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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
250+ 2.5% |
$26.4K - $29.6K
|
10.2K
$1.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
249+ 0.86% |
$26.3K - $29.5K
|
29.2K
$3.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Concentrum Wealth Management
|
BUY
|
- |
247+ 5.74% |
$26.1K - $29.2K
|
4.55K
$514K
|
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
245+ 0.23% |
$25.9K - $29K
|
105K
$11.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
243+ 3.4% |
$25.6K - $28.8K
|
7.4K
$835K
|
|
|
Oct 15, 2024
Q3 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
242+ 0.82% |
$25.5K - $28.6K
|
29.7K
$3.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
241+ 1.44% |
$25.4K - $28.5K
|
17K
$1.92M
|
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
BUY
|
- |
240+ 12.0% |
$25.3K - $28.4K
|
2.24K
$253K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
240+ 4.85% |
$25.3K - $28.4K
|
5.19K
$586K
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
240+ 0.29% |
$25.3K - $28.4K
|
82.5K
$9.32M
|
|
|
Nov 07, 2024
Q3 2024
|
Bowman & CO S.C.
|
BUY
|
- |
238+ 5.32% |
$25.1K - $28.2K
|
4.71K
$532K
|
|
|
Nov 13, 2024
Q3 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
235+ 0.98% |
$24.8K - $27.8K
|
24.2K
$2.74M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
234+ 2.37% |
$24.7K - $27.7K
|
10.1K
$1.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
233+ 1.9% |
$24.6K - $27.6K
|
12.5K
$1.41M
|
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
232+ 5.71% |
$24.5K - $27.5K
|
4.29K
$485K
|
|
|
Nov 12, 2024
Q3 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
232+ 3.42% |
$24.5K - $27.5K
|
7.02K
$793K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
228+ 6.37% |
$24.1K - $27K
|
3.81K
$430K
|
|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
228+ 5.8% |
$24.1K - $27K
|
4.16K
$470K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
221+ 4.04% |
$23.3K - $26.2K
|
5.69K
$643K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
217+ 0.12% |
$22.9K - $25.7K
|
176K
$19.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
216+ 1.06% |
$22.8K - $25.6K
|
20.6K
$2.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
213+ 0.26% |
$22.5K - $25.2K
|
80.9K
$9.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
212+ 1.81% |
$22.4K - $25.1K
|
11.9K
$1.35M
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
BUY
|
- |
210+ 0.18% |
$22.2K - $24.9K
|
114K
$12.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
209+ 1.74% |
$22.1K - $24.7K
|
12.2K
$1.38M
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
202+ 0.78% |
$21.3K - $23.9K
|
26.3K
$2.97M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
202+ 2.7% |
$21.3K - $23.9K
|
7.69K
$869K
|
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
198+ 3.21% |
$20.9K - $23.4K
|
6.37K
$720K
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
198+ 21.71% |
$20.9K - $23.4K
|
1.11K
$125K
|
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
197+ 4.86% |
$20.8K - $23.3K
|
4.25K
$480K
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
197+ 0.63% |
$20.8K - $23.3K
|
31.6K
$3.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Ozk
|
BUY
|
- |
197+ 2.06% |
$20.8K - $23.3K
|
9.77K
$1.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
195+ 1.45% |
$20.6K - $23.1K
|
13.6K
$1.54M
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
194+ 1.18% |
$20.5K - $23K
|
16.7K
$1.88M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
194+ 7.78% |
$20.5K - $23K
|
2.69K
$304K
|
|
|
Nov 06, 2024
Q3 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
191+ 2.0% |
$20.2K - $22.6K
|
9.74K
$1.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
190+ 1.74% |
$20.1K - $22.5K
|
11.1K
$1.25M
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
188+ 1.67% |
$19.8K - $22.2K
|
11.5K
$1.29M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
185+ 1.95% |
$19.5K - $21.9K
|
9.66K
$1.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
185+ 1.24% |
$19.5K - $21.9K
|
15.1K
$1.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
184+ 6.19% |
$19.4K - $21.8K
|
3.16K
$357K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
184+ 0.78% |
$19.4K - $21.8K
|
23.8K
$2.69M
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
183+ 5.43% |
$19.3K - $21.7K
|
3.55K
$401K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
183+ 0.83% |
$19.3K - $21.7K
|
22.2K
$2.51M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
182+ 6.86% |
$19.2K - $21.5K
|
2.84K
$320K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
178+ 3.12% |
$18.8K - $21.1K
|
5.89K
$665K
|
|
|
Nov 13, 2024
Q3 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
178+ 0.98% |
$18.8K - $21.1K
|
18.3K
$2.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
175+ 3.35% |
$18.5K - $20.7K
|
5.4K
$610K
|
|
|
Oct 17, 2024
Q3 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
171+ 0.1% |
$18K - $20.2K
|
165K
$18.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
170+ 0.96% |
$17.9K - $20.1K
|
17.9K
$2.02M
|