Purchases and Sales Made in Q1 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 Q1 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 29, 2024
Q1 2024
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
3.87MNew |
$396M - $427M
|
3.87M
$467M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.83M+ 10.16% |
$290M - $313M
|
30.7M
$3.71B
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.52M+ 81.48% |
$258M - $279M
|
5.62M
$679M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.32MNew |
$135M - $145M
|
1.32M
$159M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.27M+ 10.81% |
$130M - $140M
|
13M
$1.57B
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.22M+ 217.5% |
$125M - $134M
|
1.78M
$214M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.09MNew |
$112M - $121M
|
1.09M
$132M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
977K+ 5.36% |
$100M - $108M
|
19.2M
$2.32B
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
970K+ 9.58% |
$99.3M - $107M
|
11.1M
$1.34B
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
794K+ 2.41% |
$81.3M - $87.8M
|
33.8M
$4.08B
|
|
|
May 09, 2024
Q1 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
711KNew |
$72.8M - $78.6M
|
711K
$85.9M
|
|
|
May 15, 2024
Q1 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
479KNew |
$49.1M - $53M
|
479K
$57.9M
|
|
|
May 02, 2024
Q1 2024
|
Stack Financial Management, Inc
|
BUY
|
- |
479KNew |
$49M - $52.9M
|
479K
$57.9M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
448KNew |
$45.8M - $49.5M
|
448K
$54.1M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
436K+ 2.32% |
$44.6M - $48.2M
|
19.2M
$2.32B
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
436K+ 2.32% |
$44.6M - $48.2M
|
19.2M
$2.32B
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
426K+ 41.29% |
$43.6M - $47.1M
|
1.46M
$176M
|
|
|
May 14, 2024
Q1 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
406KNew |
$41.5M - $44.8M
|
406K
$49M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
369K+ 12.95% |
$37.8M - $40.8M
|
3.22M
$389M
|
|
|
May 13, 2024
Q1 2024
|
Bronte Capital Management Pty Ltd.
|
BUY
|
- |
323KNew |
$33M - $35.7M
|
323K
$39M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
322K+ 52.73% |
$33M - $35.6M
|
933K
$113M
|
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
309K+ 17.03% |
$31.6M - $34.1M
|
2.12M
$256M
|
|
|
Apr 26, 2024
Q1 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
309K+ 17.03% |
$31.6M - $34.1M
|
2.12M
$256M
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
303KNew |
$31.1M - $33.5M
|
303K
$36.6M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
299K+ 5.91% |
$30.6M - $33M
|
5.35M
$646M
|
|
|
May 15, 2024
Q1 2024
|
Newbrook Capital Advisors LP
New York, NY |
BUY
|
- |
295KNew |
$30.2M - $32.6M
|
295K
$35.7M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
269K+ 1996.07% |
$27.5M - $29.7M
|
283K
$34.1M
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
262K+ 324.61% |
$26.8M - $28.9M
|
342K
$41.4M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
231K+ 14.71% |
$23.7M - $25.5M
|
1.8M
$218M
|
|
|
May 14, 2024
Q1 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
219K+ 126434.68% |
$22.4M - $24.2M
|
219K
$26.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
215K+ 7497.42% |
$22M - $23.8M
|
218K
$26.3M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
214K+ 19.57% |
$21.9M - $23.7M
|
1.31M
$158M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
202K+ 10.28% |
$20.7M - $22.4M
|
2.17M
$262M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
195KNew |
$20M - $21.6M
|
195K
$23.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
195K+ 2.08% |
$19.9M - $21.5M
|
9.55M
$1.15B
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
186K+ 14.68% |
$19M - $20.6M
|
1.45M
$176M
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
179K+ 121.56% |
$18.3M - $19.8M
|
327K
$39.5M
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
175K+ 77.59% |
$18M - $19.4M
|
402K
$48.5M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
171K+ 8.04% |
$17.5M - $18.9M
|
2.3M
$278M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
170K+ 5.05% |
$17.4M - $18.8M
|
3.54M
$428M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
164K+ 2037.76% |
$16.8M - $18.1M
|
172K
$20.8M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
164K+ 2.13% |
$16.7M - $18.1M
|
7.86M
$950M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
160K+ 4.45% |
$16.3M - $17.6M
|
3.75M
$453M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
151K+ 2.08% |
$15.4M - $16.7M
|
7.39M
$893M
|
|
|
Apr 05, 2024
Q1 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
147KNew |
$15M - $16.2M
|
147K
$17.7M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
137K+ 1840.72% |
$14.1M - $15.2M
|
145K
$17.5M
|
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
133K+ 23.35% |
$13.6M - $14.7M
|
703K
$84.9M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
132KNew |
$13.6M - $14.6M
|
132K
$16M
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
117K+ 296.24% |
$12M - $13M
|
157K
$18.9M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
109K+ 6.11% |
$11.1M - $12M
|
1.89M
$228M
|