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 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
2.03K+ 31.69% |
$208K - $224K
|
8.44K
$896K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.02K+ 3.01% |
$206K - $223K
|
69K
$7.32M
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
BUY
|
- |
2.01K+ 4.94% |
$205K - $222K
|
42.6K
$4.52M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
2KNew |
$204K - $221K
|
2K
$212K
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1.99K+ 24.52% |
$204K - $220K
|
10.1K
$1.07M
|
|
|
May 10, 2024
Q1 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1.99K+ 1.63% |
$204K - $220K
|
124K
$13.1M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.99K+ 18.35% |
$204K - $220K
|
12.8K
$1.36M
|
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
1.98K+ 9.01% |
$203K - $219K
|
24K
$2.55M
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1.98K+ 9.23% |
$202K - $219K
|
23.4K
$2.48M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.97K+ 31.99% |
$202K - $218K
|
8.14K
$864K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
1.96K+ 1.9% |
$201K - $217K
|
105K
$11.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1.95KNew |
$200K - $216K
|
1.95K
$207K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.95K+ 5.07% |
$199K - $215K
|
40.3K
$4.28M
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.94K+ 13.33% |
$199K - $214K
|
16.5K
$1.75M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.93K+ 3.18% |
$197K - $213K
|
62.6K
$6.65M
|
|
|
Apr 24, 2024
Q1 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
1.93K+ 372.01% |
$197K - $213K
|
2.45K
$260K
|
|
|
Apr 26, 2024
Q1 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
1.91KNew |
$196K - $211K
|
1.91K
$203K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.91K+ 6.64% |
$195K - $211K
|
30.6K
$3.25M
|
|
|
Apr 16, 2024
Q1 2024
|
Asio Capital, LLC
|
BUY
|
- |
1.9K+ 0.9% |
$194K - $210K
|
213K
$22.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.9K+ 12.38% |
$194K - $210K
|
17.2K
$1.83M
|
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
1.89K+ 29.85% |
$193K - $209K
|
8.22K
$873K
|
|
|
Apr 22, 2024
Q1 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
1.89KNew |
$193K - $209K
|
1.89K
$201K
|
|
|
May 08, 2024
Q1 2024
|
Marco Investment Management LLC
|
BUY
|
- |
1.89KNew |
$193K - $208K
|
1.89K
$200K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.88KNew |
$193K - $208K
|
1.88K
$200K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
1.88K+ 1.93% |
$192K - $208K
|
99.5K
$10.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
BUY
|
- |
1.87KNew |
$191K - $207K
|
1.87K
$198K
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.85K+ 5.48% |
$189K - $204K
|
35.6K
$3.78M
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.85KNew |
$189K - $204K
|
1.85K
$196K
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1.84K+ 21.89% |
$188K - $203K
|
10.2K
$1.09M
|
|
|
May 09, 2024
Q1 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
1.84KNew |
$188K - $203K
|
1.84K
$195K
|
|
|
Apr 12, 2024
Q1 2024
|
Jacobs & CO
|
BUY
|
- |
1.84KNew |
$188K - $203K
|
1.84K
$195K
|
|
|
Apr 19, 2024
Q1 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
1.83KNew |
$187K - $202K
|
1.83K
$194K
|
|
|
Apr 16, 2024
Q1 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
1.82K+ 45.5% |
$186K - $201K
|
5.83K
$618K
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.82KNew |
$186K - $201K
|
1.82K
$193K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.82K+ 4.35% |
$186K - $201K
|
43.6K
$4.62M
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1.81KNew |
$186K - $200K
|
1.81K
$192K
|
|
|
May 03, 2024
Q1 2024
|
Forte Asset Management LLC
|
BUY
|
- |
1.81K+ 21.09% |
$185K - $200K
|
10.4K
$1.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
1.8K+ 1.21% |
$185K - $199K
|
151K
$16M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.79K+ 1.4% |
$183K - $198K
|
130K
$13.8M
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.79K+ 10.78% |
$183K - $198K
|
18.4K
$1.95M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.77K+ 10.32% |
$181K - $195K
|
18.9K
$2M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
1.76K+ 3.53% |
$181K - $195K
|
51.8K
$5.49M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.74K+ 52.99% |
$178K - $192K
|
5.02K
$532K
|
|
|
May 06, 2024
Q1 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
1.71K+ 2.01% |
$175K - $189K
|
86.8K
$9.21M
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.65K+ 2.58% |
$169K - $182K
|
65.5K
$6.96M
|
|
|
Apr 30, 2024
Q1 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
1.64K+ 7.99% |
$168K - $182K
|
22.2K
$2.36M
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.64K+ 231.26% |
$167K - $181K
|
2.34K
$249K
|
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.63K+ 42.26% |
$167K - $180K
|
5.49K
$583K
|
|
|
May 10, 2024
Q1 2024
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
1.63K+ 1.54% |
$167K - $180K
|
108K
$11.4M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
1.62K+ 25.82% |
$166K - $179K
|
7.9K
$838K
|