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 02, 2024
Q1 2024
|
Avondale Wealth Management
|
BUY
|
- |
680+ 23.76% |
$69.6K - $75.2K
|
3.54K
$442K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
679+ 2.29% |
$69.5K - $75K
|
30.4K
$3.79M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
669+ 0.01% |
$68.5K - $73.9K
|
5.22M
$652M
|
|
|
May 03, 2024
Q1 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
666+ 2.46% |
$68.2K - $73.6K
|
27.7K
$3.46M
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
659+ 2.31% |
$67.4K - $72.8K
|
29.1K
$3.64M
|
|
|
Apr 10, 2024
Q1 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
657+ 0.42% |
$67.2K - $72.6K
|
157K
$19.6M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
652+ 1.96% |
$66.7K - $72.1K
|
33.8K
$4.23M
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
642+ 2.1% |
$65.7K - $71K
|
31.3K
$3.9M
|
|
|
May 06, 2024
Q1 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
641+ 8.62% |
$65.6K - $70.8K
|
8.08K
$1.01M
|
|
|
May 10, 2024
Q1 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
639+ 5.57% |
$65.4K - $70.6K
|
12.1K
$1.51M
|
|
|
Apr 30, 2024
Q1 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
638+ 6.3% |
$65.3K - $70.5K
|
10.8K
$1.34M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
633+ 6.23% |
$64.8K - $70K
|
10.8K
$1.35M
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
632+ 5.88% |
$64.7K - $69.8K
|
11.4K
$1.42M
|
|
|
May 01, 2024
Q1 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
629+ 8.26% |
$64.4K - $69.5K
|
8.25K
$1.03M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
629+ 0.26% |
$64.4K - $69.5K
|
247K
$30.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
625+ 18.29% |
$64K - $69.1K
|
4.04K
$505K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
608+ 0.81% |
$62.2K - $67.2K
|
75.5K
$9.43M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
608+ 0.63% |
$62.2K - $67.2K
|
97.8K
$12.2M
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
BUY
|
- |
602+ 27.54% |
$61.6K - $66.5K
|
2.79K
$348K
|
|
|
May 16, 2024
Q1 2024
|
Garner Asset Management Corp
|
BUY
|
- |
601+ 16.4% |
$61.5K - $66.4K
|
4.27K
$533K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
600+ 17.05% |
$61.4K - $66.3K
|
4.12K
$515K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
598+ 1.54% |
$61.2K - $66.1K
|
39.4K
$4.93M
|
|
|
Apr 30, 2024
Q1 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
595+ 1.6% |
$60.9K - $65.8K
|
37.9K
$4.73M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
574+ 27.04% |
$58.7K - $63.4K
|
2.7K
$337K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
574+ 1.95% |
$58.7K - $63.4K
|
30K
$3.74M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
572+ 3.44% |
$58.5K - $63.2K
|
17.2K
$2.15M
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
BUY
|
- |
570+ 0.21% |
$58.3K - $63K
|
269K
$33.6M
|
|
|
Apr 11, 2024
Q1 2024
|
David J Yvars Group
|
BUY
|
- |
569+ 6.1% |
$58.2K - $62.9K
|
9.9K
$1.24M
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
567+ 10.44% |
$58K - $62.7K
|
6K
$749K
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
558+ 4.71% |
$57.1K - $61.7K
|
12.4K
$1.55M
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
558+ 11.96% |
$57.1K - $61.7K
|
5.22K
$652K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
555+ 0.1% |
$56.8K - $61.3K
|
538K
$67.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
549+ 42.56% |
$56.2K - $60.7K
|
1.84K
$230K
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
543+ 12.76% |
$55.6K - $60K
|
4.8K
$599K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
537+ 49.91% |
$55K - $59.3K
|
1.61K
$201K
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
535+ 6.98% |
$54.8K - $59.1K
|
8.2K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
533+ 10.57% |
$54.6K - $58.9K
|
5.58K
$696K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
532+ 2.4% |
$54.5K - $58.8K
|
22.7K
$2.84M
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
532+ 1.45% |
$54.5K - $58.8K
|
37.2K
$4.64M
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
518+ 3.26% |
$53K - $57.2K
|
16.4K
$2.05M
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
518+ 0.17% |
$53K - $57.2K
|
300K
$37.4M
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
517+ 2.06% |
$52.9K - $57.1K
|
25.6K
$3.19M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
517New |
$52.9K - $57.1K
|
517
$64.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
513+ 0.22% |
$52.5K - $56.7K
|
229K
$28.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
510+ 3.27% |
$52.2K - $56.4K
|
16.1K
$2.01M
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
499+ 11.13% |
$51.1K - $55.1K
|
4.98K
$622K
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
BUY
|
- |
492+ 4.4% |
$50.4K - $54.4K
|
11.7K
$1.46M
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
488+ 45.06% |
$49.9K - $53.9K
|
1.57K
$196K
|
|
|
Apr 19, 2024
Q1 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
487+ 26.3% |
$49.8K - $53.8K
|
2.34K
$292K
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
483+ 6.8% |
$49.4K - $53.4K
|
7.58K
$947K
|