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 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-2.39K- 7.36% |
$252K - $283K
|
30.1K
$3.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-2.41K- 6.29% |
$255K - $286K
|
36K
$3.99M
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-2.44K- 5.42% |
$258K - $289K
|
42.6K
$4.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.45K- 0.27% |
$258K - $289K
|
903K
$100M
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-2.47K- 58.79% |
$260K - $292K
|
1.73K
$192K
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-2.48K- 58.67% |
$261K - $293K
|
1.74K
$194K
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-2.53K- 1.88% |
$266K - $299K
|
132K
$14.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-2.55K- 27.6% |
$269K - $302K
|
6.69K
$742K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.58K- 2.37% |
$272K - $305K
|
106K
$11.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-2.59K- 7.62% |
$274K - $307K
|
31.4K
$3.49M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-2.61K- 19.16% |
$275K - $308K
|
11K
$1.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-2.66K- 1.42% |
$280K - $314K
|
185K
$20.5M
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.68K- 5.26% |
$283K - $317K
|
48.3K
$5.36M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.81K- 3.51% |
$296K - $332K
|
77.2K
$8.57M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.84K- 1.07% |
$299K - $335K
|
262K
$29.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Capital Advantage, Inc.
|
SELL
|
- |
-2.85K- 2.08% |
$301K - $337K
|
134K
$14.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2.88K- 7.16% |
$304K - $341K
|
37.3K
$4.14M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-2.9K- 13.29% |
$306K - $343K
|
18.9K
$2.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-2.9K- 8.3% |
$306K - $344K
|
32.1K
$3.56M
|
|
|
Oct 18, 2024
Q3 2024
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-2.91K- 51.93% |
$307K - $344K
|
2.69K
$299K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-3.08K- 8.03% |
$325K - $364K
|
35.2K
$3.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-3.09K- 9.8% |
$326K - $366K
|
28.5K
$3.16M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-3.1K- 1.45% |
$327K - $367K
|
211K
$23.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-3.12K- 1.56% |
$329K - $369K
|
197K
$21.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-3.16K- 4.01% |
$333K - $374K
|
75.5K
$8.38M
|
|
|
Nov 05, 2024
Q3 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-3.16K- 4.41% |
$334K - $374K
|
68.4K
$7.59M
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
SELL
|
- |
-3.19K- 24.65% |
$336K - $377K
|
9.74K
$1.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-3.2K- 11.37% |
$338K - $379K
|
24.9K
$2.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.22K- 5.76% |
$340K - $381K
|
52.7K
$5.85M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.23K- 3.13% |
$341K - $382K
|
99.9K
$11.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-3.24K- 0.18% |
$342K - $383K
|
1.83M
$204M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-3.32K- 25.18% |
$351K - $393K
|
9.88K
$1.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.37K- 2.96% |
$355K - $398K
|
110K
$12.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-3.38K- 2.8% |
$356K - $400K
|
117K
$13M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-3.42K- 3.13% |
$360K - $404K
|
106K
$11.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-3.47K- 4.81% |
$366K - $411K
|
68.7K
$7.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-3.54K- 49.85% |
$373K - $418K
|
3.56K
$395K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.56K- 3.51% |
$375K - $421K
|
97.8K
$10.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.59K- 9.79% |
$379K - $425K
|
33.1K
$3.67M
|
|
|
May 29, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-3.61K- 10.47% |
$380K - $427K
|
30.8K
$3.42M
|
|
|
May 30, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-3.61K- 10.47% |
$380K - $427K
|
30.8K
$3.42M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-3.71K- 1.8% |
$391K - $439K
|
202K
$22.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-3.71K- 21.36% |
$392K - $439K
|
13.7K
$1.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-3.73K- 7.2% |
$394K - $442K
|
48.2K
$5.34M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-3.74K- 16.04% |
$394K - $442K
|
19.6K
$2.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-3.74K- 47.92% |
$395K - $443K
|
4.07K
$451K
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
SELL
|
- |
-3.77K- 1.28% |
$397K - $446K
|
290K
$32.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-3.77K- 50.43% |
$398K - $446K
|
3.71K
$411K
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-3.79K- 4.16% |
$400K - $448K
|
87.1K
$9.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3.8K- 5.31% |
$401K - $450K
|
67.8K
$7.52M
|