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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
4KNew |
$410K - $443K
|
4K
$484K
|
|
|
May 15, 2024
Q1 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
4KNew |
$409K - $442K
|
4K
$483K
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
3.99K+ 5.29% |
$409K - $441K
|
79.5K
$9.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3.98K+ 149.92% |
$408K - $440K
|
6.64K
$802K
|
|
|
Apr 16, 2024
Q1 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
3.96K+ 3.69% |
$405K - $437K
|
111K
$13.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.95K+ 2.34% |
$404K - $437K
|
173K
$20.9M
|
|
|
May 14, 2024
Q1 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
3.9KNew |
$399K - $431K
|
3.9K
$471K
|
|
|
Apr 11, 2024
Q1 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
3.88KNew |
$397K - $429K
|
3.88K
$469K
|
|
|
May 15, 2024
Q1 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
3.87K+ 22.64% |
$396K - $427K
|
20.9K
$2.53M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.86K+ 97.87% |
$395K - $427K
|
7.81K
$944K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
3.86KNew |
$395K - $426K
|
3.86K
$466K
|
|
|
May 02, 2024
Q1 2024
|
Meridian Management CO
|
BUY
|
- |
3.8K+ 3.48% |
$389K - $420K
|
113K
$13.7M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Advisors LLC
|
BUY
|
- |
3.8K+ 27.04% |
$389K - $420K
|
17.8K
$2.16M
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3.79K+ 3.26% |
$388K - $419K
|
120K
$14.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3.74K+ 1.3% |
$382K - $413K
|
292K
$35.3M
|
|
|
May 14, 2024
Q1 2024
|
Estate Counselors, LLC
|
BUY
|
- |
3.74K+ 9.45% |
$382K - $413K
|
43.3K
$5.23M
|
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
3.73K+ 2.59% |
$381K - $412K
|
148K
$17.8M
|
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
3.72K+ 2.28% |
$381K - $412K
|
167K
$20.2M
|
|
|
May 10, 2024
Q1 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
3.7K+ 109.08% |
$379K - $409K
|
7.09K
$857K
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
3.7K+ 2.55% |
$379K - $409K
|
149K
$18M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.7K+ 8.69% |
$378K - $408K
|
46.2K
$5.58M
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
3.66K+ 11.32% |
$374K - $404K
|
36K
$4.34M
|
|
|
Apr 17, 2024
Q1 2024
|
First Bank & Trust
|
BUY
|
- |
3.65K+ 3.37% |
$374K - $404K
|
112K
$13.5M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.65K+ 5.51% |
$374K - $403K
|
69.8K
$8.44M
|
|
|
May 08, 2024
Q1 2024
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
3.6KNew |
$369K - $398K
|
3.6K
$435K
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.6KNew |
$368K - $398K
|
3.6K
$435K
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
3.58K+ 48.44% |
$366K - $395K
|
11K
$1.32M
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
3.55K+ 30.77% |
$363K - $392K
|
15.1K
$1.82M
|
|
|
May 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
3.54K+ 3.05% |
$362K - $391K
|
120K
$14.4M
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
3.54KNew |
$362K - $391K
|
3.54K
$427K
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.54KNew |
$362K - $391K
|
3.54K
$427K
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
3.52K+ 2.07% |
$360K - $389K
|
174K
$21M
|
|
|
Apr 22, 2024
Q1 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
3.52K+ 0.96% |
$360K - $389K
|
370K
$44.7M
|
|
|
May 07, 2024
Q1 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
3.49K+ 2.29% |
$357K - $385K
|
155K
$18.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
3.48K+ 3.5% |
$356K - $385K
|
103K
$12.4M
|
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.48KNew |
$356K - $384K
|
3.48K
$420K
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
3.46K+ 26.93% |
$354K - $383K
|
16.3K
$1.97M
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
BUY
|
- |
3.44K+ 8.06% |
$352K - $380K
|
46.1K
$5.57M
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
3.42KNew |
$350K - $378K
|
3.42K
$413K
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
3.4K+ 2.58% |
$348K - $376K
|
135K
$16.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
3.39K+ 1.77% |
$347K - $375K
|
195K
$23.5M
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
3.35K+ 7.77% |
$343K - $370K
|
46.5K
$5.61M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3.3K+ 7.19% |
$338K - $365K
|
49.2K
$5.94M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
3.3K+ 61.53% |
$338K - $365K
|
8.66K
$1.05M
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
3.29K+ 9.66% |
$337K - $364K
|
37.4K
$4.52M
|
|
|
Apr 22, 2024
Q1 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
3.22K+ 62.57% |
$329K - $355K
|
8.36K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
3.22KNew |
$329K - $355K
|
3.22K
$388K
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
3.18K+ 69.36% |
$326K - $352K
|
7.77K
$938K
|
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
BUY
|
- |
3.18K+ 0.57% |
$325K - $351K
|
559K
$67.5M
|
|
|
May 09, 2024
Q1 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
3.15K+ 22.56% |
$322K - $348K
|
17.1K
$2.07M
|