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
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-86.4K- 51.29% |
$9.12M - $10.2M
|
82K
$9.27M
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-87.6K- 31.25% |
$9.24M - $10.4M
|
193K
$21.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-88.3K- 97.13% |
$9.32M - $10.4M
|
2.61K
$295K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-100K- 1.22% |
$10.6M - $11.9M
|
8.14M
$920M
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-101K- 46.43% |
$10.7M - $11.9M
|
117K
$13.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-101K- 5.4% |
$10.7M - $12M
|
1.78M
$201M
|
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
SELL
|
- |
-116K- 12.43% |
$12.3M - $13.8M
|
819K
$92.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-123K- 50.83% |
$13M - $14.6M
|
119K
$13.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-152K- 2.04% |
$16M - $17.9M
|
7.3M
$825M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-164K- 27.52% |
$17.3M - $19.4M
|
431K
$48.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-171K- 19.2% |
$18.1M - $20.3M
|
721K
$81.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-172K- 77.67% |
$18.2M - $20.4M
|
49.5K
$5.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Nationwide Fund Advisors
|
SELL
|
- |
-179K- 13.91% |
$18.9M - $21.2M
|
1.11M
$125M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-185K- 14.58% |
$19.6M - $21.9M
|
1.09M
$123M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-191K- 3.4% |
$20.1M - $22.6M
|
5.42M
$613M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-193K- 92.92% |
$20.4M - $22.8M
|
14.7K
$1.66M
|
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
SELL
|
- |
-202K- 38.3% |
$21.3M - $23.9M
|
325K
$36.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-205K- 9.18% |
$21.6M - $24.2M
|
2.02M
$229M
|
|
|
Nov 14, 2024
Q3 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-205K- 9.18% |
$21.6M - $24.2M
|
2.02M
$229M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-238K- 97.6% |
$25.1M - $28.2M
|
5.86K
$661K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-254K- 11.75% |
$26.8M - $30.1M
|
1.91M
$215M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-287K- 99.13% |
$30.3M - $33.9M
|
2.53K
$285K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-321K- 21.57% |
$33.8M - $37.9M
|
1.17M
$132M
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management ETF Advisors, LLC
San Francisco, CA |
SELL
|
- |
-447K- 61.98% |
$47.2M - $52.9M
|
274K
$31M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-489K- 65.54% |
$51.6M - $57.9M
|
257K
$29.1M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-516K- 73.42% |
$54.5M - $61.1M
|
187K
$21.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-758K- 98.94% |
$80M - $89.7M
|
8.15K
$921K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.86M- 29.85% |
$407M - $457M
|
9.07M
$1.03B
|