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 12, 2024
Q3 2024
|
Activest Wealth Management
|
SELL
|
- |
-243- 20.13% |
$25.6K - $28.8K
|
964
$114K
|
|
|
Nov 13, 2024
Q3 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-248- 0.33% |
$26.2K - $29.3K
|
73.8K
$8.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-249- 5.68% |
$26.3K - $29.5K
|
4.13K
$489K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-250- 69.25% |
$26.4K - $29.6K
|
111
$13.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
SELL
|
- |
-250- 9.38% |
$26.4K - $29.6K
|
2.42K
$286K
|
|
|
Oct 02, 2024
Q3 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-252- 0.86% |
$26.6K - $29.8K
|
28.9K
$3.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-252- 11.18% |
$26.6K - $29.8K
|
2K
$237K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-253- 6.37% |
$26.7K - $29.9K
|
3.72K
$441K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-253- 8.28% |
$26.7K - $29.9K
|
2.8K
$332K
|
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-256- 3.22% |
$27K - $30.3K
|
7.68K
$910K
|
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-256- 7.35% |
$27K - $30.3K
|
3.23K
$382K
|
|
|
Nov 19, 2024
Q3 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-258- 4.8% |
$27.2K - $30.5K
|
5.11K
$606K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-260- 1.94% |
$27.4K - $30.8K
|
13.2K
$1.56M
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-262- 10.95% |
$27.6K - $31K
|
2.13K
$252K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-263- 3.67% |
$27.8K - $31.1K
|
6.91K
$818K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-266- 0.39% |
$28.1K - $31.5K
|
67.5K
$8M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-272- 28.81% |
$28.7K - $32.2K
|
672
$79.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
SELL
|
- |
-273- 12.2% |
$28.8K - $32.3K
|
1.96K
$233K
|
|
|
Oct 17, 2024
Q3 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-274- 4.4% |
$28.9K - $32.4K
|
5.95K
$705K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-275- 3.38% |
$29K - $32.5K
|
7.87K
$932K
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-275- 1.44% |
$29K - $32.5K
|
18.8K
$2.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-284- 9.22% |
$30K - $33.6K
|
2.8K
$331K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-285- 9.01% |
$30.1K - $33.7K
|
2.88K
$341K
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
SELL
|
- |
-286- 2.73% |
$30.2K - $33.8K
|
10.2K
$1.21M
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-287- 22.03% |
$30.3K - $34K
|
1.02K
$120K
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-291- 5.97% |
$30.7K - $34.4K
|
4.59K
$543K
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-294- 3.91% |
$31K - $34.8K
|
7.22K
$855K
|
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-294- 1.85% |
$31K - $34.8K
|
15.6K
$1.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-296- 3.8% |
$31.2K - $35K
|
7.5K
$888K
|
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-297- 13.85% |
$31.3K - $35.1K
|
1.85K
$219K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-297- 5.13% |
$31.3K - $35.1K
|
5.49K
$650K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-300- 0.37% |
$31.7K - $35.5K
|
79.9K
$9.47M
|
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-300- 2.94% |
$31.7K - $35.5K
|
9.89K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-300- 5.54% |
$31.7K - $35.5K
|
5.12K
$606K
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-302- 1.27% |
$31.9K - $35.7K
|
23.4K
$2.78M
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-303- 1.67% |
$32K - $35.9K
|
17.8K
$2.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-304- 2.45% |
$32.1K - $36K
|
12.1K
$1.44M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Life Advisors
|
SELL
|
- |
-306- 9.78% |
$32.3K - $36.2K
|
2.82K
$334K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-308- 4.62% |
$32.5K - $36.4K
|
6.36K
$753K
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-308- 1.25% |
$32.5K - $36.4K
|
24.3K
$2.88M
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-310- 0.42% |
$32.7K - $36.7K
|
74K
$8.76M
|
|
|
Oct 18, 2024
Q3 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-317- 4.3% |
$33.5K - $37.5K
|
7.05K
$835K
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-317- 1.68% |
$33.5K - $37.5K
|
18.5K
$2.19M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-320- 4.74% |
$33.8K - $37.9K
|
6.44K
$762K
|
|
|
Oct 16, 2024
Q3 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-325- 3.85% |
$34.3K - $38.5K
|
8.12K
$961K
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-326- 5.59% |
$34.4K - $38.6K
|
5.51K
$652K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-328- 8.47% |
$34.6K - $38.8K
|
3.55K
$420K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-329- 22.05% |
$34.7K - $38.9K
|
1.16K
$138K
|
|
|
Nov 14, 2024
Q3 2024
|
360 Financial, Inc.
|
SELL
|
- |
-331- 1.45% |
$34.9K - $39.2K
|
22.4K
$2.66M
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-333- 5.93% |
$35.1K - $39.4K
|
5.28K
$625K
|