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 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-14K- 39.53% |
$1.47M - $1.65M
|
21.4K
$2.37M
|
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-14.1K- 38.03% |
$1.49M - $1.67M
|
23K
$2.55M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-14.2K- 11.91% |
$1.5M - $1.68M
|
105K
$11.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-14.3K- 16.54% |
$1.51M - $1.7M
|
72.3K
$8.03M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-14.4K- 17.95% |
$1.51M - $1.7M
|
65.6K
$7.28M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-14.8K- 8.53% |
$1.56M - $1.75M
|
159K
$17.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-14.8K- 3.57% |
$1.56M - $1.75M
|
400K
$44.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-14.8K- 5.05% |
$1.56M - $1.75M
|
278K
$30.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-15K- 8.21% |
$1.58M - $1.78M
|
168K
$18.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-15.1K- 12.52% |
$1.59M - $1.79M
|
106K
$11.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-15.5K- 19.65% |
$1.64M - $1.83M
|
63.4K
$7.03M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-15.7K- 20.42% |
$1.66M - $1.86M
|
61.2K
$6.79M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-16.2K- 6.55% |
$1.71M - $1.92M
|
231K
$25.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-16.6K- 21.49% |
$1.75M - $1.96M
|
60.7K
$6.73M
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-16.6K- 51.42% |
$1.76M - $1.97M
|
15.7K
$1.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-16.7K- 99.07% |
$1.76M - $1.98M
|
157
$17.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-17K- 87.3% |
$1.8M - $2.02M
|
2.48K
$275K
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-17.1K- 48.83% |
$1.8M - $2.02M
|
17.9K
$1.99M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-17.7K- 3.91% |
$1.86M - $2.09M
|
434K
$48.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-17.7K- 27.3% |
$1.87M - $2.1M
|
47.2K
$5.24M
|
|
|
Feb 18, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-17.9K- 72.0% |
$1.89M - $2.12M
|
6.96K
$772K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-17.9K- 4.19% |
$1.89M - $2.12M
|
410K
$45.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-18.4K- 1.54% |
$1.94M - $2.17M
|
1.17M
$130M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-18.6K- 0.97% |
$1.97M - $2.21M
|
1.9M
$211M
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-18.8K- 54.31% |
$1.98M - $2.22M
|
15.8K
$1.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-19.1K- 11.32% |
$2.01M - $2.26M
|
149K
$16.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-19.4K- 43.87% |
$2.05M - $2.3M
|
24.9K
$2.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-20.7K- 89.96% |
$2.18M - $2.44M
|
2.3K
$256K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-20.7K- 31.32% |
$2.19M - $2.46M
|
45.5K
$5.05M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-20.8K- 2.47% |
$2.19M - $2.46M
|
820K
$91M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-20.9K- 43.97% |
$2.2M - $2.47M
|
26.6K
$2.95M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-21.6K- 12.68% |
$2.28M - $2.56M
|
149K
$16.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-22.1K- 69.67% |
$2.34M - $2.62M
|
9.64K
$1.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-22.3K- 1.28% |
$2.35M - $2.63M
|
1.72M
$191M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-22.4K- 25.94% |
$2.36M - $2.65M
|
63.9K
$7.09M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-22.8K- 6.04% |
$2.4M - $2.69M
|
354K
$39.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-23.3K- 28.73% |
$2.46M - $2.76M
|
57.8K
$6.41M
|
|
|
Oct 22, 2024
Q3 2024
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-23.4K- 78.85% |
$2.47M - $2.77M
|
6.29K
$698K
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-23.9K- 25.82% |
$2.52M - $2.83M
|
68.7K
$7.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-23.9K- 83.61% |
$2.53M - $2.83M
|
4.69K
$521K
|
|
|
Dec 02, 2024
Q3 2024
|
Inspire Trust Co, N.A.
Reno, NV |
SELL
|
- |
-24.7K- 79.35% |
$2.61M - $2.93M
|
6.43K
$714K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-25.1K- 91.33% |
$2.65M - $2.97M
|
2.39K
$265K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-25.2K- 8.07% |
$2.66M - $2.98M
|
287K
$31.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-25.3K- 23.02% |
$2.67M - $2.99M
|
84.5K
$9.37M
|
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-25.8K- 4.64% |
$2.72M - $3.05M
|
530K
$58.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-25.9K- 48.11% |
$2.74M - $3.07M
|
28K
$3.1M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-26.7K- 10.06% |
$2.81M - $3.16M
|
238K
$26.4M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-28.3K- 2.43% |
$2.99M - $3.35M
|
1.13M
$126M
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-31.4K- 46.59% |
$3.31M - $3.71M
|
35.9K
$3.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-32.7K- 25.03% |
$3.45M - $3.86M
|
97.8K
$10.9M
|