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 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-951- 2.95% |
$100K - $113K
|
31.3K
$3.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-955- 2.7% |
$101K - $113K
|
34.5K
$4.04M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-968- 2.06% |
$102K - $115K
|
46.1K
$5.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-975- 17.49% |
$103K - $115K
|
4.6K
$539K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-983- 1.96% |
$104K - $116K
|
49.2K
$5.76M
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-985- 2.66% |
$104K - $117K
|
36.1K
$4.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-987- 9.81% |
$104K - $117K
|
9.08K
$1.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-992- 3.87% |
$105K - $117K
|
24.6K
$2.88M
|
|
|
Oct 15, 2024
Q3 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-993- 1.7% |
$105K - $118K
|
57.3K
$6.72M
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-1K- 18.74% |
$106K - $118K
|
4.34K
$508K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-1K- 3.8% |
$106K - $119K
|
25.4K
$2.98M
|
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.02K- 7.42% |
$107K - $120K
|
12.7K
$1.48M
|
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.03K- 2.59% |
$108K - $121K
|
38.5K
$4.51M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-1.03K- 20.39% |
$109K - $122K
|
4.02K
$471K
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.04K- 11.02% |
$110K - $123K
|
8.41K
$985K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.04K- 0.98% |
$110K - $123K
|
105K
$12.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-1.05K- 13.59% |
$110K - $124K
|
6.65K
$779K
|
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-1.05K- 1.59% |
$110K - $124K
|
65K
$7.61M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.05K- 12.15% |
$111K - $125K
|
7.62K
$893K
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-1.06K- 3.0% |
$112K - $126K
|
34.3K
$4.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.06K- 9.17% |
$112K - $126K
|
10.5K
$1.23M
|
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-1.07K- 26.79% |
$113K - $126K
|
2.92K
$342K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.11K- 4.86% |
$117K - $131K
|
21.7K
$2.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-1.12K- 9.34% |
$118K - $132K
|
10.8K
$1.27M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-1.13K- 5.47% |
$119K - $133K
|
19.4K
$2.28M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.13K- 7.31% |
$119K - $134K
|
14.4K
$1.68M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-1.13K- 0.8% |
$120K - $134K
|
140K
$16.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.14K- 2.62% |
$120K - $135K
|
42.3K
$4.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.14K- 4.91% |
$120K - $135K
|
22.1K
$2.59M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.15K- 19.48% |
$121K - $136K
|
4.74K
$556K
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.15K- 10.12% |
$121K - $136K
|
10.2K
$1.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-1.15K- 3.63% |
$121K - $136K
|
30.5K
$3.58M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.16K- 23.02% |
$123K - $138K
|
3.89K
$456K
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-1.17K- 13.84% |
$123K - $138K
|
7.27K
$851K
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
SELL
|
- |
-1.17K- 2.4% |
$124K - $139K
|
47.8K
$5.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-1.18K- 0.33% |
$125K - $140K
|
357K
$41.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-1.19K- 3.83% |
$126K - $141K
|
29.9K
$3.5M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.2K- 2.6% |
$127K - $142K
|
45K
$5.28M
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.21K- 14.02% |
$127K - $143K
|
7.4K
$867K
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.21K- 1.21% |
$127K - $143K
|
98.8K
$11.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-1.22K- 9.51% |
$128K - $144K
|
11.6K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.22K- 2.83% |
$128K - $144K
|
41.8K
$4.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-1.25K- 3.88% |
$131K - $147K
|
30.9K
$3.61M
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.25K- 5.8% |
$132K - $148K
|
20.3K
$2.38M
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.26K- 18.18% |
$133K - $149K
|
5.66K
$663K
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-1.27K- 6.51% |
$134K - $151K
|
18.3K
$2.14M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.28K- 0.7% |
$135K - $151K
|
183K
$21.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-1.3K- 42.18% |
$137K - $153K
|
1.78K
$208K
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.31K- 6.22% |
$138K - $155K
|
19.7K
$2.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-1.31K- 37.5% |
$138K - $155K
|
2.18K
$255K
|