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 18, 2024
Q3 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
8K+ 28.07% |
$844K - $947K
|
36.5K
$4.28M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
7.94K+ 8.2% |
$838K - $940K
|
105K
$12.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
7.93K+ 39.75% |
$837K - $938K
|
27.9K
$3.27M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
7.92K+ 172.93% |
$835K - $937K
|
12.5K
$1.46M
|
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
7.91KNew |
$835K - $936K
|
7.91K
$927K
|
|
|
Nov 04, 2024
Q3 2024
|
Meridian Management CO
|
BUY
|
- |
7.88K+ 6.26% |
$831K - $932K
|
134K
$15.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
7.82KNew |
$825K - $925K
|
7.82K
$916K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
7.57K+ 62.02% |
$799K - $896K
|
19.8K
$2.32M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
7.54K+ 138.79% |
$796K - $893K
|
13K
$1.52M
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
7.52K+ 1.4% |
$794K - $890K
|
546K
$63.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
7.51KNew |
$793K - $889K
|
7.51K
$880K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.49K+ 0.83% |
$790K - $886K
|
904K
$106M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
7.47K+ 134.82% |
$789K - $884K
|
13K
$1.52M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
7.46K+ 40.91% |
$787K - $882K
|
25.7K
$3.01M
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
7.41K+ 60.02% |
$781K - $876K
|
19.7K
$2.31M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
7.39KNew |
$780K - $874K
|
7.39K
$866K
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
7.36K+ 9.95% |
$777K - $871K
|
81.3K
$9.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
7.36K+ 109.64% |
$776K - $871K
|
14.1K
$1.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
7.33K+ 3.76% |
$773K - $867K
|
202K
$23.7M
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
BUY
|
- |
7.28K+ 13.83% |
$768K - $861K
|
59.9K
$7.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
7.26K+ 3.6% |
$766K - $859K
|
209K
$24.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
7.24K+ 4.42% |
$764K - $856K
|
171K
$20M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
7.22K+ 2.11% |
$762K - $854K
|
349K
$40.9M
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
7.19K+ 2.75% |
$759K - $851K
|
269K
$31.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
7.17K+ 7.02% |
$757K - $849K
|
109K
$12.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
7.09K+ 1.46% |
$748K - $839K
|
493K
$57.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
7.08K+ 3.05% |
$747K - $838K
|
239K
$28M
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
7.04K+ 9.57% |
$742K - $833K
|
80.5K
$9.44M
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
7.04K+ 3.35% |
$742K - $833K
|
217K
$25.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.9K+ 2.32% |
$728K - $817K
|
305K
$35.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.89K+ 2.91% |
$727K - $815K
|
244K
$28.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
6.82K+ 422.74% |
$720K - $807K
|
8.44K
$988K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
6.74K+ 279.25% |
$712K - $798K
|
9.16K
$1.07M
|
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
6.7K+ 22.85% |
$707K - $793K
|
36K
$4.22M
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
BUY
|
- |
6.64K+ 16.47% |
$700K - $785K
|
46.9K
$5.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.63K+ 3.62% |
$699K - $784K
|
190K
$22.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.43K+ 4.47% |
$678K - $761K
|
150K
$17.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
6.43K+ 5.31% |
$678K - $760K
|
127K
$14.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
6.35KNew |
$670K - $751K
|
6.35K
$744K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.33K+ 0.86% |
$668K - $749K
|
742K
$86.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
6.27K+ 2.69% |
$662K - $742K
|
240K
$28.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
6.22K+ 19.43% |
$657K - $737K
|
38.3K
$4.48M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.17K+ 3.38% |
$651K - $730K
|
189K
$22.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.16KNew |
$650K - $729K
|
6.16K
$722K
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
6.16K+ 2.31% |
$650K - $728K
|
272K
$31.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
6.12K+ 2.06% |
$646K - $724K
|
304K
$35.6M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.11K+ 11.47% |
$645K - $724K
|
59.4K
$6.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
6.1KNew |
$644K - $722K
|
6.1K
$715K
|
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
6.1K+ 235.33% |
$644K - $722K
|
8.7K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
6.07K+ 2.32% |
$640K - $718K
|
268K
$31.4M
|