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
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
7.91K+ 25.89% |
$808K - $877K
|
38.4K
$4.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7.88K+ 4.49% |
$804K - $873K
|
183K
$20.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
7.86KNew |
$803K - $872K
|
7.86K
$888K
|
|
|
Jul 17, 2024
Q2 2024
|
Human Investing LLC
|
BUY
|
- |
7.83K+ 6.29% |
$799K - $868K
|
132K
$15M
|
|
|
Aug 08, 2024
Q2 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
7.67KNew |
$783K - $850K
|
7.67K
$866K
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
7.67KNew |
$783K - $850K
|
7.67K
$866K
|
|
|
Jul 22, 2024
Q2 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
7.52K+ 6.55% |
$768K - $834K
|
122K
$13.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
7.52K+ 63.86% |
$768K - $834K
|
19.3K
$2.18M
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
7.52K+ 4.49% |
$768K - $833K
|
175K
$19.8M
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
7.42K+ 27.81% |
$758K - $823K
|
34.1K
$3.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
7.4K+ 13.44% |
$756K - $820K
|
62.4K
$7.05M
|
|
|
Jul 11, 2024
Q2 2024
|
Capital Planning LLC
|
BUY
|
- |
7.34K+ 39.39% |
$750K - $814K
|
26K
$2.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
7.25K+ 22.29% |
$741K - $804K
|
39.8K
$4.49M
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
7.24K+ 4.47% |
$740K - $803K
|
169K
$19.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
7.2K+ 2.03% |
$735K - $798K
|
362K
$40.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
7.1K+ 4.46% |
$725K - $787K
|
166K
$18.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
7.1K+ 3.8% |
$725K - $787K
|
194K
$21.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
7.08K+ 73.33% |
$723K - $785K
|
16.7K
$1.89M
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
7.05K+ 4.63% |
$720K - $781K
|
159K
$18M
|
|
|
Jul 23, 2024
Q2 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
7.03K+ 15.53% |
$718K - $780K
|
52.3K
$5.91M
|
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
6.91KNew |
$706K - $766K
|
6.91K
$781K
|
|
|
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
6.9K+ 18.45% |
$705K - $765K
|
44.3K
$5M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
6.81K+ 47.86% |
$695K - $755K
|
21K
$2.38M
|
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
6.78K+ 4.35% |
$693K - $752K
|
163K
$18.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
6.7K+ 2.24% |
$684K - $743K
|
306K
$34.6M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
6.61K+ 35.01% |
$675K - $733K
|
25.5K
$2.88M
|
|
|
Jul 10, 2024
Q2 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
6.57K+ 4.99% |
$671K - $728K
|
138K
$15.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
6.57K+ 9.28% |
$671K - $728K
|
77.3K
$8.73M
|
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
6.37K+ 4.1% |
$651K - $707K
|
162K
$18.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.37K+ 0.44% |
$650K - $706K
|
1.46M
$165M
|
|
|
Aug 08, 2024
Q2 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
6.32K+ 45.02% |
$646K - $701K
|
20.4K
$2.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
BUY
|
- |
6.29K+ 2.34% |
$642K - $698K
|
275K
$31.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
6.29K+ 3.96% |
$642K - $697K
|
165K
$18.6M
|
|
|
Oct 03, 2024
Q2 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
6.25K+ 18.01% |
$638K - $693K
|
41K
$4.63M
|
|
|
Jul 30, 2024
Q2 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
6.25KNew |
$638K - $693K
|
6.25K
$706K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.25K+ 6.41% |
$638K - $693K
|
104K
$11.7M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.24K+ 80.69% |
$637K - $692K
|
14K
$1.58M
|
|
|
Jul 15, 2024
Q2 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
6.16K+ 26.6% |
$629K - $683K
|
29.3K
$3.31M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
6.11K+ 5.41% |
$624K - $678K
|
119K
$13.4M
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
6.07KNew |
$620K - $673K
|
6.07K
$686K
|
|
|
Oct 23, 2024
Q2 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
6.02K+ 40.62% |
$615K - $667K
|
20.8K
$2.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
6K+ 52.81% |
$613K - $666K
|
17.4K
$1.96M
|
|
|
Sep 10, 2024
Q2 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
6KNew |
$613K - $665K
|
6K
$678K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.99K+ 23.28% |
$612K - $664K
|
31.7K
$3.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
5.98K+ 8.42% |
$611K - $663K
|
77K
$8.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
5.96K+ 163.36% |
$609K - $661K
|
9.61K
$1.09M
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
5.96K+ 29.54% |
$608K - $661K
|
26.1K
$2.95M
|
|
|
Jul 18, 2024
Q2 2024
|
Verde Capital Management
|
BUY
|
- |
5.92K+ 4.42% |
$604K - $656K
|
140K
$15.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Independent Family Office, LLC
|
BUY
|
- |
5.9K+ 143.03% |
$603K - $654K
|
10K
$1.13M
|
|
|
Jul 25, 2024
Q2 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
5.9K+ 9.03% |
$602K - $654K
|
71.2K
$8.04M
|