Purchases and Sales Made in Q3 2024 in Ishares Core S&P Sm Cap ETF (IJR)

IJR Quotes by TradingView

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 21, 2024 Q3 2024
Telos Capital Management, Inc.

BUY
 -
744
+ 1.54%
$78.5K - $88K
49K $5.8M
Nov 05, 2024 Q3 2024
Parthenon LLC

BUY
 -
744
+ 1.48%
$78.5K - $88K
51.1K $6.05M
Nov 12, 2024 Q3 2024
Cfo4 Life Group, LLC

BUY
 -
744
+ 0.78%
$78.5K - $88K
95.5K $11.3M
Oct 30, 2024 Q3 2024
Greenwood Capital Associates LLC

Greenwood, SC
BUY
 -
738
+ 2.02%
$77.9K - $87.3K
37.3K $4.42M
Nov 05, 2024 Q3 2024
Montag A & Associates Inc

Atlanta, GA
BUY
 -
735
+ 1.18%
$77.6K - $87K
63.2K $7.48M
Oct 31, 2024 Q3 2024
Dudley Capital Management, LLC

Middleburg, VA
BUY
 -
727
+ 4.43%
$76.7K - $86K
17.2K $2.03M
Nov 12, 2024 Q3 2024
Peninsula Asset Management Inc

Bradenton, FL
BUY
 -
725
+ 0.67%
$76.5K - $85.8K
109K $12.9M
Oct 31, 2024 Q3 2024
Walkner Condon Financial Advisors LLC

BUY
 -
717
+ 6.84%
$75.7K - $84.8K
11.2K $1.33M
Nov 12, 2024 Q3 2024
Canopy Partners, LLC

Terrace Park, OH
BUY
 -
710
+ 2.05%
$74.9K - $84K
35.4K $4.19M
Nov 14, 2024 Q3 2024
Swan Capital LLC

Pensacola, FL
BUY
 -
710
New
$74.9K - $84K
710 $84.1K
Oct 28, 2024 Q3 2024
Forza Wealth Management, LLC

Sarasota, FL
BUY
 -
697
+ 5.08%
$73.6K - $82.5K
14.4K $1.71M
Nov 04, 2024 Q3 2024
Facet Wealth, Inc.

BUY
 -
688
+ 16.38%
$72.6K - $81.4K
4.89K $579K
Oct 08, 2024 Q3 2024
Cape Ann Savings Bank

Gloucester, MA
BUY
 -
685
+ 1.6%
$72.3K - $81.1K
43.5K $5.15M
Oct 16, 2024 Q3 2024
G&S Capital LLC

BUY
 -
684
+ 2.35%
$72.2K - $80.9K
29.8K $3.53M
Nov 13, 2024 Q3 2024
Fuller & Thaler Asset Management, Inc.

San Mateo, CA
BUY
 -
677
+ 5641.67%
$71.4K - $80.1K
689 $81.6K
Nov 12, 2024 Q3 2024
Boston Research & Management Inc

Manchester, MA
BUY
 -
670
+ 0.91%
$70.7K - $79.3K
74.7K $8.84M
Oct 09, 2024 Q3 2024
Jgp Wealth Management, LLC

BUY
 -
668
+ 22.59%
$70.5K - $79.1K
3.63K $429K
Oct 28, 2024 Q3 2024
Petra Financial Advisors Inc

Colorado Srpings, CO
BUY
 -
667
+ 23.59%
$70.4K - $78.9K
3.5K $414K
Oct 29, 2024 Q3 2024
Sage Mountain Advisors LLC

BUY
 -
662
+ 2.28%
$69.9K - $78.3K
29.7K $3.52M
Nov 14, 2024 Q3 2024
Fwl Investment Management, LLC

BUY
 -
662
+ 120.36%
$69.9K - $78.3K
1.21K $144K
Oct 07, 2024 Q3 2024
Cora Capital Advisors LLC

Marlton, NJ
BUY
 -
660
+ 3.52%
$69.6K - $78.1K
19.4K $2.3M
Nov 01, 2024 Q3 2024
United Bank

BUY
 -
659
+ 2.34%
$69.5K - $78K
28.9K $3.42M
Nov 07, 2024 Q3 2024
Parkside Financial Bank & Trust

BUY
 -
651
+ 8.59%
$68.7K - $77K
8.23K $975K
Nov 04, 2024 Q3 2024
Tru Independence Asset Management 2, LLC

BUY
 -
649
+ 21.36%
$68.5K - $76.8K
3.69K $437K
Nov 05, 2024 Q3 2024
Stelac Advisory Services LLC

New York, NY
BUY
 -
649
+ 15.88%
$68.5K - $76.8K
4.74K $561K
Oct 08, 2024 Q3 2024
Planned Solutions, Inc.

BUY
 -
647
New
$68.3K - $76.6K
647 $76.6K
Nov 01, 2024 Q3 2024
Esl Trust Services, LLC

BUY
 -
645
+ 0.32%
$68.1K - $76.3K
201K $23.8M
Oct 17, 2024 Q3 2024
Newton One Investments LLC

BUY
 -
641
+ 1.96%
$67.6K - $75.9K
33.4K $3.96M
Oct 24, 2024 Q3 2024
Madison Wealth Partners, Inc

BUY
 -
635
+ 1.23%
$67K - $75.1K
52.2K $6.19M
Oct 15, 2024 Q3 2024
Investment Advisory Services Inc

The Woodlands, TX
BUY
 -
634
+ 3.43%
$66.9K - $75K
19.1K $2.27M
Oct 15, 2024 Q3 2024
Aspect Partners, LLC

Fairfax, VA
BUY
 -
625
+ 1.44%
$66K - $74K
44K $5.21M
Nov 12, 2024 Q3 2024
Rhumbline Advisers

Boston, MA
BUY
 -
612
+ 3.71%
$64.6K - $72.4K
17.1K $2.02M
Oct 16, 2024 Q3 2024
Capital Planning LLC

BUY
 -
590
+ 2.27%
$62.3K - $69.8K
26.6K $3.15M
Oct 29, 2024 Q3 2024
Lansing Street Advisors

BUY
 -
590
+ 5.24%
$62.3K - $69.8K
11.9K $1.4M
Nov 14, 2024 Q3 2024
Roundview Capital LLC

Princeton, NJ
BUY
 -
588
+ 14.55%
$62.1K - $69.6K
4.63K $548K
Oct 16, 2024 Q3 2024
Zwj Investment Counsel Inc

BUY
 -
586
+ 5.78%
$61.8K - $69.3K
10.7K $1.27M
Nov 15, 2024 Q3 2024
Continuum Advisory, LLC

Eagle, ID
BUY
 -
575
+ 1.88%
$60.7K - $68K
31.1K $3.68M
Oct 17, 2024 Q3 2024
Norden Group LLC

Provo, UT
BUY
 -
565
+ 23.26%
$59.6K - $66.9K
2.99K $355K
Oct 09, 2024 Q3 2024
Moisand Fitzgerald Tamayo, LLC

BUY
 -
562
+ 6.72%
$59.3K - $66.5K
8.93K $1.06M
Oct 09, 2024 Q3 2024
Towerpoint Wealth, LLC

Sacramento, CA
BUY
 -
560
+ 29.71%
$59.1K - $66.3K
2.45K $290K
Nov 12, 2024 Q3 2024
Mosley Wealth Management

Anaheim, CA
BUY
 -
557
+ 11.21%
$58.8K - $65.9K
5.53K $655K
Nov 18, 2024 Q3 2024
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
550
+ 1.07%
$58K - $65.1K
51.7K $6.13M
Nov 13, 2024 Q3 2024
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
536
+ 0.26%
$56.6K - $63.4K
203K $24.1M
Nov 13, 2024 Q3 2024
Rollins Financial Advisors, LLC

Atlanta, GA
BUY
 -
532
+ 25.0%
$56.1K - $63K
2.66K $315K
Jan 08, 2025 Q3 2024
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
532
+ 0.22%
$56.1K - $63K
238K $28.2M
Oct 22, 2024 Q3 2024
American Institute For Advanced Investment Management, LLP

BUY
 -
529
+ 9.8%
$55.8K - $62.6K
5.93K $702K
Nov 13, 2024 Q3 2024
Dana Investment Advisors, Inc.

Brookfield, WI
BUY
 -
524
+ 2.51%
$55.3K - $62K
21.4K $2.53M
Oct 22, 2024 Q3 2024
Index Fund Advisors, Inc.

BUY
 -
516
+ 4.6%
$54.5K - $61.1K
11.7K $1.39M
Oct 17, 2024 Q3 2024
Sar Wealth Management Group, LLC

Atlanta, GA
BUY
 -
515
+ 0.81%
$54.3K - $60.9K
64.3K $7.62M

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