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 14, 2024
Q3 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-469- 0.97% |
$49.5K - $55.5K
|
48.1K
$5.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-470- 1.81% |
$49.6K - $55.6K
|
25.5K
$3.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-470- 9.0% |
$49.6K - $55.6K
|
4.76K
$563K
|
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-471- 18.76% |
$49.7K - $55.7K
|
2.04K
$241K
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-474- 0.51% |
$50K - $56.1K
|
91.7K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-476- 31.13% |
$50.2K - $56.3K
|
1.05K
$125K
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-477- 20.65% |
$50.3K - $56.4K
|
1.83K
$217K
|
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-479- 2.1% |
$50.5K - $56.7K
|
22.3K
$2.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
SELL
|
- |
-481- 16.43% |
$50.8K - $56.9K
|
2.45K
$290K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-493- 0.68% |
$52K - $58.3K
|
72.5K
$8.59M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-496- 7.08% |
$52.3K - $58.7K
|
6.51K
$771K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-497- 2.83% |
$52.4K - $58.8K
|
17.1K
$2.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-501- 5.78% |
$52.9K - $59.3K
|
8.17K
$968K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-514- 2.42% |
$54.2K - $60.8K
|
20.7K
$2.45M
|
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-515- 10.74% |
$54.3K - $60.9K
|
4.28K
$507K
|
|
|
Nov 14, 2024
Q3 2024
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-520- 0.55% |
$54.9K - $61.5K
|
94.3K
$11.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-522- 1.19% |
$55.1K - $61.8K
|
43.3K
$5.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-522- 5.39% |
$55.1K - $61.8K
|
9.17K
$1.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-535- 10.87% |
$56.5K - $63.3K
|
4.39K
$519K
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-536- 6.92% |
$56.6K - $63.4K
|
7.21K
$854K
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-538- 2.74% |
$56.8K - $63.7K
|
19.1K
$2.26M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-545- 8.98% |
$57.5K - $64.5K
|
5.53K
$654K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-557- 7.58% |
$58.8K - $65.9K
|
6.79K
$804K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-561- 1.13% |
$59.2K - $66.4K
|
49.2K
$5.83M
|
|
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-567- 2.5% |
$59.8K - $67.1K
|
22.1K
$2.62M
|
|
|
Oct 23, 2024
Q3 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-568- 2.07% |
$59.9K - $67.2K
|
26.8K
$3.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-569- 20.05% |
$60K - $67.3K
|
2.27K
$269K
|
|
|
Nov 25, 2024
Q3 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-575- 0.52% |
$60.7K - $68K
|
110K
$13M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-576- 0.34% |
$60.8K - $68.2K
|
169K
$20M
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-586- 0.94% |
$61.8K - $69.3K
|
61.5K
$7.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-588- 3.15% |
$62.1K - $69.6K
|
18.1K
$2.14M
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-588- 0.82% |
$62.1K - $69.6K
|
71.2K
$8.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-589- 0.36% |
$62.2K - $69.7K
|
164K
$19.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-590- 39.2% |
$62.3K - $69.8K
|
915
$108K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-601- 10.45% |
$63.4K - $71.1K
|
5.15K
$610K
|
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
SELL
|
- |
-605- 2.49% |
$63.8K - $71.6K
|
23.7K
$2.81M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-605- 1.04% |
$63.8K - $71.6K
|
57.7K
$6.84M
|
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-611- 11.99% |
$64.5K - $72.3K
|
4.49K
$531K
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-613- 4.8% |
$64.7K - $72.5K
|
12.2K
$1.44M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-614- 16.09% |
$64.8K - $72.7K
|
3.2K
$379K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-619- 1.16% |
$65.3K - $73.3K
|
52.9K
$6.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-621- 2.32% |
$65.5K - $73.5K
|
26.1K
$3.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-645- 50.27% |
$68.1K - $76.3K
|
638
$75.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-650- 16.09% |
$68.6K - $76.9K
|
3.39K
$402K
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-654- 3.92% |
$69K - $77.4K
|
16K
$1.9M
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-655- 1.15% |
$69.1K - $77.5K
|
56.4K
$6.68M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-655- 12.79% |
$69.1K - $77.5K
|
4.47K
$529K
|
|
|
Nov 14, 2024
Q3 2024
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-655- 6.39% |
$69.1K - $77.5K
|
9.6K
$1.14M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-656- 1.2% |
$69.2K - $77.6K
|
54.2K
$6.41M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-656- 11.02% |
$69.2K - $77.6K
|
5.3K
$627K
|