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
|
Quent Capital, LLC
|
BUY
|
- |
925+ 133.48% |
$94.7K - $102K
|
1.62K
$172K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
925+ 162.28% |
$94.7K - $102K
|
1.5K
$159K
|
|
|
May 02, 2024
Q1 2024
|
Smart Money Group LLC
|
BUY
|
- |
924+ 26.04% |
$94.6K - $102K
|
4.47K
$475K
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
BUY
|
- |
922+ 8.27% |
$94.4K - $102K
|
12.1K
$1.28M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
921+ 21.72% |
$94.3K - $102K
|
5.16K
$548K
|
|
|
Apr 10, 2024
Q1 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
916+ 2.79% |
$93.8K - $101K
|
33.7K
$3.58M
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
912+ 3.85% |
$93.3K - $101K
|
24.6K
$2.61M
|
|
|
May 01, 2024
Q1 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
901+ 3.77% |
$92.2K - $99.6K
|
24.8K
$2.63M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
878+ 8.06% |
$89.9K - $97K
|
11.8K
$1.25M
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
874+ 10.66% |
$89.5K - $96.6K
|
9.07K
$963K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
868+ 40.06% |
$88.8K - $95.9K
|
3.04K
$322K
|
|
|
Apr 24, 2024
Q1 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
856+ 4.62% |
$87.6K - $94.6K
|
19.4K
$2.06M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
856+ 18.04% |
$87.6K - $94.6K
|
5.6K
$594K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
849+ 3.33% |
$86.9K - $93.8K
|
26.3K
$2.79M
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
842+ 1.75% |
$86.2K - $93.1K
|
49K
$5.2M
|
|
|
Feb 26, 2025
Q1 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
820+ 36.84% |
$83.9K - $90.6K
|
3.05K
$323K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
816+ 13.92% |
$83.5K - $90.2K
|
6.68K
$709K
|
|
|
May 14, 2024
Q1 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
815+ 8.83% |
$83.4K - $90.1K
|
10K
$1.07M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
813+ 35.85% |
$83.2K - $89.9K
|
3.08K
$327K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
810+ 14.66% |
$82.9K - $89.5K
|
6.34K
$673K
|
|
|
Apr 15, 2024
Q1 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
807+ 1.42% |
$82.6K - $89.2K
|
57.4K
$6.1M
|
|
|
Jan 28, 2025
Q1 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
804+ 9.1% |
$82.3K - $88.9K
|
9.64K
$1.02M
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
803New |
$82.2K - $88.7K
|
803
$85.2K
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
803+ 16.95% |
$82.2K - $88.7K
|
5.54K
$588K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
802+ 0.35% |
$82.1K - $88.6K
|
228K
$24.2M
|
|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
802+ 1.75% |
$82.1K - $88.6K
|
46.6K
$4.94M
|
|
|
May 08, 2024
Q1 2024
|
Planning Directions Inc
|
BUY
|
- |
801+ 34.25% |
$82K - $88.5K
|
3.14K
$333K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
800+ 4.58% |
$81.9K - $88.4K
|
18.3K
$1.94M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
794+ 5.24% |
$81.3K - $87.8K
|
15.9K
$1.69M
|
|
|
Apr 09, 2024
Q1 2024
|
Woodstock Corp
|
BUY
|
- |
793+ 5.73% |
$81.2K - $87.6K
|
14.6K
$1.55M
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
792+ 11.15% |
$81.1K - $87.5K
|
7.89K
$838K
|
|
|
May 13, 2024
Q1 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
791+ 13.27% |
$81K - $87.4K
|
6.75K
$717K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
789+ 0.99% |
$80.8K - $87.2K
|
80.5K
$8.54M
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
788New |
$80.7K - $87.1K
|
788
$83.6K
|
|
|
May 03, 2024
Q1 2024
|
Evergreen Advisors, LLC
|
BUY
|
- |
788+ 0.49% |
$80.7K - $87.1K
|
162K
$17.1M
|
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
787+ 0.65% |
$80.5K - $87K
|
122K
$12.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
780+ 17.99% |
$79.8K - $86.2K
|
5.12K
$543K
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
772+ 1.26% |
$79K - $85.3K
|
61.9K
$6.57M
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
771+ 1.09% |
$78.9K - $85.2K
|
71.4K
$7.57M
|
|
|
May 29, 2025
Q1 2024
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
770+ 22.74% |
$78.8K - $85.1K
|
4.16K
$441K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
767+ 1.82% |
$78.5K - $84.8K
|
43K
$4.56M
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
763+ 2.6% |
$78.1K - $84.3K
|
30.1K
$3.2M
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
762+ 12.16% |
$78K - $84.2K
|
7.03K
$746K
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
746+ 17.79% |
$76.4K - $82.4K
|
4.94K
$524K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
732+ 642.11% |
$74.9K - $80.9K
|
846
$89.8K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
732+ 18.74% |
$74.9K - $80.9K
|
4.64K
$492K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
727+ 21.74% |
$74.4K - $80.3K
|
4.07K
$432K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
724+ 1.33% |
$74.1K - $80K
|
55.3K
$5.87M
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
722+ 1.85% |
$73.9K - $79.8K
|
39.7K
$4.22M
|
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
719+ 1.16% |
$73.6K - $79.5K
|
62.6K
$6.64M
|