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 30, 2024
Q1 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
10+ 0.31% |
$1.02K - $1.11K
|
3.24K
$344K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
10+ 0.3% |
$1.02K - $1.11K
|
3.35K
$356K
|
|
|
May 03, 2024
Q1 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
10+ 0.12% |
$1.02K - $1.11K
|
8.31K
$881K
|
|
|
May 14, 2024
Q1 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
10+ 0.36% |
$1.02K - $1.11K
|
2.82K
$299K
|
|
|
Apr 02, 2024
Q1 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
9+ 0.02% |
$921 - $995
|
50.6K
$5.37M
|
|
|
Apr 18, 2024
Q1 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
9+ 0.31% |
$921 - $995
|
2.92K
$309K
|
|
|
Apr 30, 2024
Q1 2024
|
Elm Partners Management LLC
|
BUY
|
- |
9+ 0.05% |
$921 - $995
|
19K
$2.02M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
9+ 0.24% |
$921 - $995
|
3.81K
$404K
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
9+ 0.26% |
$921 - $995
|
3.45K
$366K
|
|
|
May 13, 2024
Q1 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
8+ 0.61% |
$819 - $884
|
1.31K
$139K
|
|
|
May 15, 2024
Q1 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
8+ 0.32% |
$819 - $884
|
2.49K
$265K
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
8+ 0.34% |
$819 - $884
|
2.34K
$249K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
7+ 31.82% |
$716 - $774
|
29
$3.08K
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
7+ 0.26% |
$716 - $774
|
2.7K
$286K
|
|
|
May 10, 2024
Q1 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
7+ 0.18% |
$716 - $774
|
3.87K
$411K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
6New |
$614 - $663
|
6
$637
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
6+ 0.3% |
$614 - $663
|
1.98K
$210K
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
6+ 0.26% |
$614 - $663
|
2.29K
$243K
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
6+ 0.27% |
$614 - $663
|
2.19K
$233K
|
|
|
May 15, 2024
Q1 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
6+ 0.14% |
$614 - $663
|
4.3K
$457K
|
|
|
Apr 15, 2024
Q1 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
5+ 0.06% |
$512 - $553
|
7.88K
$837K
|
|
|
Apr 15, 2024
Q1 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
5+ 0.02% |
$512 - $553
|
21K
$2.23M
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
4+ 0.09% |
$409 - $442
|
4.39K
$466K
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
3+ 0.06% |
$307 - $332
|
5.21K
$553K
|
|
|
Apr 19, 2024
Q1 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
3+ 0.12% |
$307 - $332
|
2.45K
$260K
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3+ 0.04% |
$307 - $332
|
6.67K
$708K
|
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
3+ 0.02% |
$307 - $332
|
15.2K
$1.61M
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.4% |
$205 - $221
|
504
$53.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
2+ 0.03% |
$205 - $221
|
6.03K
$640K
|
|
|
Apr 29, 2024
Q1 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
2+ 0.05% |
$205 - $221
|
3.95K
$419K
|
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
2+ 0.07% |
$205 - $221
|
2.71K
$287K
|
|
|
May 01, 2024
Q1 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2+ 0.0% |
$205 - $221
|
41.2K
$4.38M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
2+ 0.02% |
$205 - $221
|
8.81K
$935K
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$205 - $221
|
2.98K
$317K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1+ 0.39% |
$102 - $111
|
260
$27.6K
|
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
BUY
|
- |
1+ 0.43% |
$102 - $111
|
235
$24.9K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
1+ 0.05% |
$102 - $111
|
2.17K
$231K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.01% |
$102 - $111
|
7.08K
$752K
|
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
1+ 0.04% |
$102 - $111
|
2.48K
$263K
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1+ 0.02% |
$102 - $111
|
4.11K
$436K
|
|
|
May 07, 2024
Q1 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$102 - $111
|
4.64K
$492K
|
|
|
May 07, 2024
Q1 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
1+ 0.02% |
$102 - $111
|
5.38K
$571K
|
|
|
May 09, 2024
Q1 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.05% |
$102 - $111
|
2.12K
$225K
|
|
|
May 09, 2024
Q1 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
1+ 0.38% |
$102 - $111
|
263
$27.9K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$102 - $111
|
2.28K
$241K
|
|
|
May 14, 2024
Q1 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
1+ 0.03% |
$102 - $111
|
3.88K
$412K
|
|
|
May 15, 2024
Q1 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$102 - $111
|
6.64K
$705K
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1+ 0.02% |
$102 - $111
|
6.44K
$683K
|
|
|
Apr 12, 2024
Q1 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-2- 0.04% |
$205 - $221
|
5.04K
$535K
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-2- 2.3% |
$205 - $221
|
85
$9.02K
|