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 09, 2024
Q2 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
8+ 0.21% |
$817 - $887
|
3.88K
$438K
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
8+ 0.03% |
$817 - $887
|
28.6K
$3.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
8+ 0.34% |
$817 - $887
|
2.35K
$266K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7+ 0.01% |
$715 - $776
|
108K
$12.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
7New |
$715 - $776
|
7
$791
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7+ 0.23% |
$715 - $776
|
3.05K
$345K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
7+ 3.18% |
$715 - $776
|
227
$25.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
6+ 0.32% |
$613 - $665
|
1.89K
$213K
|
|
|
Jul 17, 2024
Q2 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
6+ 14.29% |
$613 - $665
|
48
$5.42K
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
BUY
|
- |
6+ 0.2% |
$613 - $665
|
2.96K
$334K
|
|
|
Jul 02, 2024
Q2 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
5+ 0.2% |
$511 - $554
|
2.5K
$283K
|
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
5+ 0.03% |
$511 - $554
|
15.7K
$1.77M
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
5+ 0.17% |
$511 - $554
|
2.88K
$326K
|
|
|
Aug 15, 2024
Q2 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
5+ 0.13% |
$511 - $554
|
4.01K
$452K
|
|
|
Jul 16, 2024
Q2 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
4+ 0.04% |
$409 - $444
|
9.61K
$1.09M
|
|
|
Jul 25, 2024
Q2 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
4+ 0.01% |
$409 - $444
|
32K
$3.62M
|
|
|
Aug 06, 2024
Q2 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
4+ 0.18% |
$409 - $444
|
2.21K
$249K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4+ 0.06% |
$409 - $444
|
6.76K
$764K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
4+ 0.08% |
$409 - $444
|
4.99K
$563K
|
|
|
Aug 13, 2024
Q2 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
4+ 0.0% |
$409 - $444
|
2.12M
$239M
|
|
|
Aug 14, 2024
Q2 2024
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
4+ 0.04% |
$409 - $444
|
10.3K
$1.16M
|
|
|
Jul 16, 2024
Q2 2024
|
Adams Wealth Management
|
BUY
|
- |
3+ 0.1% |
$306 - $333
|
3.11K
$351K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3+ 0.05% |
$306 - $333
|
5.6K
$633K
|
|
|
Aug 07, 2024
Q2 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
3+ 0.05% |
$306 - $333
|
6.65K
$751K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.4% |
$204 - $222
|
506
$57.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
2+ 0.03% |
$204 - $222
|
6.03K
$681K
|
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
2+ 0.08% |
$204 - $222
|
2.48K
$280K
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$204 - $222
|
18.9K
$2.14M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 0.55% |
$204 - $222
|
368
$41.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
2+ 0.05% |
$204 - $222
|
3.87K
$437K
|
|
|
Aug 07, 2024
Q2 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
2+ 0.08% |
$204 - $222
|
2.6K
$293K
|
|
|
Aug 13, 2024
Q2 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$204 - $222
|
20.2K
$2.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
2+ 0.15% |
$204 - $222
|
1.31K
$148K
|
|
|
Aug 14, 2024
Q2 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
2+ 0.09% |
$204 - $222
|
2.2K
$248K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
2+ 0.03% |
$204 - $222
|
6.35K
$717K
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 0.04% |
$102 - $111
|
2.63K
$297K
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1+ 0.02% |
$102 - $111
|
6.44K
$727K
|
|
|
Jul 17, 2024
Q2 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$102 - $111
|
4.94K
$558K
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$102 - $111
|
6.4K
$723K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.01% |
$102 - $111
|
7.08K
$800K
|
|
|
Jul 26, 2024
Q2 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
1+ 0.04% |
$102 - $111
|
2.32K
$262K
|
|
|
Aug 05, 2024
Q2 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
1+ 0.03% |
$102 - $111
|
3.11K
$351K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 0.01% |
$102 - $111
|
7.58K
$856K
|
|
|
Aug 06, 2024
Q2 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
1+ 0.01% |
$102 - $111
|
16.1K
$1.82M
|
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1+ 0.02% |
$102 - $111
|
4.11K
$464K
|
|
|
Aug 14, 2024
Q2 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
1+ 1.03% |
$102 - $111
|
98
$11.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
1+ 0.01% |
$102 - $111
|
7.09K
$801K
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 0.57% |
$102 - $111
|
175
$19.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-1- 0.02% |
$102 - $111
|
5.04K
$570K
|
|
|
Aug 13, 2024
Q2 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-1- 0.03% |
$102 - $111
|
3.26K
$369K
|