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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
BUY
|
- |
1.34K+ 0.44% |
$141K - $158K
|
306K
$36.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.33K+ 2.95% |
$141K - $158K
|
46.5K
$5.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
1.33K+ 2.81% |
$141K - $158K
|
48.8K
$5.78M
|
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
1.32K+ 0.87% |
$140K - $157K
|
153K
$18.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.32K+ 4.32% |
$139K - $156K
|
31.8K
$3.76M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.31K+ 35.03% |
$138K - $155K
|
5.05K
$598K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
1.31K+ 5.39% |
$138K - $155K
|
25.6K
$3.03M
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.31K+ 138.27% |
$138K - $155K
|
2.25K
$267K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.31K+ 4.17% |
$138K - $155K
|
32.6K
$3.86M
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.3K+ 1.46% |
$137K - $154K
|
90.2K
$10.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
1.3K+ 1.48% |
$137K - $154K
|
88.9K
$10.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
1.3K+ 0.88% |
$137K - $153K
|
148K
$17.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
1.29K+ 29.06% |
$136K - $153K
|
5.73K
$679K
|
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
BUY
|
- |
1.28K+ 5.83% |
$136K - $152K
|
23.3K
$2.76M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.28K+ 55.42% |
$135K - $152K
|
3.6K
$426K
|
|
|
Oct 07, 2024
Q3 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
1.28K+ 4.37% |
$135K - $151K
|
30.6K
$3.62M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.27K+ 8.23% |
$134K - $151K
|
16.7K
$1.98M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
1.27K+ 4.72% |
$134K - $150K
|
28.1K
$3.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.26K+ 1.95% |
$132K - $149K
|
65.6K
$7.77M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.25K+ 4.11% |
$132K - $148K
|
31.7K
$3.75M
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.24K+ 1.18% |
$131K - $146K
|
106K
$12.6M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.23K+ 7.06% |
$130K - $145K
|
18.6K
$2.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.22K+ 0.95% |
$128K - $144K
|
129K
$15.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
BUY
|
- |
1.21K+ 0.31% |
$128K - $143K
|
394K
$46.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.21K+ 16.06% |
$128K - $143K
|
8.74K
$1.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.2K+ 18.14% |
$127K - $142K
|
7.81K
$925K
|
|
|
Jan 14, 2025
Q3 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
1.2K+ 0.66% |
$126K - $142K
|
181K
$21.5M
|
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
1.19K+ 2.03% |
$126K - $141K
|
60K
$7.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.19K+ 30.84% |
$126K - $141K
|
5.05K
$598K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
1.19K+ 5.43% |
$125K - $140K
|
23K
$2.72M
|
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
BUY
|
- |
1.18K+ 2.4% |
$125K - $140K
|
50.5K
$5.98M
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.18K+ 2.98% |
$125K - $140K
|
40.9K
$4.84M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.18K+ 11.63% |
$124K - $140K
|
11.3K
$1.34M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.16K+ 1.08% |
$122K - $137K
|
108K
$12.8M
|
|
|
Oct 02, 2024
Q3 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
1.14K+ 2.14% |
$121K - $135K
|
54.4K
$6.45M
|
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
1.14K+ 1.04% |
$120K - $135K
|
110K
$13.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.13K+ 56.53% |
$119K - $134K
|
3.13K
$370K
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.12K+ 1.41% |
$118K - $133K
|
80.5K
$9.53M
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.12K+ 5.5% |
$118K - $133K
|
21.5K
$2.54M
|
|
|
Oct 31, 2024
Q3 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
1.11K+ 3.81% |
$117K - $132K
|
30.4K
$3.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.11K+ 3.42% |
$117K - $132K
|
33.6K
$3.98M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.09KNew |
$115K - $129K
|
1.09K
$130K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
1.09K+ 6.58% |
$115K - $129K
|
17.6K
$2.09M
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
1.06K+ 7.89% |
$112K - $126K
|
14.5K
$1.72M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.06K+ 3.08% |
$111K - $125K
|
35.3K
$4.18M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
1.05K+ 19.26% |
$111K - $124K
|
6.51K
$771K
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
1.05K+ 33.73% |
$111K - $124K
|
4.16K
$493K
|
|
|
Nov 04, 2024
Q3 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
1.04K+ 0.19% |
$110K - $123K
|
542K
$64.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.03K+ 5.23% |
$109K - $122K
|
20.8K
$2.46M
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.02K+ 15.59% |
$108K - $121K
|
7.58K
$898K
|