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 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
707+ 47.9% |
$72.4K - $78.1K
|
2.18K
$227K
|
|
|
Apr 22, 2024
Q1 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
706+ 4.99% |
$72.3K - $78K
|
14.8K
$1.54M
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
705+ 3.47% |
$72.2K - $77.9K
|
21K
$2.19M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
700+ 823.53% |
$71.6K - $77.4K
|
785
$81.6K
|
|
|
May 14, 2024
Q1 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
699+ 19.79% |
$71.5K - $77.3K
|
4.23K
$440K
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
698+ 45.98% |
$71.4K - $77.1K
|
2.22K
$230K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
683+ 184.59% |
$69.9K - $75.5K
|
1.05K
$110K
|
|
|
Apr 02, 2024
Q1 2024
|
Avondale Wealth Management
|
BUY
|
- |
680+ 23.76% |
$69.6K - $75.2K
|
3.54K
$368K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
679+ 2.29% |
$69.5K - $75K
|
30.4K
$3.16M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
669+ 0.01% |
$68.5K - $73.9K
|
5.22M
$543M
|
|
|
May 03, 2024
Q1 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
666+ 2.46% |
$68.2K - $73.6K
|
27.7K
$2.88M
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
659+ 2.31% |
$67.4K - $72.8K
|
29.1K
$3.03M
|
|
|
Apr 10, 2024
Q1 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
657+ 0.42% |
$67.2K - $72.6K
|
157K
$16.3M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
652+ 1.96% |
$66.7K - $72.1K
|
33.8K
$3.52M
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
642+ 2.1% |
$65.7K - $71K
|
31.3K
$3.25M
|
|
|
May 06, 2024
Q1 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
641+ 8.62% |
$65.6K - $70.8K
|
8.08K
$840K
|
|
|
May 10, 2024
Q1 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
639+ 5.57% |
$65.4K - $70.6K
|
12.1K
$1.26M
|
|
|
Apr 30, 2024
Q1 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
638+ 6.3% |
$65.3K - $70.5K
|
10.8K
$1.12M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
633+ 6.23% |
$64.8K - $70K
|
10.8K
$1.12M
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
632+ 5.88% |
$64.7K - $69.8K
|
11.4K
$1.18M
|
|
|
May 01, 2024
Q1 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
629+ 8.26% |
$64.4K - $69.5K
|
8.25K
$858K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
629+ 0.26% |
$64.4K - $69.5K
|
247K
$25.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
625+ 18.29% |
$64K - $69.1K
|
4.04K
$420K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
608+ 0.81% |
$62.2K - $67.2K
|
75.5K
$7.86M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
608+ 0.63% |
$62.2K - $67.2K
|
97.8K
$10.2M
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
BUY
|
- |
602+ 27.54% |
$61.6K - $66.5K
|
2.79K
$290K
|
|
|
May 16, 2024
Q1 2024
|
Garner Asset Management Corp
|
BUY
|
- |
601+ 16.4% |
$61.5K - $66.4K
|
4.27K
$444K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
600+ 17.05% |
$61.4K - $66.3K
|
4.12K
$429K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
598+ 1.54% |
$61.2K - $66.1K
|
39.4K
$4.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
595+ 1.6% |
$60.9K - $65.8K
|
37.9K
$3.94M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
574+ 27.04% |
$58.7K - $63.4K
|
2.7K
$281K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
574+ 1.95% |
$58.7K - $63.4K
|
30K
$3.12M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
572+ 3.44% |
$58.5K - $63.2K
|
17.2K
$1.79M
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
BUY
|
- |
570+ 0.21% |
$58.3K - $63K
|
269K
$28M
|
|
|
Apr 11, 2024
Q1 2024
|
David J Yvars Group
|
BUY
|
- |
569+ 6.1% |
$58.2K - $62.9K
|
9.9K
$1.03M
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
567+ 10.44% |
$58K - $62.7K
|
6K
$624K
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
558+ 4.71% |
$57.1K - $61.7K
|
12.4K
$1.29M
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
558+ 11.96% |
$57.1K - $61.7K
|
5.22K
$543K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
555+ 0.1% |
$56.8K - $61.3K
|
538K
$56M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
549+ 42.56% |
$56.2K - $60.7K
|
1.84K
$191K
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
543+ 12.76% |
$55.6K - $60K
|
4.8K
$499K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
537+ 49.91% |
$55K - $59.3K
|
1.61K
$168K
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
535+ 6.98% |
$54.8K - $59.1K
|
8.2K
$853K
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
533+ 10.57% |
$54.6K - $58.9K
|
5.58K
$580K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
532+ 2.4% |
$54.5K - $58.8K
|
22.7K
$2.36M
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
532+ 1.45% |
$54.5K - $58.8K
|
37.2K
$3.87M
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
518+ 3.26% |
$53K - $57.2K
|
16.4K
$1.71M
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
518+ 0.17% |
$53K - $57.2K
|
300K
$31.2M
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
517+ 2.06% |
$52.9K - $57.1K
|
25.6K
$2.66M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
517New |
$52.9K - $57.1K
|
517
$53.8K
|