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 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-205- 6.54% |
$21K - $22.7K
|
2.93K
$311K
|
|
|
Apr 16, 2024
Q1 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-206- 2.0% |
$21.1K - $22.8K
|
10.1K
$1.07M
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-206- 1.91% |
$21.1K - $22.8K
|
10.6K
$1.12M
|
|
|
May 07, 2024
Q1 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-207- 6.24% |
$21.2K - $22.9K
|
3.11K
$330K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-208- 7.53% |
$21.3K - $23K
|
2.56K
$271K
|
|
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-215- 4.74% |
$22K - $23.8K
|
4.32K
$459K
|
|
|
Apr 08, 2024
Q1 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-216- 0.11% |
$22.1K - $23.9K
|
192K
$20.3M
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-217- 2.81% |
$22.2K - $24K
|
7.5K
$796K
|
|
|
Apr 19, 2024
Q1 2024
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-219- 1.04% |
$22.4K - $24.2K
|
20.9K
$2.22M
|
|
|
May 15, 2024
Q1 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-220- 5.13% |
$22.5K - $24.3K
|
4.07K
$431K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-221- 0.75% |
$22.6K - $24.4K
|
29.4K
$3.12M
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-223- 0.67% |
$22.8K - $24.6K
|
33.1K
$3.51M
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-225- 1.38% |
$23K - $24.9K
|
16.1K
$1.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-229- 2.19% |
$23.4K - $25.3K
|
10.2K
$1.08M
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-230- 3.92% |
$23.5K - $25.4K
|
5.64K
$599K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-234- 8.01% |
$23.9K - $25.9K
|
2.69K
$285K
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-235- 0.45% |
$24.1K - $26K
|
52.4K
$5.57M
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-236- 5.44% |
$24.2K - $26.1K
|
4.1K
$435K
|
|
|
May 03, 2024
Q1 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-236- 0.53% |
$24.2K - $26.1K
|
44.6K
$4.74M
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-237- 10.83% |
$24.3K - $26.2K
|
1.95K
$207K
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-240- 4.04% |
$24.6K - $26.5K
|
5.7K
$605K
|
|
|
May 01, 2024
Q1 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-240- 3.85% |
$24.6K - $26.5K
|
6K
$637K
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-242- 1.86% |
$24.8K - $26.7K
|
12.8K
$1.36M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-243- 0.18% |
$24.9K - $26.9K
|
136K
$14.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-246- 0.7% |
$25.2K - $27.2K
|
34.9K
$3.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-246- 1.22% |
$25.2K - $27.2K
|
20K
$2.12M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-250- 2.03% |
$25.6K - $27.6K
|
12K
$1.28M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-252- 4.18% |
$25.8K - $27.9K
|
5.77K
$613K
|
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-252- 0.11% |
$25.8K - $27.9K
|
225K
$23.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-254- 4.96% |
$26K - $28.1K
|
4.87K
$516K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-254- 26.0% |
$26K - $28.1K
|
723
$76.7K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
SELL
|
- |
-263- 4.63% |
$26.9K - $29.1K
|
5.42K
$575K
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-264- 30.95% |
$27K - $29.2K
|
589
$62.5K
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-266- 9.6% |
$27.2K - $29.4K
|
2.51K
$266K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-268- 3.76% |
$27.4K - $29.6K
|
6.85K
$727K
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
SELL
|
- |
-268- 1.09% |
$27.4K - $29.6K
|
24.4K
$2.59M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-270- 2.21% |
$27.6K - $29.8K
|
12K
$1.27M
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-273- 1.14% |
$27.9K - $30.2K
|
23.6K
$2.5M
|
|
|
May 15, 2024
Q1 2024
|
S&T Bank
Indiana, PA |
SELL
|
- |
-274- 1.29% |
$28K - $30.3K
|
20.9K
$2.22M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-275- 0.55% |
$28.1K - $30.4K
|
49.3K
$5.23M
|
|
|
Apr 16, 2024
Q1 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-276- 2.66% |
$28.2K - $30.5K
|
10.1K
$1.07M
|
|
|
Apr 19, 2024
Q1 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-276- 0.6% |
$28.2K - $30.5K
|
45.7K
$4.85M
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-277- 3.94% |
$28.4K - $30.6K
|
6.75K
$716K
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-277- 19.6% |
$28.4K - $30.6K
|
1.14K
$121K
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-280- 6.54% |
$28.7K - $30.9K
|
4K
$425K
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-281- 0.28% |
$28.8K - $31.1K
|
100K
$10.7M
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-282- 4.97% |
$28.9K - $31.2K
|
5.4K
$573K
|
|
|
Apr 24, 2024
Q1 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-286- 4.88% |
$29.3K - $31.6K
|
5.58K
$592K
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-288- 0.18% |
$29.5K - $31.8K
|
163K
$17.3M
|
|
|
May 03, 2024
Q1 2024
|
Peoples Bank
|
SELL
|
- |
-288- 0.53% |
$29.5K - $31.8K
|
53.9K
$5.72M
|