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 12, 2024
Q3 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-92- 3.06% |
$9.71K - $10.9K
|
2.92K
$330K
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
SELL
|
- |
-92- 40.53% |
$9.71K - $10.9K
|
135
$15.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-93- 1.91% |
$9.81K - $11K
|
4.78K
$540K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-93- 0.14% |
$9.81K - $11K
|
64.6K
$7.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-96- 0.47% |
$10.1K - $11.4K
|
20.3K
$2.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-97- 2.68% |
$10.2K - $11.5K
|
3.53K
$398K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-98- 0.78% |
$10.3K - $11.6K
|
12.4K
$1.4M
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-99- 1.73% |
$10.4K - $11.7K
|
5.63K
$635K
|
|
|
Oct 24, 2024
Q3 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-100- 1.29% |
$10.6K - $11.8K
|
7.67K
$866K
|
|
|
Oct 31, 2024
Q3 2024
|
David J Yvars Group
|
SELL
|
- |
-100- 1.1% |
$10.6K - $11.8K
|
8.96K
$1.01M
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-102- 2.43% |
$10.8K - $12.1K
|
4.09K
$462K
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-102- 2.25% |
$10.8K - $12.1K
|
4.43K
$500K
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-104- 0.53% |
$11K - $12.3K
|
19.4K
$2.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-104- 4.56% |
$11K - $12.3K
|
2.18K
$246K
|
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-104- 0.36% |
$11K - $12.3K
|
28.8K
$3.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-105- 1.2% |
$11.1K - $12.4K
|
8.66K
$978K
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-107- 4.29% |
$11.3K - $12.7K
|
2.39K
$270K
|
|
|
Oct 08, 2024
Q3 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-107- 0.88% |
$11.3K - $12.7K
|
12.1K
$1.36M
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-108- 0.69% |
$11.4K - $12.8K
|
15.6K
$1.76M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-108- 2.67% |
$11.4K - $12.8K
|
3.94K
$444K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-108- 7.84% |
$11.4K - $12.8K
|
1.27K
$143K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-108- 3.6% |
$11.4K - $12.8K
|
2.9K
$327K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-109- 0.69% |
$11.5K - $12.9K
|
15.8K
$1.78M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-110- 3.6% |
$11.6K - $13K
|
2.94K
$333K
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-112- 2.99% |
$11.8K - $13.3K
|
3.64K
$411K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-112- 2.07% |
$11.8K - $13.3K
|
5.31K
$600K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-113- 1.3% |
$11.9K - $13.4K
|
8.55K
$966K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-113- 0.69% |
$11.9K - $13.4K
|
16.2K
$1.83M
|
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-115- 5.6% |
$12.1K - $13.6K
|
1.94K
$219K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-116- 3.05% |
$12.2K - $13.7K
|
3.69K
$417K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-119- 0.65% |
$12.6K - $14.1K
|
18.2K
$2.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-120- 3.3% |
$12.7K - $14.2K
|
3.52K
$397K
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-121- 1.17% |
$12.8K - $14.3K
|
10.2K
$1.15M
|
|
|
Oct 16, 2024
Q3 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-122- 0.62% |
$12.9K - $14.4K
|
19.7K
$2.22M
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-122- 0.31% |
$12.9K - $14.4K
|
39.8K
$4.49M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-123- 2.6% |
$13K - $14.6K
|
4.61K
$520K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-123- 6.33% |
$13K - $14.6K
|
1.82K
$205K
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-125- 3.56% |
$13.2K - $14.8K
|
3.38K
$382K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-126- 0.4% |
$13.3K - $14.9K
|
31.4K
$3.55M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-126- 3.85% |
$13.3K - $14.9K
|
3.14K
$355K
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
SELL
|
- |
-129- 3.09% |
$13.6K - $15.3K
|
4.05K
$458K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
SELL
|
- |
-130- 1.22% |
$13.7K - $15.4K
|
10.5K
$1.19M
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-130- 4.97% |
$13.7K - $15.4K
|
2.49K
$281K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-130- 7.09% |
$13.7K - $15.4K
|
1.7K
$192K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-132- 2.92% |
$13.9K - $15.6K
|
4.39K
$496K
|
|
|
Oct 21, 2024
Q3 2024
|
Magnolia Capital Management LTD
|
SELL
|
- |
-135- 0.33% |
$14.2K - $16K
|
41.2K
$4.66M
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-137- 1.46% |
$14.5K - $16.2K
|
9.22K
$1.04M
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-138- 2.9% |
$14.6K - $16.3K
|
4.63K
$522K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-138- 0.33% |
$14.6K - $16.3K
|
41.5K
$4.69M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-140- 2.19% |
$14.8K - $16.6K
|
6.24K
$705K
|