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 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-11- 1.02% |
$1.13K - $1.22K
|
1.07K
$135K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-12- 0.6% |
$1.23K - $1.33K
|
2K
$252K
|
|
|
Apr 12, 2024
Q1 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-14- 0.26% |
$1.43K - $1.55K
|
5.39K
$680K
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-14- 7.29% |
$1.43K - $1.55K
|
178
$22.5K
|
|
|
May 01, 2024
Q1 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-14- 0.23% |
$1.43K - $1.55K
|
6.06K
$765K
|
|
|
May 07, 2024
Q1 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-14- 0.09% |
$1.43K - $1.55K
|
15.1K
$1.9M
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-14- 0.31% |
$1.43K - $1.55K
|
4.47K
$564K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-15- 0.28% |
$1.54K - $1.66K
|
5.28K
$667K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-16- 0.21% |
$1.64K - $1.77K
|
7.74K
$977K
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-18- 0.02% |
$1.84K - $1.99K
|
85K
$10.7M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-18- 0.29% |
$1.84K - $1.99K
|
6.2K
$783K
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-18- 0.18% |
$1.84K - $1.99K
|
9.86K
$1.25M
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-19- 0.4% |
$1.94K - $2.1K
|
4.74K
$598K
|
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-19- 1.02% |
$1.94K - $2.1K
|
1.85K
$234K
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-20- 0.05% |
$2.05K - $2.21K
|
38.1K
$4.82M
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-20- 1.81% |
$2.05K - $2.21K
|
1.09K
$137K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-21- 5.54% |
$2.15K - $2.32K
|
358
$45.2K
|
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-22- 0.02% |
$2.25K - $2.43K
|
123K
$15.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-23- 0.67% |
$2.35K - $2.54K
|
3.39K
$428K
|
|
|
Apr 30, 2024
Q1 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-23- 1.16% |
$2.35K - $2.54K
|
1.96K
$248K
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-26- 0.16% |
$2.66K - $2.87K
|
15.9K
$2M
|
|
|
Apr 22, 2024
Q1 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-26- 0.11% |
$2.66K - $2.87K
|
22.9K
$2.89M
|
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-27- 1.42% |
$2.76K - $2.98K
|
1.88K
$237K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-28- 1.13% |
$2.87K - $3.09K
|
2.45K
$309K
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-30- 0.1% |
$3.07K - $3.32K
|
30.1K
$3.8M
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
SELL
|
- |
-32- 0.15% |
$3.28K - $3.54K
|
21.2K
$2.68M
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-33- 0.5% |
$3.38K - $3.65K
|
6.56K
$828K
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-33- 0.76% |
$3.38K - $3.65K
|
4.31K
$544K
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-34- 2.0% |
$3.48K - $3.76K
|
1.67K
$211K
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-35- 0.1% |
$3.58K - $3.87K
|
35.2K
$4.44M
|
|
|
May 03, 2024
Q1 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-36- 1.59% |
$3.68K - $3.98K
|
2.23K
$282K
|
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
SELL
|
- |
-36- 0.34% |
$3.68K - $3.98K
|
10.5K
$1.33M
|
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-36- 0.08% |
$3.68K - $3.98K
|
45.6K
$5.76M
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-37- 2.17% |
$3.79K - $4.09K
|
1.67K
$210K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-37- 0.54% |
$3.79K - $4.09K
|
6.78K
$856K
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
SELL
|
- |
-38- 1.33% |
$3.89K - $4.2K
|
2.83K
$357K
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-42- 0.43% |
$4.3K - $4.64K
|
9.82K
$1.24M
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-43- 7.21% |
$4.4K - $4.75K
|
553
$69.8K
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-43- 1.6% |
$4.4K - $4.75K
|
2.65K
$334K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-44- 0.6% |
$4.5K - $4.86K
|
7.35K
$928K
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-45- 1.55% |
$4.61K - $4.97K
|
2.85K
$360K
|
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-49- 2.15% |
$5.02K - $5.42K
|
2.23K
$282K
|
|
|
Apr 12, 2024
Q1 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-50- 0.65% |
$5.12K - $5.53K
|
7.7K
$972K
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-50- 1.51% |
$5.12K - $5.53K
|
3.25K
$411K
|
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-50- 2.23% |
$5.12K - $5.53K
|
2.19K
$277K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-51- 0.99% |
$5.22K - $5.64K
|
5.1K
$643K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Life Advisors
|
SELL
|
- |
-52- 1.5% |
$5.32K - $5.75K
|
3.41K
$431K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-53- 2.68% |
$5.42K - $5.86K
|
1.92K
$243K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-53- 2.5% |
$5.42K - $5.86K
|
2.07K
$261K
|
|
|
Apr 16, 2024
Q1 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-55- 0.2% |
$5.63K - $6.08K
|
27.4K
$3.46M
|