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
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
286+ 1.72% |
$30.2K - $33.8K
|
16.9K
$1.87M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
282+ 3.72% |
$29.8K - $33.4K
|
7.87K
$873K
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
280+ 0.58% |
$29.5K - $33.1K
|
48.4K
$5.37M
|
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
278+ 5.88% |
$29.3K - $32.9K
|
5.01K
$555K
|
|
|
Jun 23, 2025
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
275+ 12.72% |
$29K - $32.5K
|
2.44K
$270K
|
|
|
Oct 22, 2024
Q3 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
272+ 1.47% |
$28.7K - $32.2K
|
18.8K
$2.09M
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
266+ 6.09% |
$28.1K - $31.5K
|
4.64K
$514K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
263+ 6.78% |
$27.8K - $31.1K
|
4.14K
$460K
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
262+ 1.79% |
$27.6K - $31K
|
14.9K
$1.65M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
259+ 1.2% |
$27.3K - $30.7K
|
21.9K
$2.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
256+ 0.17% |
$27K - $30.3K
|
150K
$16.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
254+ 40.0% |
$26.8K - $30.1K
|
889
$98.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
253+ 4.52% |
$26.7K - $29.9K
|
5.85K
$649K
|
|
|
Oct 21, 2024
Q3 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
250+ 11.39% |
$26.4K - $29.6K
|
2.45K
$271K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
250+ 2.5% |
$26.4K - $29.6K
|
10.2K
$1.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
249+ 0.86% |
$26.3K - $29.5K
|
29.2K
$3.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Concentrum Wealth Management
|
BUY
|
- |
247+ 5.74% |
$26.1K - $29.2K
|
4.55K
$505K
|
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
245+ 0.23% |
$25.9K - $29K
|
105K
$11.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
243+ 3.4% |
$25.6K - $28.8K
|
7.4K
$821K
|
|
|
Oct 15, 2024
Q3 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
242+ 0.82% |
$25.5K - $28.6K
|
29.7K
$3.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
241+ 1.44% |
$25.4K - $28.5K
|
17K
$1.89M
|
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
BUY
|
- |
240+ 12.0% |
$25.3K - $28.4K
|
2.24K
$249K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
240+ 4.85% |
$25.3K - $28.4K
|
5.19K
$575K
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
240+ 0.29% |
$25.3K - $28.4K
|
82.5K
$9.16M
|
|
|
Nov 07, 2024
Q3 2024
|
Bowman & CO S.C.
|
BUY
|
- |
238+ 5.32% |
$25.1K - $28.2K
|
4.71K
$523K
|
|
|
Nov 13, 2024
Q3 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
235+ 0.98% |
$24.8K - $27.8K
|
24.2K
$2.69M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
234+ 2.37% |
$24.7K - $27.7K
|
10.1K
$1.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
233+ 1.9% |
$24.6K - $27.6K
|
12.5K
$1.39M
|
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
232+ 5.71% |
$24.5K - $27.5K
|
4.29K
$476K
|
|
|
Nov 12, 2024
Q3 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
232+ 3.42% |
$24.5K - $27.5K
|
7.02K
$778K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
228+ 6.37% |
$24.1K - $27K
|
3.81K
$423K
|
|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
228+ 5.8% |
$24.1K - $27K
|
4.16K
$461K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
221+ 4.04% |
$23.3K - $26.2K
|
5.69K
$632K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
217+ 0.12% |
$22.9K - $25.7K
|
176K
$19.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
216+ 1.06% |
$22.8K - $25.6K
|
20.6K
$2.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
213+ 0.26% |
$22.5K - $25.2K
|
80.9K
$8.98M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
212+ 1.81% |
$22.4K - $25.1K
|
11.9K
$1.32M
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
BUY
|
- |
210+ 0.18% |
$22.2K - $24.9K
|
114K
$12.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
209+ 1.74% |
$22.1K - $24.7K
|
12.2K
$1.36M
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
202+ 0.78% |
$21.3K - $23.9K
|
26.3K
$2.91M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
202+ 2.7% |
$21.3K - $23.9K
|
7.69K
$853K
|
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
198+ 3.21% |
$20.9K - $23.4K
|
6.37K
$707K
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
198+ 21.71% |
$20.9K - $23.4K
|
1.11K
$123K
|
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
197+ 4.86% |
$20.8K - $23.3K
|
4.25K
$472K
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
197+ 0.63% |
$20.8K - $23.3K
|
31.6K
$3.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Ozk
|
BUY
|
- |
197+ 2.06% |
$20.8K - $23.3K
|
9.77K
$1.08M
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
195+ 1.45% |
$20.6K - $23.1K
|
13.6K
$1.51M
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
194+ 1.18% |
$20.5K - $23K
|
16.7K
$1.85M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
194+ 7.78% |
$20.5K - $23K
|
2.69K
$298K
|
|
|
Nov 06, 2024
Q3 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
191+ 2.0% |
$20.2K - $22.6K
|
9.74K
$1.08M
|