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 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-21- 0.09% |
$2.22K - $2.49K
|
24.1K
$2.85M
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-21- 0.33% |
$2.22K - $2.49K
|
6.38K
$756K
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-22- 0.34% |
$2.32K - $2.6K
|
6.44K
$763K
|
|
|
Nov 13, 2024
Q3 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-22- 0.12% |
$2.32K - $2.6K
|
18.3K
$2.16M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-23- 0.34% |
$2.43K - $2.72K
|
6.73K
$797K
|
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-23- 0.59% |
$2.43K - $2.72K
|
3.88K
$460K
|
|
|
Nov 14, 2024
Q3 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-23- 23.47% |
$2.43K - $2.72K
|
75
$8.88K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-24- 1.41% |
$2.53K - $2.84K
|
1.68K
$199K
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-24- 0.14% |
$2.53K - $2.84K
|
17.4K
$2.06M
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-25- 1.06% |
$2.64K - $2.96K
|
2.33K
$276K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-25- 0.16% |
$2.64K - $2.96K
|
16K
$1.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-27- 0.16% |
$2.85K - $3.2K
|
16.6K
$1.96M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-29- 1.36% |
$3.06K - $3.43K
|
2.1K
$249K
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-29- 0.41% |
$3.06K - $3.43K
|
7.13K
$844K
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-30- 0.96% |
$3.17K - $3.55K
|
3.08K
$365K
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-30- 0.59% |
$3.17K - $3.55K
|
5.1K
$603K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-32- 0.82% |
$3.38K - $3.79K
|
3.86K
$457K
|
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-33- 0.55% |
$3.48K - $3.91K
|
5.95K
$705K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-33- 8.09% |
$3.48K - $3.91K
|
375
$44.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-33- 0.06% |
$3.48K - $3.91K
|
57K
$6.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-33- 1.71% |
$3.48K - $3.91K
|
1.9K
$225K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-35- 0.96% |
$3.69K - $4.14K
|
3.63K
$430K
|
|
|
Oct 31, 2024
Q3 2024
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-35- 0.56% |
$3.69K - $4.14K
|
6.21K
$736K
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-35- 0.47% |
$3.69K - $4.14K
|
7.46K
$884K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-35- 0.09% |
$3.69K - $4.14K
|
40.6K
$4.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-36- 3.07% |
$3.8K - $4.26K
|
1.14K
$134K
|
|
|
Oct 18, 2024
Q3 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-36- 0.28% |
$3.8K - $4.26K
|
12.9K
$1.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-36- 0.05% |
$3.8K - $4.26K
|
71.9K
$8.52M
|
|
|
Oct 18, 2024
Q3 2024
|
First Bancorp, Inc
|
SELL
|
- |
-37- 0.48% |
$3.9K - $4.38K
|
7.61K
$902K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-37- 92.5% |
$3.9K - $4.38K
|
3
$355
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-38- 3.81% |
$4.01K - $4.5K
|
959
$114K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-39- 1.31% |
$4.12K - $4.62K
|
2.93K
$347K
|
|
|
Oct 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-39- 0.12% |
$4.12K - $4.62K
|
33K
$3.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-40- 0.03% |
$4.22K - $4.73K
|
116K
$13.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-41- 0.1% |
$4.33K - $4.85K
|
39.3K
$4.66M
|
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-42- 0.33% |
$4.43K - $4.97K
|
12.6K
$1.5M
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-42- 1.0% |
$4.43K - $4.97K
|
4.18K
$495K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-43- 0.55% |
$4.54K - $5.09K
|
7.79K
$923K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-43- 1.63% |
$4.54K - $5.09K
|
2.59K
$307K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-44- 8.26% |
$4.64K - $5.21K
|
489
$57.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
SELL
|
- |
-44- 1.21% |
$4.64K - $5.21K
|
3.61K
$427K
|
|
|
Nov 08, 2024
Q3 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-46- 1.25% |
$4.85K - $5.44K
|
3.65K
$432K
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-47- 0.86% |
$4.96K - $5.56K
|
5.45K
$645K
|
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
SELL
|
- |
-50- 1.05% |
$5.28K - $5.92K
|
4.71K
$557K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-50- 0.01% |
$5.28K - $5.92K
|
948K
$112M
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-50- 5.43% |
$5.28K - $5.92K
|
870
$103K
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-50- 1.17% |
$5.28K - $5.92K
|
4.24K
$502K
|
|
|
Nov 13, 2024
Q3 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-51- 1.95% |
$5.38K - $6.04K
|
2.57K
$304K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-52- 0.3% |
$5.49K - $6.15K
|
17.2K
$2.04M
|
|
|
Oct 16, 2024
Q3 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-52- 0.59% |
$5.49K - $6.15K
|
8.72K
$1.03M
|