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 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-242- 1.86% |
$24.8K - $26.7K
|
12.8K
$1.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-243- 0.18% |
$24.9K - $26.9K
|
136K
$17M
|
|
|
Apr 11, 2024
Q1 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-246- 0.7% |
$25.2K - $27.2K
|
34.9K
$4.35M
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-246- 1.22% |
$25.2K - $27.2K
|
20K
$2.49M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-250- 2.03% |
$25.6K - $27.6K
|
12K
$1.5M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-252- 4.18% |
$25.8K - $27.9K
|
5.77K
$721K
|
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-252- 0.11% |
$25.8K - $27.9K
|
225K
$28.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-254- 4.96% |
$26K - $28.1K
|
4.87K
$608K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-254- 26.0% |
$26K - $28.1K
|
723
$90.3K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
SELL
|
- |
-263- 4.63% |
$26.9K - $29.1K
|
5.42K
$676K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-268- 3.76% |
$27.4K - $29.6K
|
6.85K
$856K
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
SELL
|
- |
-268- 1.09% |
$27.4K - $29.6K
|
24.4K
$3.05M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-270- 2.21% |
$27.6K - $29.8K
|
12K
$1.49M
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-273- 1.14% |
$27.9K - $30.2K
|
23.6K
$2.94M
|
|
|
May 15, 2024
Q1 2024
|
S&T Bank
Indiana, PA |
SELL
|
- |
-274- 1.29% |
$28K - $30.3K
|
20.9K
$2.61M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-275- 0.55% |
$28.1K - $30.4K
|
49.3K
$6.16M
|
|
|
Apr 16, 2024
Q1 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-276- 2.66% |
$28.2K - $30.5K
|
10.1K
$1.26M
|
|
|
Apr 19, 2024
Q1 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-276- 0.6% |
$28.2K - $30.5K
|
45.7K
$5.71M
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-277- 3.94% |
$28.4K - $30.6K
|
6.75K
$843K
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-277- 19.6% |
$28.4K - $30.6K
|
1.14K
$142K
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-280- 6.54% |
$28.7K - $30.9K
|
4K
$500K
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-281- 0.28% |
$28.8K - $31.1K
|
100K
$12.5M
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-282- 4.97% |
$28.9K - $31.2K
|
5.4K
$674K
|
|
|
Apr 24, 2024
Q1 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-286- 4.88% |
$29.3K - $31.6K
|
5.58K
$697K
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-288- 0.18% |
$29.5K - $31.8K
|
163K
$20.3M
|
|
|
May 03, 2024
Q1 2024
|
Peoples Bank
|
SELL
|
- |
-288- 0.53% |
$29.5K - $31.8K
|
53.9K
$6.73M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-289- 0.17% |
$29.6K - $31.9K
|
166K
$20.7M
|
|
|
May 15, 2024
Q1 2024
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-289Closed |
$29.6K - $31.9K
|
0
$0
|
|
|
May 09, 2024
Q1 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-290- 2.43% |
$29.7K - $32.1K
|
11.6K
$1.45M
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-291- 0.97% |
$29.8K - $32.2K
|
29.7K
$3.71M
|
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-291- 5.19% |
$29.8K - $32.2K
|
5.32K
$664K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-294- 13.75% |
$30.1K - $32.5K
|
1.84K
$230K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
SELL
|
- |
-294- 0.94% |
$30.1K - $32.5K
|
30.8K
$3.85M
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-294- 1.73% |
$30.1K - $32.5K
|
16.7K
$2.09M
|
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
SELL
|
- |
-295- 5.89% |
$30.2K - $32.6K
|
4.71K
$588K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-296- 12.83% |
$30.3K - $32.7K
|
2.01K
$251K
|
|
|
Apr 15, 2024
Q1 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-297- 1.55% |
$30.4K - $32.8K
|
18.9K
$2.36M
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-297- 9.97% |
$30.4K - $32.8K
|
2.68K
$335K
|
|
|
May 08, 2024
Q1 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-298- 1.9% |
$30.5K - $32.9K
|
15.4K
$1.92M
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-299- 10.74% |
$30.6K - $33K
|
2.48K
$310K
|
|
|
Apr 22, 2024
Q1 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-300- 2.13% |
$30.7K - $33.2K
|
13.8K
$1.72M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-303- 3.24% |
$31K - $33.5K
|
9.04K
$1.13M
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-303- 5.41% |
$31K - $33.5K
|
5.3K
$662K
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-305- 1.82% |
$31.2K - $33.7K
|
16.5K
$2.06M
|
|
|
May 06, 2024
Q1 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-307- 6.62% |
$31.4K - $33.9K
|
4.33K
$541K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-308- 1.13% |
$31.5K - $34K
|
27.1K
$3.38M
|
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-310- 4.14% |
$31.7K - $34.3K
|
7.18K
$897K
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-314- 1.43% |
$32.1K - $34.7K
|
21.6K
$2.7M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-314- 1.55% |
$32.1K - $34.7K
|
20K
$2.49M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-316- 1.87% |
$32.3K - $34.9K
|
16.6K
$2.07M
|