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 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
11.4K+ 10.39% |
$1.2M - $1.35M
|
121K
$14.3M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
11.4K+ 10.27% |
$1.2M - $1.34M
|
122K
$14.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
11.3K+ 10.92% |
$1.2M - $1.34M
|
115K
$13.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
11.3K+ 2.32% |
$1.19M - $1.34M
|
498K
$59M
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
11.3K+ 9.82% |
$1.19M - $1.34M
|
126K
$15M
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
11.1K+ 5.41% |
$1.17M - $1.32M
|
217K
$25.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
11K+ 76.02% |
$1.16M - $1.31M
|
25.5K
$3.03M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
10.8K+ 5.56% |
$1.14M - $1.28M
|
205K
$24.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
10.8K+ 3.66% |
$1.14M - $1.27M
|
305K
$36.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
10.8K+ 4.44% |
$1.14M - $1.27M
|
253K
$30M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
10.7KNew |
$1.13M - $1.27M
|
10.7K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
10.6K+ 77.15% |
$1.12M - $1.26M
|
24.4K
$2.89M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
10.6K+ 26.45% |
$1.12M - $1.26M
|
50.8K
$6.01M
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
10.4K+ 5.41% |
$1.1M - $1.24M
|
203K
$24.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
10.4K+ 1.6% |
$1.09M - $1.23M
|
657K
$77.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
10.3K+ 3.2% |
$1.09M - $1.22M
|
333K
$39.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
10.3K+ 22.97% |
$1.09M - $1.22M
|
55.2K
$6.54M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
10.3K+ 0.93% |
$1.08M - $1.22M
|
1.12M
$133M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
10.3K+ 1508.37% |
$1.08M - $1.22M
|
11K
$1.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
10.3K+ 13.79% |
$1.08M - $1.22M
|
84.7K
$10M
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
10.2K+ 39.13% |
$1.08M - $1.21M
|
36.4K
$4.31M
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
9.81K+ 47.07% |
$1.03M - $1.16M
|
30.6K
$3.63M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
9.73K+ 405.42% |
$1.03M - $1.15M
|
12.1K
$1.44M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9.7K+ 3.37% |
$1.02M - $1.15M
|
298K
$35.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
9.66K+ 4.5% |
$1.02M - $1.14M
|
225K
$26.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
9.64K+ 2.32% |
$1.02M - $1.14M
|
425K
$50.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
9.46K+ 4.28% |
$998K - $1.12M
|
230K
$27.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
9.45K+ 25.96% |
$997K - $1.12M
|
45.9K
$5.43M
|
|
|
Jan 13, 2025
Q3 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
9.43KNew |
$995K - $1.12M
|
9.43K
$1.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.32K+ 2.07% |
$983K - $1.1M
|
459K
$54.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
9.3K+ 6.4% |
$982K - $1.1M
|
155K
$18.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
9.11K+ 2.49% |
$961K - $1.08M
|
374K
$44.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
9.05K+ 7.23% |
$955K - $1.07M
|
134K
$15.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
9.03KNew |
$953K - $1.07M
|
9.03K
$1.07M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
9.02K+ 4.67% |
$952K - $1.07M
|
202K
$24M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
8.97K+ 5.97% |
$947K - $1.06M
|
159K
$18.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
8.9KNew |
$939K - $1.05M
|
8.9K
$1.05M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.89K+ 12.61% |
$939K - $1.05M
|
79.4K
$9.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
8.87K+ 14.56% |
$936K - $1.05M
|
69.8K
$8.26M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
8.82K+ 28.7% |
$931K - $1.04M
|
39.6K
$4.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
8.81K+ 0.82% |
$930K - $1.04M
|
1.08M
$128M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
8.78KNew |
$927K - $1.04M
|
8.78K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
8.76K+ 241.19% |
$924K - $1.04M
|
12.4K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.71K+ 74.71% |
$919K - $1.03M
|
20.4K
$2.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
8.69KNew |
$917K - $1.03M
|
8.69K
$1.03M
|
|
|
Oct 09, 2024
Q3 2024
|
Congress Park Capital LLC
|
BUY
|
- |
8.66K+ 37.73% |
$914K - $1.03M
|
31.6K
$3.75M
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
8.35K+ 7.89% |
$881K - $988K
|
114K
$13.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Factorial Partners, LLC
|
BUY
|
- |
8.2KNew |
$865K - $970K
|
8.2K
$971K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
8.15K+ 3.01% |
$860K - $965K
|
279K
$33.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
8.1K+ 6.69% |
$855K - $959K
|
129K
$15.3M
|