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 07, 2024
Q3 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
109KNew |
$11.5M - $12.9M
|
109K
$12.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
109K+ 4966.54% |
$11.5M - $12.9M
|
111K
$13.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
106K+ 39.38% |
$11.2M - $12.6M
|
376K
$44.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
105K+ 5.26% |
$11M - $12.4M
|
2.09M
$248M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
104K+ 46.33% |
$11M - $12.3M
|
329K
$39M
|
|
|
Oct 24, 2024
Q3 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
103KNew |
$10.9M - $12.2M
|
103K
$12.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
102K+ 7.54% |
$10.8M - $12.1M
|
1.46M
$173M
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
101K+ 64.08% |
$10.7M - $12M
|
259K
$30.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
101K+ 6.08% |
$10.7M - $12M
|
1.76M
$209M
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
100K+ 2082.67% |
$10.6M - $11.9M
|
105K
$12.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
90.8K+ 4.62% |
$9.59M - $10.8M
|
2.06M
$243M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
90.4KNew |
$9.54M - $10.7M
|
90.4K
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
85.7K+ 26.07% |
$9.04M - $10.1M
|
414K
$49.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
85.5KNew |
$9.02M - $10.1M
|
85.5K
$10.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
85.5KNew |
$9.02M - $10.1M
|
85.5K
$10.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
84.5K+ 5.5% |
$8.91M - $9.99M
|
1.62M
$192M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
83.5K+ 76.27% |
$8.81M - $9.88M
|
193K
$22.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
82.4K+ 65.11% |
$8.69M - $9.75M
|
209K
$24.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
82K+ 6.33% |
$8.66M - $9.71M
|
1.38M
$163M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
81.4K+ 12734.9% |
$8.59M - $9.63M
|
82K
$9.71M
|
|
|
Jan 28, 2025
Q3 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
76.9K+ 64597.48% |
$8.11M - $9.1M
|
77K
$9.12M
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
76.8K+ 32.01% |
$8.1M - $9.09M
|
317K
$37.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
75.2K+ 275.92% |
$7.94M - $8.9M
|
102K
$12.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
72.2KNew |
$7.61M - $8.54M
|
72.2K
$8.55M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
69.9K+ 114.68% |
$7.38M - $8.27M
|
131K
$15.5M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
69.8K+ 0.8% |
$7.36M - $8.26M
|
8.75M
$1.04B
|
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
67.3KNew |
$7.1M - $7.96M
|
67.3K
$7.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
67.2K+ 127.2% |
$7.1M - $7.96M
|
120K
$14.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
65.7K+ 4.49% |
$6.93M - $7.77M
|
1.53M
$181M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
64.2K+ 14.1% |
$6.77M - $7.59M
|
519K
$61.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
64K+ 25.2% |
$6.76M - $7.58M
|
318K
$37.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
61.6KNew |
$6.5M - $7.29M
|
61.6K
$7.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
60.8K+ 65.57% |
$6.42M - $7.2M
|
154K
$18.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
60.7K+ 75.42% |
$6.41M - $7.18M
|
141K
$16.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
59.5K+ 357.93% |
$6.28M - $7.04M
|
76.1K
$9.01M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
59.1K+ 4.46% |
$6.23M - $6.99M
|
1.38M
$164M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
57.1K+ 7.04% |
$6.02M - $6.75M
|
868K
$103M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
56.3K+ 10.68% |
$5.95M - $6.67M
|
584K
$69.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
56.3K+ 18.82% |
$5.94M - $6.67M
|
356K
$42.1M
|
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
55.1K+ 2244.97% |
$5.81M - $6.52M
|
57.5K
$6.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
54.7K+ 26.62% |
$5.78M - $6.48M
|
260K
$30.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
54.4K+ 12.17% |
$5.74M - $6.43M
|
501K
$59.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
54K+ 10.39% |
$5.7M - $6.4M
|
574K
$68M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
53.8K+ 122.88% |
$5.68M - $6.37M
|
97.6K
$11.6M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
51.7K+ 51.01% |
$5.45M - $6.12M
|
153K
$18.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
51.2K+ 1746.59% |
$5.41M - $6.06M
|
54.2K
$6.42M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
50.8K+ 20.71% |
$5.36M - $6.01M
|
296K
$35M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
50.2K+ 16.11% |
$5.29M - $5.94M
|
361K
$42.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
49KNew |
$5.17M - $5.79M
|
49K
$5.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
48.3K+ 1.27% |
$5.1M - $5.72M
|
3.86M
$457M
|