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 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
878+ 8.06% |
$89.9K - $97K
|
11.8K
$1.49M
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
874+ 10.66% |
$89.5K - $96.6K
|
9.07K
$1.15M
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
868+ 40.06% |
$88.8K - $95.9K
|
3.04K
$383K
|
|
|
Apr 24, 2024
Q1 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
856+ 4.62% |
$87.6K - $94.6K
|
19.4K
$2.45M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
856+ 18.04% |
$87.6K - $94.6K
|
5.6K
$707K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
849+ 3.33% |
$86.9K - $93.8K
|
26.3K
$3.32M
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
842+ 1.75% |
$86.2K - $93.1K
|
49K
$6.18M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
816+ 13.92% |
$83.5K - $90.2K
|
6.68K
$843K
|
|
|
May 14, 2024
Q1 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
815+ 8.83% |
$83.4K - $90.1K
|
10K
$1.27M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
813+ 35.85% |
$83.2K - $89.9K
|
3.08K
$389K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
810+ 14.66% |
$82.9K - $89.5K
|
6.34K
$800K
|
|
|
Apr 15, 2024
Q1 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
807+ 1.42% |
$82.6K - $89.2K
|
57.4K
$7.25M
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
803New |
$82.2K - $88.7K
|
803
$101K
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
803+ 16.95% |
$82.2K - $88.7K
|
5.54K
$700K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
802+ 0.35% |
$82.1K - $88.6K
|
228K
$28.8M
|
|
|
May 08, 2024
Q1 2024
|
Planning Directions Inc
|
BUY
|
- |
801+ 34.25% |
$82K - $88.5K
|
3.14K
$396K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
800+ 4.58% |
$81.9K - $88.4K
|
18.3K
$2.3M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
794+ 5.24% |
$81.3K - $87.8K
|
15.9K
$2.01M
|
|
|
Apr 09, 2024
Q1 2024
|
Woodstock Corp
|
BUY
|
- |
793+ 5.73% |
$81.2K - $87.6K
|
14.6K
$1.85M
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
792+ 11.15% |
$81.1K - $87.5K
|
7.89K
$997K
|
|
|
May 13, 2024
Q1 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
791+ 13.27% |
$81K - $87.4K
|
6.75K
$852K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
789+ 0.99% |
$80.8K - $87.2K
|
80.5K
$10.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
788New |
$80.7K - $87.1K
|
788
$99.5K
|
|
|
May 03, 2024
Q1 2024
|
Evergreen Advisors, LLC
|
BUY
|
- |
788+ 0.49% |
$80.7K - $87.1K
|
162K
$20.4M
|
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
787+ 0.65% |
$80.5K - $87K
|
122K
$15.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
780+ 17.99% |
$79.8K - $86.2K
|
5.12K
$646K
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
772+ 1.26% |
$79K - $85.3K
|
61.9K
$7.81M
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
771+ 1.09% |
$78.9K - $85.2K
|
71.4K
$9.01M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
767+ 1.82% |
$78.5K - $84.8K
|
43K
$5.42M
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
763+ 2.6% |
$78.1K - $84.3K
|
30.1K
$3.8M
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
762+ 12.16% |
$78K - $84.2K
|
7.03K
$888K
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
746+ 17.79% |
$76.4K - $82.4K
|
4.94K
$624K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
732+ 642.11% |
$74.9K - $80.9K
|
846
$107K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
732+ 18.74% |
$74.9K - $80.9K
|
4.64K
$586K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
727+ 21.74% |
$74.4K - $80.3K
|
4.07K
$514K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
724+ 1.33% |
$74.1K - $80K
|
55.3K
$6.98M
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
722+ 1.85% |
$73.9K - $79.8K
|
39.7K
$5.02M
|
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
719+ 1.16% |
$73.6K - $79.5K
|
62.6K
$7.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
714+ 2.79% |
$73.1K - $78.9K
|
26.3K
$3.33M
|
|
|
Apr 18, 2024
Q1 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
712+ 2.5% |
$72.9K - $78.7K
|
29.2K
$3.68M
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
712+ 1.62% |
$72.9K - $78.7K
|
44.6K
$5.63M
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
712+ 3.43% |
$72.9K - $78.7K
|
21.5K
$2.71M
|
|
|
May 10, 2024
Q1 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
712+ 1.27% |
$72.9K - $78.7K
|
57K
$7.2M
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
707+ 47.9% |
$72.4K - $78.1K
|
2.18K
$276K
|
|
|
Apr 22, 2024
Q1 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
706+ 4.99% |
$72.3K - $78K
|
14.8K
$1.87M
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
705+ 3.47% |
$72.2K - $77.9K
|
21K
$2.65M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
700+ 823.53% |
$71.6K - $77.4K
|
785
$99.1K
|
|
|
May 14, 2024
Q1 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
699+ 19.79% |
$71.5K - $77.3K
|
4.23K
$534K
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
698+ 45.98% |
$71.4K - $77.1K
|
2.22K
$280K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
683+ 184.59% |
$69.9K - $75.5K
|
1.05K
$133K
|