Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2024
Q2 2024
|
Univest Financial Corp
|
BUY
|
- |
1.79K+ 6.96% |
$183K - $199K
|
27.5K
$2.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.79K+ 2.38% |
$183K - $199K
|
76.9K
$8.35M
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.77K+ 6.65% |
$181K - $196K
|
28.4K
$3.09M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.77K+ 3.58% |
$181K - $196K
|
51.2K
$5.56M
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
1.76K+ 4.9% |
$180K - $195K
|
37.7K
$4.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
1.75K+ 1.92% |
$179K - $194K
|
93.2K
$10.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
1.73K+ 5.0% |
$177K - $192K
|
36.4K
$3.95M
|
|
|
Feb 13, 2025
Q2 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.73K+ 4.27% |
$177K - $192K
|
42.2K
$4.59M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
1.72K+ 5.89% |
$176K - $191K
|
31K
$3.37M
|
|
|
Aug 05, 2024
Q2 2024
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
1.71K+ 170.42% |
$175K - $190K
|
2.72K
$295K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
1.7K+ 11.31% |
$174K - $189K
|
16.8K
$1.82M
|
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.69K+ 2.49% |
$172K - $187K
|
69.4K
$7.54M
|
|
|
Aug 08, 2024
Q2 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
1.69K+ 2.33% |
$172K - $187K
|
74K
$8.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.69K+ 16.3% |
$172K - $187K
|
12K
$1.31M
|
|
|
Jul 25, 2024
Q2 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
1.67K+ 5.18% |
$171K - $186K
|
34K
$3.69M
|
|
|
Aug 05, 2024
Q2 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.67K+ 2.66% |
$170K - $185K
|
64.2K
$6.97M
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
BUY
|
- |
1.66K+ 4.16% |
$170K - $185K
|
41.6K
$4.52M
|
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.66K+ 64.84% |
$170K - $184K
|
4.22K
$458K
|
|
|
Aug 01, 2024
Q2 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
1.66K+ 1.12% |
$169K - $184K
|
149K
$16.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
1.65K+ 1.26% |
$168K - $183K
|
133K
$14.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
BUY
|
- |
1.64K+ 1.41% |
$167K - $182K
|
118K
$12.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
1.64K+ 3.77% |
$167K - $182K
|
45K
$4.89M
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
1.64KNew |
$167K - $181K
|
1.64K
$178K
|
|
|
Jul 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
BUY
|
- |
1.63K+ 4.29% |
$166K - $180K
|
39.5K
$4.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.61K+ 152.61% |
$164K - $178K
|
2.66K
$289K
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
BUY
|
- |
1.59K+ 4.66% |
$163K - $177K
|
35.8K
$3.89M
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.59K+ 2.0% |
$163K - $177K
|
81.1K
$8.81M
|
|
|
Aug 07, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
1.58K+ 40.44% |
$161K - $175K
|
5.48K
$595K
|
|
|
Jul 12, 2024
Q2 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
1.56K+ 5.63% |
$159K - $173K
|
29.3K
$3.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.56K+ 8.46% |
$159K - $172K
|
19.9K
$2.17M
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.55KNew |
$158K - $172K
|
1.55K
$168K
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.55K+ 5.31% |
$158K - $172K
|
30.7K
$3.33M
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.53K+ 1.9% |
$157K - $170K
|
82.3K
$8.93M
|
|
|
Aug 06, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
1.53KNew |
$156K - $170K
|
1.53K
$166K
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1.51K+ 6.47% |
$155K - $168K
|
24.9K
$2.71M
|
|
|
Jul 24, 2024
Q2 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
1.46K+ 4.41% |
$149K - $162K
|
34.6K
$3.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
1.46K+ 6.99% |
$149K - $162K
|
22.3K
$2.42M
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.46K+ 65.7% |
$149K - $161K
|
3.67K
$399K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.44K+ 7.01% |
$147K - $160K
|
22K
$2.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
1.44K+ 57.77% |
$147K - $160K
|
3.93K
$427K
|
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
1.44K+ 6.87% |
$147K - $160K
|
22.4K
$2.43M
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.43K+ 3.32% |
$146K - $159K
|
44.6K
$4.84M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.41K+ 11.03% |
$144K - $157K
|
14.2K
$1.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
1.41K+ 72.56% |
$144K - $157K
|
3.36K
$365K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.41K+ 32.77% |
$144K - $156K
|
5.7K
$618K
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.4K+ 3.58% |
$143K - $155K
|
40.5K
$4.39M
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1.4K+ 23.17% |
$143K - $155K
|
7.43K
$807K
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.4K+ 1.21% |
$142K - $155K
|
117K
$12.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.38K+ 12.61% |
$141K - $153K
|
12.3K
$1.34M
|
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.37K+ 15.87% |
$140K - $152K
|
10K
$1.09M
|