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 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
362+ 9.88% |
$37.1K - $40K
|
4.03K
$419K
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
360+ 0.54% |
$36.8K - $39.8K
|
66.9K
$6.96M
|
|
|
May 15, 2024
Q1 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
358+ 2.27% |
$36.6K - $39.6K
|
16.1K
$1.68M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
357+ 6.81% |
$36.5K - $39.5K
|
5.6K
$582K
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
357+ 1.54% |
$36.5K - $39.5K
|
23.5K
$2.45M
|
|
|
Apr 15, 2024
Q1 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
355+ 1.62% |
$36.3K - $39.2K
|
22.2K
$2.31M
|
|
|
May 06, 2024
Q1 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
355+ 2.51% |
$36.3K - $39.2K
|
14.5K
$1.51M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
351+ 5.48% |
$35.9K - $38.8K
|
6.76K
$703K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
351+ 0.88% |
$35.9K - $38.8K
|
40.4K
$4.2M
|
|
|
May 13, 2024
Q1 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
349+ 1.45% |
$35.7K - $38.6K
|
24.5K
$2.54M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
348+ 2.01% |
$35.6K - $38.5K
|
17.7K
$1.84M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
341New |
$34.9K - $37.7K
|
341
$35.5K
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
340+ 10.61% |
$34.8K - $37.6K
|
3.54K
$369K
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
336+ 10.99% |
$34.4K - $37.1K
|
3.39K
$353K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
336+ 1.48% |
$34.4K - $37.1K
|
23.1K
$2.4M
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
336+ 0.43% |
$34.4K - $37.1K
|
77.8K
$8.09M
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
336+ 5.02% |
$34.4K - $37.1K
|
7.03K
$731K
|
|
|
Apr 09, 2024
Q1 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
334+ 0.26% |
$34.2K - $36.9K
|
127K
$13.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
334+ 0.23% |
$34.2K - $36.9K
|
145K
$15.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
330New |
$33.8K - $36.5K
|
330
$34.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
329+ 0.68% |
$33.7K - $36.4K
|
48.4K
$5.03M
|
|
|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
BUY
|
- |
329+ 2.53% |
$33.7K - $36.4K
|
13.3K
$1.39M
|
|
|
Apr 24, 2024
Q1 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
325+ 3.05% |
$33.3K - $35.9K
|
11K
$1.14M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
325+ 0.71% |
$33.3K - $35.9K
|
46K
$4.79M
|
|
|
May 09, 2024
Q1 2024
|
Pacific Financial Group Inc
|
BUY
|
- |
325+ 0.39% |
$33.3K - $35.9K
|
83.8K
$8.71M
|
|
|
Apr 04, 2024
Q1 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
323+ 0.56% |
$33.1K - $35.7K
|
57.9K
$6.02M
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
323+ 1.03% |
$33.1K - $35.7K
|
31.7K
$3.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
321+ 11.72% |
$32.9K - $35.5K
|
3.06K
$318K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
310+ 0.22% |
$31.7K - $34.3K
|
138K
$14.4M
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
310+ 9.69% |
$31.7K - $34.3K
|
3.51K
$365K
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
310+ 0.28% |
$31.7K - $34.3K
|
112K
$11.6M
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
309+ 6.92% |
$31.6K - $34.2K
|
4.77K
$497K
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
307+ 10.79% |
$31.4K - $33.9K
|
3.15K
$328K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
306+ 8.33% |
$31.3K - $33.8K
|
3.98K
$414K
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
305+ 3.84% |
$31.2K - $33.7K
|
8.25K
$858K
|
|
|
May 15, 2024
Q1 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
301+ 7.33% |
$30.8K - $33.3K
|
4.41K
$459K
|
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
298+ 7.81% |
$30.5K - $32.9K
|
4.11K
$428K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
297New |
$30.4K - $32.8K
|
297
$30.9K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
296+ 7.56% |
$30.3K - $32.7K
|
4.21K
$438K
|
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
289+ 1.21% |
$29.6K - $31.9K
|
24.2K
$2.51M
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
288+ 0.56% |
$29.5K - $31.8K
|
51.8K
$5.38M
|
|
|
Apr 19, 2024
Q1 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
287+ 1.27% |
$29.4K - $31.7K
|
22.9K
$2.38M
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
285+ 4.42% |
$29.2K - $31.5K
|
6.74K
$701K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
283+ 0.46% |
$29K - $31.3K
|
62K
$6.45M
|
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
273+ 3.06% |
$27.9K - $30.2K
|
9.19K
$956K
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
BUY
|
- |
273+ 11.23% |
$27.9K - $30.2K
|
2.71K
$281K
|
|
|
May 07, 2024
Q1 2024
|
Tufton Capital Management
|
BUY
|
- |
270+ 2.89% |
$27.6K - $29.8K
|
9.61K
$999K
|
|
|
Apr 30, 2024
Q1 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
269+ 0.38% |
$27.5K - $29.7K
|
70.7K
$7.36M
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
259+ 1.25% |
$26.5K - $28.6K
|
21K
$2.19M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
253+ 0.84% |
$25.9K - $28K
|
30.5K
$3.17M
|