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 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-45.5K- 22.32% |
$4.8M - $5.38M
|
158K
$15.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-47.1K- 14.63% |
$4.97M - $5.58M
|
275K
$27.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-48.1K- 12.11% |
$5.08M - $5.7M
|
349K
$35M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-49.7K- 48.92% |
$5.24M - $5.88M
|
51.9K
$5.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-51.3K- 3.5% |
$5.41M - $6.07M
|
1.42M
$142M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
SELL
|
- |
-51.6K- 11.68% |
$5.45M - $6.11M
|
390K
$39.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-56.7K- 44.83% |
$5.99M - $6.71M
|
69.8K
$6.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-59.5K- 30.8% |
$6.28M - $7.04M
|
134K
$13.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-61.7K- 1.73% |
$6.51M - $7.3M
|
3.51M
$351M
|
|
|
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
$821M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-64.1K- 5.22% |
$6.77M - $7.59M
|
1.16M
$116M
|
|
|
Oct 16, 2024
Q3 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-65.5K- 99.82% |
$6.91M - $7.75M
|
116
$11.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-65.5K- 88.21% |
$6.92M - $7.76M
|
8.76K
$877K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-68.5K- 23.8% |
$7.23M - $8.11M
|
219K
$22M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-76.9K- 23.82% |
$8.11M - $9.1M
|
246K
$24.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-77.4K- 9.89% |
$8.16M - $9.15M
|
705K
$70.6M
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-79.4K- 6.21% |
$8.38M - $9.4M
|
1.2M
$120M
|
|
|
Oct 18, 2024
Q3 2024
|
Verde Capital Management
|
SELL
|
- |
-85.1K- 60.88% |
$8.98M - $10.1M
|
54.7K
$5.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-86.4K- 51.29% |
$9.12M - $10.2M
|
82K
$8.21M
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-87.6K- 31.25% |
$9.24M - $10.4M
|
193K
$19.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-88.3K- 97.13% |
$9.32M - $10.4M
|
2.61K
$262K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-100K- 1.22% |
$10.6M - $11.9M
|
8.14M
$815M
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-101K- 46.43% |
$10.7M - $11.9M
|
117K
$11.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-101K- 5.4% |
$10.7M - $12M
|
1.78M
$178M
|
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
SELL
|
- |
-116K- 12.43% |
$12.3M - $13.8M
|
819K
$82M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-123K- 50.83% |
$13M - $14.6M
|
119K
$11.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-152K- 2.04% |
$16M - $17.9M
|
7.3M
$731M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-164K- 27.52% |
$17.3M - $19.4M
|
431K
$43.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-171K- 19.2% |
$18.1M - $20.3M
|
721K
$72.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-172K- 77.67% |
$18.2M - $20.4M
|
49.5K
$4.96M
|
|
|
Oct 23, 2024
Q3 2024
|
Nationwide Fund Advisors
|
SELL
|
- |
-179K- 13.91% |
$18.9M - $21.2M
|
1.11M
$111M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-185K- 14.58% |
$19.6M - $21.9M
|
1.09M
$109M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-191K- 3.4% |
$20.1M - $22.6M
|
5.42M
$543M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-193K- 92.92% |
$20.4M - $22.8M
|
14.7K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
SELL
|
- |
-202K- 38.3% |
$21.3M - $23.9M
|
325K
$32.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-205K- 9.18% |
$21.6M - $24.2M
|
2.02M
$203M
|
|
|
Nov 14, 2024
Q3 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-205K- 9.18% |
$21.6M - $24.2M
|
2.02M
$203M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-238K- 97.6% |
$25.1M - $28.2M
|
5.86K
$586K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-254K- 11.75% |
$26.8M - $30.1M
|
1.91M
$191M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-287K- 99.13% |
$30.3M - $33.9M
|
2.53K
$253K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-321K- 21.57% |
$33.8M - $37.9M
|
1.17M
$117M
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management ETF Advisors, LLC
San Francisco, CA |
SELL
|
- |
-447K- 61.98% |
$47.2M - $52.9M
|
274K
$27.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-489K- 65.54% |
$51.6M - $57.9M
|
257K
$25.8M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-516K- 73.42% |
$54.5M - $61.1M
|
187K
$18.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-758K- 98.94% |
$80M - $89.7M
|
8.15K
$816K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.86M- 29.85% |
$407M - $457M
|
9.07M
$909M
|