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 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
2+ 0.04% |
$211 - $237
|
4.9K
$490K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
2+ 0.06% |
$211 - $237
|
3.31K
$332K
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
2+ 0.08% |
$211 - $237
|
2.61K
$262K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2+ 0.0% |
$211 - $237
|
50.7K
$5.07M
|
|
|
Feb 26, 2025
Q3 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
2+ 0.07% |
$211 - $237
|
3.05K
$305K
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
BUY
|
- |
1+ 0.43% |
$106 - $118
|
236
$23.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$106 - $118
|
4.18K
$418K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$106 - $118
|
3.6K
$360K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
1+ 0.01% |
$106 - $118
|
15.6K
$1.56M
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1+ 0.02% |
$106 - $118
|
6.44K
$645K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$106 - $118
|
19K
$1.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
BUY
|
- |
1+ 0.05% |
$106 - $118
|
2.03K
$203K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.01% |
$106 - $118
|
7.09K
$709K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1+ 0.04% |
$106 - $118
|
2.44K
$244K
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 1.18% |
$106 - $118
|
86
$8.61K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1+ 3.23% |
$106 - $118
|
32
$3.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
1+ 0.04% |
$106 - $118
|
2.6K
$260K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
1+ 0.03% |
$106 - $118
|
2.96K
$296K
|
|
|
Nov 06, 2024
Q3 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1+ 0.04% |
$106 - $118
|
2.43K
$243K
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
1+ 0.02% |
$106 - $118
|
5.48K
$549K
|
|
|
Nov 12, 2024
Q3 2024
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
1+ 0.0% |
$106 - $118
|
20.7K
$2.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1+ 0.02% |
$106 - $118
|
4.45K
$446K
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.01% |
$106 - $118
|
13.2K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1+ 0.01% |
$106 - $118
|
13.5K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 0.57% |
$106 - $118
|
176
$17.6K
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1+ 0.1% |
$106 - $118
|
1.05K
$105K
|
|
|
Dec 17, 2024
Q3 2024
|
Ims Capital Management
|
BUY
|
- |
1+ 0.02% |
$106 - $118
|
5.77K
$578K
|
|
|
Jan 15, 2025
Q3 2024
|
Pflug Koory, LLC
|
BUY
|
- |
1+ 0.32% |
$106 - $118
|
316
$31.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1- 0.04% |
$106 - $118
|
2.53K
$253K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1- 0.16% |
$106 - $118
|
640
$64.1K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-2- 0.01% |
$211 - $237
|
26K
$2.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-2- 0.05% |
$211 - $237
|
4.31K
$431K
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
SELL
|
- |
-2- 0.08% |
$211 - $237
|
2.36K
$236K
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2- 0.02% |
$211 - $237
|
8.42K
$843K
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-3- 0.1% |
$317 - $355
|
3.11K
$312K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-3- 0.03% |
$317 - $355
|
9.98K
$999K
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-4- 0.1% |
$422 - $473
|
3.93K
$393K
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-5- 0.17% |
$528 - $592
|
2.88K
$288K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6- 0.05% |
$633 - $710
|
11.8K
$1.18M
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-6- 0.3% |
$633 - $710
|
1.98K
$198K
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-6- 0.1% |
$633 - $710
|
6.18K
$619K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-6- 0.26% |
$633 - $710
|
2.32K
$233K
|
|
|
Nov 14, 2024
Q3 2024
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-6- 0.14% |
$633 - $710
|
4.3K
$430K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-7- 0.24% |
$739 - $828
|
2.92K
$293K
|
|
|
Oct 25, 2024
Q3 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-7- 0.08% |
$739 - $828
|
8.6K
$861K
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-8- 0.17% |
$844 - $947
|
4.75K
$475K
|
|
|
Oct 25, 2024
Q3 2024
|
Ade, LLC
|
SELL
|
- |
-8- 0.09% |
$844 - $947
|
9.09K
$910K
|
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-8- 0.38% |
$844 - $947
|
2.09K
$209K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-8- 0.36% |
$844 - $947
|
2.22K
$222K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-9- 0.39% |
$950 - $1.07K
|
2.3K
$231K
|