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
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-289- 0.17% |
$29.6K - $31.9K
|
166K
$17.6M
|
|
|
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
$1.24M
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-291- 0.97% |
$29.8K - $32.2K
|
29.7K
$3.15M
|
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-291- 5.19% |
$29.8K - $32.2K
|
5.32K
$564K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-294- 13.75% |
$30.1K - $32.5K
|
1.84K
$196K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
SELL
|
- |
-294- 0.94% |
$30.1K - $32.5K
|
30.8K
$3.27M
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-294- 1.73% |
$30.1K - $32.5K
|
16.7K
$1.78M
|
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
SELL
|
- |
-295- 5.89% |
$30.2K - $32.6K
|
4.71K
$500K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-296- 12.83% |
$30.3K - $32.7K
|
2.01K
$213K
|
|
|
Apr 15, 2024
Q1 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-297- 1.55% |
$30.4K - $32.8K
|
18.9K
$2M
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-297- 9.97% |
$30.4K - $32.8K
|
2.68K
$285K
|
|
|
May 08, 2024
Q1 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-298- 1.9% |
$30.5K - $32.9K
|
15.4K
$1.63M
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-299- 10.74% |
$30.6K - $33K
|
2.48K
$264K
|
|
|
Apr 22, 2024
Q1 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-300- 2.13% |
$30.7K - $33.2K
|
13.8K
$1.46M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-303- 3.24% |
$31K - $33.5K
|
9.04K
$959K
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-303- 5.41% |
$31K - $33.5K
|
5.3K
$562K
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-305- 1.82% |
$31.2K - $33.7K
|
16.5K
$1.75M
|
|
|
May 06, 2024
Q1 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-307- 6.62% |
$31.4K - $33.9K
|
4.33K
$460K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-308- 1.13% |
$31.5K - $34K
|
27.1K
$2.87M
|
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-310- 4.14% |
$31.7K - $34.3K
|
7.18K
$762K
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-314- 1.43% |
$32.1K - $34.7K
|
21.6K
$2.3M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-314- 1.55% |
$32.1K - $34.7K
|
20K
$2.12M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-316- 1.87% |
$32.3K - $34.9K
|
16.6K
$1.76M
|
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-317- 6.25% |
$32.4K - $35K
|
4.76K
$505K
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-317- 2.64% |
$32.4K - $35K
|
11.7K
$1.24M
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
SELL
|
- |
-318- 1.21% |
$32.5K - $35.1K
|
25.9K
$2.75M
|
|
|
May 03, 2024
Q1 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-318- 3.54% |
$32.5K - $35.1K
|
8.67K
$920K
|
|
|
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
$12.9M
|
|
|
May 14, 2024
Q1 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-327- 1.4% |
$33.5K - $36.1K
|
23.1K
$2.45M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-328- 0.18% |
$33.6K - $36.3K
|
186K
$19.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-330- 12.8% |
$33.8K - $36.5K
|
2.25K
$239K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-330- 7.33% |
$33.8K - $36.5K
|
4.17K
$443K
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-331- 14.78% |
$33.9K - $36.6K
|
1.91K
$203K
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
SELL
|
- |
-332- 24.47% |
$34K - $36.7K
|
1.03K
$109K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-335- 1.38% |
$34.3K - $37K
|
24K
$2.55M
|
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-335- 11.84% |
$34.3K - $37K
|
2.5K
$265K
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-336- 6.05% |
$34.4K - $37.1K
|
5.22K
$554K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-342- 7.28% |
$35K - $37.8K
|
4.36K
$462K
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-347- 1.27% |
$35.5K - $38.4K
|
27K
$2.87M
|
|
|
May 14, 2024
Q1 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-350- 18.38% |
$35.8K - $38.7K
|
1.55K
$165K
|
|
|
Aug 14, 2024
Q1 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-352- 5.35% |
$36K - $38.9K
|
6.22K
$660K
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
SELL
|
- |
-353- 11.46% |
$36.1K - $39K
|
2.73K
$289K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-354- 1.52% |
$36.2K - $39.1K
|
22.9K
$2.43M
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-356- 1.12% |
$36.4K - $39.3K
|
31.3K
$3.33M
|
|
|
Apr 10, 2024
Q1 2024
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-363- 3.66% |
$37.2K - $40.1K
|
9.54K
$1.01M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-363- 99.73% |
$37.2K - $40.1K
|
1
$106
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-365- 2.05% |
$37.4K - $40.3K
|
17.4K
$1.85M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-367- 25.99% |
$37.6K - $40.6K
|
1.05K
$111K
|