Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
BUY
|
- |
1.37K+ 63.16% |
$140K - $152K
|
3.53K
$399K
|
|
|
Jul 25, 2024
Q2 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
1.36K+ 2.37% |
$139K - $151K
|
58.8K
$6.64M
|
|
|
Aug 06, 2024
Q2 2024
|
Lynch & Associates
|
BUY
|
- |
1.35K+ 2.82% |
$138K - $150K
|
49.3K
$5.57M
|
|
|
Aug 09, 2024
Q2 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
1.35K+ 8.93% |
$137K - $149K
|
16.4K
$1.86M
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.34KNew |
$137K - $148K
|
1.34K
$151K
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.34K+ 5.68% |
$137K - $148K
|
24.9K
$2.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.33K+ 1.69% |
$136K - $148K
|
80.2K
$9.06M
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.33K+ 1.69% |
$136K - $148K
|
80.2K
$9.06M
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.33K+ 19.33% |
$136K - $147K
|
8.21K
$927K
|
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.32K+ 5.1% |
$135K - $147K
|
27.3K
$3.08M
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.32K+ 2.2% |
$135K - $146K
|
61.2K
$6.91M
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.32K+ 447.12% |
$135K - $146K
|
1.61K
$182K
|
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
1.32K+ 14.95% |
$135K - $146K
|
10.1K
$1.14M
|
|
|
Jul 26, 2024
Q2 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
1.32K+ 14.2% |
$135K - $146K
|
10.6K
$1.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
1.31K+ 0.84% |
$134K - $145K
|
157K
$17.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
1.3K+ 1.2% |
$132K - $144K
|
109K
$12.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
1.29K+ 13.49% |
$131K - $143K
|
10.8K
$1.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.28K+ 17.45% |
$131K - $142K
|
8.63K
$975K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
1.28K+ 0.93% |
$131K - $142K
|
140K
$15.8M
|
|
|
Jul 24, 2024
Q2 2024
|
White Pine Investment CO
|
BUY
|
- |
1.28K+ 1.89% |
$131K - $142K
|
69K
$7.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1.27K+ 1.03% |
$130K - $141K
|
125K
$14.1M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.26K+ 0.43% |
$129K - $140K
|
295K
$33.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
1.25K+ 10.33% |
$128K - $139K
|
13.4K
$1.51M
|
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.24K+ 0.53% |
$126K - $137K
|
233K
$26.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1.23K+ 4.09% |
$126K - $136K
|
31.4K
$3.54M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.22K+ 4.53% |
$125K - $135K
|
28.2K
$3.19M
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
1.2K+ 40.01% |
$123K - $133K
|
4.2K
$474K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.2K+ 12.16% |
$122K - $133K
|
11K
$1.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
1.18K+ 13.76% |
$120K - $131K
|
9.74K
$1.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1.17K+ 4.12% |
$119K - $130K
|
29.5K
$3.34M
|
|
|
Aug 07, 2024
Q2 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
1.16K+ 25.78% |
$119K - $129K
|
5.68K
$642K
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.16K+ 0.74% |
$119K - $129K
|
158K
$17.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.16K+ 4.94% |
$118K - $128K
|
24.6K
$2.78M
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.16K+ 6.39% |
$118K - $128K
|
19.2K
$2.17M
|
|
|
Aug 14, 2024
Q2 2024
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
1.15KNew |
$118K - $128K
|
1.15K
$130K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.14K+ 4.37% |
$116K - $126K
|
27.3K
$3.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.14K+ 24.31% |
$116K - $126K
|
5.83K
$658K
|
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
BUY
|
- |
1.13K+ 60.3% |
$115K - $125K
|
3K
$338K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
1.11K+ 19.2% |
$113K - $123K
|
6.9K
$779K
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
1.1K+ 25.11% |
$112K - $121K
|
5.46K
$616K
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
1.09K+ 9.33% |
$111K - $121K
|
12.8K
$1.44M
|
|
|
Aug 12, 2024
Q2 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
1.09K+ 0.9% |
$111K - $120K
|
121K
$13.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.08K+ 2.16% |
$110K - $120K
|
51K
$5.76M
|
|
|
Aug 09, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.08K+ 20.43% |
$110K - $120K
|
6.36K
$718K
|
|
|
Aug 01, 2024
Q2 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.07K+ 19.31% |
$109K - $119K
|
6.61K
$747K
|
|
|
Aug 13, 2024
Q2 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
1.06K+ 1.45% |
$108K - $118K
|
74K
$8.36M
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.05K+ 6.11% |
$107K - $117K
|
18.3K
$2.06M
|
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.05K+ 3.59% |
$107K - $116K
|
30.3K
$3.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.04K+ 2.95% |
$106K - $115K
|
36.2K
$4.09M
|
|
|
Jul 17, 2024
Q2 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.04K+ 19.82% |
$106K - $115K
|
6.26K
$707K
|