K - $208K
|
1.76K
$208K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.76KNew |
$185K - $208K
|
1.76K
$208K
|
|
|
Oct 09, 2024
Q3 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
1.75K+ 2.81% |
$185K - $207K
|
64K
$7.58M
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
1.75KNew |
$185K - $207K
|
1.75K
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1.75K+ 3.96% |
$185K - $207K
|
46K
$5.45M
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.75K+ 8.77% |
$184K - $207K
|
21.7K
$2.57M
|