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
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-23.9K- 83.61% |
$2.53M - $2.83M
|
4.69K
$556K
|
|
|
Dec 02, 2024
Q3 2024
|
Inspire Trust Co, N.A.
Reno, NV |
SELL
|
- |
-24.7K- 79.35% |
$2.61M - $2.93M
|
6.43K
$762K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-25.1K- 91.33% |
$2.65M - $2.97M
|
2.39K
$283K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-25.2K- 8.07% |
$2.66M - $2.98M
|
287K
$34M
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-25.3K- 23.02% |
$2.67M - $2.99M
|
84.5K
$10M
|
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-25.8K- 4.64% |
$2.72M - $3.05M
|
530K
$62.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-25.9K- 48.11% |
$2.74M - $3.07M
|
28K
$3.31M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-26.7K- 10.06% |
$2.81M - $3.16M
|
238K
$28.2M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-28.3K- 2.43% |
$2.99M - $3.35M
|
1.13M
$134M
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-31.4K- 46.59% |
$3.31M - $3.71M
|
35.9K
$4.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-32.7K- 25.03% |
$3.45M - $3.86M
|
97.8K
$11.6M
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
SELL
|
- |
-34.1K- 6.26% |
$3.6M - $4.04M
|
511K
$60.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-35.6K- 34.21% |
$3.76M - $4.21M
|
68.5K
$8.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-35.8K- 63.46% |
$3.78M - $4.23M
|
20.6K
$2.44M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-36.9K- 60.11% |
$3.9M - $4.37M
|
24.5K
$2.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-39.1K- 5.88% |
$4.13M - $4.63M
|
626K
$74.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-39.2K- 53.08% |
$4.14M - $4.64M
|
34.7K
$4.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-39.8K- 28.57% |
$4.2M - $4.71M
|
99.5K
$11.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
SELL
|
- |
-40.7K- 50.33% |
$4.29M - $4.82M
|
40.2K
$4.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-42.8K- 17.79% |
$4.52M - $5.07M
|
198K
$23.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-45.5K- 22.32% |
$4.8M - $5.38M
|
158K
$18.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-47.1K- 14.63% |
$4.97M - $5.58M
|
275K
$32.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-48.1K- 12.11% |
$5.08M - $5.7M
|
349K
$41.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-49.7K- 48.92% |
$5.24M - $5.88M
|
51.9K
$6.15M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-51.3K- 3.5% |
$5.41M - $6.07M
|
1.42M
$168M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
SELL
|
- |
-51.6K- 11.68% |
$5.45M - $6.11M
|
390K
$46.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-56.7K- 44.83% |
$5.99M - $6.71M
|
69.8K
$8.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-59.5K- 30.8% |
$6.28M - $7.04M
|
134K
$15.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-61.7K- 1.73% |
$6.51M - $7.3M
|
3.51M
$415M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-62.4K- 0.76% |
$6.59M - $7.39M
|
8.2M
$971M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-64.1K- 5.22% |
$6.77M - $7.59M
|
1.16M
$138M
|
|
|
Oct 16, 2024
Q3 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-65.5K- 99.82% |
$6.91M - $7.75M
|
116
$13.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-65.5K- 88.21% |
$6.92M - $7.76M
|
8.76K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-68.5K- 23.8% |
$7.23M - $8.11M
|
219K
$26M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-76.9K- 23.82% |
$8.11M - $9.1M
|
246K
$29.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-77.4K- 9.89% |
$8.16M - $9.15M
|
705K
$83.5M
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-79.4K- 6.21% |
$8.38M - $9.4M
|
1.2M
$142M
|
|
|
Oct 18, 2024
Q3 2024
|
Verde Capital Management
|
SELL
|
- |
-85.1K- 60.88% |
$8.98M - $10.1M
|
54.7K
$6.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-86.4K- 51.29% |
$9.12M - $10.2M
|
82K
$9.71M
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-87.6K- 31.25% |
$9.24M - $10.4M
|
193K
$22.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-88.3K- 97.13% |
$9.32M - $10.4M
|
2.61K
$309K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-100K- 1.22% |
$10.6M - $11.9M
|
8.14M
$964M
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-101K- 46.43% |
$10.7M - $11.9M
|
117K
$13.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-101K- 5.4% |
$10.7M - $12M
|
1.78M
$210M
|
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
SELL
|
- |
-116K- 12.43% |
$12.3M - $13.8M
|
819K
$97M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-123K- 50.83% |
$13M - $14.6M
|
119K
$14.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-152K- 2.04% |
$16M - $17.9M
|
7.3M
$865M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-164K- 27.52% |
$17.3M - $19.4M
|
431K
$51.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-171K- 19.2% |
$18.1M - $20.3M
|
721K
$85.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-172K- 77.67% |
$18.2M - $20.4M
|
49.5K
$5.87M
|