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 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
532+ 25.0% |
$56.1K - $63K
|
2.66K
$300K
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
532+ 0.22% |
$56.1K - $63K
|
238K
$26.9M
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
529+ 9.8% |
$55.8K - $62.6K
|
5.93K
$669K
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
524+ 2.51% |
$55.3K - $62K
|
21.4K
$2.42M
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
516+ 4.6% |
$54.5K - $61.1K
|
11.7K
$1.32M
|
|
|
Oct 17, 2024
Q3 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
515+ 0.81% |
$54.3K - $60.9K
|
64.3K
$7.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
509+ 23.73% |
$53.7K - $60.2K
|
2.65K
$300K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
507+ 10.64% |
$53.5K - $60K
|
5.27K
$595K
|
|
|
Oct 21, 2024
Q3 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
498+ 1.11% |
$52.6K - $58.9K
|
45.5K
$5.14M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
497+ 2.79% |
$52.4K - $58.8K
|
18.3K
$2.07M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
492+ 3.84% |
$51.9K - $58.2K
|
13.3K
$1.5M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
490+ 0.96% |
$51.7K - $58K
|
51.8K
$5.85M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
475New |
$50.1K - $56.2K
|
475
$53.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
474+ 2.49% |
$50K - $56.1K
|
19.5K
$2.21M
|
|
|
Oct 21, 2024
Q3 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
470+ 2.74% |
$49.6K - $55.6K
|
17.6K
$1.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
463+ 0.71% |
$48.9K - $54.8K
|
65.5K
$7.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
458+ 45.08% |
$48.3K - $54.2K
|
1.47K
$167K
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
456+ 10.39% |
$48.1K - $54K
|
4.85K
$547K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
454+ 3.8% |
$47.9K - $53.7K
|
12.4K
$1.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
448+ 12.23% |
$47.3K - $53K
|
4.11K
$464K
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
447+ 8.53% |
$47.2K - $52.9K
|
5.69K
$643K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
444+ 2.33% |
$46.9K - $52.5K
|
19.5K
$2.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
442+ 0.7% |
$46.6K - $52.3K
|
63.5K
$7.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
440+ 18.68% |
$46.4K - $52.1K
|
2.8K
$316K
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
432+ 49.88% |
$45.6K - $51.1K
|
1.3K
$147K
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
431+ 1.7% |
$45.5K - $51K
|
25.8K
$2.91M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
427+ 3.57% |
$45.1K - $50.5K
|
12.4K
$1.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
424+ 5.04% |
$44.7K - $50.2K
|
8.83K
$998K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
423+ 49.76% |
$44.6K - $50.1K
|
1.27K
$144K
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
423+ 1.89% |
$44.6K - $50.1K
|
22.8K
$2.58M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
420+ 5.4% |
$44.3K - $49.7K
|
8.2K
$927K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
419+ 1.27% |
$44.2K - $49.6K
|
33.4K
$3.77M
|
|
|
Oct 22, 2024
Q3 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
419+ 20.4% |
$44.2K - $49.6K
|
2.47K
$279K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
419+ 18.05% |
$44.2K - $49.6K
|
2.74K
$310K
|
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
BUY
|
- |
412+ 1.96% |
$43.5K - $48.8K
|
21.4K
$2.42M
|
|
|
Oct 03, 2024
Q3 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
411+ 1.91% |
$43.4K - $48.6K
|
21.9K
$2.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Tfo Tdc, LLC
|
BUY
|
- |
408+ 0.44% |
$43.1K - $48.3K
|
94K
$10.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
405+ 11.05% |
$42.7K - $47.9K
|
4.07K
$460K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
405+ 0.62% |
$42.7K - $47.9K
|
65.7K
$7.42M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
402+ 1.31% |
$42.4K - $47.6K
|
31.2K
$3.52M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
402+ 0.91% |
$42.4K - $47.6K
|
44.8K
$5.06M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
400+ 0.66% |
$42.2K - $47.3K
|
60.7K
$6.86M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
400+ 1.82% |
$42.2K - $47.3K
|
22.4K
$2.53M
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
397+ 1.54% |
$41.9K - $47K
|
26.2K
$2.96M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
395+ 17.53% |
$41.7K - $46.7K
|
2.65K
$299K
|
|
|
Nov 04, 2024
Q3 2024
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
392+ 9.28% |
$41.4K - $46.4K
|
4.62K
$521K
|
|
|
Dec 17, 2024
Q3 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
392+ 0.63% |
$41.4K - $46.4K
|
62.4K
$7.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Independent Family Office, LLC
|
BUY
|
- |
388+ 3.87% |
$40.9K - $45.9K
|
10.4K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
384+ 5.91% |
$40.5K - $45.4K
|
6.89K
$778K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
380+ 24.68% |
$40.1K - $45K
|
1.92K
$217K
|