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 14, 2024
Q3 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-1.25K- 3.88% |
$131K - $147K
|
30.9K
$3.49M
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.25K- 5.8% |
$132K - $148K
|
20.3K
$2.29M
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.26K- 18.18% |
$133K - $149K
|
5.66K
$640K
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-1.27K- 6.51% |
$134K - $151K
|
18.3K
$2.06M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.28K- 0.7% |
$135K - $151K
|
183K
$20.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-1.3K- 42.18% |
$137K - $153K
|
1.78K
$201K
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.31K- 6.22% |
$138K - $155K
|
19.7K
$2.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-1.31K- 37.5% |
$138K - $155K
|
2.18K
$246K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.34K- 6.14% |
$142K - $159K
|
20.5K
$2.31M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-1.35K- 3.18% |
$143K - $160K
|
41.1K
$4.64M
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-1.4K- 3.24% |
$148K - $166K
|
41.7K
$4.72M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.41K- 16.31% |
$148K - $167K
|
7.22K
$816K
|
|
|
Nov 13, 2024
Q3 2024
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-1.42K- 5.5% |
$150K - $168K
|
24.4K
$2.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.43K- 1.42% |
$151K - $169K
|
98.7K
$11.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.43K- 2.53% |
$151K - $169K
|
55.1K
$6.23M
|
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-1.43K- 1.46% |
$151K - $169K
|
96.6K
$10.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.44K- 17.47% |
$152K - $170K
|
6.8K
$768K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-1.44K- 1.03% |
$152K - $171K
|
139K
$15.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Performa LTD (Us), LLC
|
SELL
|
- |
-1.44K- 4.02% |
$152K - $171K
|
34.4K
$3.89M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-1.45K- 12.95% |
$153K - $171K
|
9.72K
$1.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-1.46K- 7.7% |
$154K - $173K
|
17.5K
$1.98M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.47K- 12.44% |
$155K - $174K
|
10.3K
$1.17M
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
SELL
|
- |
-1.48K- 2.84% |
$156K - $175K
|
50.5K
$5.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.5K- 1.45% |
$158K - $178K
|
102K
$11.5M
|
|
|
Nov 13, 2024
Q3 2024
|
S&T Bank
Indiana, PA |
SELL
|
- |
-1.5K- 7.44% |
$158K - $178K
|
18.7K
$2.11M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.55K- 9.09% |
$164K - $184K
|
15.5K
$1.75M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.56K- 28.08% |
$165K - $185K
|
4.01K
$453K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.6K- 87.18% |
$169K - $189K
|
235
$26.5K
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.6K- 4.73% |
$169K - $189K
|
32.2K
$3.64M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.61K- 1.12% |
$169K - $190K
|
142K
$16M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-1.61K- 46.71% |
$170K - $190K
|
1.84K
$207K
|
|
|
Nov 15, 2024
Q3 2024
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-1.62K- 7.33% |
$171K - $192K
|
20.5K
$2.31M
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-1.63K- 0.49% |
$172K - $193K
|
331K
$37.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-1.63K- 4.28% |
$172K - $193K
|
36.4K
$4.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-1.64K- 10.14% |
$173K - $194K
|
14.5K
$1.64M
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-1.64K- 6.13% |
$173K - $194K
|
25.1K
$2.84M
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-1.64K- 4.06% |
$173K - $194K
|
38.8K
$4.39M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.65K- 5.97% |
$174K - $195K
|
25.9K
$2.93M
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.65K- 9.8% |
$174K - $195K
|
15.2K
$1.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.66K- 1.72% |
$176K - $197K
|
95.2K
$10.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-1.7K- 18.08% |
$179K - $201K
|
7.7K
$869K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-1.71K- 63.02% |
$181K - $202K
|
1K
$113K
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-1.74K- 40.32% |
$184K - $206K
|
2.58K
$291K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-1.75K- 0.77% |
$184K - $207K
|
226K
$25.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.76K- 47.92% |
$186K - $208K
|
1.91K
$216K
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-1.77K- 11.21% |
$187K - $210K
|
14K
$1.58M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.8K- 1.28% |
$190K - $213K
|
139K
$15.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.81K- 1.98% |
$191K - $214K
|
89.4K
$10.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.87K- 3.38% |
$198K - $222K
|
53.6K
$6.05M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.88K- 1.35% |
$199K - $223K
|
138K
$15.6M
|