Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
1.05K+ 19.26% |
$111K - $124K
|
6.51K
$735K
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
1.05K+ 33.73% |
$111K - $124K
|
4.16K
$470K
|
|
|
Nov 04, 2024
Q3 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
1.04K+ 0.19% |
$110K - $123K
|
542K
$61.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.03K+ 5.23% |
$109K - $122K
|
20.8K
$2.35M
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.02K+ 15.59% |
$108K - $121K
|
7.58K
$856K
|
|
|
Nov 04, 2024
Q3 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
1.02K+ 6.34% |
$108K - $121K
|
17.1K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1K+ 5.45% |
$106K - $119K
|
19.4K
$2.19M
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
999+ 26.46% |
$105K - $118K
|
4.78K
$539K
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
997+ 0.86% |
$105K - $118K
|
117K
$13.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
992+ 3.98% |
$105K - $117K
|
25.9K
$2.93M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
992+ 0.41% |
$105K - $117K
|
243K
$27.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
986+ 1.5% |
$104K - $117K
|
66.5K
$7.52M
|
|
|
Nov 05, 2024
Q3 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
985+ 17.34% |
$104K - $117K
|
6.67K
$753K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
967+ 57.29% |
$102K - $114K
|
2.66K
$300K
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
962+ 1.05% |
$102K - $114K
|
92.6K
$10.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
951+ 17.48% |
$100K - $113K
|
6.39K
$722K
|
|
|
Oct 09, 2024
Q3 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
949+ 1.31% |
$100K - $112K
|
73.5K
$8.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
923+ 1.41% |
$97.4K - $109K
|
66.3K
$7.49M
|
|
|
Nov 25, 2024
Q3 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
921+ 6.89% |
$97.2K - $109K
|
14.3K
$1.61M
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
916+ 31.34% |
$96.7K - $108K
|
3.84K
$434K
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
913+ 17.31% |
$96.3K - $108K
|
6.19K
$699K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
909+ 12.52% |
$95.9K - $108K
|
8.17K
$923K
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
888+ 8.21% |
$93.7K - $105K
|
11.7K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
882+ 5.44% |
$93.1K - $104K
|
17.1K
$1.93M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
880+ 3.57% |
$92.9K - $104K
|
25.5K
$2.88M
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
880+ 28.14% |
$92.9K - $104K
|
4.01K
$453K
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
873+ 1.15% |
$92.1K - $103K
|
76.5K
$8.64M
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
861+ 17.22% |
$90.9K - $102K
|
5.86K
$662K
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
861+ 3.92% |
$90.9K - $102K
|
22.8K
$2.58M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
860+ 42.41% |
$90.8K - $102K
|
2.89K
$326K
|
|
|
Oct 15, 2024
Q3 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
854+ 18.35% |
$90.1K - $101K
|
5.51K
$622K
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
854+ 1.73% |
$90.1K - $101K
|
50.1K
$5.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
845+ 12.3% |
$89.2K - $100K
|
7.72K
$872K
|
|
|
Nov 13, 2024
Q3 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
845+ 5.38% |
$89.2K - $100K
|
16.5K
$1.87M
|
|
|
Oct 28, 2024
Q3 2024
|
Human Investing LLC
|
BUY
|
- |
844+ 0.64% |
$89.1K - $99.9K
|
133K
$15M
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
844+ 3.34% |
$89.1K - $99.9K
|
26.1K
$2.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
829New |
$87.5K - $98.1K
|
829
$93.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
822+ 24.91% |
$86.7K - $97.3K
|
4.12K
$466K
|
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
813+ 0.79% |
$85.8K - $96.2K
|
104K
$11.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
809+ 2.17% |
$85.4K - $95.7K
|
38.1K
$4.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
804+ 22.22% |
$84.8K - $95.1K
|
4.42K
$500K
|
|
|
Oct 16, 2024
Q3 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
800+ 29.63% |
$84.4K - $94.7K
|
3.5K
$395K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
BUY
|
- |
796+ 9.3% |
$84K - $94.2K
|
9.35K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
795+ 0.56% |
$83.9K - $94.1K
|
142K
$16.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
783+ 1.59% |
$82.6K - $92.7K
|
50.2K
$5.67M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
783+ 44.97% |
$82.6K - $92.7K
|
2.52K
$285K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
781+ 1.53% |
$82.4K - $92.4K
|
51.8K
$5.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
776+ 2.24% |
$81.9K - $91.8K
|
35.5K
$4.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
771+ 49.71% |
$81.4K - $91.2K
|
2.32K
$262K
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
769+ 2.53% |
$81.2K - $91K
|
31.2K
$3.52M
|