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 04, 2024 Q3 2024
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
781
+ 1.53%
$82.4K - $92.4K
51.8K $5.19M
Nov 14, 2024 Q3 2024
Carl P. Sherr & Co., LLC

BUY
 -
776
+ 2.24%
$81.9K - $91.8K
35.5K $3.55M
Apr 01, 2025 Q3 2024
Family Wealth Group, LLC

Lexington, KY
BUY
 -
773
+ 13.16%
$81.6K - $91.5K
6.65K $666K
Nov 12, 2024 Q3 2024
Headlands Technologies LLC

Chicago, IL
BUY
 -
771
+ 49.71%
$81.4K - $91.2K
2.32K $233K
Oct 17, 2024 Q3 2024
Midwest Financial Group LLC

Overland Park, KS
BUY
 -
769
+ 2.53%
$81.2K - $91K
31.2K $3.12M
Oct 16, 2024 Q3 2024
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
764
+ 0.44%
$80.6K - $90.4K
176K $17.6M
Oct 07, 2024 Q3 2024
Greenfield Savings Bank

BUY
 -
759
+ 1.92%
$80.1K - $89.8K
40.2K $4.03M
Oct 04, 2024 Q3 2024
Thrive Wealth Management, LLC

BUY
 -
754
+ 5.57%
$79.6K - $89.2K
14.3K $1.43M
Oct 23, 2024 Q3 2024
Tenon Financial LLC

Metuchen, NJ
BUY
 -
754
+ 37.57%
$79.6K - $89.2K
2.76K $276K
Nov 05, 2024 Q3 2024
First Heartland Consultants, Inc.

BUY
 -
750
+ 6.1%
$79.1K - $88.8K
13.1K $1.31M
Nov 05, 2024 Q3 2024
Parthenon LLC

BUY
 -
744
+ 1.48%
$78.5K - $88K
51.1K $5.12M
Nov 12, 2024 Q3 2024
Cfo4 Life Group, LLC

BUY
 -
744
+ 0.78%
$78.5K - $88K
95.5K $9.57M
Oct 30, 2024 Q3 2024
Greenwood Capital Associates LLC

Greenwood, SC
BUY
 -
738
+ 2.02%
$77.9K - $87.3K
37.3K $3.73M
Nov 05, 2024 Q3 2024
Montag A & Associates Inc

Atlanta, GA
BUY
 -
735
+ 1.18%
$77.6K - $87K
63.2K $6.32M
Oct 31, 2024 Q3 2024
Dudley Capital Management, LLC

Middleburg, VA
BUY
 -
727
+ 4.43%
$76.7K - $86K
17.2K $1.72M
Nov 12, 2024 Q3 2024
Peninsula Asset Management Inc

Bradenton, FL
BUY
 -
725
+ 0.67%
$76.5K - $85.8K
109K $10.9M
Oct 31, 2024 Q3 2024
Walkner Condon Financial Advisors LLC

BUY
 -
717
+ 6.84%
$75.7K - $84.8K
11.2K $1.12M
Nov 12, 2024 Q3 2024
Canopy Partners, LLC

Terrace Park, OH
BUY
 -
710
+ 2.05%
$74.9K - $84K
35.4K $3.55M
Nov 14, 2024 Q3 2024
Swan Capital LLC

Pensacola, FL
BUY
 -
710
New
$74.9K - $84K
710 $71.1K
Oct 10, 2024 Q3 2024
Exchange Traded Concepts, LLC

BUY
 -
708
New
$74.7K - $83.8K
708 $70.9K
Oct 28, 2024 Q3 2024
Forza Wealth Management, LLC

Sarasota, FL
BUY
 -
697
+ 5.08%
$73.6K - $82.5K
14.4K $1.44M
Nov 04, 2024 Q3 2024
Facet Wealth, Inc.

BUY
 -
688
+ 16.38%
$72.6K - $81.4K
4.89K $489K
Oct 08, 2024 Q3 2024
Cape Ann Savings Bank

Gloucester, MA
BUY
 -
685
+ 1.6%
$72.3K - $81.1K
43.5K $4.36M
Oct 16, 2024 Q3 2024
G&S Capital LLC

BUY
 -
684
+ 2.35%
$72.2K - $80.9K
29.8K $2.99M
Nov 13, 2024 Q3 2024
Fuller & Thaler Asset Management, Inc.

San Mateo, CA
BUY
 -
677
+ 5641.67%
$71.4K - $80.1K
689 $69K
Nov 12, 2024 Q3 2024
Boston Research & Management Inc

Manchester, MA
BUY
 -
670
+ 0.91%
$70.7K - $79.3K
74.7K $7.48M
Oct 09, 2024 Q3 2024
Jgp Wealth Management, LLC

BUY
 -
668
+ 22.59%
$70.5K - $79.1K
3.63K $363K
Oct 28, 2024 Q3 2024
Petra Financial Advisors Inc

Colorado Srpings, CO
BUY
 -
667
+ 23.59%
$70.4K - $78.9K
3.5K $350K
Oct 29, 2024 Q3 2024
Sage Mountain Advisors LLC

BUY
 -
662
+ 2.28%
$69.9K - $78.3K
29.7K $2.97M
Nov 14, 2024 Q3 2024
Fwl Investment Management, LLC

BUY
 -
662
+ 120.36%
$69.9K - $78.3K
1.21K $121K
Oct 07, 2024 Q3 2024
Cora Capital Advisors LLC

Marlton, NJ
BUY
 -
660
+ 3.52%
$69.6K - $78.1K
19.4K $1.95M
Nov 01, 2024 Q3 2024
United Bank

BUY
 -
659
+ 2.34%
$69.5K - $78K
28.9K $2.89M
Nov 07, 2024 Q3 2024
Parkside Financial Bank & Trust

BUY
 -
651
+ 8.59%
$68.7K - $77K
8.23K $824K
Nov 04, 2024 Q3 2024
Tru Independence Asset Management 2, LLC

BUY
 -
649
+ 21.36%
$68.5K - $76.8K
3.69K $369K
Nov 05, 2024 Q3 2024
Stelac Advisory Services LLC

New York, NY
BUY
 -
649
+ 15.88%
$68.5K - $76.8K
4.74K $474K
Oct 08, 2024 Q3 2024
Planned Solutions, Inc.

BUY
 -
647
New
$68.3K - $76.6K
647 $64.8K
Nov 01, 2024 Q3 2024
Esl Trust Services, LLC

BUY
 -
645
+ 0.32%
$68.1K - $76.3K
201K $20.1M
Oct 17, 2024 Q3 2024
Newton One Investments LLC

BUY
 -
641
+ 1.96%
$67.6K - $75.9K
33.4K $3.35M
Oct 24, 2024 Q3 2024
Madison Wealth Partners, Inc

BUY
 -
635
+ 1.23%
$67K - $75.1K
52.2K $5.23M
Oct 15, 2024 Q3 2024
Investment Advisory Services Inc

The Woodlands, TX
BUY
 -
634
+ 3.43%
$66.9K - $75K
19.1K $1.92M
Oct 15, 2024 Q3 2024
Aspect Partners, LLC

Fairfax, VA
BUY
 -
625
+ 1.44%
$66K - $74K
44K $4.41M
Apr 10, 2025 Q3 2024
St. Clair Advisors, LLC

Mayfield Hts, OH
BUY
 -
620
+ 4.3%
$65.4K - $73.4K
15K $1.51M
Nov 12, 2024 Q3 2024
Rhumbline Advisers

Boston, MA
BUY
 -
612
+ 3.71%
$64.6K - $72.4K
17.1K $1.71M
Oct 16, 2024 Q3 2024
Capital Planning LLC

BUY
 -
590
+ 2.27%
$62.3K - $69.8K
26.6K $2.66M
Oct 29, 2024 Q3 2024
Lansing Street Advisors

BUY
 -
590
+ 5.24%
$62.3K - $69.8K
11.9K $1.19M
Nov 14, 2024 Q3 2024
Roundview Capital LLC

Princeton, NJ
BUY
 -
588
+ 14.55%
$62.1K - $69.6K
4.63K $463K
Oct 16, 2024 Q3 2024
Zwj Investment Counsel Inc

BUY
 -
586
+ 5.78%
$61.8K - $69.3K
10.7K $1.07M
Nov 15, 2024 Q3 2024
Continuum Advisory, LLC

Eagle, ID
BUY
 -
575
+ 1.88%
$60.7K - $68K
31.1K $3.11M
Oct 17, 2024 Q3 2024
Norden Group LLC

Provo, UT
BUY
 -
565
+ 23.26%
$59.6K - $66.9K
2.99K $300K

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