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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
57+ 0.11% |
$6.02K - $6.75K
|
53.5K
$6.34M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
56+ 1.31% |
$5.91K - $6.63K
|
4.34K
$514K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
55+ 125.0% |
$5.8K - $6.51K
|
99
$11.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
55+ 0.75% |
$5.8K - $6.51K
|
7.43K
$880K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
53+ 2.62% |
$5.59K - $6.27K
|
2.08K
$246K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
52+ 0.83% |
$5.49K - $6.15K
|
6.31K
$747K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
50+ 27.78% |
$5.28K - $5.92K
|
230
$27.2K
|
|
|
Oct 24, 2024
Q3 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
50+ 2.56% |
$5.28K - $5.92K
|
2K
$237K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
50+ 0.14% |
$5.28K - $5.92K
|
34.8K
$4.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
49+ 1.05% |
$5.17K - $5.8K
|
4.73K
$560K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
48+ 1.46% |
$5.07K - $5.68K
|
3.34K
$395K
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
48+ 0.75% |
$5.07K - $5.68K
|
6.43K
$762K
|
|
|
Oct 08, 2024
Q3 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
47+ 0.78% |
$4.96K - $5.56K
|
6.05K
$716K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
46+ 1.98% |
$4.85K - $5.44K
|
2.37K
$281K
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
46+ 0.31% |
$4.85K - $5.44K
|
14.8K
$1.76M
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
44+ 7.96% |
$4.64K - $5.21K
|
597
$70.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
44+ 0.65% |
$4.64K - $5.21K
|
6.81K
$806K
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
44+ 1.39% |
$4.64K - $5.21K
|
3.21K
$380K
|
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
44+ 0.39% |
$4.64K - $5.21K
|
11.5K
$1.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
43+ 1.09% |
$4.54K - $5.09K
|
3.99K
$472K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
43+ 2.46% |
$4.54K - $5.09K
|
1.79K
$212K
|
|
|
Oct 28, 2024
Q3 2024
|
Forte Asset Management LLC
|
BUY
|
- |
43+ 0.41% |
$4.54K - $5.09K
|
10.5K
$1.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
43+ 0.52% |
$4.54K - $5.09K
|
8.36K
$990K
|
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
BUY
|
- |
42+ 0.27% |
$4.43K - $4.97K
|
15.5K
$1.84M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
42+ 0.15% |
$4.43K - $4.97K
|
27.3K
$3.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
42+ 1.02% |
$4.43K - $4.97K
|
4.15K
$491K
|
|
|
Oct 08, 2024
Q3 2024
|
Tl Private Wealth
|
BUY
|
- |
41+ 0.52% |
$4.33K - $4.85K
|
7.93K
$939K
|
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
40+ 0.67% |
$4.22K - $4.73K
|
5.99K
$710K
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
39+ 1.25% |
$4.12K - $4.62K
|
3.16K
$375K
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
38+ 0.35% |
$4.01K - $4.5K
|
10.8K
$1.28M
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
37+ 1.51% |
$3.9K - $4.38K
|
2.48K
$294K
|
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
37+ 0.13% |
$3.9K - $4.38K
|
29.6K
$3.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
37+ 1.19% |
$3.9K - $4.38K
|
3.14K
$371K
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
35+ 1.39% |
$3.69K - $4.14K
|
2.54K
$301K
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
35+ 1.53% |
$3.69K - $4.14K
|
2.32K
$275K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
29+ 1.43% |
$3.06K - $3.43K
|
2.06K
$243K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
29+ 0.15% |
$3.06K - $3.43K
|
19K
$2.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
29+ 0.03% |
$3.06K - $3.43K
|
92.6K
$11M
|
|
|
Oct 08, 2024
Q3 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
28+ 0.38% |
$2.95K - $3.31K
|
7.42K
$879K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
28+ 0.21% |
$2.95K - $3.31K
|
13.5K
$1.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
28+ 0.28% |
$2.95K - $3.31K
|
9.91K
$1.17M
|
|
|
Oct 29, 2024
Q3 2024
|
White Pine Investment CO
|
BUY
|
- |
27+ 0.04% |
$2.85K - $3.2K
|
69K
$8.18M
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
26+ 0.91% |
$2.74K - $3.08K
|
2.88K
$341K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
25+ 20.0% |
$2.64K - $2.96K
|
150
$17.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
BUY
|
- |
24+ 0.96% |
$2.53K - $2.84K
|
2.53K
$300K
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
24+ 0.13% |
$2.53K - $2.84K
|
19.1K
$2.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
23+ 1.14% |
$2.43K - $2.72K
|
2.04K
$242K
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
23+ 0.07% |
$2.43K - $2.72K
|
34.9K
$4.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
22New |
$2.32K - $2.6K
|
22
$2.61K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
22+ 0.31% |
$2.32K - $2.6K
|
7.09K
$840K
|