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 22, 2024
Q3 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-140- 0.24% |
$14.8K - $16.6K
|
57.8K
$6.53M
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-141- 0.17% |
$14.9K - $16.7K
|
83.6K
$9.45M
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-145- 2.08% |
$15.3K - $17.2K
|
6.82K
$771K
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-147- 5.94% |
$15.5K - $17.4K
|
2.33K
$263K
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-149- 6.89% |
$15.7K - $17.6K
|
2.02K
$228K
|
|
|
Oct 15, 2024
Q3 2024
|
Schwab Charitable Fund
|
SELL
|
- |
-152- 2.72% |
$16K - $18K
|
5.44K
$614K
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-153- 3.45% |
$16.1K - $18.1K
|
4.29K
$484K
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-154- 0.74% |
$16.3K - $18.2K
|
20.6K
$2.32M
|
|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-158- 0.23% |
$16.7K - $18.7K
|
69.6K
$7.86M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-161- 1.35% |
$17K - $19.1K
|
11.8K
$1.33M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-162- 2.07% |
$17.1K - $19.2K
|
7.66K
$865K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-164- 4.79% |
$17.3K - $19.4K
|
3.26K
$368K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-164- 0.54% |
$17.3K - $19.4K
|
30.4K
$3.43M
|
|
|
Oct 04, 2024
Q3 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-165- 2.73% |
$17.4K - $19.5K
|
5.87K
$663K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-166- 2.71% |
$17.5K - $19.6K
|
5.96K
$673K
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-167- 8.02% |
$17.6K - $19.8K
|
1.91K
$216K
|
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-167- 8.46% |
$17.6K - $19.8K
|
1.81K
$204K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-167- 4.78% |
$17.6K - $19.8K
|
3.33K
$376K
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-167- 1.47% |
$17.6K - $19.8K
|
11.2K
$1.27M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-171- 0.66% |
$18K - $20.2K
|
25.7K
$2.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-178- 3.25% |
$18.8K - $21.1K
|
5.3K
$599K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-179- 5.93% |
$18.9K - $21.2K
|
2.84K
$321K
|
|
|
Nov 13, 2024
Q3 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-179- 1.17% |
$18.9K - $21.2K
|
15.1K
$1.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-182- 0.16% |
$19.2K - $21.5K
|
116K
$13.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-183- 4.16% |
$19.3K - $21.7K
|
4.22K
$477K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-184- 1.82% |
$19.4K - $21.8K
|
9.93K
$1.12M
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
SELL
|
- |
-186- 15.21% |
$19.6K - $22K
|
1.04K
$117K
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-186- 1.78% |
$19.6K - $22K
|
10.3K
$1.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-190- 6.06% |
$20.1K - $22.5K
|
2.95K
$333K
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-192- 6.24% |
$20.3K - $22.7K
|
2.89K
$326K
|
|
|
Nov 14, 2024
Q3 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-192- 1.23% |
$20.3K - $22.7K
|
15.4K
$1.74M
|
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-193- 0.42% |
$20.4K - $22.8K
|
45.6K
$5.15M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-194- 3.1% |
$20.5K - $23K
|
6.06K
$684K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-195- 0.38% |
$20.6K - $23.1K
|
50.8K
$5.73M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-196- 2.14% |
$20.7K - $23.2K
|
8.98K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-196- 1.67% |
$20.7K - $23.2K
|
11.6K
$1.31M
|
|
|
Feb 13, 2025
Q3 2024
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
SELL
|
- |
-200- 7.23% |
$21.1K - $23.7K
|
2.57K
$290K
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-202- 1.12% |
$21.3K - $23.9K
|
17.9K
$2.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-204- 1.71% |
$21.5K - $24.1K
|
11.8K
$1.33M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-205- 0.12% |
$21.6K - $24.3K
|
174K
$19.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-207- 0.91% |
$21.8K - $24.5K
|
22.4K
$2.53M
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-209- 0.61% |
$22.1K - $24.7K
|
33.9K
$3.83M
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-215- 9.8% |
$22.7K - $25.4K
|
1.98K
$223K
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-215- 0.62% |
$22.7K - $25.4K
|
34.3K
$3.88M
|
|
|
Oct 18, 2024
Q3 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-216- 1.4% |
$22.8K - $25.6K
|
15.2K
$1.72M
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-217- 1.95% |
$22.9K - $25.7K
|
10.9K
$1.23M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-218- 0.8% |
$23K - $25.8K
|
27K
$3.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-220- 1.21% |
$23.2K - $26K
|
17.9K
$2.02M
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-220- 1.97% |
$23.2K - $26K
|
11K
$1.24M
|
|
|
Oct 21, 2024
Q3 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-224- 2.28% |
$23.6K - $26.5K
|
9.61K
$1.09M
|