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 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
22+ 0.38% |
$2.32K - $2.6K
|
5.75K
$681K
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
21+ 0.24% |
$2.22K - $2.49K
|
8.82K
$1.04M
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
20New |
$2.11K - $2.37K
|
20
$2.37K
|
|
|
Nov 04, 2024
Q3 2024
|
Intrinsic Value Partners, LLC
|
BUY
|
- |
20+ 0.21% |
$2.11K - $2.37K
|
9.51K
$1.13M
|
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
19+ 0.93% |
$2.01K - $2.25K
|
2.07K
$245K
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
19New |
$2.01K - $2.25K
|
19
$2.25K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
19+ 1.18% |
$2.01K - $2.25K
|
1.63K
$193K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
19+ 0.25% |
$2.01K - $2.25K
|
7.58K
$898K
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
19+ 1.01% |
$2.01K - $2.25K
|
1.9K
$225K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
18+ 1.05% |
$1.9K - $2.13K
|
1.73K
$205K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
17+ 0.23% |
$1.79K - $2.01K
|
7.32K
$867K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
17+ 0.8% |
$1.79K - $2.01K
|
2.15K
$255K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
17+ 0.88% |
$1.79K - $2.01K
|
1.95K
$230K
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
16+ 0.8% |
$1.69K - $1.89K
|
2.03K
$240K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
16+ 0.21% |
$1.69K - $1.89K
|
7.62K
$902K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
16+ 0.16% |
$1.69K - $1.89K
|
9.78K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
16New |
$1.69K - $1.89K
|
16
$1.9K
|
|
|
Oct 15, 2024
Q3 2024
|
F&V Capital Management, LLC
|
BUY
|
- |
15+ 0.71% |
$1.58K - $1.78K
|
2.13K
$252K
|
|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
15+ 0.35% |
$1.58K - $1.78K
|
4.28K
$506K
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
15+ 0.42% |
$1.58K - $1.78K
|
3.58K
$424K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
14+ 0.14% |
$1.48K - $1.66K
|
9.76K
$1.16M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
13+ 0.37% |
$1.37K - $1.54K
|
3.49K
$413K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
13+ 0.15% |
$1.37K - $1.54K
|
8.73K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
13+ 0.44% |
$1.37K - $1.54K
|
2.94K
$348K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
13+ 0.14% |
$1.37K - $1.54K
|
9.62K
$1.14M
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
12+ 0.27% |
$1.27K - $1.42K
|
4.46K
$528K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
12+ 3.26% |
$1.27K - $1.42K
|
380
$45K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
12+ 0.4% |
$1.27K - $1.42K
|
3K
$355K
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
12+ 0.19% |
$1.27K - $1.42K
|
6.36K
$753K
|
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
12+ 0.0% |
$1.27K - $1.42K
|
2.12M
$251M
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
BUY
|
- |
11+ 0.33% |
$1.16K - $1.3K
|
3.3K
$390K
|
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
BUY
|
- |
11+ 0.25% |
$1.16K - $1.3K
|
4.48K
$531K
|
|
|
Nov 12, 2024
Q3 2024
|
Garner Asset Management Corp
|
BUY
|
- |
11+ 0.26% |
$1.16K - $1.3K
|
4.29K
$508K
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
11+ 0.44% |
$1.16K - $1.3K
|
2.51K
$298K
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
10+ 0.18% |
$1.06K - $1.18K
|
5.68K
$673K
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
10+ 0.23% |
$1.06K - $1.18K
|
4.31K
$511K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
10+ 1.77% |
$1.06K - $1.18K
|
575
$68.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
10+ 0.43% |
$1.06K - $1.18K
|
2.36K
$280K
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
10+ 0.36% |
$1.06K - $1.18K
|
2.81K
$333K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
9+ 450.0% |
$950 - $1.07K
|
11
$1.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
9+ 0.27% |
$950 - $1.07K
|
3.29K
$389K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
BUY
|
- |
9+ 0.28% |
$950 - $1.07K
|
3.18K
$376K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
9+ 0.15% |
$950 - $1.07K
|
6.09K
$721K
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
9+ 0.15% |
$950 - $1.07K
|
6.08K
$720K
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
9+ 0.35% |
$950 - $1.07K
|
2.6K
$308K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
9+ 0.19% |
$950 - $1.07K
|
4.69K
$556K
|
|
|
Nov 13, 2024
Q3 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
9+ 0.23% |
$950 - $1.07K
|
3.89K
$460K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
9+ 0.23% |
$950 - $1.07K
|
3.88K
$460K
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
8+ 0.25% |
$844 - $947
|
3.23K
$383K
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
8+ 0.26% |
$844 - $947
|
3.12K
$370K
|