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 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-163- 0.43% |
$16.6K - $18.1K
|
37.8K
$4.26M
|
|
|
Aug 16, 2024
Q2 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-164- 5.17% |
$16.7K - $18.2K
|
3.01K
$340K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-165- 5.61% |
$16.9K - $18.3K
|
2.78K
$313K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-165- 1.87% |
$16.9K - $18.3K
|
8.68K
$980K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-165- 33.6% |
$16.9K - $18.3K
|
326
$36.8K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-166- 0.49% |
$17K - $18.4K
|
33.7K
$3.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-166- 5.36% |
$17K - $18.4K
|
2.93K
$331K
|
|
|
Jul 29, 2024
Q2 2024
|
Bank Ozk
|
SELL
|
- |
-168- 1.72% |
$17.2K - $18.6K
|
9.57K
$1.08M
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-169- 4.98% |
$17.3K - $18.7K
|
3.23K
$364K
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-170- 1.34% |
$17.4K - $18.8K
|
12.5K
$1.42M
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-172- 1.69% |
$17.6K - $19.1K
|
9.99K
$1.13M
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-172- 23.34% |
$17.6K - $19.1K
|
565
$63.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-172- 2.24% |
$17.6K - $19.1K
|
7.5K
$847K
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-173- 3.12% |
$17.7K - $19.2K
|
5.36K
$606K
|
|
|
Jul 30, 2024
Q2 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-174- 6.03% |
$17.8K - $19.3K
|
2.71K
$306K
|
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-175- 0.84% |
$17.9K - $19.4K
|
20.7K
$2.34M
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-177- 0.22% |
$18.1K - $19.6K
|
80.7K
$9.12M
|
|
|
Jul 30, 2024
Q2 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-179- 6.46% |
$18.3K - $19.8K
|
2.59K
$293K
|
|
|
Jul 22, 2024
Q2 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-183- 39.87% |
$18.7K - $20.3K
|
276
$31.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-183- 7.33% |
$18.7K - $20.3K
|
2.31K
$261K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-186- 5.16% |
$19K - $20.6K
|
3.42K
$387K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-187- 0.98% |
$19.1K - $20.7K
|
18.8K
$2.13M
|
|
|
Aug 05, 2024
Q2 2024
|
Patron Partners, LLC
|
SELL
|
- |
-187- 8.22% |
$19.1K - $20.7K
|
2.09K
$236K
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-187- 9.06% |
$19.1K - $20.7K
|
1.88K
$212K
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-188- 6.98% |
$19.2K - $20.8K
|
2.51K
$283K
|
|
|
Aug 09, 2024
Q2 2024
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-188- 8.11% |
$19.2K - $20.8K
|
2.13K
$241K
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-188- 0.25% |
$19.2K - $20.8K
|
75.4K
$8.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-191- 2.53% |
$19.5K - $21.2K
|
7.36K
$832K
|
|
|
Jul 10, 2024
Q2 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-192- 3.56% |
$19.6K - $21.3K
|
5.2K
$587K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-194- 4.66% |
$19.8K - $21.5K
|
3.97K
$449K
|
|
|
Jul 31, 2024
Q2 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-194- 1.04% |
$19.8K - $21.5K
|
18.5K
$2.09M
|
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-194- 1.13% |
$19.8K - $21.5K
|
16.9K
$1.91M
|
|
|
Aug 02, 2024
Q2 2024
|
Stack Financial Management, Inc
|
SELL
|
- |
-195- 0.04% |
$19.9K - $21.6K
|
479K
$54.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-197- 6.51% |
$20.1K - $21.8K
|
2.83K
$319K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-197- 3.63% |
$20.1K - $21.8K
|
5.23K
$591K
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-197- 0.93% |
$20.1K - $21.8K
|
20.9K
$2.36M
|
|
|
Jul 03, 2024
Q2 2024
|
Roth Financial Partners LLC
|
SELL
|
- |
-199- 0.11% |
$20.3K - $22.1K
|
182K
$20.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-200- 0.86% |
$20.4K - $22.2K
|
23.1K
$2.61M
|
|
|
Jul 30, 2024
Q2 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-200- 1.09% |
$20.4K - $22.2K
|
18.1K
$2.05M
|
|
|
Jul 30, 2024
Q2 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-200- 1.63% |
$20.4K - $22.2K
|
12.1K
$1.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-200- 0.88% |
$20.4K - $22.2K
|
22.6K
$2.56M
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-201- 0.91% |
$20.5K - $22.3K
|
22K
$2.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Concentrum Wealth Management
|
SELL
|
- |
-201- 4.46% |
$20.5K - $22.3K
|
4.31K
$486K
|
|
|
Jul 02, 2024
Q2 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-203- 2.32% |
$20.7K - $22.5K
|
8.54K
$965K
|
|
|
Jul 22, 2024
Q2 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-203- 5.07% |
$20.7K - $22.5K
|
3.8K
$429K
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-205- 2.3% |
$20.9K - $22.7K
|
8.71K
$984K
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-205- 6.81% |
$20.9K - $22.7K
|
2.8K
$317K
|
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-206- 2.66% |
$21K - $22.8K
|
7.53K
$850K
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-207- 4.87% |
$21.1K - $23K
|
4.04K
$456K
|
|
|
Jul 22, 2024
Q2 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-208- 2.04% |
$21.2K - $23.1K
|
10K
$1.13M
|