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
|
Tanager Wealth Management LLP
|
SELL
|
- |
-441- 19.57% |
$46.5K - $52.2K
|
1.81K
$205K
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-448- 0.48% |
$47.3K - $53K
|
93.6K
$10.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-451- 0.2% |
$47.6K - $53.4K
|
221K
$25M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-451- 2.46% |
$47.6K - $53.4K
|
17.9K
$2.02M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-458- 0.98% |
$48.3K - $54.2K
|
46.3K
$5.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
SELL
|
- |
-458- 4.41% |
$48.3K - $54.2K
|
9.92K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-459- 1.27% |
$48.4K - $54.3K
|
35.8K
$4.04M
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-460- 6.59% |
$48.5K - $54.4K
|
6.52K
$736K
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-462- 8.59% |
$48.8K - $54.7K
|
4.92K
$555K
|
|
|
Nov 14, 2024
Q3 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-462- 2.71% |
$48.8K - $54.7K
|
16.6K
$1.87M
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-464- 8.29% |
$49K - $54.9K
|
5.13K
$580K
|
|
|
Nov 14, 2024
Q3 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-469- 0.97% |
$49.5K - $55.5K
|
48.1K
$5.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-470- 1.81% |
$49.6K - $55.6K
|
25.5K
$2.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-470- 9.0% |
$49.6K - $55.6K
|
4.76K
$537K
|
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-471- 18.76% |
$49.7K - $55.7K
|
2.04K
$230K
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-474- 0.51% |
$50K - $56.1K
|
91.7K
$10.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-476- 31.13% |
$50.2K - $56.3K
|
1.05K
$119K
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-477- 20.65% |
$50.3K - $56.4K
|
1.83K
$207K
|
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-479- 2.1% |
$50.5K - $56.7K
|
22.3K
$2.52M
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
SELL
|
- |
-481- 16.43% |
$50.8K - $56.9K
|
2.45K
$276K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-493- 0.68% |
$52K - $58.3K
|
72.5K
$8.19M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-496- 7.08% |
$52.3K - $58.7K
|
6.51K
$735K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-497- 2.83% |
$52.4K - $58.8K
|
17.1K
$1.93M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-501- 5.78% |
$52.9K - $59.3K
|
8.17K
$923K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-514- 2.42% |
$54.2K - $60.8K
|
20.7K
$2.34M
|
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-515- 10.74% |
$54.3K - $60.9K
|
4.28K
$483K
|
|
|
Nov 14, 2024
Q3 2024
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-520- 0.55% |
$54.9K - $61.5K
|
94.3K
$10.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-522- 1.19% |
$55.1K - $61.8K
|
43.3K
$4.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-522- 5.39% |
$55.1K - $61.8K
|
9.17K
$1.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-535- 10.87% |
$56.5K - $63.3K
|
4.39K
$495K
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-536- 6.92% |
$56.6K - $63.4K
|
7.21K
$814K
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-538- 2.74% |
$56.8K - $63.7K
|
19.1K
$2.15M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-545- 8.98% |
$57.5K - $64.5K
|
5.53K
$624K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-557- 7.58% |
$58.8K - $65.9K
|
6.79K
$767K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-561- 1.13% |
$59.2K - $66.4K
|
49.2K
$5.56M
|
|
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-567- 2.5% |
$59.8K - $67.1K
|
22.1K
$2.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-568- 2.07% |
$59.9K - $67.2K
|
26.8K
$3.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-569- 20.05% |
$60K - $67.3K
|
2.27K
$256K
|
|
|
Nov 25, 2024
Q3 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-575- 0.52% |
$60.7K - $68K
|
110K
$12.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-576- 0.34% |
$60.8K - $68.2K
|
169K
$19M
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-586- 0.94% |
$61.8K - $69.3K
|
61.5K
$6.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-588- 3.15% |
$62.1K - $69.6K
|
18.1K
$2.04M
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-588- 0.82% |
$62.1K - $69.6K
|
71.2K
$8.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-589- 0.36% |
$62.2K - $69.7K
|
164K
$18.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-590- 39.2% |
$62.3K - $69.8K
|
915
$103K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-601- 10.45% |
$63.4K - $71.1K
|
5.15K
$582K
|
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
SELL
|
- |
-605- 2.49% |
$63.8K - $71.6K
|
23.7K
$2.68M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-605- 1.04% |
$63.8K - $71.6K
|
57.7K
$6.52M
|
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-611- 11.99% |
$64.5K - $72.3K
|
4.49K
$507K
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-613- 4.8% |
$64.7K - $72.5K
|
12.2K
$1.37M
|