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 16, 2024 Q1 2024
Patriot Investment Management Inc.

BUY
 -
34
+ 0.1%
$3.48K - $3.76K
32.7K $3.4M
Apr 23, 2024 Q1 2024
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
34
+ 1.63%
$3.48K - $3.76K
2.12K $221K
Apr 30, 2024 Q1 2024
Concord Wealth Partners

BUY
 -
34
+ 0.92%
$3.48K - $3.76K
3.74K $389K
May 02, 2024 Q1 2024
Madden Advisory Services, Inc.

BUY
 -
32
+ 0.11%
$3.28K - $3.54K
28.5K $2.96M
May 10, 2024 Q1 2024
Wealth Alliance

Mellville, NY
BUY
 -
32
+ 0.13%
$3.28K - $3.54K
23.9K $2.49M
Apr 17, 2024 Q1 2024
Compass Ion Advisors, LLC

BUY
 -
31
+ 0.56%
$3.17K - $3.43K
5.54K $577K
May 09, 2024 Q1 2024
Ddd Partners, LLC

BUY
 -
31
+ 1.05%
$3.17K - $3.43K
2.99K $311K
May 01, 2024 Q1 2024
Pacific Sun Financial Corp

BUY
 -
30
+ 0.34%
$3.07K - $3.32K
8.92K $928K
Apr 19, 2024 Q1 2024
Db Fitzpatrick & Co, Inc

BUY
 -
29
+ 223.08%
$2.97K - $3.21K
42 $4.37K
May 07, 2024 Q1 2024
Firestone Capital Management

BUY
 -
27
+ 0.43%
$2.76K - $2.98K
6.34K $659K
Apr 30, 2024 Q1 2024
Valued Wealth Advisors LLC

Holladay, UT
BUY
 -
26
+ 1.41%
$2.66K - $2.87K
1.88K $195K
May 13, 2024 Q1 2024
Vertex Planning Partners, LLC

Downers Grove, IL
BUY
 -
26
+ 0.34%
$2.66K - $2.87K
7.67K $798K
May 09, 2024 Q1 2024
Summit Financial Strategies, Inc.

BUY
 -
25
+ 0.01%
$2.56K - $2.76K
201K $20.9M
Apr 16, 2024 Q1 2024
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
24
+ 0.73%
$2.46K - $2.65K
3.3K $343K
Apr 18, 2024 Q1 2024
Integrity Wealth Solutions LLC

Denver, CO
BUY
 -
23
+ 1.17%
$2.35K - $2.54K
1.99K $207K
Apr 30, 2024 Q1 2024
Turtle Creek Wealth Advisors, LLC

Dallas, TX
BUY
 -
23
New
$2.35K - $2.54K
23 $2.39K
Apr 15, 2024 Q1 2024
Investment Partners Asset Management, Inc.

Metuchen, NJ
BUY
 -
22
+ 0.71%
$2.25K - $2.43K
3.11K $324K
Jul 19, 2024 Q1 2024
Willner & Heller, LLC

BUY
 -
22
+ 0.52%
$2.25K - $2.43K
4.29K $447K
Apr 12, 2024 Q1 2024
Keystone Wealth Services, LLC

BUY
 -
21
+ 0.59%
$2.15K - $2.32K
3.58K $373K
Apr 25, 2024 Q1 2024
Pioneer Trust Bank N A

Salem, OR
BUY
 -
21
+ 0.34%
$2.15K - $2.32K
6.27K $652K
May 02, 2024 Q1 2024
New Potomac Partners, LLC

BUY
 -
21
+ 0.43%
$2.15K - $2.32K
4.94K $513K
Apr 25, 2024 Q1 2024
Armor Investment Advisors, LLC

BUY
 -
20
+ 1.6%
$2.05K - $2.21K
1.27K $132K
May 06, 2024 Q1 2024
Investors Research Corp

BUY
 -
20
+ 11.36%
$2.05K - $2.21K
196 $20.4K
Apr 18, 2024 Q1 2024
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
19
+ 59.38%
$1.94K - $2.1K
51 $5.3K
Apr 19, 2024 Q1 2024
Everett Harris & CO

BUY
 -
19
+ 0.44%
$1.94K - $2.1K
4.31K $449K
Apr 30, 2024 Q1 2024
Bensler, LLC

Bellevue, WA
BUY
 -
19
+ 0.47%
$1.94K - $2.1K
4.11K $427K
Apr 29, 2024 Q1 2024
Centurion Wealth Management LLC

Mclean, VA
BUY
 -
18
+ 0.23%
$1.84K - $1.99K
7.82K $814K
May 07, 2024 Q1 2024
Washington Trust Advisors, Inc.

BUY
 -
18
+ 0.33%
$1.84K - $1.99K
5.56K $578K
Apr 26, 2024 Q1 2024
Augustine Asset Management Inc

BUY
 -
17
+ 0.89%
$1.74K - $1.88K
1.94K $201K
May 10, 2024 Q1 2024
Empirical Asset Management, LLC

BUY
 -
17
+ 0.82%
$1.74K - $1.88K
2.09K $217K
Apr 22, 2024 Q1 2024
Rainey & Randall Investment Management Inc.

Celebration, FL
BUY
 -
16
+ 0.3%
$1.64K - $1.77K
5.42K $564K
May 14, 2024 Q1 2024
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
16
+ 0.22%
$1.64K - $1.77K
7.19K $747K
Apr 03, 2024 Q1 2024
Dentgroup LLC

BUY
 -
15
+ 0.3%
$1.54K - $1.66K
5.08K $528K
Apr 05, 2024 Q1 2024
Davis Capital Management

Jacksonville, FL
BUY
 -
15
+ 3.11%
$1.54K - $1.66K
497 $51.7K
May 02, 2024 Q1 2024
New England Capital Financial Advisors LLC

Meriden, CT
BUY
 -
15
New
$1.54K - $1.66K
15 $1.56K
Apr 11, 2024 Q1 2024
High Net Worth Advisory Group LLC

Naples, FL
BUY
 -
14
+ 0.09%
$1.43K - $1.55K
15.7K $1.63M
Apr 24, 2024 Q1 2024
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
14
+ 0.63%
$1.43K - $1.55K
2.23K $232K
Apr 23, 2024 Q1 2024
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
12
+ 0.18%
$1.23K - $1.33K
6.86K $714K
May 14, 2024 Q1 2024
Lantern Wealth Advisors, LLC

Melville, NY
BUY
 -
12
+ 0.49%
$1.23K - $1.33K
2.48K $257K
May 15, 2024 Q1 2024
Clear Point Advisors Inc.

Melville, NY
BUY
 -
12
+ 0.25%
$1.23K - $1.33K
4.75K $494K
Apr 19, 2024 Q1 2024
Westside Investment Management, Inc.

BUY
 -
10
+ 0.05%
$1.02K - $1.11K
20.5K $2.13M
Apr 29, 2024 Q1 2024
Townsend Asset Management Corp

BUY
 -
10
+ 0.1%
$1.02K - $1.11K
9.77K $1.02M
Apr 30, 2024 Q1 2024
Palo Alto Wealth Advisors, LLC

Palo Alto, CA
BUY
 -
10
+ 0.31%
$1.02K - $1.11K
3.24K $337K
Apr 30, 2024 Q1 2024
Private Wealth Management Group, LLC

Princeton, NJ
BUY
 -
10
+ 0.3%
$1.02K - $1.11K
3.35K $349K
May 03, 2024 Q1 2024
Riverpoint Wealth Management Holdings, LLC

BUY
 -
10
+ 0.12%
$1.02K - $1.11K
8.31K $864K
May 14, 2024 Q1 2024
Peloton Wealth Strategists

Indianapolis, IN
BUY
 -
10
+ 0.36%
$1.02K - $1.11K
2.82K $293K
Apr 02, 2024 Q1 2024
Stonehearth Capital Management, LLC

BUY
 -
9
+ 0.02%
$921 - $995
50.6K $5.26M
Apr 18, 2024 Q1 2024
Clarity Capital Advisors, LLC

Lakewood Ranch, FL
BUY
 -
9
+ 0.31%
$921 - $995
2.92K $303K
Apr 30, 2024 Q1 2024
Elm Partners Management LLC

BUY
 -
9
+ 0.05%
$921 - $995
19K $1.98M

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