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
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
67New |
$7.07K - $7.93K
|
67
$7.57K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
67+ 0.18% |
$7.07K - $7.93K
|
37.9K
$4.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
66+ 1.23% |
$6.96K - $7.81K
|
5.43K
$613K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
63+ 0.28% |
$6.65K - $7.46K
|
22.2K
$2.51M
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
60+ 1.23% |
$6.33K - $7.1K
|
4.95K
$559K
|
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
BUY
|
- |
59+ 0.44% |
$6.23K - $6.98K
|
13.4K
$1.52M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
58+ 1.07% |
$6.12K - $6.86K
|
5.47K
$618K
|
|
|
Oct 24, 2024
Q3 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
58+ 1.46% |
$6.12K - $6.86K
|
4.04K
$456K
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
57+ 0.11% |
$6.02K - $6.75K
|
53.5K
$6.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
56+ 1.31% |
$5.91K - $6.63K
|
4.34K
$490K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
55+ 125.0% |
$5.8K - $6.51K
|
99
$11.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
55+ 0.75% |
$5.8K - $6.51K
|
7.43K
$840K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
53+ 2.62% |
$5.59K - $6.27K
|
2.08K
$235K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
52+ 0.83% |
$5.49K - $6.15K
|
6.31K
$713K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
50+ 27.78% |
$5.28K - $5.92K
|
230
$26K
|
|
|
Oct 24, 2024
Q3 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
50+ 2.56% |
$5.28K - $5.92K
|
2K
$226K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
50+ 0.14% |
$5.28K - $5.92K
|
34.8K
$3.93M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
49+ 1.05% |
$5.17K - $5.8K
|
4.73K
$534K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
48+ 1.46% |
$5.07K - $5.68K
|
3.34K
$377K
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
48+ 0.75% |
$5.07K - $5.68K
|
6.43K
$726K
|
|
|
Oct 08, 2024
Q3 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
47+ 0.78% |
$4.96K - $5.56K
|
6.05K
$683K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
46+ 1.98% |
$4.85K - $5.44K
|
2.37K
$268K
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
46+ 0.31% |
$4.85K - $5.44K
|
14.8K
$1.67M
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
44+ 7.96% |
$4.64K - $5.21K
|
597
$67.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
44+ 0.65% |
$4.64K - $5.21K
|
6.81K
$769K
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
44+ 1.39% |
$4.64K - $5.21K
|
3.21K
$363K
|
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
44+ 0.39% |
$4.64K - $5.21K
|
11.5K
$1.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
43+ 1.09% |
$4.54K - $5.09K
|
3.99K
$450K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
43+ 2.46% |
$4.54K - $5.09K
|
1.79K
$202K
|
|
|
Oct 28, 2024
Q3 2024
|
Forte Asset Management LLC
|
BUY
|
- |
43+ 0.41% |
$4.54K - $5.09K
|
10.5K
$1.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
43+ 0.52% |
$4.54K - $5.09K
|
8.36K
$944K
|
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
BUY
|
- |
42+ 0.27% |
$4.43K - $4.97K
|
15.5K
$1.75M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
42+ 0.15% |
$4.43K - $4.97K
|
27.3K
$3.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
42+ 1.02% |
$4.43K - $4.97K
|
4.15K
$468K
|
|
|
Oct 08, 2024
Q3 2024
|
Tl Private Wealth
|
BUY
|
- |
41+ 0.52% |
$4.33K - $4.85K
|
7.93K
$896K
|
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
40+ 0.67% |
$4.22K - $4.73K
|
5.99K
$677K
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
39+ 1.25% |
$4.12K - $4.62K
|
3.16K
$357K
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
38+ 0.35% |
$4.01K - $4.5K
|
10.8K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
37+ 1.51% |
$3.9K - $4.38K
|
2.48K
$280K
|
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
37+ 0.13% |
$3.9K - $4.38K
|
29.6K
$3.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
37+ 1.19% |
$3.9K - $4.38K
|
3.14K
$354K
|
|
|
Feb 20, 2025
Q3 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
36+ 0.59% |
$3.8K - $4.26K
|
6.15K
$695K
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
35+ 1.39% |
$3.69K - $4.14K
|
2.54K
$287K
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
35+ 1.53% |
$3.69K - $4.14K
|
2.32K
$262K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
29+ 1.43% |
$3.06K - $3.43K
|
2.06K
$232K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
29+ 0.15% |
$3.06K - $3.43K
|
19K
$2.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
29+ 0.03% |
$3.06K - $3.43K
|
92.6K
$10.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
28+ 0.38% |
$2.95K - $3.31K
|
7.42K
$838K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
28+ 0.21% |
$2.95K - $3.31K
|
13.5K
$1.53M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
28+ 0.28% |
$2.95K - $3.31K
|
9.91K
$1.12M
|