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 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-892- 4.15% |
$94.1K - $106K
|
20.6K
$2.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-895- 1.29% |
$94.4K - $106K
|
68.4K
$7.73M
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-898- 1.57% |
$94.8K - $106K
|
56.4K
$6.37M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-900- 2.42% |
$95K - $107K
|
36.3K
$4.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-906- 26.62% |
$95.6K - $107K
|
2.5K
$282K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-910- 27.28% |
$96K - $108K
|
2.43K
$274K
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-919- 3.76% |
$97K - $109K
|
23.5K
$2.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-928- 7.65% |
$97.9K - $110K
|
11.2K
$1.27M
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-951- 2.95% |
$100K - $113K
|
31.3K
$3.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-955- 2.7% |
$101K - $113K
|
34.5K
$3.89M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-968- 2.06% |
$102K - $115K
|
46.1K
$5.21M
|
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-975- 17.49% |
$103K - $115K
|
4.6K
$520K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-983- 1.96% |
$104K - $116K
|
49.2K
$5.56M
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-985- 2.66% |
$104K - $117K
|
36.1K
$4.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-987- 9.81% |
$104K - $117K
|
9.08K
$1.03M
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-992- 3.87% |
$105K - $117K
|
24.6K
$2.78M
|
|
|
Oct 15, 2024
Q3 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-993- 1.7% |
$105K - $118K
|
57.3K
$6.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-1K- 18.74% |
$106K - $118K
|
4.34K
$490K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-1K- 3.8% |
$106K - $119K
|
25.4K
$2.87M
|
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.02K- 7.42% |
$107K - $120K
|
12.7K
$1.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.03K- 2.59% |
$108K - $121K
|
38.5K
$4.35M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-1.03K- 20.39% |
$109K - $122K
|
4.02K
$454K
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.04K- 11.02% |
$110K - $123K
|
8.41K
$949K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.04K- 0.98% |
$110K - $123K
|
105K
$11.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-1.05K- 13.59% |
$110K - $124K
|
6.65K
$752K
|
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-1.05K- 1.59% |
$110K - $124K
|
65K
$7.34M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.05K- 12.15% |
$111K - $125K
|
7.62K
$861K
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-1.06K- 3.0% |
$112K - $126K
|
34.3K
$3.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.06K- 9.17% |
$112K - $126K
|
10.5K
$1.19M
|
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-1.07K- 26.79% |
$113K - $126K
|
2.92K
$330K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.11K- 4.86% |
$117K - $131K
|
21.7K
$2.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-1.12K- 9.34% |
$118K - $132K
|
10.8K
$1.22M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-1.13K- 5.47% |
$119K - $133K
|
19.4K
$2.19M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.13K- 7.31% |
$119K - $134K
|
14.4K
$1.62M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-1.13K- 0.8% |
$120K - $134K
|
140K
$15.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.14K- 2.62% |
$120K - $135K
|
42.3K
$4.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.14K- 4.91% |
$120K - $135K
|
22.1K
$2.49M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.15K- 19.48% |
$121K - $136K
|
4.74K
$536K
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.15K- 10.12% |
$121K - $136K
|
10.2K
$1.15M
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-1.15K- 3.63% |
$121K - $136K
|
30.5K
$3.45M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.16K- 23.02% |
$123K - $138K
|
3.89K
$439K
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-1.17K- 13.84% |
$123K - $138K
|
7.27K
$821K
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
SELL
|
- |
-1.17K- 2.4% |
$124K - $139K
|
47.8K
$5.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-1.18K- 0.33% |
$125K - $140K
|
357K
$40.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-1.19K- 3.83% |
$126K - $141K
|
29.9K
$3.38M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.2K- 2.6% |
$127K - $142K
|
45K
$5.09M
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.21K- 14.02% |
$127K - $143K
|
7.4K
$836K
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.21K- 1.21% |
$127K - $143K
|
98.8K
$11.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-1.22K- 9.51% |
$128K - $144K
|
11.6K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.22K- 2.83% |
$128K - $144K
|
41.8K
$4.72M
|