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 13, 2024
Q1 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
2.49KNew |
$255K - $275K
|
2.49K
$311K
|
|
|
May 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
2.49KNew |
$254K - $275K
|
2.49K
$310K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
2.44K+ 29.37% |
$250K - $270K
|
10.8K
$1.34M
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
2.41K+ 8.98% |
$247K - $267K
|
29.3K
$3.66M
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2.4K+ 3.68% |
$246K - $265K
|
67.8K
$8.46M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.4K+ 1.39% |
$245K - $265K
|
174K
$21.8M
|
|
|
Apr 10, 2024
Q1 2024
|
Greenfield Savings Bank
|
BUY
|
- |
2.4K+ 6.76% |
$245K - $265K
|
37.8K
$4.73M
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
2.39K+ 10.63% |
$245K - $264K
|
24.9K
$3.11M
|
|
|
May 03, 2024
Q1 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
2.39K+ 3.79% |
$245K - $264K
|
65.4K
$8.17M
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
2.37K+ 186.76% |
$243K - $262K
|
3.64K
$454K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.36K+ 10.75% |
$242K - $261K
|
24.3K
$3.04M
|
|
|
Apr 29, 2024
Q1 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
2.35KNew |
$240K - $259K
|
2.35K
$293K
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
2.34K+ 1.59% |
$240K - $259K
|
150K
$18.7M
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2.34K+ 6.03% |
$239K - $258K
|
41.1K
$5.14M
|
|
|
Apr 15, 2024
Q1 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
2.33K+ 1.62% |
$239K - $258K
|
146K
$18.3M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.31K+ 3.85% |
$237K - $256K
|
62.5K
$7.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
2.31K+ 8.49% |
$237K - $255K
|
29.5K
$3.69M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
2.28KNew |
$233K - $252K
|
2.28K
$285K
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
BUY
|
- |
2.28KNew |
$233K - $251K
|
2.28K
$284K
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
2.25K+ 4.34% |
$230K - $248K
|
54K
$6.75M
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
2.23K+ 107.78% |
$228K - $247K
|
4.3K
$537K
|
|
|
May 15, 2024
Q1 2024
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
2.23KNew |
$228K - $246K
|
2.23K
$279K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.23K+ 35.89% |
$228K - $246K
|
8.43K
$1.05M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
2.23K+ 24.79% |
$228K - $246K
|
11.2K
$1.4M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
2.22K+ 10.96% |
$227K - $245K
|
22.4K
$2.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.21K+ 6.29% |
$226K - $244K
|
37.4K
$4.67M
|
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
BUY
|
- |
2.2K+ 9.84% |
$225K - $243K
|
24.6K
$3.07M
|
|
|
May 14, 2024
Q1 2024
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
2.2KNew |
$225K - $243K
|
2.2K
$275K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2.17K+ 7.2% |
$222K - $239K
|
32.2K
$4.03M
|
|
|
May 14, 2024
Q1 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
2.15KNew |
$220K - $237K
|
2.15K
$268K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.13K+ 6.04% |
$218K - $235K
|
37.4K
$4.67M
|
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.13KNew |
$217K - $235K
|
2.13K
$265K
|
|
|
Apr 25, 2024
Q1 2024
|
Human Investing LLC
|
BUY
|
- |
2.12K+ 1.73% |
$217K - $234K
|
125K
$15.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.1K+ 4.9% |
$215K - $233K
|
45.1K
$5.63M
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
BUY
|
- |
2.1K+ 4.11% |
$215K - $232K
|
53.3K
$6.65M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2.09K+ 5.06% |
$214K - $231K
|
43.4K
$5.42M
|
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.08K+ 12.76% |
$213K - $230K
|
18.4K
$2.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
2.08K+ 2.61% |
$213K - $230K
|
81.8K
$10.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
2.07K+ 7.27% |
$212K - $229K
|
30.5K
$3.81M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
2.06KNew |
$211K - $228K
|
2.06K
$258K
|
|
|
May 14, 2024
Q1 2024
|
Campion Asset Management
|
BUY
|
- |
2.06K+ 6.9% |
$211K - $228K
|
31.9K
$3.98M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
2.06K+ 1.8% |
$210K - $227K
|
116K
$14.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
2.05KNew |
$210K - $227K
|
2.05K
$257K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.04K+ 88.01% |
$209K - $225K
|
4.36K
$544K
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
2.03K+ 31.69% |
$208K - $224K
|
8.44K
$1.05M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.02K+ 3.01% |
$206K - $223K
|
69K
$8.62M
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
BUY
|
- |
2.01K+ 4.94% |
$205K - $222K
|
42.6K
$5.32M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
2KNew |
$204K - $221K
|
2K
$250K
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1.99K+ 24.52% |
$204K - $220K
|
10.1K
$1.26M
|
|
|
May 10, 2024
Q1 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1.99K+ 1.63% |
$204K - $220K
|
124K
$15.5M
|