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 13, 2024
Q2 2024
|
Heron Bay Capital Management
|
SELL
|
- |
-32- 0.04% |
$3.27K - $3.55K
|
86.8K
$9.81M
|
|
|
Jul 30, 2024
Q2 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-34- 0.13% |
$3.47K - $3.77K
|
25.4K
$2.86M
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-35- 0.17% |
$3.57K - $3.88K
|
21K
$2.38M
|
|
|
Jul 25, 2024
Q2 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-36- 1.36% |
$3.68K - $3.99K
|
2.62K
$296K
|
|
|
Jul 31, 2024
Q2 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-37- 0.06% |
$3.78K - $4.1K
|
64.3K
$7.27M
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-37- 0.95% |
$3.78K - $4.1K
|
3.87K
$437K
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-39- 30.0% |
$3.98K - $4.32K
|
91
$10.3K
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-39- 0.21% |
$3.98K - $4.32K
|
18.4K
$2.08M
|
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-40- 0.75% |
$4.09K - $4.44K
|
5.28K
$596K
|
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-41- 1.63% |
$4.19K - $4.55K
|
2.48K
$280K
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-42- 0.67% |
$4.29K - $4.66K
|
6.26K
$707K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-45- 18.6% |
$4.6K - $4.99K
|
197
$22.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-45- 2.17% |
$4.6K - $4.99K
|
2.03K
$229K
|
|
|
Jul 17, 2024
Q2 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-46- 1.94% |
$4.7K - $5.1K
|
2.33K
$263K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-46- 1.53% |
$4.7K - $5.1K
|
2.96K
$334K
|
|
|
Jul 17, 2024
Q2 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-47- 0.26% |
$4.8K - $5.21K
|
18.3K
$2.07M
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-47- 0.56% |
$4.8K - $5.21K
|
8.37K
$945K
|
|
|
Aug 12, 2024
Q2 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-47- 1.19% |
$4.8K - $5.21K
|
3.9K
$441K
|
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-50- 0.44% |
$5.11K - $5.54K
|
11.3K
$1.27M
|
|
|
Jul 25, 2024
Q2 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-50- 0.07% |
$5.11K - $5.54K
|
69.7K
$7.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-50- 0.59% |
$5.11K - $5.54K
|
8.39K
$948K
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-52- 0.81% |
$5.31K - $5.77K
|
6.4K
$723K
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-53- 0.7% |
$5.41K - $5.88K
|
7.53K
$851K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-53- 1.96% |
$5.41K - $5.88K
|
2.65K
$300K
|
|
|
Jul 17, 2024
Q2 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-54- 0.39% |
$5.52K - $5.99K
|
13.7K
$1.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-54- 0.53% |
$5.52K - $5.99K
|
10.1K
$1.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-54- 0.05% |
$5.52K - $5.99K
|
109K
$12.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Hardy Reed LLC
|
SELL
|
- |
-55- 0.04% |
$5.62K - $6.1K
|
132K
$15M
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-55- 0.88% |
$5.62K - $6.1K
|
6.2K
$701K
|
|
|
Aug 02, 2024
Q2 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-56- 0.17% |
$5.72K - $6.21K
|
33.8K
$3.82M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-56- 0.09% |
$5.72K - $6.21K
|
62.6K
$7.07M
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-56- 0.16% |
$5.72K - $6.21K
|
34.9K
$3.94M
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-57- 2.89% |
$5.82K - $6.32K
|
1.92K
$217K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-57- 98.28% |
$5.82K - $6.32K
|
1
$113
|
|
|
Aug 13, 2024
Q2 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-57- 2.56% |
$5.82K - $6.32K
|
2.17K
$245K
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-58- 1.98% |
$5.92K - $6.43K
|
2.87K
$324K
|
|
|
Jul 23, 2024
Q2 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-58- 1.34% |
$5.92K - $6.43K
|
4.26K
$481K
|
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-58- 2.62% |
$5.92K - $6.43K
|
2.15K
$243K
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-58- 0.43% |
$5.92K - $6.43K
|
13.5K
$1.53M
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-59- 0.61% |
$6.03K - $6.54K
|
9.65K
$1.09M
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-60- 0.15% |
$6.13K - $6.65K
|
40.6K
$4.59M
|
|
|
Jul 15, 2024
Q2 2024
|
Flc Capital Advisors
|
SELL
|
- |
-61- 0.58% |
$6.23K - $6.76K
|
10.5K
$1.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-61- 1.03% |
$6.23K - $6.76K
|
5.88K
$664K
|
|
|
Aug 09, 2024
Q2 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-62- 0.23% |
$6.33K - $6.87K
|
27.4K
$3.09M
|
|
|
Sep 18, 2024
Q2 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-62- 0.67% |
$6.33K - $6.87K
|
9.24K
$1.04M
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-63- 1.26% |
$6.43K - $6.99K
|
4.92K
$556K
|
|
|
Jul 31, 2024
Q2 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-63- 1.02% |
$6.43K - $6.99K
|
6.1K
$690K
|
|
|
Aug 06, 2024
Q2 2024
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-63- 0.54% |
$6.43K - $6.99K
|
11.6K
$1.31M
|
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-65- 2.72% |
$6.64K - $7.21K
|
2.32K
$263K
|
|
|
Jul 12, 2024
Q2 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-66- 1.46% |
$6.74K - $7.32K
|
4.44K
$502K
|