Purchases and Sales Made in Q1 2024 in Ishares Core S&P Sm Cap ETF (IJR)

IJR Quotes by TradingView

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
Jun 13, 2024 Q1 2024
Breakwater Investment Management

Seattle, WA
BUY
 -
140
New
$14.3K - $15.5K
140 $17.7K
Apr 23, 2024 Q1 2024
Summit Trail Advisors, LLC

New York, NY
BUY
 -
138
+ 0.14%
$14.1K - $15.3K
95.4K $12.1M
May 15, 2024 Q1 2024
Wilshire Advisors LLC

Santa Monica, CA
BUY
 -
138
+ 0.68%
$14.1K - $15.3K
20.3K $2.57M
Apr 25, 2024 Q1 2024
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
131
+ 1.18%
$13.4K - $14.5K
11.2K $1.42M
Apr 30, 2024 Q1 2024
Gps Wealth Strategies Group, LLC

BUY
 -
130
+ 11.02%
$13.3K - $14.4K
1.31K $165K
May 07, 2024 Q1 2024
Meeder Asset Management Inc

BUY
 -
130
+ 4.68%
$13.3K - $14.4K
2.91K $367K
May 14, 2024 Q1 2024
Manufacturers Life Insurance Company, The

Toronto, A6
BUY
 -
127
+ 0.09%
$13K - $14K
142K $18M
Apr 17, 2024 Q1 2024
Clarity Wealth Advisors, LLC

BUY
 -
125
+ 4.27%
$12.8K - $13.8K
3.05K $385K
Apr 16, 2024 Q1 2024
Sageworth Trust CO Of South Dakota

BUY
 -
122
+ 1.97%
$12.5K - $13.5K
6.31K $796K
Apr 18, 2024 Q1 2024
Buffington Mohr Mc Neal

BUY
 -
122
+ 4.44%
$12.5K - $13.5K
2.87K $363K
May 02, 2024 Q1 2024
Gilliland Jeter Wealth Management LLC

Little Rock, AR
BUY
 -
120
New
$12.3K - $13.3K
120 $15.2K
Apr 26, 2024 Q1 2024
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
119
+ 2.15%
$12.2K - $13.2K
5.65K $714K
May 02, 2024 Q1 2024
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
119
+ 1.52%
$12.2K - $13.2K
7.93K $1M
Apr 29, 2024 Q1 2024
Benjamin Edwards Inc

Clayton, MO
BUY
 -
118
+ 24.63%
$12.1K - $13K
597 $75.4K
May 13, 2024 Q1 2024
C M Bidwell & Associates LTD

Honolulu, HI
BUY
 -
118
+ 68.21%
$12.1K - $13K
291 $36.7K
Aug 28, 2024 Q1 2024
Farmers National Bank

Danville, KY
BUY
 -
117
+ 5.57%
$12K - $12.9K
2.22K $280K
Oct 28, 2024 Q1 2024
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
117
+ 585.0%
$12K - $12.9K
137 $17.3K
May 14, 2024 Q1 2024
Eley Financial Management, Inc

South Burlington, VT
BUY
 -
116
+ 0.41%
$11.9K - $12.8K
28.5K $3.6M
Apr 15, 2024 Q1 2024
F&V Capital Management, LLC

BUY
 -
115
+ 4.65%
$11.8K - $12.7K
2.59K $327K
May 06, 2024 Q1 2024
Sym Financial Corp

BUY
 -
114
+ 107.55%
$11.7K - $12.6K
220 $27.8K
Apr 24, 2024 Q1 2024
Sns Financial Group, LLC

BUY
 -
112
+ 3.72%
$11.5K - $12.4K
3.12K $394K
May 14, 2024 Q1 2024
Capstone Financial Advisors, Inc.

Downers Grove, IL
BUY
 -
111
+ 3.83%
$11.4K - $12.3K
3.01K $380K
May 13, 2024 Q1 2024
Dt Investment Partners, LLC

BUY
 -
110
+ 2.32%
$11.3K - $12.2K
4.85K $613K
May 15, 2024 Q1 2024
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.

Fort Worth, TX
BUY
 -
110
+ 0.09%
$11.3K - $12.2K
122K $15.5M
Oct 07, 2024 Q1 2024
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
108
+ 10.85%
$11.1K - $11.9K
1.1K $139K
May 07, 2024 Q1 2024
Gw Henssler & Associates LTD

BUY
 -
106
+ 1.9%
$10.8K - $11.7K
5.69K $718K
Apr 12, 2024 Q1 2024
Gilman Hill Asset Management, LLC

BUY
 -
100
+ 1.79%
$10.2K - $11.1K
5.67K $716K
May 08, 2024 Q1 2024
Acorn Financial Advisory Services Inc

BUY
 -
100
+ 3.49%
$10.2K - $11.1K
2.97K $375K
May 13, 2024 Q1 2024
Gratus Capital LLC

BUY
 -
100
+ 3.45%
$10.2K - $11.1K
3K $379K
May 15, 2024 Q1 2024
Nemes Rush Group LLC

Novi, MI
BUY
 -
100
+ 17.89%
$10.2K - $11.1K
659 $83.2K
Apr 22, 2024 Q1 2024
Shepherd Financial Partners LLC

Winchester, MA
BUY
 -
98
+ 1.63%
$10K - $10.8K
6.12K $773K
May 14, 2024 Q1 2024
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
97
+ 4.8%
$9.93K - $10.7K
2.12K $267K
Apr 17, 2024 Q1 2024
Stephens Consulting, LLC

Flint, MI
BUY
 -
96
+ 14.98%
$9.83K - $10.6K
737 $93.1K
Apr 29, 2024 Q1 2024
Harbor Advisory Corp

BUY
 -
96
+ 0.14%
$9.83K - $10.6K
69.8K $8.81M
May 17, 2024 Q1 2024
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
96
+ 1.17%
$9.83K - $10.6K
8.3K $1.05M
Apr 18, 2024 Q1 2024
Total Wealth Planning, LLC

BUY
 -
94
+ 1.41%
$9.62K - $10.4K
6.75K $852K
Apr 17, 2024 Q1 2024
Gradient Capital Advisors, LLC

BUY
 -
92
+ 1.46%
$9.42K - $10.2K
6.4K $808K
Apr 18, 2024 Q1 2024
Mv Capital Management, Inc.

BUY
 -
92
+ 1.24%
$9.42K - $10.2K
7.53K $950K
May 14, 2024 Q1 2024
Cpa Asset Management LLC

West Palm Beach, FL
BUY
 -
92
+ 4.33%
$9.42K - $10.2K
2.22K $280K
Apr 25, 2024 Q1 2024
Legacy Bridge, LLC

BUY
 -
90
+ 5.83%
$9.21K - $9.95K
1.63K $206K
May 10, 2024 Q1 2024
United Bank

BUY
 -
89
+ 0.32%
$9.11K - $9.84K
27.8K $3.52M
May 01, 2024 Q1 2024
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
87
+ 0.74%
$8.9K - $9.62K
11.8K $1.49M
May 15, 2024 Q1 2024
Asset Management Group, Inc.

Stamford, CT
BUY
 -
87
+ 0.29%
$8.9K - $9.62K
30.1K $3.81M
May 02, 2024 Q1 2024
Choreo, LLC

Minneapolis, MN
BUY
 -
86
+ 0.12%
$8.8K - $9.5K
71.3K $9M
May 09, 2024 Q1 2024
Sonoma Private Wealth LLC

San Francisco, CA
BUY
 -
86
+ 3.72%
$8.8K - $9.5K
2.4K $302K
May 10, 2024 Q1 2024
Ironwood Investment Counsel, LLC

BUY
 -
85
+ 2.18%
$8.7K - $9.39K
3.99K $504K
Apr 24, 2024 Q1 2024
First Pacific Financial

BUY
 -
84
+ 53.16%
$8.6K - $9.28K
242 $30.6K
May 06, 2024 Q1 2024
Penobscot Wealth Management

BUY
 -
83
+ 2.49%
$8.5K - $9.17K
3.41K $431K
May 01, 2024 Q1 2024
Parkside Financial Bank & Trust

BUY
 -
82
+ 1.09%
$8.39K - $9.06K
7.58K $957K

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