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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
26+ 0.34% |
$2.66K - $2.87K
|
7.67K
$958K
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
25+ 0.01% |
$2.56K - $2.76K
|
201K
$25.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
24+ 0.73% |
$2.46K - $2.65K
|
3.3K
$412K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
23+ 1.17% |
$2.35K - $2.54K
|
1.99K
$248K
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
23New |
$2.35K - $2.54K
|
23
$2.87K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
22+ 0.71% |
$2.25K - $2.43K
|
3.11K
$389K
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
BUY
|
- |
22+ 0.52% |
$2.25K - $2.43K
|
4.29K
$536K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
21+ 0.59% |
$2.15K - $2.32K
|
3.58K
$447K
|
|
|
Apr 25, 2024
Q1 2024
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
21+ 0.34% |
$2.15K - $2.32K
|
6.27K
$783K
|
|
|
May 02, 2024
Q1 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
21+ 0.43% |
$2.15K - $2.32K
|
4.94K
$617K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
20+ 1.6% |
$2.05K - $2.21K
|
1.27K
$158K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
20+ 11.36% |
$2.05K - $2.21K
|
196
$24.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
19+ 59.38% |
$1.94K - $2.1K
|
51
$6.37K
|
|
|
Apr 19, 2024
Q1 2024
|
Everett Harris & CO
|
BUY
|
- |
19+ 0.44% |
$1.94K - $2.1K
|
4.31K
$539K
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
19+ 0.47% |
$1.94K - $2.1K
|
4.11K
$513K
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
18+ 0.23% |
$1.84K - $1.99K
|
7.82K
$977K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
18+ 0.33% |
$1.84K - $1.99K
|
5.56K
$694K
|
|
|
Apr 26, 2024
Q1 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
17+ 0.89% |
$1.74K - $1.88K
|
1.94K
$242K
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
17+ 0.82% |
$1.74K - $1.88K
|
2.09K
$261K
|
|
|
Apr 22, 2024
Q1 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
16+ 0.3% |
$1.64K - $1.77K
|
5.42K
$677K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
16+ 0.22% |
$1.64K - $1.77K
|
7.19K
$897K
|
|
|
Apr 03, 2024
Q1 2024
|
Dentgroup LLC
|
BUY
|
- |
15+ 0.3% |
$1.54K - $1.66K
|
5.08K
$634K
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
15+ 3.11% |
$1.54K - $1.66K
|
497
$62.1K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
15New |
$1.54K - $1.66K
|
15
$1.87K
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
14+ 0.09% |
$1.43K - $1.55K
|
15.7K
$1.96M
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
14+ 0.63% |
$1.43K - $1.55K
|
2.23K
$278K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
12+ 0.18% |
$1.23K - $1.33K
|
6.86K
$857K
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
12+ 0.49% |
$1.23K - $1.33K
|
2.48K
$309K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
12+ 0.25% |
$1.23K - $1.33K
|
4.75K
$593K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
10+ 0.05% |
$1.02K - $1.11K
|
20.5K
$2.56M
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
10+ 0.1% |
$1.02K - $1.11K
|
9.77K
$1.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
10+ 0.31% |
$1.02K - $1.11K
|
3.24K
$405K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
10+ 0.3% |
$1.02K - $1.11K
|
3.35K
$419K
|
|
|
May 03, 2024
Q1 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
10+ 0.12% |
$1.02K - $1.11K
|
8.31K
$1.04M
|
|
|
May 14, 2024
Q1 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
10+ 0.36% |
$1.02K - $1.11K
|
2.82K
$352K
|
|
|
Apr 02, 2024
Q1 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
9+ 0.02% |
$921 - $995
|
50.6K
$6.32M
|
|
|
Apr 18, 2024
Q1 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
9+ 0.31% |
$921 - $995
|
2.92K
$364K
|
|
|
Apr 30, 2024
Q1 2024
|
Elm Partners Management LLC
|
BUY
|
- |
9+ 0.05% |
$921 - $995
|
19K
$2.37M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
9+ 0.24% |
$921 - $995
|
3.81K
$475K
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
9+ 0.26% |
$921 - $995
|
3.45K
$430K
|
|
|
May 13, 2024
Q1 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
8+ 0.61% |
$819 - $884
|
1.31K
$164K
|
|
|
May 15, 2024
Q1 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
8+ 0.32% |
$819 - $884
|
2.49K
$311K
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
8+ 0.34% |
$819 - $884
|
2.34K
$293K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
7+ 31.82% |
$716 - $774
|
29
$3.62K
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
7+ 0.26% |
$716 - $774
|
2.7K
$337K
|
|
|
May 10, 2024
Q1 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
7+ 0.18% |
$716 - $774
|
3.87K
$483K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
6New |
$614 - $663
|
6
$749
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
6+ 0.3% |
$614 - $663
|
1.98K
$247K
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
6+ 0.26% |
$614 - $663
|
2.29K
$286K
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
6+ 0.27% |
$614 - $663
|
2.19K
$274K
|