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 03, 2024
Q1 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-36- 1.59% |
$3.68K - $3.98K
|
2.23K
$237K
|
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
SELL
|
- |
-36- 0.34% |
$3.68K - $3.98K
|
10.5K
$1.12M
|
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-36- 0.08% |
$3.68K - $3.98K
|
45.6K
$4.84M
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-37- 2.17% |
$3.79K - $4.09K
|
1.67K
$177K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-37- 0.54% |
$3.79K - $4.09K
|
6.78K
$720K
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
SELL
|
- |
-38- 1.33% |
$3.89K - $4.2K
|
2.83K
$300K
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-42- 0.43% |
$4.3K - $4.64K
|
9.82K
$1.04M
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-43- 7.21% |
$4.4K - $4.75K
|
553
$58.7K
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-43- 1.6% |
$4.4K - $4.75K
|
2.65K
$281K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-44- 0.6% |
$4.5K - $4.86K
|
7.35K
$780K
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-45- 1.55% |
$4.61K - $4.97K
|
2.85K
$302K
|
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-49- 2.15% |
$5.02K - $5.42K
|
2.23K
$237K
|
|
|
Apr 12, 2024
Q1 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-50- 0.65% |
$5.12K - $5.53K
|
7.7K
$817K
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-50- 1.51% |
$5.12K - $5.53K
|
3.25K
$345K
|
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-50- 2.23% |
$5.12K - $5.53K
|
2.19K
$233K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-51- 0.99% |
$5.22K - $5.64K
|
5.1K
$541K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Life Advisors
|
SELL
|
- |
-52- 1.5% |
$5.32K - $5.75K
|
3.41K
$362K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-53- 2.68% |
$5.42K - $5.86K
|
1.92K
$204K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-53- 2.5% |
$5.42K - $5.86K
|
2.07K
$220K
|
|
|
Apr 16, 2024
Q1 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-55- 0.2% |
$5.63K - $6.08K
|
27.4K
$2.91M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-55- 10.07% |
$5.63K - $6.08K
|
491
$52.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-56- 5.46% |
$5.73K - $6.19K
|
970
$103K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
SELL
|
- |
-57- 0.58% |
$5.83K - $6.3K
|
9.71K
$1.03M
|
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-57- 0.75% |
$5.83K - $6.3K
|
7.57K
$804K
|
|
|
Oct 02, 2024
Q1 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-57- 0.95% |
$5.83K - $6.3K
|
5.94K
$631K
|
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-60- 0.78% |
$6.14K - $6.63K
|
7.62K
$808K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-61- 4.51% |
$6.24K - $6.74K
|
1.29K
$137K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-61- 4.91% |
$6.24K - $6.74K
|
1.18K
$125K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-61- 0.29% |
$6.24K - $6.74K
|
21.1K
$2.24M
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-61- 1.02% |
$6.24K - $6.74K
|
5.92K
$628K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-62- 1.54% |
$6.35K - $6.85K
|
3.95K
$419K
|
|
|
May 06, 2024
Q1 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-64- 0.63% |
$6.55K - $7.07K
|
10.1K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-64- 3.86% |
$6.55K - $7.07K
|
1.59K
$169K
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-65- 8.03% |
$6.65K - $7.18K
|
744
$79K
|
|
|
May 13, 2024
Q1 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-65- 2.79% |
$6.65K - $7.18K
|
2.26K
$240K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-67- 5.9% |
$6.86K - $7.4K
|
1.07K
$113K
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-68- 2.21% |
$6.96K - $7.52K
|
3K
$319K
|
|
|
May 13, 2024
Q1 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-68- 0.32% |
$6.96K - $7.52K
|
20.9K
$2.22M
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-69- 0.55% |
$7.06K - $7.63K
|
12.5K
$1.32M
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-72- 3.44% |
$7.37K - $7.96K
|
2.02K
$214K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-72- 1.49% |
$7.37K - $7.96K
|
4.75K
$504K
|
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-72- 0.66% |
$7.37K - $7.96K
|
10.9K
$1.16M
|
|
|
May 08, 2024
Q1 2024
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-73- 0.15% |
$7.47K - $8.07K
|
48.7K
$5.17M
|
|
|
Apr 29, 2024
Q1 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-74- 0.74% |
$7.57K - $8.18K
|
9.96K
$1.06M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-74- 70.48% |
$7.57K - $8.18K
|
31
$3.29K
|
|
|
Apr 30, 2024
Q1 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-75- 2.11% |
$7.68K - $8.29K
|
3.48K
$370K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-76- 41.53% |
$7.78K - $8.4K
|
107
$11.4K
|
|
|
Apr 15, 2024
Q1 2024
|
First Bancorp, Inc
|
SELL
|
- |
-78- 0.99% |
$7.98K - $8.62K
|
7.8K
$828K
|
|
|
May 01, 2024
Q1 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-78- 0.82% |
$7.98K - $8.62K
|
9.44K
$1M
|
|
|
May 06, 2024
Q1 2024
|
Ballast, Inc.
|
SELL
|
- |
-79- 1.76% |
$8.09K - $8.73K
|
4.42K
$469K
|