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 25, 2024
Q1 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
233+ 0.27% |
$23.8K - $25.8K
|
87.4K
$10.9M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
231+ 0.3% |
$23.6K - $25.5K
|
78.2K
$9.77M
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
230+ 1.99% |
$23.5K - $25.4K
|
11.8K
$1.47M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
224+ 0.46% |
$22.9K - $24.8K
|
49.4K
$6.17M
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
223+ 1.91% |
$22.8K - $24.6K
|
11.9K
$1.48M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
219+ 5.38% |
$22.4K - $24.2K
|
4.29K
$536K
|
|
|
Apr 05, 2024
Q1 2024
|
Somerset Trust CO
|
BUY
|
- |
218+ 4.31% |
$22.3K - $24.1K
|
5.28K
$659K
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
210+ 5.68% |
$21.5K - $23.2K
|
3.91K
$488K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
210New |
$21.5K - $23.2K
|
210
$26.2K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
210+ 1.5% |
$21.5K - $23.2K
|
14.2K
$1.78M
|
|
|
May 06, 2024
Q1 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
206+ 3.46% |
$21.1K - $22.8K
|
6.17K
$770K
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
206+ 7.08% |
$21.1K - $22.8K
|
3.11K
$389K
|
|
|
Apr 19, 2024
Q1 2024
|
Fort Henry Capital, LLC
|
BUY
|
- |
205+ 0.13% |
$21K - $22.7K
|
162K
$20.2M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
204+ 0.69% |
$20.9K - $22.5K
|
29.6K
$3.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
202+ 30.01% |
$20.7K - $22.3K
|
875
$109K
|
|
|
May 06, 2024
Q1 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
202+ 0.86% |
$20.7K - $22.3K
|
23.7K
$2.96M
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
201+ 2.5% |
$20.6K - $22.2K
|
8.24K
$1.03M
|
|
|
Apr 19, 2024
Q1 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
200+ 0.08% |
$20.5K - $22.1K
|
266K
$33.2M
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
200+ 2.55% |
$20.5K - $22.1K
|
8.03K
$1M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
200+ 2.2% |
$20.5K - $22.1K
|
9.3K
$1.16M
|
|
|
Apr 23, 2024
Q1 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
197+ 6.97% |
$20.2K - $21.8K
|
3.03K
$378K
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
BUY
|
- |
193+ 0.42% |
$19.8K - $21.3K
|
46.7K
$5.83M
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
192+ 2.45% |
$19.7K - $21.2K
|
8.03K
$1M
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
191+ 0.63% |
$19.5K - $21.1K
|
30.5K
$3.81M
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
189+ 1.78% |
$19.3K - $20.9K
|
10.8K
$1.35M
|
|
|
Apr 15, 2024
Q1 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
187+ 1.4% |
$19.1K - $20.7K
|
13.6K
$1.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
187+ 4.25% |
$19.1K - $20.7K
|
4.58K
$572K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
186+ 0.49% |
$19K - $20.6K
|
37.9K
$4.74M
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
BUY
|
- |
185+ 1.07% |
$18.9K - $20.4K
|
17.5K
$2.19M
|
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
185+ 1.93% |
$18.9K - $20.4K
|
9.8K
$1.22M
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
184+ 0.28% |
$18.8K - $20.3K
|
65.5K
$8.18M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
184+ 0.98% |
$18.8K - $20.3K
|
19K
$2.37M
|
|
|
Apr 15, 2024
Q1 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
183+ 3.86% |
$18.7K - $20.2K
|
4.92K
$615K
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
183+ 0.46% |
$18.7K - $20.2K
|
40.1K
$5.01M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
182+ 0.15% |
$18.6K - $20.1K
|
119K
$14.8M
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
179+ 6.37% |
$18.3K - $19.8K
|
2.99K
$373K
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
177+ 0.8% |
$18.1K - $19.6K
|
22.3K
$2.79M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
172New |
$17.6K - $19K
|
172
$21.5K
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
BUY
|
- |
165+ 0.29% |
$16.9K - $18.2K
|
58K
$7.24M
|
|
|
Jun 03, 2024
Q1 2024
|
Kopp Le Roy C
Bloomington, MN |
BUY
|
- |
164New |
$16.8K - $18.1K
|
164
$20.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
162+ 8.24% |
$16.6K - $17.9K
|
2.13K
$266K
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
161+ 5.02% |
$16.5K - $17.8K
|
3.37K
$421K
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
158+ 2.89% |
$16.2K - $17.5K
|
5.63K
$704K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
157+ 0.24% |
$16.1K - $17.4K
|
64.7K
$8.09M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
150+ 3.99% |
$15.4K - $16.6K
|
3.91K
$488K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
148+ 1.05% |
$15.1K - $16.4K
|
14.3K
$1.78M
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
146+ 1.51% |
$14.9K - $16.1K
|
9.8K
$1.22M
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
145+ 3.19% |
$14.8K - $16K
|
4.69K
$586K
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
145+ 0.85% |
$14.8K - $16K
|
17.1K
$2.14M
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
141+ 1.41% |
$14.4K - $15.6K
|
10.2K
$1.27M
|