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
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-1.64K- 10.14% |
$173K - $194K
|
14.5K
$1.45M
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-1.64K- 6.13% |
$173K - $194K
|
25.1K
$2.51M
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-1.64K- 4.06% |
$173K - $194K
|
38.8K
$3.89M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.65K- 5.97% |
$174K - $195K
|
25.9K
$2.59M
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.65K- 9.8% |
$174K - $195K
|
15.2K
$1.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.66K- 1.72% |
$176K - $197K
|
95.2K
$9.53M
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-1.7K- 18.08% |
$179K - $201K
|
7.7K
$771K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-1.71K- 63.02% |
$181K - $202K
|
1K
$101K
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-1.74K- 40.32% |
$184K - $206K
|
2.58K
$258K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-1.75K- 0.77% |
$184K - $207K
|
226K
$22.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.76K- 47.92% |
$186K - $208K
|
1.91K
$191K
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-1.77K- 11.21% |
$187K - $210K
|
14K
$1.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.8K- 1.28% |
$190K - $213K
|
139K
$13.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.81K- 1.98% |
$191K - $214K
|
89.4K
$8.95M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.87K- 3.38% |
$198K - $222K
|
53.6K
$5.37M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.88K- 1.35% |
$199K - $223K
|
138K
$13.8M
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.92K- 4.81% |
$202K - $227K
|
37.9K
$3.8M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.92K- 9.22% |
$202K - $227K
|
18.9K
$1.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-1.93K- 1.45% |
$204K - $229K
|
131K
$13.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.94K- 0.63% |
$205K - $230K
|
307K
$30.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.94K- 0.53% |
$205K - $230K
|
364K
$36.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-1.95K- 5.61% |
$206K - $231K
|
32.8K
$3.29M
|
|
|
Nov 04, 2024
Q3 2024
|
Ti Trust, Inc
|
SELL
|
- |
-1.96K- 15.77% |
$207K - $232K
|
10.5K
$1.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Tufton Capital Management
|
SELL
|
- |
-1.96K- 21.33% |
$207K - $232K
|
7.24K
$725K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1.97K- 10.21% |
$207K - $233K
|
17.3K
$1.73M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.98K- 1.37% |
$208K - $234K
|
142K
$14.2M
|
|
|
Oct 02, 2024
Q3 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-1.99K- 1.31% |
$210K - $235K
|
149K
$14.9M
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-2.02K- 31.16% |
$213K - $239K
|
4.47K
$447K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-2.03K- 19.51% |
$214K - $240K
|
8.36K
$837K
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
SELL
|
- |
-2.05K- 30.54% |
$216K - $242K
|
4.65K
$466K
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-2.05K- 43.72% |
$216K - $243K
|
2.64K
$264K
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-2.06K- 6.55% |
$217K - $244K
|
29.4K
$2.94M
|
|
|
Nov 07, 2024
Q3 2024
|
Magnolia Wealth Management, LLC
|
SELL
|
- |
-2.11K- 2.9% |
$222K - $249K
|
70.4K
$7.05M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.13K- 48.45% |
$225K - $252K
|
2.27K
$227K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-2.15K- 21.62% |
$226K - $254K
|
7.78K
$779K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.26K- 3.46% |
$239K - $268K
|
63.1K
$6.32M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-2.27K- 1.93% |
$239K - $269K
|
115K
$11.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.28K- 3.72% |
$240K - $270K
|
58.9K
$5.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-2.33K- 13.87% |
$246K - $276K
|
14.5K
$1.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2.38K- 2.31% |
$251K - $282K
|
101K
$10.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-2.39K- 16.78% |
$252K - $282K
|
11.8K
$1.18M
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-2.39K- 3.54% |
$252K - $283K
|
65.1K
$6.52M
|
|
|
Oct 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-2.39K- 7.36% |
$252K - $283K
|
30.1K
$3.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-2.41K- 6.29% |
$255K - $286K
|
36K
$3.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-2.44K- 5.42% |
$258K - $289K
|
42.6K
$4.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.45K- 0.27% |
$258K - $289K
|
903K
$90.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-2.47K- 58.79% |
$260K - $292K
|
1.73K
$173K
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-2.48K- 58.67% |
$261K - $293K
|
1.74K
$175K
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-2.53K- 1.88% |
$266K - $299K
|
132K
$13.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-2.55K- 27.6% |
$269K - $302K
|
6.69K
$670K
|