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 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-2- 0.41% |
$205 - $221
|
489
$51.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-2- 0.05% |
$205 - $221
|
4.25K
$452K
|
|
|
Apr 04, 2025
Q1 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-2- 0.02% |
$205 - $221
|
11.2K
$1.18M
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-3- 0.12% |
$307 - $332
|
2.6K
$275K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-3- 1.86% |
$307 - $332
|
158
$16.8K
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-3- 0.01% |
$307 - $332
|
46K
$4.88M
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-4- 0.06% |
$409 - $442
|
6.19K
$657K
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.11% |
$409 - $442
|
3.7K
$393K
|
|
|
May 07, 2024
Q1 2024
|
Allen Investment Management LLC
|
SELL
|
- |
-4- 0.01% |
$409 - $442
|
62.6K
$6.64M
|
|
|
Apr 30, 2024
Q1 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-5- 0.19% |
$512 - $553
|
2.62K
$278K
|
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-7- 0.27% |
$716 - $774
|
2.63K
$279K
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-7- 0.21% |
$716 - $774
|
3.27K
$347K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-8- 6.25% |
$819 - $884
|
120
$12.7K
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-9- 0.28% |
$921 - $995
|
3.26K
$346K
|
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-9- 0.16% |
$921 - $995
|
5.66K
$601K
|
|
|
Apr 16, 2024
Q1 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-10- 0.13% |
$1.02K - $1.11K
|
7.77K
$824K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-10- 6.85% |
$1.02K - $1.11K
|
136
$14.4K
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-10- 0.19% |
$1.02K - $1.11K
|
5.33K
$566K
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-11- 0.22% |
$1.13K - $1.22K
|
4.94K
$524K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
SELL
|
- |
-11- 0.17% |
$1.13K - $1.22K
|
6.51K
$691K
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-11- 1.02% |
$1.13K - $1.22K
|
1.07K
$113K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-12- 0.6% |
$1.23K - $1.33K
|
2K
$212K
|
|
|
Apr 12, 2024
Q1 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-14- 0.26% |
$1.43K - $1.55K
|
5.39K
$572K
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-14- 7.29% |
$1.43K - $1.55K
|
178
$18.9K
|
|
|
May 01, 2024
Q1 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-14- 0.23% |
$1.43K - $1.55K
|
6.06K
$643K
|
|
|
May 07, 2024
Q1 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-14- 0.09% |
$1.43K - $1.55K
|
15.1K
$1.6M
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-14- 0.31% |
$1.43K - $1.55K
|
4.47K
$474K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-15- 0.28% |
$1.54K - $1.66K
|
5.28K
$561K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-16- 0.21% |
$1.64K - $1.77K
|
7.74K
$821K
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-18- 0.02% |
$1.84K - $1.99K
|
85K
$9.02M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-18- 0.29% |
$1.84K - $1.99K
|
6.2K
$658K
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-18- 0.18% |
$1.84K - $1.99K
|
9.86K
$1.05M
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-19- 0.4% |
$1.94K - $2.1K
|
4.74K
$503K
|
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-19- 1.02% |
$1.94K - $2.1K
|
1.85K
$196K
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-20- 0.05% |
$2.05K - $2.21K
|
38.1K
$4.05M
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-20- 1.81% |
$2.05K - $2.21K
|
1.09K
$115K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-21- 5.54% |
$2.15K - $2.32K
|
358
$38K
|
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-22- 0.02% |
$2.25K - $2.43K
|
123K
$13.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-23- 0.67% |
$2.35K - $2.54K
|
3.39K
$360K
|
|
|
Apr 30, 2024
Q1 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-23- 1.16% |
$2.35K - $2.54K
|
1.96K
$208K
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-26- 0.16% |
$2.66K - $2.87K
|
15.9K
$1.68M
|
|
|
Apr 22, 2024
Q1 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-26- 0.11% |
$2.66K - $2.87K
|
22.9K
$2.43M
|
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-27- 1.42% |
$2.76K - $2.98K
|
1.88K
$199K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-28- 1.13% |
$2.87K - $3.09K
|
2.45K
$260K
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-30- 0.1% |
$3.07K - $3.32K
|
30.1K
$3.19M
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
SELL
|
- |
-32- 0.15% |
$3.28K - $3.54K
|
21.2K
$2.25M
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-33- 0.5% |
$3.38K - $3.65K
|
6.56K
$696K
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-33- 0.76% |
$3.38K - $3.65K
|
4.31K
$457K
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-34- 2.0% |
$3.48K - $3.76K
|
1.67K
$177K
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-35- 0.1% |
$3.58K - $3.87K
|
35.2K
$3.73M
|