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 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.2K+ 36.41% |
$122K - $132K
|
4.48K
$560K
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.18K+ 27.66% |
$120K - $130K
|
5.43K
$678K
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
1.17K+ 3.53% |
$120K - $129K
|
34.3K
$4.29M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.16KNew |
$119K - $128K
|
1.16K
$145K
|
|
|
May 06, 2024
Q1 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
1.15K+ 14.23% |
$118K - $127K
|
9.22K
$1.15M
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1.13K+ 8.25% |
$116K - $125K
|
14.8K
$1.85M
|
|
|
May 06, 2024
Q1 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.12K+ 2.32% |
$114K - $123K
|
49.2K
$6.14M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.11K+ 22.56% |
$114K - $123K
|
6.02K
$752K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.11K+ 1.3% |
$113K - $122K
|
86.5K
$10.8M
|
|
|
May 03, 2024
Q1 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
1.09K+ 31.41% |
$112K - $121K
|
4.57K
$571K
|
|
|
Apr 18, 2024
Q1 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
1.09K+ 12.94% |
$111K - $120K
|
9.49K
$1.18M
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
1.09K+ 3.01% |
$111K - $120K
|
37.2K
$4.64M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1.09K+ 26.11% |
$111K - $120K
|
5.25K
$655K
|
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.08K+ 0.42% |
$111K - $119K
|
256K
$32M
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
1.07K+ 8.26% |
$110K - $118K
|
14K
$1.75M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.07K+ 3.15% |
$109K - $118K
|
35K
$4.37M
|
|
|
May 15, 2024
Q1 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
1.06K+ 14.08% |
$108K - $117K
|
8.56K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.05K+ 70.02% |
$108K - $116K
|
2.55K
$319K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.05K+ 8.91% |
$107K - $116K
|
12.8K
$1.6M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.04K+ 5.21% |
$107K - $115K
|
21K
$2.63M
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
BUY
|
- |
1.03K+ 26.02% |
$105K - $114K
|
4.98K
$622K
|
|
|
May 10, 2024
Q1 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
1.03K+ 0.66% |
$105K - $114K
|
157K
$19.6M
|
|
|
May 13, 2024
Q1 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
1.02K+ 22.51% |
$105K - $113K
|
5.57K
$695K
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
BUY
|
- |
1.02K+ 1.09% |
$104K - $113K
|
94.3K
$11.8M
|
|
|
May 09, 2024
Q1 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
1K+ 2.89% |
$103K - $111K
|
35.7K
$4.46M
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
999+ 0.49% |
$102K - $110K
|
206K
$25.8M
|
|
|
May 07, 2024
Q1 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
998+ 28.37% |
$102K - $110K
|
4.52K
$564K
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
992+ 3.24% |
$102K - $110K
|
31.6K
$3.94M
|
|
|
May 01, 2024
Q1 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
986+ 4.04% |
$101K - $109K
|
25.4K
$3.17M
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
985+ 2.71% |
$101K - $109K
|
37.4K
$4.67M
|
|
|
May 13, 2024
Q1 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
983+ 3.71% |
$101K - $109K
|
27.5K
$3.43M
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
969+ 35.65% |
$99.2K - $107K
|
3.69K
$460K
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
966+ 12.93% |
$98.9K - $107K
|
8.44K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
965+ 6.73% |
$98.8K - $107K
|
15.3K
$1.91M
|
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
963+ 2.17% |
$98.6K - $106K
|
45.3K
$5.66M
|
|
|
Apr 12, 2024
Q1 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
962+ 0.64% |
$98.5K - $106K
|
151K
$18.9M
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
953+ 0.51% |
$97.5K - $105K
|
187K
$23.4M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
953+ 4.12% |
$97.5K - $105K
|
24.1K
$3.01M
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
947+ 18.49% |
$96.9K - $105K
|
6.07K
$758K
|
|
|
Apr 25, 2024
Q1 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
939+ 3.42% |
$96.1K - $104K
|
28.4K
$3.55M
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
932+ 8.97% |
$95.4K - $103K
|
11.3K
$1.41M
|
|
|
Apr 26, 2024
Q1 2024
|
White Pine Investment CO
|
BUY
|
- |
930+ 1.39% |
$95.2K - $103K
|
67.7K
$8.46M
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
925+ 133.48% |
$94.7K - $102K
|
1.62K
$202K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
925+ 162.28% |
$94.7K - $102K
|
1.5K
$187K
|
|
|
May 02, 2024
Q1 2024
|
Smart Money Group LLC
|
BUY
|
- |
924+ 26.04% |
$94.6K - $102K
|
4.47K
$559K
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
BUY
|
- |
922+ 8.27% |
$94.4K - $102K
|
12.1K
$1.51M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
921+ 21.72% |
$94.3K - $102K
|
5.16K
$645K
|
|
|
Apr 10, 2024
Q1 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
916+ 2.79% |
$93.8K - $101K
|
33.7K
$4.21M
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
912+ 3.85% |
$93.3K - $101K
|
24.6K
$3.08M
|
|
|
May 01, 2024
Q1 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
901+ 3.77% |
$92.2K - $99.6K
|
24.8K
$3.1M
|