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 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
15.7K+ 1.62% |
$1.65M - $1.85M
|
984K
$117M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
15.6K+ 23.31% |
$1.65M - $1.85M
|
82.7K
$9.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
15.6K+ 39.19% |
$1.65M - $1.85M
|
55.4K
$6.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
15.6K+ 15876.53% |
$1.64M - $1.84M
|
15.7K
$1.85M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
15.5K+ 51.17% |
$1.64M - $1.84M
|
45.9K
$5.44M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
15.5K+ 38.83% |
$1.64M - $1.84M
|
55.5K
$6.57M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
15.1K+ 2.47% |
$1.59M - $1.78M
|
624K
$73.9M
|
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
14.7K+ 134.11% |
$1.55M - $1.74M
|
25.6K
$3.03M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.5K+ 1.23% |
$1.53M - $1.72M
|
1.2M
$142M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
14.4K+ 5.75% |
$1.52M - $1.71M
|
265K
$31.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
14.1K+ 82.24% |
$1.49M - $1.67M
|
31.3K
$3.71M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
14.1K+ 27.55% |
$1.49M - $1.67M
|
65.3K
$7.73M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
14.1K+ 1.7% |
$1.48M - $1.67M
|
842K
$99.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
14K+ 19.11% |
$1.48M - $1.66M
|
87.6K
$10.4M
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
BUY
|
- |
14K+ 3.85% |
$1.48M - $1.65M
|
377K
$44.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
BUY
|
- |
14K+ 4.07% |
$1.47M - $1.65M
|
357K
$42.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Iowa State Bank
|
BUY
|
- |
14K+ 12.91% |
$1.47M - $1.65M
|
122K
$14.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
13.9K+ 10.49% |
$1.47M - $1.65M
|
147K
$17.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
13.8KNew |
$1.46M - $1.63M
|
13.8K
$1.63M
|
|
|
Nov 06, 2024
Q3 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
13.7K+ 36.25% |
$1.45M - $1.63M
|
51.7K
$6.12M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
13.7KNew |
$1.44M - $1.62M
|
13.7K
$1.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
13.6K+ 157.05% |
$1.44M - $1.61M
|
22.3K
$2.64M
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
13.5KNew |
$1.42M - $1.6M
|
13.5K
$1.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
13.5K+ 10.81% |
$1.42M - $1.59M
|
138K
$16.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
13.4K+ 13.71% |
$1.41M - $1.59M
|
111K
$13.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
13.4KNew |
$1.41M - $1.58M
|
13.4K
$1.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
13.3K+ 23.15% |
$1.41M - $1.58M
|
70.9K
$8.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
13.3K+ 1.6% |
$1.41M - $1.58M
|
846K
$100M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
13.2K+ 4.46% |
$1.39M - $1.56M
|
309K
$36.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
13.2K+ 2.69% |
$1.39M - $1.56M
|
502K
$59.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
13.2K+ 6.74% |
$1.39M - $1.56M
|
208K
$24.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
13.1K+ 28.4% |
$1.38M - $1.55M
|
59.3K
$7.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
13K+ 2.8% |
$1.37M - $1.54M
|
478K
$56.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
13K+ 6.97% |
$1.37M - $1.53M
|
199K
$23.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.9K+ 0.75% |
$1.37M - $1.53M
|
1.74M
$206M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
12.9K+ 0.91% |
$1.36M - $1.53M
|
1.43M
$170M
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
12.9K+ 12.28% |
$1.36M - $1.52M
|
118K
$13.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
12.8K+ 3760.59% |
$1.35M - $1.51M
|
13.1K
$1.55M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
12.6K+ 2.43% |
$1.33M - $1.49M
|
532K
$63M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
12.6K+ 221.33% |
$1.33M - $1.49M
|
18.3K
$2.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.4K+ 19.23% |
$1.31M - $1.46M
|
76.7K
$9.08M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
12.3K+ 2.64% |
$1.3M - $1.46M
|
481K
$56.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
12.2K+ 151.51% |
$1.29M - $1.45M
|
20.3K
$2.41M
|
|
|
Oct 17, 2024
Q3 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
12.2KNew |
$1.29M - $1.45M
|
12.2K
$1.45M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
11.9KNew |
$1.25M - $1.41M
|
11.9K
$1.41M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.7K+ 1.48% |
$1.23M - $1.38M
|
803K
$95.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.6K+ 48.08% |
$1.23M - $1.38M
|
35.9K
$4.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
11.6K+ 11.65% |
$1.22M - $1.37M
|
111K
$13.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
11.5K+ 5.53% |
$1.21M - $1.36M
|
220K
$26M
|
|
|
Nov 21, 2024
Q3 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
11.4KNew |
$1.21M - $1.35M
|
11.4K
$1.35M
|