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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
188+ 2.09% |
$19.2K - $20.8K
|
9.17K
$996K
|
|
|
Jul 11, 2024
Q2 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
187+ 8.05% |
$19.1K - $20.7K
|
2.51K
$272K
|
|
|
Aug 13, 2024
Q2 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
187New |
$19.1K - $20.7K
|
187
$20.3K
|
|
|
Dec 09, 2024
Q2 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
187+ 4.27% |
$19.1K - $20.7K
|
4.57K
$496K
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
BUY
|
- |
184+ 3.78% |
$18.8K - $20.4K
|
5.05K
$548K
|
|
|
Jul 18, 2024
Q2 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
181+ 0.25% |
$18.5K - $20.1K
|
72.5K
$7.87M
|
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
179+ 2.99% |
$18.3K - $19.8K
|
6.18K
$670K
|
|
|
Aug 02, 2024
Q2 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
179+ 0.45% |
$18.3K - $19.8K
|
39.9K
$4.33M
|
|
|
Jul 18, 2024
Q2 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
178+ 4.59% |
$18.2K - $19.7K
|
4.06K
$441K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
178+ 3.39% |
$18.2K - $19.7K
|
5.42K
$589K
|
|
|
Jul 23, 2024
Q2 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
175+ 3.06% |
$17.9K - $19.4K
|
5.89K
$640K
|
|
|
Jul 15, 2024
Q2 2024
|
Ballast, Inc.
|
BUY
|
- |
174+ 3.93% |
$17.8K - $19.3K
|
4.6K
$499K
|
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
172+ 6.41% |
$17.6K - $19.1K
|
2.85K
$310K
|
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
172+ 0.38% |
$17.6K - $19.1K
|
45.8K
$4.97M
|
|
|
Jul 11, 2024
Q2 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
171+ 1.37% |
$17.5K - $19K
|
12.7K
$1.38M
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
168+ 6.86% |
$17.2K - $18.6K
|
2.62K
$284K
|
|
|
Aug 12, 2024
Q2 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
167+ 1.02% |
$17.1K - $18.5K
|
16.5K
$1.79M
|
|
|
Jul 15, 2024
Q2 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
166+ 3.81% |
$17K - $18.4K
|
4.52K
$491K
|
|
|
Jul 18, 2024
Q2 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
164+ 0.74% |
$16.7K - $18.2K
|
22.4K
$2.43M
|
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
163+ 5.77% |
$16.6K - $18.1K
|
2.99K
$324K
|
|
|
Jul 03, 2024
Q2 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
161+ 0.11% |
$16.4K - $17.9K
|
147K
$15.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
161+ 2.3% |
$16.4K - $17.9K
|
7.17K
$779K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
161+ 20.51% |
$16.4K - $17.9K
|
946
$103K
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
157+ 4.52% |
$16K - $17.4K
|
3.63K
$394K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
156+ 2.95% |
$15.9K - $17.3K
|
5.44K
$591K
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
155New |
$15.8K - $17.2K
|
155
$16.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
154+ 2.88% |
$15.7K - $17.1K
|
5.5K
$597K
|
|
|
Jul 24, 2024
Q2 2024
|
Bowman & CO S.C.
|
BUY
|
- |
152+ 3.52% |
$15.5K - $16.9K
|
4.47K
$486K
|
|
|
Jul 15, 2024
Q2 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
150+ 1.37% |
$15.3K - $16.6K
|
11.1K
$1.21M
|
|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
149+ 7.39% |
$15.2K - $16.5K
|
2.16K
$235K
|
|
|
Aug 14, 2024
Q2 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
149+ 0.89% |
$15.2K - $16.5K
|
16.9K
$1.83M
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
148New |
$15.1K - $16.4K
|
148
$16.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Congress Park Capital LLC
|
BUY
|
- |
144+ 0.63% |
$14.7K - $16K
|
23K
$2.49M
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
BUY
|
- |
143+ 1.07% |
$14.6K - $15.9K
|
13.5K
$1.46M
|
|
|
Jul 22, 2024
Q2 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
143+ 7.81% |
$14.6K - $15.9K
|
1.97K
$214K
|
|
|
Oct 24, 2024
Q2 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
143+ 7.81% |
$14.6K - $15.9K
|
1.97K
$214K
|
|
|
Nov 01, 2024
Q2 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
143+ 2.4% |
$14.6K - $15.9K
|
6.09K
$662K
|
|
|
Jul 19, 2024
Q2 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
138+ 2.98% |
$14.1K - $15.3K
|
4.76K
$517K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
138+ 0.79% |
$14.1K - $15.3K
|
17.5K
$1.91M
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
137+ 1.34% |
$14K - $15.2K
|
10.4K
$1.13M
|
|
|
Aug 02, 2024
Q2 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
135+ 0.43% |
$13.8K - $15K
|
31.7K
$3.44M
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
129+ 0.96% |
$13.2K - $14.3K
|
13.5K
$1.47M
|
|
|
Aug 06, 2024
Q2 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
128+ 0.63% |
$13.1K - $14.2K
|
20.3K
$2.21M
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
122+ 0.38% |
$12.5K - $13.5K
|
32.4K
$3.51M
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
121+ 4.79% |
$12.4K - $13.4K
|
2.65K
$287K
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
120+ 2.91% |
$12.3K - $13.3K
|
4.24K
$460K
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
120+ 3.48% |
$12.3K - $13.3K
|
3.57K
$387K
|
|
|
Jul 31, 2024
Q2 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
119+ 1.26% |
$12.2K - $13.2K
|
9.55K
$1.04M
|
|
|
Aug 01, 2024
Q2 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
118+ 1.95% |
$12.1K - $13.1K
|
6.16K
$669K
|
|
|
Aug 05, 2024
Q2 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
113+ 0.23% |
$11.5K - $12.5K
|
49.3K
$5.35M
|