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
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
80+ 0.36% |
$8.19K - $8.84K
|
22.5K
$2.81M
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
78+ 2.17% |
$7.98K - $8.62K
|
3.67K
$458K
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
77+ 0.56% |
$7.88K - $8.51K
|
13.8K
$1.72M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
74+ 2.17% |
$7.57K - $8.18K
|
3.49K
$435K
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
74+ 0.07% |
$7.57K - $8.18K
|
105K
$13.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
73+ 0.26% |
$7.47K - $8.07K
|
28.3K
$3.53M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
71+ 1.44% |
$7.27K - $7.85K
|
4.99K
$624K
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
71+ 1.78% |
$7.27K - $7.85K
|
4.06K
$507K
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
71New |
$7.27K - $7.85K
|
71
$8.87K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
70+ 0.97% |
$7.16K - $7.74K
|
7.26K
$907K
|
|
|
Apr 23, 2024
Q1 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
70+ 8.24% |
$7.16K - $7.74K
|
920
$115K
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
70+ 0.42% |
$7.16K - $7.74K
|
16.7K
$2.09M
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
BUY
|
- |
69+ 3.25% |
$7.06K - $7.63K
|
2.19K
$274K
|
|
|
May 14, 2024
Q1 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
68+ 0.54% |
$6.96K - $7.52K
|
12.7K
$1.59M
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
66+ 2.69% |
$6.76K - $7.29K
|
2.52K
$315K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
65+ 5.1% |
$6.65K - $7.18K
|
1.34K
$167K
|
|
|
Apr 18, 2024
Q1 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
64+ 1.17% |
$6.55K - $7.07K
|
5.53K
$690K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
63+ 1.54% |
$6.45K - $6.96K
|
4.17K
$520K
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
63+ 0.67% |
$6.45K - $6.96K
|
9.43K
$1.18M
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
60+ 60.0% |
$6.14K - $6.63K
|
160
$20K
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
59+ 0.11% |
$6.04K - $6.52K
|
53.1K
$6.64M
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
57New |
$5.83K - $6.3K
|
57
$7.12K
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
55+ 0.29% |
$5.63K - $6.08K
|
19.2K
$2.39M
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
54+ 1.0% |
$5.53K - $5.97K
|
5.46K
$682K
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
54+ 0.6% |
$5.53K - $5.97K
|
8.99K
$1.12M
|
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
51+ 1.65% |
$5.22K - $5.64K
|
3.13K
$391K
|
|
|
Apr 19, 2024
Q1 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
50+ 0.84% |
$5.12K - $5.53K
|
6K
$749K
|
|
|
Apr 18, 2024
Q1 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
49+ 0.38% |
$5.02K - $5.42K
|
13K
$1.62M
|
|
|
May 03, 2024
Q1 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
49+ 0.15% |
$5.02K - $5.42K
|
31.9K
$3.99M
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
BUY
|
- |
49+ 0.51% |
$5.02K - $5.42K
|
9.57K
$1.2M
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
47+ 1.47% |
$4.81K - $5.19K
|
3.24K
$405K
|
|
|
Apr 22, 2024
Q1 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
46+ 0.04% |
$4.71K - $5.08K
|
116K
$14.5M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
46+ 8.32% |
$4.71K - $5.08K
|
599
$74.8K
|
|
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
41+ 0.32% |
$4.2K - $4.53K
|
13K
$1.63M
|
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
39+ 1.71% |
$3.99K - $4.31K
|
2.32K
$290K
|
|
|
May 08, 2024
Q1 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
38+ 1.6% |
$3.89K - $4.2K
|
2.41K
$301K
|
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
38+ 34.86% |
$3.89K - $4.2K
|
147
$18.4K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
36+ 0.16% |
$3.68K - $3.98K
|
22.2K
$2.77M
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
34+ 0.1% |
$3.48K - $3.76K
|
32.7K
$4.09M
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
34+ 1.63% |
$3.48K - $3.76K
|
2.12K
$265K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
34+ 0.92% |
$3.48K - $3.76K
|
3.74K
$467K
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
32+ 0.11% |
$3.28K - $3.54K
|
28.5K
$3.56M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
32+ 0.13% |
$3.28K - $3.54K
|
23.9K
$2.99M
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
31+ 0.56% |
$3.17K - $3.43K
|
5.54K
$692K
|
|
|
May 09, 2024
Q1 2024
|
Ddd Partners, LLC
|
BUY
|
- |
31+ 1.05% |
$3.17K - $3.43K
|
2.99K
$373K
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
30+ 0.34% |
$3.07K - $3.32K
|
8.92K
$1.11M
|
|
|
Apr 19, 2024
Q1 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
29+ 223.08% |
$2.97K - $3.21K
|
42
$5.25K
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
27+ 0.43% |
$2.76K - $2.98K
|
6.34K
$792K
|
|
|
Apr 29, 2024
Q1 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
26+ 0.69% |
$2.66K - $2.87K
|
3.79K
$473K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
26+ 1.41% |
$2.66K - $2.87K
|
1.88K
$234K
|