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 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-202- 1.12% |
$21.3K - $23.9K
|
17.9K
$1.79M
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-204- 1.71% |
$21.5K - $24.1K
|
11.8K
$1.18M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-205- 0.12% |
$21.6K - $24.3K
|
174K
$17.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-207- 0.91% |
$21.8K - $24.5K
|
22.4K
$2.24M
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-209- 0.61% |
$22.1K - $24.7K
|
33.9K
$3.39M
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-215- 9.8% |
$22.7K - $25.4K
|
1.98K
$198K
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-215- 0.62% |
$22.7K - $25.4K
|
34.3K
$3.44M
|
|
|
Oct 18, 2024
Q3 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-216- 1.4% |
$22.8K - $25.6K
|
15.2K
$1.52M
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-217- 1.95% |
$22.9K - $25.7K
|
10.9K
$1.09M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-218- 0.8% |
$23K - $25.8K
|
27K
$2.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-220- 1.21% |
$23.2K - $26K
|
17.9K
$1.79M
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-220- 1.97% |
$23.2K - $26K
|
11K
$1.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-224- 2.28% |
$23.6K - $26.5K
|
9.61K
$963K
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-224- 1.13% |
$23.6K - $26.5K
|
19.7K
$1.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-226- 5.54% |
$23.8K - $26.7K
|
3.85K
$386K
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
SELL
|
- |
-236- 5.13% |
$24.9K - $27.9K
|
4.36K
$437K
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
SELL
|
- |
-236- 4.63% |
$24.9K - $27.9K
|
4.86K
$487K
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-236- 8.81% |
$24.9K - $27.9K
|
2.44K
$245K
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-237- 1.27% |
$25K - $28K
|
18.4K
$1.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-239- 4.81% |
$25.2K - $28.3K
|
4.73K
$474K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-240- 0.21% |
$25.3K - $28.4K
|
113K
$11.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-241- 1.61% |
$25.4K - $28.5K
|
14.7K
$1.47M
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-242- 8.95% |
$25.5K - $28.6K
|
2.46K
$247K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
SELL
|
- |
-243- 20.13% |
$25.6K - $28.8K
|
964
$96.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-248- 0.33% |
$26.2K - $29.3K
|
73.8K
$7.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-249- 5.68% |
$26.3K - $29.5K
|
4.13K
$414K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-250- 69.25% |
$26.4K - $29.6K
|
111
$11.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
SELL
|
- |
-250- 9.38% |
$26.4K - $29.6K
|
2.42K
$242K
|
|
|
Oct 02, 2024
Q3 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-252- 0.86% |
$26.6K - $29.8K
|
28.9K
$2.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-252- 11.18% |
$26.6K - $29.8K
|
2K
$201K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-253- 6.37% |
$26.7K - $29.9K
|
3.72K
$372K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-253- 8.28% |
$26.7K - $29.9K
|
2.8K
$280K
|
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-256- 3.22% |
$27K - $30.3K
|
7.68K
$769K
|
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-256- 7.35% |
$27K - $30.3K
|
3.23K
$323K
|
|
|
Nov 19, 2024
Q3 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-258- 4.8% |
$27.2K - $30.5K
|
5.11K
$512K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-260- 1.94% |
$27.4K - $30.8K
|
13.2K
$1.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-262- 10.95% |
$27.6K - $31K
|
2.13K
$213K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-263- 3.67% |
$27.8K - $31.1K
|
6.91K
$692K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-266- 0.39% |
$28.1K - $31.5K
|
67.5K
$6.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-272- 28.81% |
$28.7K - $32.2K
|
672
$67.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
SELL
|
- |
-273- 12.2% |
$28.8K - $32.3K
|
1.96K
$197K
|
|
|
Oct 17, 2024
Q3 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-274- 4.4% |
$28.9K - $32.4K
|
5.95K
$596K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-275- 3.38% |
$29K - $32.5K
|
7.87K
$788K
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-275- 1.44% |
$29K - $32.5K
|
18.8K
$1.89M
|
|
|
Apr 30, 2025
Q3 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-279- 5.2% |
$29.4K - $33K
|
5.09K
$509K
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-284- 9.22% |
$30K - $33.6K
|
2.8K
$280K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-285- 9.01% |
$30.1K - $33.7K
|
2.88K
$288K
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
SELL
|
- |
-286- 2.73% |
$30.2K - $33.8K
|
10.2K
$1.02M
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-287- 22.03% |
$30.3K - $34K
|
1.02K
$102K
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-291- 5.97% |
$30.7K - $34.4K
|
4.59K
$459K
|