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 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-95- 2.36% |
$9.72K - $10.5K
|
3.92K
$490K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-95- 0.6% |
$9.72K - $10.5K
|
15.8K
$1.97M
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-96- 1.38% |
$9.83K - $10.6K
|
6.88K
$859K
|
|
|
May 07, 2024
Q1 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-97- 0.41% |
$9.93K - $10.7K
|
23.3K
$2.91M
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-99- 2.67% |
$10.1K - $10.9K
|
3.61K
$451K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-100- 0.16% |
$10.2K - $11.1K
|
62K
$7.75M
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-100- 2.29% |
$10.2K - $11.1K
|
4.26K
$532K
|
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-100- 0.54% |
$10.2K - $11.1K
|
18.3K
$2.29M
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-100- 2.42% |
$10.2K - $11.1K
|
4.04K
$504K
|
|
|
Apr 29, 2024
Q1 2024
|
Lansing Street Advisors
|
SELL
|
- |
-101- 0.89% |
$10.3K - $11.2K
|
11.2K
$1.4M
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-101- 35.94% |
$10.3K - $11.2K
|
180
$22.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-102- 4.02% |
$10.4K - $11.3K
|
2.44K
$304K
|
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-102- 1.65% |
$10.4K - $11.3K
|
6.09K
$760K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-104- 0.42% |
$10.6K - $11.5K
|
24.7K
$3.09M
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-105- 0.54% |
$10.7K - $11.6K
|
19.2K
$2.39M
|
|
|
May 01, 2024
Q1 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
SELL
|
- |
-105- 0.16% |
$10.7K - $11.6K
|
64.3K
$8.03M
|
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-105- 1.36% |
$10.7K - $11.6K
|
7.6K
$949K
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-107- 2.84% |
$11K - $11.8K
|
3.66K
$457K
|
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-108- 3.77% |
$11.1K - $11.9K
|
2.76K
$345K
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-108- 38.3% |
$11.1K - $11.9K
|
174
$21.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-109- 1.92% |
$11.2K - $12K
|
5.57K
$696K
|
|
|
May 08, 2024
Q1 2024
|
Univest Financial Corp
|
SELL
|
- |
-114- 0.44% |
$11.7K - $12.6K
|
25.8K
$3.22M
|
|
|
May 08, 2024
Q1 2024
|
Schwab Charitable Fund
|
SELL
|
- |
-114- 2.12% |
$11.7K - $12.6K
|
5.27K
$658K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-114- 1.33% |
$11.7K - $12.6K
|
8.46K
$1.06M
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-115- 0.95% |
$11.8K - $12.7K
|
11.9K
$1.49M
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-116- 5.88% |
$11.9K - $12.8K
|
1.86K
$232K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-116- 0.57% |
$11.9K - $12.8K
|
20.2K
$2.52M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-117- 1.06% |
$12K - $12.9K
|
10.9K
$1.36M
|
|
|
May 06, 2024
Q1 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-117- 0.93% |
$12K - $12.9K
|
12.4K
$1.55M
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-117- 98.32% |
$12K - $12.9K
|
2
$250
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-120- 4.39% |
$12.3K - $13.3K
|
2.61K
$326K
|
|
|
Apr 17, 2024
Q1 2024
|
Ade, LLC
|
SELL
|
- |
-120- 1.3% |
$12.3K - $13.3K
|
9.08K
$1.13M
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-121- 0.66% |
$12.4K - $13.4K
|
18.2K
$2.28M
|
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-122- 0.3% |
$12.5K - $13.5K
|
40.7K
$5.08M
|
|
|
Apr 25, 2024
Q1 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-126- 0.41% |
$12.9K - $13.9K
|
30.9K
$3.86M
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-133- 1.04% |
$13.6K - $14.7K
|
12.6K
$1.57M
|
|
|
Apr 18, 2024
Q1 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-135- 0.93% |
$13.8K - $14.9K
|
14.4K
$1.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-135- 0.91% |
$13.8K - $14.9K
|
14.7K
$1.84M
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-137- 0.7% |
$14K - $15.1K
|
19.3K
$2.41M
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
SELL
|
- |
-139- 3.5% |
$14.2K - $15.4K
|
3.84K
$479K
|
|
|
Apr 30, 2024
Q1 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-139- 0.71% |
$14.2K - $15.4K
|
19.4K
$2.42M
|
|
|
Apr 18, 2024
Q1 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-140- 0.22% |
$14.3K - $15.5K
|
64.4K
$8.04M
|
|
|
Apr 29, 2024
Q1 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-140- 2.39% |
$14.3K - $15.5K
|
5.72K
$714K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-142- 1.66% |
$14.5K - $15.7K
|
8.41K
$1.05M
|
|
|
Apr 23, 2024
Q1 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-143- 6.58% |
$14.6K - $15.8K
|
2.03K
$253K
|
|
|
Oct 24, 2024
Q1 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-143- 7.25% |
$14.6K - $15.8K
|
1.83K
$229K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-144- 4.09% |
$14.7K - $15.9K
|
3.38K
$422K
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
SELL
|
- |
-147- 0.93% |
$15K - $16.2K
|
15.6K
$1.95M
|
|
|
May 03, 2024
Q1 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-147- 0.64% |
$15K - $16.2K
|
22.9K
$2.86M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-149- 0.69% |
$15.3K - $16.5K
|
21.6K
$2.69M
|