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 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
51.8K+ 21.42% |
$5.3M - $5.72M
|
293K
$35.4M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
51.2K+ 6.13% |
$5.24M - $5.66M
|
886K
$107M
|
|
|
Apr 30, 2024
Q1 2024
|
Sws Partners
|
BUY
|
- |
50.3KNew |
$5.14M - $5.56M
|
50.3K
$6.07M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
49.9K+ 2645.73% |
$5.11M - $5.52M
|
51.8K
$6.26M
|
|
|
May 13, 2024
Q1 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
49.7KNew |
$5.09M - $5.49M
|
49.7K
$6M
|
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
49.7KNew |
$5.09M - $5.49M
|
49.7K
$6M
|
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
49.7KNew |
$5.09M - $5.49M
|
49.7K
$6M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
49.2K+ 174.95% |
$5.03M - $5.43M
|
77.3K
$9.33M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
48.1K+ 2.43% |
$4.92M - $5.32M
|
2.03M
$245M
|
|
|
May 14, 2024
Q1 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
47.2K+ 19.8% |
$4.83M - $5.22M
|
286K
$34.5M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
46.7K+ 9.52% |
$4.78M - $5.16M
|
538K
$64.9M
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
46.3K+ 856.8% |
$4.74M - $5.11M
|
51.7K
$6.24M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
44.4K+ 77.04% |
$4.54M - $4.91M
|
102K
$12.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
43.4K+ 28.08% |
$4.44M - $4.8M
|
198K
$23.9M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
43.4K+ 21.77% |
$4.44M - $4.79M
|
243K
$29.3M
|
|
|
May 15, 2024
Q1 2024
|
Aristotle Capital Boston, LLC
Boston, MA |
BUY
|
- |
41.6K+ 72.05% |
$4.26M - $4.6M
|
99.4K
$12M
|
|
|
Apr 15, 2024
Q1 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
41.5K+ 2219.25% |
$4.25M - $4.59M
|
43.4K
$5.24M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
39.5K+ 13.23% |
$4.05M - $4.37M
|
338K
$40.9M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
39.1K+ 17.74% |
$4M - $4.32M
|
259K
$31.3M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
38.2K+ 16.6% |
$3.91M - $4.23M
|
269K
$32.4M
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
38.1K+ 18.63% |
$3.9M - $4.21M
|
243K
$29.3M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
37.9K+ 135.51% |
$3.87M - $4.18M
|
65.8K
$7.95M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
37.8K+ 12.69% |
$3.87M - $4.18M
|
336K
$40.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
36.5K+ 35.36% |
$3.74M - $4.03M
|
140K
$16.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
35.3K+ 8.06% |
$3.61M - $3.9M
|
474K
$57.2M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
34.8K+ 31.13% |
$3.56M - $3.84M
|
146K
$17.7M
|
|
|
May 08, 2024
Q1 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
33.5KNew |
$3.43M - $3.7M
|
33.5K
$4.04M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
33.1K+ 6.36% |
$3.39M - $3.66M
|
554K
$66.9M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
33.1KNew |
$3.39M - $3.66M
|
33.1K
$4M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
32.4K+ 4.45% |
$3.32M - $3.58M
|
760K
$91.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
32.3K+ 24.13% |
$3.3M - $3.57M
|
166K
$20.1M
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
32.3K+ 40.29% |
$3.3M - $3.56M
|
112K
$13.6M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
32.2K+ 27.28% |
$3.3M - $3.56M
|
150K
$18.2M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
32.1K+ 379.4% |
$3.28M - $3.55M
|
40.5K
$4.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
31.8K+ 1.7% |
$3.26M - $3.52M
|
1.91M
$231M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
31.5KNew |
$3.23M - $3.49M
|
31.5K
$3.81M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
31.4K+ 0.89% |
$3.22M - $3.47M
|
3.58M
$432M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
30.8K+ 106.36% |
$3.16M - $3.41M
|
59.8K
$7.23M
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
30.5K+ 26.61% |
$3.13M - $3.38M
|
145K
$17.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
30.5K+ 7.69% |
$3.12M - $3.37M
|
427K
$51.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
BUY
|
- |
29.7K+ 21.78% |
$3.04M - $3.28M
|
166K
$20.1M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
29.5K+ 2.71% |
$3.02M - $3.26M
|
1.12M
$135M
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
29.5K+ 7.6% |
$3.02M - $3.26M
|
418K
$50.5M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
29.1K+ 0.57% |
$2.98M - $3.22M
|
5.13M
$619M
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
29.1K+ 115.94% |
$2.97M - $3.21M
|
54.1K
$6.54M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
28.9KNew |
$2.96M - $3.19M
|
28.9K
$3.49M
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
28.8KNew |
$2.94M - $3.18M
|
28.8K
$3.47M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
27.4K+ 11.22% |
$2.8M - $3.03M
|
272K
$32.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
27.4K+ 2.47% |
$2.8M - $3.03M
|
1.14M
$137M
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
26.7K+ 103.9% |
$2.73M - $2.95M
|
52.4K
$6.33M
|