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
Apr 22, 2024 Q1 2024
Vishria Bird Financial Group, LLC

BUY
 -
46
+ 0.04%
$4.71K - $5.08K
116K $12.4M
Jul 26, 2024 Q1 2024
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
46
+ 8.32%
$4.71K - $5.08K
599 $63.6K
May 20, 2024 Q1 2024
Continuum Wealth Advisors, LLC

Saratoga Springs, NY
BUY
 -
41
+ 0.32%
$4.2K - $4.53K
13K $1.38M
Apr 12, 2024 Q1 2024
Kaydan Wealth Management, Inc.

Fenton, MI
BUY
 -
39
+ 1.71%
$3.99K - $4.31K
2.32K $246K
May 08, 2024 Q1 2024
Mb Generational Wealth, LLC

Spokane, WA
BUY
 -
38
+ 1.6%
$3.89K - $4.2K
2.41K $256K
May 10, 2024 Q1 2024
Mark Sheptoff Financial Planning, LLC

Glastonbury, CT
BUY
 -
38
+ 34.86%
$3.89K - $4.2K
147 $15.6K
May 07, 2024 Q1 2024
Tranquility Partners, LLC

BUY
 -
36
+ 0.16%
$3.68K - $3.98K
22.2K $2.36M
Apr 16, 2024 Q1 2024
Patriot Investment Management Inc.

BUY
 -
34
+ 0.1%
$3.48K - $3.76K
32.7K $3.47M
Apr 23, 2024 Q1 2024
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
34
+ 1.63%
$3.48K - $3.76K
2.12K $225K
Apr 30, 2024 Q1 2024
Concord Wealth Partners

BUY
 -
34
+ 0.92%
$3.48K - $3.76K
3.74K $397K
May 10, 2024 Q1 2024
Wealth Alliance

Mellville, NY
BUY
 -
32
+ 0.13%
$3.28K - $3.54K
23.9K $2.54M
Apr 17, 2024 Q1 2024
Compass Ion Advisors, LLC

BUY
 -
31
+ 0.56%
$3.17K - $3.43K
5.54K $588K
May 09, 2024 Q1 2024
Ddd Partners, LLC

BUY
 -
31
+ 1.05%
$3.17K - $3.43K
2.99K $317K
May 01, 2024 Q1 2024
Pacific Sun Financial Corp

BUY
 -
30
+ 0.34%
$3.07K - $3.32K
8.92K $947K
Apr 19, 2024 Q1 2024
Db Fitzpatrick & Co, Inc

BUY
 -
29
+ 223.08%
$2.97K - $3.21K
42 $4.46K
May 07, 2024 Q1 2024
Firestone Capital Management

BUY
 -
27
+ 0.43%
$2.76K - $2.98K
6.34K $673K
Apr 29, 2024 Q1 2024
Schaper Benz & Wise Investment Counsel Inc

BUY
 -
26
+ 0.69%
$2.66K - $2.87K
3.79K $402K
Apr 30, 2024 Q1 2024
Valued Wealth Advisors LLC

Holladay, UT
BUY
 -
26
+ 1.41%
$2.66K - $2.87K
1.88K $199K
May 13, 2024 Q1 2024
Vertex Planning Partners, LLC

Downers Grove, IL
BUY
 -
26
+ 0.34%
$2.66K - $2.87K
7.67K $814K
May 09, 2024 Q1 2024
Summit Financial Strategies, Inc.

BUY
 -
25
+ 0.01%
$2.56K - $2.76K
201K $21.3M
Apr 16, 2024 Q1 2024
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
24
+ 0.73%
$2.46K - $2.65K
3.3K $350K
Apr 18, 2024 Q1 2024
Integrity Wealth Solutions LLC

Denver, CO
BUY
 -
23
+ 1.17%
$2.35K - $2.54K
1.99K $211K
Apr 30, 2024 Q1 2024
Turtle Creek Wealth Advisors, LLC

Dallas, TX
BUY
 -
23
New
$2.35K - $2.54K
23 $2.44K
Apr 15, 2024 Q1 2024
Investment Partners Asset Management, Inc.

Metuchen, NJ
BUY
 -
22
+ 0.71%
$2.25K - $2.43K
3.11K $331K
Jul 19, 2024 Q1 2024
Willner & Heller, LLC

BUY
 -
22
+ 0.52%
$2.25K - $2.43K
4.29K $456K
Apr 12, 2024 Q1 2024
Keystone Wealth Services, LLC

BUY
 -
21
+ 0.59%
$2.15K - $2.32K
3.58K $380K
Apr 25, 2024 Q1 2024
Pioneer Trust Bank N A

Salem, OR
BUY
 -
21
+ 0.34%
$2.15K - $2.32K
6.27K $665K
May 02, 2024 Q1 2024
New Potomac Partners, LLC

BUY
 -
21
+ 0.43%
$2.15K - $2.32K
4.94K $524K
Apr 25, 2024 Q1 2024
Armor Investment Advisors, LLC

BUY
 -
20
+ 1.6%
$2.05K - $2.21K
1.27K $135K
May 06, 2024 Q1 2024
Investors Research Corp

BUY
 -
20
+ 11.36%
$2.05K - $2.21K
196 $20.8K
Apr 18, 2024 Q1 2024
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
19
+ 59.38%
$1.94K - $2.1K
51 $5.41K
Apr 19, 2024 Q1 2024
Everett Harris & CO

BUY
 -
19
+ 0.44%
$1.94K - $2.1K
4.31K $458K
Apr 30, 2024 Q1 2024
Bensler, LLC

Bellevue, WA
BUY
 -
19
+ 0.47%
$1.94K - $2.1K
4.11K $436K
Apr 29, 2024 Q1 2024
Centurion Wealth Management LLC

Mclean, VA
BUY
 -
18
+ 0.23%
$1.84K - $1.99K
7.82K $830K
May 07, 2024 Q1 2024
Washington Trust Advisors, Inc.

BUY
 -
18
+ 0.33%
$1.84K - $1.99K
5.56K $590K
Apr 26, 2024 Q1 2024
Augustine Asset Management Inc

BUY
 -
17
+ 0.89%
$1.74K - $1.88K
1.94K $205K
May 10, 2024 Q1 2024
Empirical Asset Management, LLC

BUY
 -
17
+ 0.82%
$1.74K - $1.88K
2.09K $222K
Apr 22, 2024 Q1 2024
Rainey & Randall Investment Management Inc.

Celebration, FL
BUY
 -
16
+ 0.3%
$1.64K - $1.77K
5.42K $576K
May 14, 2024 Q1 2024
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
16
+ 0.22%
$1.64K - $1.77K
7.19K $763K
Apr 03, 2024 Q1 2024
Dentgroup LLC

BUY
 -
15
+ 0.3%
$1.54K - $1.66K
5.08K $539K
Apr 05, 2024 Q1 2024
Davis Capital Management

Jacksonville, FL
BUY
 -
15
+ 3.11%
$1.54K - $1.66K
497 $52.8K
May 02, 2024 Q1 2024
New England Capital Financial Advisors LLC

Meriden, CT
BUY
 -
15
New
$1.54K - $1.66K
15 $1.59K
Apr 11, 2024 Q1 2024
High Net Worth Advisory Group LLC

Naples, FL
BUY
 -
14
+ 0.09%
$1.43K - $1.55K
15.7K $1.66M
Apr 24, 2024 Q1 2024
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
14
+ 0.63%
$1.43K - $1.55K
2.23K $237K
Apr 23, 2024 Q1 2024
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
12
+ 0.18%
$1.23K - $1.33K
6.86K $729K
May 14, 2024 Q1 2024
Lantern Wealth Advisors, LLC

Melville, NY
BUY
 -
12
+ 0.49%
$1.23K - $1.33K
2.48K $263K
May 15, 2024 Q1 2024
Clear Point Advisors Inc.

Melville, NY
BUY
 -
12
+ 0.25%
$1.23K - $1.33K
4.75K $504K
Apr 19, 2024 Q1 2024
Westside Investment Management, Inc.

BUY
 -
10
+ 0.05%
$1.02K - $1.11K
20.5K $2.18M
Apr 29, 2024 Q1 2024
Townsend Asset Management Corp

BUY
 -
10
+ 0.1%
$1.02K - $1.11K
9.77K $1.04M

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