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 12, 2024
Q1 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
481+ 4.67% |
$49.2K - $53.2K
|
10.8K
$1.35M
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
480+ 45.76% |
$49.1K - $53K
|
1.53K
$191K
|
|
Apr 22, 2024
Q1 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
469+ 6.8% |
$48K - $51.8K
|
7.37K
$920K
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
469+ 9.08% |
$48K - $51.8K
|
5.63K
$703K
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
469+ 4.06% |
$48K - $51.8K
|
12K
$1.5M
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
468+ 20.9% |
$47.9K - $51.7K
|
2.71K
$338K
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
466+ 1.4% |
$47.7K - $51.5K
|
33.8K
$4.22M
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
462+ 2.69% |
$47.3K - $51.1K
|
17.6K
$2.2M
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
452+ 18.17% |
$46.3K - $50K
|
2.94K
$367K
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
450+ 2.71% |
$46.1K - $49.7K
|
17K
$2.13M
|
|
May 01, 2024
Q1 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
446+ 1.28% |
$45.6K - $49.3K
|
35.4K
$4.42M
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
BUY
|
- |
439+ 1.25% |
$44.9K - $48.5K
|
35.5K
$4.43M
|
|
Apr 25, 2024
Q1 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
438+ 2.43% |
$44.8K - $48.4K
|
18.4K
$2.3M
|
|
Apr 19, 2024
Q1 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
436+ 0.92% |
$44.6K - $48.2K
|
48K
$5.99M
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
426+ 2.52% |
$43.6K - $47.1K
|
17.4K
$2.17M
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
424+ 5.06% |
$43.4K - $46.9K
|
8.81K
$1.1M
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
421+ 6.39% |
$43.1K - $46.5K
|
7.01K
$876K
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
421+ 10.71% |
$43.1K - $46.5K
|
4.35K
$544K
|
|
May 13, 2024
Q1 2024
|
360 Financial, Inc.
|
BUY
|
- |
420+ 1.94% |
$43K - $46.4K
|
22K
$2.75M
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
418+ 5.68% |
$42.8K - $46.2K
|
7.78K
$972K
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
413+ 3.74% |
$42.3K - $45.6K
|
11.5K
$1.43M
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
413+ 18.59% |
$42.3K - $45.6K
|
2.64K
$329K
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
409+ 37.01% |
$41.9K - $45.2K
|
1.51K
$189K
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
406+ 14.6% |
$41.6K - $44.9K
|
3.19K
$398K
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
405+ 12.52% |
$41.5K - $44.8K
|
3.64K
$454K
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
403+ 2.28% |
$41.2K - $44.5K
|
18.1K
$2.26M
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
400+ 17.32% |
$40.9K - $44.2K
|
2.71K
$338K
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
400+ 0.62% |
$40.9K - $44.2K
|
64.4K
$8.05M
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
398+ 9.42% |
$40.7K - $44K
|
4.62K
$577K
|
|
Apr 09, 2024
Q1 2024
|
Farmers Trust CO
|
BUY
|
- |
390+ 1.16% |
$39.9K - $43.1K
|
34K
$4.25M
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
388+ 0.83% |
$39.7K - $42.9K
|
47.4K
$5.91M
|
|
May 10, 2024
Q1 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
385+ 5.71% |
$39.4K - $42.6K
|
7.13K
$890K
|
|
Apr 10, 2024
Q1 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
384+ 0.53% |
$39.3K - $42.4K
|
72.3K
$9.03M
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
380+ 32.76% |
$38.9K - $42K
|
1.54K
$192K
|
|
May 15, 2024
Q1 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
379+ 7.97% |
$38.8K - $41.9K
|
5.13K
$641K
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
377+ 51.93% |
$38.6K - $41.7K
|
1.1K
$138K
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
375+ 6.61% |
$38.4K - $41.4K
|
6.05K
$756K
|
|
Apr 23, 2024
Q1 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
372+ 2.91% |
$38.1K - $41.1K
|
13.2K
$1.64M
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
371+ 10.11% |
$38K - $41K
|
4.04K
$505K
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
370+ 5.95% |
$37.9K - $40.9K
|
6.59K
$822K
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
BUY
|
- |
368+ 0.62% |
$37.7K - $40.7K
|
59.6K
$7.45M
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
367+ 0.87% |
$37.6K - $40.6K
|
42.4K
$5.29M
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
362+ 9.88% |
$37.1K - $40K
|
4.03K
$503K
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
360+ 0.54% |
$36.8K - $39.8K
|
66.9K
$8.36M
|
|
May 15, 2024
Q1 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
358+ 2.27% |
$36.6K - $39.6K
|
16.1K
$2.01M
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
357+ 6.81% |
$36.5K - $39.5K
|
5.6K
$699K
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
357+ 1.54% |
$36.5K - $39.5K
|
23.5K
$2.94M
|
|
Apr 15, 2024
Q1 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
355+ 1.62% |
$36.3K - $39.2K
|
22.2K
$2.78M
|
|
May 06, 2024
Q1 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
355+ 2.51% |
$36.3K - $39.2K
|
14.5K
$1.81M
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
351+ 5.48% |
$35.9K - $38.8K
|
6.76K
$844K
|