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
|
Courage Miller Partners, LLC
|
SELL
|
- |
-317- 6.25% |
$32.4K - $35K
|
4.76K
$594K
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-317- 2.64% |
$32.4K - $35K
|
11.7K
$1.46M
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
SELL
|
- |
-318- 1.21% |
$32.5K - $35.1K
|
25.9K
$3.24M
|
|
|
May 03, 2024
Q1 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-318- 3.54% |
$32.5K - $35.1K
|
8.67K
$1.08M
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-319Closed |
$32.6K - $35.3K
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-325- 0.27% |
$33.3K - $35.9K
|
122K
$15.2M
|
|
|
May 14, 2024
Q1 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-327- 1.4% |
$33.5K - $36.1K
|
23.1K
$2.88M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-328- 0.18% |
$33.6K - $36.3K
|
186K
$23.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-330- 12.8% |
$33.8K - $36.5K
|
2.25K
$281K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-330- 7.33% |
$33.8K - $36.5K
|
4.17K
$521K
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-331- 14.78% |
$33.9K - $36.6K
|
1.91K
$238K
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
SELL
|
- |
-332- 24.47% |
$34K - $36.7K
|
1.03K
$128K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-335- 1.38% |
$34.3K - $37K
|
24K
$3M
|
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-335- 11.84% |
$34.3K - $37K
|
2.5K
$312K
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-336- 6.05% |
$34.4K - $37.1K
|
5.22K
$652K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-342- 7.28% |
$35K - $37.8K
|
4.36K
$544K
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-347- 1.27% |
$35.5K - $38.4K
|
27K
$3.38M
|
|
|
May 14, 2024
Q1 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-350- 18.38% |
$35.8K - $38.7K
|
1.55K
$194K
|
|
|
Aug 14, 2024
Q1 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-352- 5.35% |
$36K - $38.9K
|
6.22K
$777K
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
SELL
|
- |
-353- 11.46% |
$36.1K - $39K
|
2.73K
$340K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-354- 1.52% |
$36.2K - $39.1K
|
22.9K
$2.86M
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-356- 1.12% |
$36.4K - $39.3K
|
31.3K
$3.92M
|
|
|
Apr 10, 2024
Q1 2024
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-363- 3.66% |
$37.2K - $40.1K
|
9.54K
$1.19M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-363- 99.73% |
$37.2K - $40.1K
|
1
$125
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-365- 2.05% |
$37.4K - $40.3K
|
17.4K
$2.17M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-367- 25.99% |
$37.6K - $40.6K
|
1.05K
$131K
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-367- 8.29% |
$37.6K - $40.6K
|
4.06K
$507K
|
|
|
Apr 25, 2024
Q1 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-375- 1.88% |
$38.4K - $41.4K
|
19.6K
$2.45M
|
|
|
May 01, 2024
Q1 2024
|
Peterson Wealth Services
|
SELL
|
- |
-381- 10.34% |
$39K - $42.1K
|
3.31K
$413K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-381- 1.76% |
$39K - $42.1K
|
21.2K
$2.65M
|
|
|
Apr 12, 2024
Q1 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-382- 2.03% |
$39.1K - $42.2K
|
18.4K
$2.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-382- 0.15% |
$39.1K - $42.2K
|
256K
$31.9M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-383- 51.13% |
$39.2K - $42.3K
|
366
$45.7K
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-385- 9.08% |
$39.4K - $42.6K
|
3.85K
$481K
|
|
|
Apr 11, 2024
Q1 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-385- 16.24% |
$39.4K - $42.6K
|
1.99K
$248K
|
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-388- 14.04% |
$39.7K - $42.9K
|
2.38K
$297K
|
|
|
May 07, 2024
Q1 2024
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-390- 15.6% |
$39.9K - $43.1K
|
2.11K
$264K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-392- 13.18% |
$40.1K - $43.3K
|
2.58K
$322K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-396- 3.73% |
$40.5K - $43.8K
|
10.2K
$1.28M
|
|
|
Apr 16, 2024
Q1 2024
|
Newton One Investments LLC
|
SELL
|
- |
-400- 1.2% |
$40.9K - $44.2K
|
32.9K
$4.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-400- 13.81% |
$40.9K - $44.2K
|
2.5K
$312K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-403- 8.23% |
$41.2K - $44.5K
|
4.49K
$561K
|
|
|
Apr 17, 2024
Q1 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-403- 0.13% |
$41.2K - $44.5K
|
300K
$37.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-404- 3.08% |
$41.3K - $44.7K
|
12.7K
$1.59M
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-407- 3.02% |
$41.7K - $45K
|
13.1K
$1.63M
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
SELL
|
- |
-414- 5.93% |
$42.4K - $45.8K
|
6.57K
$820K
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-416- 0.61% |
$42.6K - $46K
|
67.9K
$8.47M
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
SELL
|
- |
-421- 6.88% |
$43.1K - $46.5K
|
5.7K
$712K
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
SELL
|
- |
-423- 6.56% |
$43.3K - $46.7K
|
6.03K
$753K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-424- 31.52% |
$43.4K - $46.9K
|
921
$115K
|