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 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-3.16K- 4.01% |
$333K - $374K
|
75.5K
$8.53M
|
|
|
Nov 05, 2024
Q3 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-3.16K- 4.41% |
$334K - $374K
|
68.4K
$7.73M
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
SELL
|
- |
-3.19K- 24.65% |
$336K - $377K
|
9.74K
$1.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-3.2K- 11.37% |
$338K - $379K
|
24.9K
$2.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.22K- 5.76% |
$340K - $381K
|
52.7K
$5.95M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.23K- 3.13% |
$341K - $382K
|
99.9K
$11.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-3.24K- 0.18% |
$342K - $383K
|
1.83M
$207M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-3.32K- 25.18% |
$351K - $393K
|
9.88K
$1.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.37K- 2.96% |
$355K - $398K
|
110K
$12.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-3.38K- 2.8% |
$356K - $400K
|
117K
$13.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-3.42K- 3.13% |
$360K - $404K
|
106K
$11.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-3.47K- 4.81% |
$366K - $411K
|
68.7K
$7.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-3.54K- 49.85% |
$373K - $418K
|
3.56K
$402K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.56K- 3.51% |
$375K - $421K
|
97.8K
$11M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.59K- 9.79% |
$379K - $425K
|
33.1K
$3.74M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-3.71K- 1.8% |
$391K - $439K
|
202K
$22.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-3.71K- 21.36% |
$392K - $439K
|
13.7K
$1.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-3.73K- 7.2% |
$394K - $442K
|
48.2K
$5.44M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-3.74K- 16.04% |
$394K - $442K
|
19.6K
$2.21M
|
|
|
Oct 16, 2024
Q3 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-3.74K- 47.92% |
$395K - $443K
|
4.07K
$459K
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
SELL
|
- |
-3.77K- 1.28% |
$397K - $446K
|
290K
$32.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-3.77K- 50.43% |
$398K - $446K
|
3.71K
$419K
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-3.79K- 4.16% |
$400K - $448K
|
87.1K
$9.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3.8K- 5.31% |
$401K - $450K
|
67.8K
$7.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-3.83K- 3.15% |
$404K - $453K
|
117K
$13.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-3.86K- 4.49% |
$407K - $456K
|
82K
$9.26M
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-3.92K- 45.93% |
$414K - $464K
|
4.62K
$522K
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-4.01K- 1.2% |
$423K - $474K
|
330K
$37.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.03K- 3.03% |
$425K - $477K
|
129K
$14.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.03K- 0.82% |
$426K - $477K
|
490K
$55.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.04K- 9.52% |
$426K - $478K
|
38.4K
$4.33M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-4.05K- 6.53% |
$427K - $479K
|
57.9K
$6.54M
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-4.06K- 5.95% |
$428K - $480K
|
64.1K
$7.25M
|
|
|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-4.09K- 21.24% |
$432K - $484K
|
15.2K
$1.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.14K- 3.45% |
$437K - $490K
|
116K
$13.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-4.24K- 0.76% |
$448K - $502K
|
555K
$62.7M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4.26K- 2.78% |
$449K - $504K
|
149K
$16.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-4.3K- 45.46% |
$454K - $509K
|
5.16K
$583K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.32K- 30.05% |
$456K - $511K
|
10.1K
$1.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.35K- 2.89% |
$459K - $515K
|
146K
$16.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-4.42K- 1.71% |
$467K - $523K
|
254K
$28.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-4.44K- 19.39% |
$469K - $526K
|
18.5K
$2.09M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.46K- 2.7% |
$470K - $528K
|
161K
$18.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4.55K- 7.4% |
$480K - $538K
|
56.9K
$6.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-4.55K- 1.17% |
$480K - $538K
|
384K
$43.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-4.59K- 5.81% |
$485K - $543K
|
74.5K
$8.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-4.65K- 92.32% |
$491K - $550K
|
387
$43.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-4.75K- 25.6% |
$502K - $563K
|
13.8K
$1.56M
|
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
SELL
|
- |
-4.8K- 20.9% |
$506K - $568K
|
18.2K
$2.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4.84K- 26.05% |
$511K - $573K
|
13.7K
$1.55M
|