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 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-340- 6.07% |
$35.9K - $40.2K
|
5.26K
$623K
|
|
|
Oct 16, 2024
Q3 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-344- 2.66% |
$36.3K - $40.7K
|
12.6K
$1.49M
|
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
SELL
|
- |
-344- 0.96% |
$36.3K - $40.7K
|
35.3K
$4.18M
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-345- 2.24% |
$36.4K - $40.8K
|
15K
$1.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-345- 8.56% |
$36.4K - $40.8K
|
3.69K
$437K
|
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-347- 1.72% |
$36.6K - $41.1K
|
19.8K
$2.35M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-349- 3.54% |
$36.8K - $41.3K
|
9.5K
$1.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-350- 1.12% |
$36.9K - $41.4K
|
30.8K
$3.64M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-350- 1.59% |
$36.9K - $41.4K
|
21.7K
$2.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-350- 10.42% |
$36.9K - $41.4K
|
3.01K
$356K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-351- 9.22% |
$37K - $41.5K
|
3.46K
$410K
|
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-361- 7.16% |
$38.1K - $42.7K
|
4.68K
$555K
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-361- 0.4% |
$38.1K - $42.7K
|
89K
$10.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-362- 0.47% |
$38.2K - $42.8K
|
76.9K
$9.11M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-363- 1.73% |
$38.3K - $43K
|
20.7K
$2.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Marquette Associates, Inc.
Chicago, IL |
SELL
|
- |
-364- 1.91% |
$38.4K - $43.1K
|
18.7K
$2.21M
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-366- 9.11% |
$38.6K - $43.3K
|
3.65K
$432K
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-369- 6.94% |
$38.9K - $43.7K
|
4.95K
$586K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-371- 1.77% |
$39.2K - $43.9K
|
20.6K
$2.44M
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-372- 3.08% |
$39.3K - $44K
|
11.7K
$1.39M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-373- 3.22% |
$39.4K - $44.1K
|
11.2K
$1.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-376- 1.39% |
$39.7K - $44.5K
|
26.7K
$3.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-384- 1.58% |
$40.5K - $45.4K
|
24K
$2.84M
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-386- 7.77% |
$40.7K - $45.7K
|
4.58K
$543K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-388- 0.38% |
$40.9K - $45.9K
|
102K
$12.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-388- 2.48% |
$40.9K - $45.9K
|
15.3K
$1.81M
|
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-388- 16.55% |
$40.9K - $45.9K
|
1.96K
$232K
|
|
|
Oct 11, 2024
Q3 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-389- 2.12% |
$41.1K - $46K
|
18K
$2.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-389- 5.57% |
$41.1K - $46K
|
6.6K
$782K
|
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-390- 1.21% |
$41.2K - $46.2K
|
31.8K
$3.77M
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-397- 2.06% |
$41.9K - $47K
|
18.8K
$2.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-400- 7.64% |
$42.2K - $47.3K
|
4.84K
$573K
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-401- 4.82% |
$42.3K - $47.5K
|
7.92K
$938K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-409- 47.84% |
$43.2K - $48.4K
|
446
$52.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-414- 9.58% |
$43.7K - $49K
|
3.91K
$463K
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-419- 2.43% |
$44.2K - $49.6K
|
16.8K
$1.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-423- 5.92% |
$44.6K - $50.1K
|
6.72K
$796K
|
|
|
Nov 14, 2024
Q3 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-427- 1.64% |
$45.1K - $50.5K
|
25.5K
$3.02M
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-428- 1.12% |
$45.2K - $50.6K
|
37.7K
$4.47M
|
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-441- 19.57% |
$46.5K - $52.2K
|
1.81K
$215K
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-448- 0.48% |
$47.3K - $53K
|
93.6K
$11.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-451- 0.2% |
$47.6K - $53.4K
|
221K
$26.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-451- 2.46% |
$47.6K - $53.4K
|
17.9K
$2.12M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-458- 0.98% |
$48.3K - $54.2K
|
46.3K
$5.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
SELL
|
- |
-458- 4.41% |
$48.3K - $54.2K
|
9.92K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-459- 1.27% |
$48.4K - $54.3K
|
35.8K
$4.23M
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-460- 6.59% |
$48.5K - $54.4K
|
6.52K
$772K
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-462- 8.59% |
$48.8K - $54.7K
|
4.92K
$582K
|
|
|
Nov 14, 2024
Q3 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-462- 2.71% |
$48.8K - $54.7K
|
16.6K
$1.96M
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-464- 8.29% |
$49K - $54.9K
|
5.13K
$608K
|