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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
113+ 0.11% |
$11.5K - $12.5K
|
98.7K
$11.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
110+ 0.36% |
$11.2K - $12.2K
|
30.9K
$3.49M
|
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
105+ 4.91% |
$10.7K - $11.6K
|
2.25K
$254K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
105+ 0.17% |
$10.7K - $11.6K
|
63.3K
$7.15M
|
|
|
Aug 07, 2024
Q2 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
102+ 1.9% |
$10.4K - $11.3K
|
5.48K
$619K
|
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
101+ 16.13% |
$10.3K - $11.2K
|
727
$82.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
100+ 0.85% |
$10.2K - $11.1K
|
11.9K
$1.34M
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
100+ 5.77% |
$10.2K - $11.1K
|
1.83K
$207K
|
|
|
Aug 12, 2024
Q2 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
99+ 2.55% |
$10.1K - $11K
|
3.98K
$449K
|
|
|
Jul 25, 2024
Q2 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
98+ 1.61% |
$10K - $10.9K
|
6.18K
$699K
|
|
|
Jul 26, 2024
Q2 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
96+ 5.02% |
$9.8K - $10.6K
|
2.01K
$227K
|
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
BUY
|
- |
96+ 0.39% |
$9.8K - $10.6K
|
24.5K
$2.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
95+ 3.93% |
$9.7K - $10.5K
|
2.51K
$284K
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
BUY
|
- |
94+ 4.28% |
$9.6K - $10.4K
|
2.29K
$258K
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
93+ 3.2% |
$9.5K - $10.3K
|
3K
$339K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
91+ 1.96% |
$9.29K - $10.1K
|
4.73K
$534K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
90+ 0.49% |
$9.19K - $9.98K
|
18.3K
$2.07M
|
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
89+ 1.85% |
$9.09K - $9.87K
|
4.89K
$552K
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
87+ 0.25% |
$8.89K - $9.65K
|
34.7K
$3.92M
|
|
|
Jul 17, 2024
Q2 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
86+ 2.79% |
$8.78K - $9.54K
|
3.17K
$358K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
86+ 0.28% |
$8.78K - $9.54K
|
30.5K
$3.45M
|
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
85+ 0.61% |
$8.68K - $9.42K
|
14.1K
$1.59M
|
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
85+ 0.58% |
$8.68K - $9.42K
|
14.7K
$1.66M
|
|
|
Jul 30, 2024
Q2 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
85+ 4.33% |
$8.68K - $9.42K
|
2.05K
$231K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
85+ 21.85% |
$8.68K - $9.42K
|
474
$53.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
83+ 2.37% |
$8.48K - $9.2K
|
3.59K
$405K
|
|
|
Jul 29, 2024
Q2 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
82+ 1.0% |
$8.37K - $9.09K
|
8.32K
$940K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
82New |
$8.37K - $9.09K
|
82
$9.26K
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
81+ 0.31% |
$8.27K - $8.98K
|
26.4K
$2.98M
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
80+ 0.85% |
$8.17K - $8.87K
|
9.51K
$1.07M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
78+ 0.34% |
$7.97K - $8.65K
|
22.8K
$2.58M
|
|
|
Aug 15, 2024
Q2 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
77+ 2.46% |
$7.86K - $8.54K
|
3.21K
$363K
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
76+ 0.32% |
$7.76K - $8.43K
|
23.6K
$2.67M
|
|
|
Jul 15, 2024
Q2 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
75+ 3.53% |
$7.66K - $8.32K
|
2.2K
$249K
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
BUY
|
- |
75+ 0.16% |
$7.66K - $8.32K
|
46.7K
$5.28M
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
71+ 0.43% |
$7.25K - $7.87K
|
16.5K
$1.86M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
71+ 1.26% |
$7.25K - $7.87K
|
5.73K
$647K
|
|
|
Jul 24, 2024
Q2 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
69+ 1.25% |
$7.05K - $7.65K
|
5.6K
$632K
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
68+ 0.69% |
$6.94K - $7.54K
|
9.88K
$1.12M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
67+ 0.76% |
$6.84K - $7.43K
|
8.88K
$1M
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
66+ 3.41% |
$6.74K - $7.32K
|
2K
$226K
|
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
65+ 1.84% |
$6.64K - $7.21K
|
3.6K
$407K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
65+ 0.86% |
$6.64K - $7.21K
|
7.59K
$857K
|
|
|
Jul 16, 2024
Q2 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
64+ 0.48% |
$6.54K - $7.1K
|
13.4K
$1.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
63+ 0.21% |
$6.43K - $6.99K
|
30.4K
$3.44M
|
|
|
Jul 17, 2024
Q2 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
62+ 0.34% |
$6.33K - $6.87K
|
18.5K
$2.09M
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
62+ 1.75% |
$6.33K - $6.87K
|
3.61K
$407K
|
|
|
Aug 02, 2024
Q2 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
62+ 3.28% |
$6.33K - $6.87K
|
1.95K
$220K
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
58+ 0.19% |
$5.92K - $6.43K
|
30.2K
$3.41M
|
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
57+ 2.92% |
$5.82K - $6.32K
|
2.01K
$227K
|