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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1.56K+ 0.82% |
$160K - $173K
|
193K
$24.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Independent Family Office, LLC
|
BUY
|
- |
1.55K+ 60.19% |
$159K - $171K
|
4.13K
$515K
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Planning LLC
|
BUY
|
- |
1.54K+ 9.0% |
$157K - $170K
|
18.6K
$2.33M
|
|
|
May 14, 2024
Q1 2024
|
Next Capital Management LLC
|
BUY
|
- |
1.52K+ 5.31% |
$155K - $168K
|
30.1K
$3.76M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1.52K+ 4.5% |
$155K - $168K
|
35.2K
$4.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1.52K+ 8.32% |
$155K - $168K
|
19.7K
$2.47M
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
1.51K+ 27.28% |
$155K - $167K
|
7.05K
$880K
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.51K+ 0.43% |
$154K - $167K
|
355K
$44.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
1.5K+ 3.26% |
$154K - $166K
|
47.5K
$5.94M
|
|
|
Apr 12, 2024
Q1 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1.5K+ 13.59% |
$153K - $165K
|
12.5K
$1.56M
|
|
|
May 10, 2024
Q1 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
1.49K+ 1.78% |
$152K - $164K
|
85K
$10.6M
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.49K+ 0.94% |
$152K - $164K
|
159K
$19.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1.48K+ 39.4% |
$152K - $164K
|
5.24K
$655K
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.48K+ 13.33% |
$151K - $163K
|
12.6K
$1.57M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.47K+ 7.72% |
$151K - $163K
|
20.6K
$2.57M
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.45K+ 41.48% |
$148K - $160K
|
4.95K
$618K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.44K+ 6.56% |
$148K - $159K
|
23.4K
$2.93M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.44K+ 11.83% |
$147K - $159K
|
13.6K
$1.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
1.43K+ 0.87% |
$146K - $158K
|
165K
$20.6M
|
|
|
May 15, 2024
Q1 2024
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
1.42K+ 16.06% |
$145K - $157K
|
10.2K
$1.28M
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.42K+ 4.16% |
$145K - $157K
|
35.5K
$4.43M
|
|
|
May 14, 2024
Q1 2024
|
Middleton & CO Inc
|
BUY
|
- |
1.41K+ 2.76% |
$144K - $155K
|
52.3K
$6.53M
|
|
|
Apr 18, 2024
Q1 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
1.4K+ 0.93% |
$143K - $154K
|
152K
$19M
|
|
|
Apr 15, 2024
Q1 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
1.39K+ 39.56% |
$142K - $153K
|
4.89K
$611K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
1.38K+ 7.61% |
$142K - $153K
|
19.6K
$2.44M
|
|
|
May 09, 2024
Q1 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
1.37K+ 1.92% |
$140K - $151K
|
72.4K
$9.04M
|
|
|
Apr 19, 2024
Q1 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
1.36K+ 42.32% |
$140K - $151K
|
4.59K
$573K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.36K+ 12.48% |
$140K - $151K
|
12.3K
$1.53M
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.36K+ 2.76% |
$139K - $150K
|
50.5K
$6.3M
|
|
|
May 09, 2024
Q1 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1.36K+ 1.36% |
$139K - $150K
|
101K
$12.7M
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
1.35K+ 300.0% |
$138K - $149K
|
1.8K
$225K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.35K+ 8.18% |
$138K - $149K
|
17.8K
$2.22M
|
|
|
May 02, 2024
Q1 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
1.34K+ 0.94% |
$137K - $148K
|
144K
$18M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
BUY
|
- |
1.34K+ 3.47% |
$137K - $148K
|
40K
$4.99M
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.34K+ 3.78% |
$137K - $148K
|
36.8K
$4.59M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.32K+ 21.13% |
$136K - $146K
|
7.59K
$948K
|
|
|
Apr 17, 2024
Q1 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1.32K+ 1.17% |
$135K - $146K
|
114K
$14.3M
|
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
1.3K+ 55.31% |
$133K - $144K
|
3.66K
$457K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
1.29K+ 22.22% |
$132K - $142K
|
7.08K
$884K
|
|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.28K+ 2.0% |
$130K - $141K
|
65.1K
$8.13M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.26K+ 7.84% |
$129K - $139K
|
17.3K
$2.16M
|
|
|
May 08, 2024
Q1 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
1.25K+ 3.02% |
$128K - $138K
|
42.6K
$5.32M
|
|
|
May 10, 2024
Q1 2024
|
Resolute Advisors LLC
|
BUY
|
- |
1.24K+ 2.23% |
$127K - $137K
|
56.9K
$7.11M
|
|
|
May 14, 2024
Q1 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
1.24K+ 34.02% |
$127K - $137K
|
4.89K
$610K
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
1.23K+ 38.21% |
$126K - $136K
|
4.45K
$556K
|
|
|
May 07, 2024
Q1 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
1.21K+ 3.63% |
$124K - $134K
|
34.6K
$4.33M
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.21K+ 1.83% |
$124K - $134K
|
67.3K
$8.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.21KNew |
$124K - $134K
|
1.21K
$151K
|
|
|
May 02, 2024
Q1 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
1.21K+ 3.85% |
$124K - $134K
|
32.6K
$4.07M
|
|
|
May 15, 2024
Q1 2024
|
Econ Financial Services Corp
|
BUY
|
- |
1.21K+ 2.0% |
$124K - $134K
|
61.7K
$7.7M
|