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 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-66- 11.02% |
$6.74K - $7.32K
|
533
$60.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-67- 12.36% |
$6.84K - $7.43K
|
475
$53.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-67- 1.41% |
$6.84K - $7.43K
|
4.68K
$529K
|
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-68- 1.31% |
$6.94K - $7.54K
|
5.13K
$579K
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-69- 0.37% |
$7.05K - $7.65K
|
18.6K
$2.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-69- 1.15% |
$7.05K - $7.65K
|
5.93K
$670K
|
|
|
Aug 15, 2024
Q2 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-69- 0.06% |
$7.05K - $7.65K
|
110K
$12.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-70- 1.38% |
$7.15K - $7.76K
|
5K
$565K
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-70- 7.61% |
$7.15K - $7.76K
|
850
$96K
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
SELL
|
- |
-70- 0.19% |
$7.15K - $7.76K
|
37.1K
$4.19M
|
|
|
Aug 08, 2024
Q2 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-70- 0.66% |
$7.15K - $7.76K
|
10.5K
$1.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-72- 6.74% |
$7.35K - $7.98K
|
997
$113K
|
|
|
Aug 14, 2024
Q2 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-72- 0.45% |
$7.35K - $7.98K
|
16K
$1.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-74- 0.94% |
$7.56K - $8.21K
|
7.82K
$883K
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-75- 0.08% |
$7.66K - $8.32K
|
94.8K
$10.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-78- 0.63% |
$7.97K - $8.65K
|
12.2K
$1.38M
|
|
|
Jul 31, 2024
Q2 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-79- 3.03% |
$8.07K - $8.76K
|
2.53K
$286K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-81- 16.56% |
$8.27K - $8.98K
|
408
$46.1K
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-81- 2.73% |
$8.27K - $8.98K
|
2.89K
$326K
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-81- 0.04% |
$8.27K - $8.98K
|
201K
$22.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-83- 2.87% |
$8.48K - $9.2K
|
2.81K
$317K
|
|
|
Jul 08, 2024
Q2 2024
|
Fc Advisory LLC
|
SELL
|
- |
-88- 1.94% |
$8.99K - $9.76K
|
4.45K
$503K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-88- 0.14% |
$8.99K - $9.76K
|
62K
$7M
|
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
SELL
|
- |
-89- 0.27% |
$9.09K - $9.87K
|
32.8K
$3.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-89- 3.98% |
$9.09K - $9.87K
|
2.15K
$242K
|
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-89- 0.94% |
$9.09K - $9.87K
|
9.36K
$1.06M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-90- 2.94% |
$9.19K - $9.98K
|
2.97K
$335K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-90- 2.41% |
$9.19K - $9.98K
|
3.65K
$412K
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-90- 0.94% |
$9.19K - $9.98K
|
9.53K
$1.08M
|
|
|
Jul 10, 2024
Q2 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-91- 0.26% |
$9.29K - $10.1K
|
34.8K
$3.93M
|
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-91- 0.7% |
$9.29K - $10.1K
|
12.9K
$1.46M
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-91- 10.4% |
$9.29K - $10.1K
|
784
$88.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-91- 4.95% |
$9.29K - $10.1K
|
1.75K
$197K
|
|
|
Jul 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-92- 3.7% |
$9.4K - $10.2K
|
2.39K
$270K
|
|
|
Aug 13, 2024
Q2 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-92- 2.05% |
$9.4K - $10.2K
|
4.39K
$496K
|
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-94- 1.71% |
$9.6K - $10.4K
|
5.4K
$610K
|
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-94- 3.47% |
$9.6K - $10.4K
|
2.61K
$295K
|
|
|
Jul 16, 2024
Q2 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-95- 1.99% |
$9.7K - $10.5K
|
4.67K
$528K
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-96- 1.8% |
$9.8K - $10.6K
|
5.23K
$591K
|
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-97- 0.4% |
$9.91K - $10.8K
|
24.4K
$2.76M
|
|
|
Jul 15, 2024
Q2 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-98- 0.3% |
$10K - $10.9K
|
33K
$3.73M
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-98- 1.7% |
$10K - $10.9K
|
5.68K
$641K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-99- 0.4% |
$10.1K - $11K
|
24.6K
$2.78M
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-100- 2.06% |
$10.2K - $11.1K
|
4.75K
$537K
|
|
|
Jul 24, 2024
Q2 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-100- 0.44% |
$10.2K - $11.1K
|
22.8K
$2.58M
|
|
|
Jul 30, 2024
Q2 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-100- 1.09% |
$10.2K - $11.1K
|
9.09K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-100- 0.84% |
$10.2K - $11.1K
|
11.8K
$1.33M
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-100- 15.17% |
$10.2K - $11.1K
|
559
$63.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-101- 2.03% |
$10.3K - $11.2K
|
4.87K
$550K
|
|
|
Aug 02, 2024
Q2 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-103- 1.36% |
$10.5K - $11.4K
|
7.47K
$844K
|