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 24, 2024
Q1 2024
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-296- 12.83% |
$30.3K - $32.7K
|
2.01K
$209K
|
|
|
Apr 15, 2024
Q1 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-297- 1.55% |
$30.4K - $32.8K
|
18.9K
$1.96M
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-297- 9.97% |
$30.4K - $32.8K
|
2.68K
$279K
|
|
|
May 08, 2024
Q1 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-298- 1.9% |
$30.5K - $32.9K
|
15.4K
$1.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-299- 10.74% |
$30.6K - $33K
|
2.48K
$258K
|
|
|
Apr 22, 2024
Q1 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-300- 2.13% |
$30.7K - $33.2K
|
13.8K
$1.43M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-303- 3.24% |
$31K - $33.5K
|
9.04K
$940K
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-303- 5.41% |
$31K - $33.5K
|
5.3K
$551K
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-305- 1.82% |
$31.2K - $33.7K
|
16.5K
$1.71M
|
|
|
May 06, 2024
Q1 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-307- 6.62% |
$31.4K - $33.9K
|
4.33K
$450K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-308- 1.13% |
$31.5K - $34K
|
27.1K
$2.82M
|
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-310- 4.14% |
$31.7K - $34.3K
|
7.18K
$747K
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-314- 1.43% |
$32.1K - $34.7K
|
21.6K
$2.25M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-314- 1.55% |
$32.1K - $34.7K
|
20K
$2.08M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-316- 1.87% |
$32.3K - $34.9K
|
16.6K
$1.73M
|
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-317- 6.25% |
$32.4K - $35K
|
4.76K
$495K
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-317- 2.64% |
$32.4K - $35K
|
11.7K
$1.22M
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
SELL
|
- |
-318- 1.21% |
$32.5K - $35.1K
|
25.9K
$2.7M
|
|
|
May 03, 2024
Q1 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-318- 3.54% |
$32.5K - $35.1K
|
8.67K
$902K
|
|
|
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
$12.7M
|
|
|
May 14, 2024
Q1 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-327- 1.4% |
$33.5K - $36.1K
|
23.1K
$2.4M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-328- 0.18% |
$33.6K - $36.3K
|
186K
$19.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-330- 12.8% |
$33.8K - $36.5K
|
2.25K
$234K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-330- 7.33% |
$33.8K - $36.5K
|
4.17K
$434K
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-331- 14.78% |
$33.9K - $36.6K
|
1.91K
$198K
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
SELL
|
- |
-332- 24.47% |
$34K - $36.7K
|
1.03K
$107K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-335- 1.38% |
$34.3K - $37K
|
24K
$2.49M
|
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-335- 11.84% |
$34.3K - $37K
|
2.5K
$260K
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-336- 6.05% |
$34.4K - $37.1K
|
5.22K
$543K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-342- 7.28% |
$35K - $37.8K
|
4.36K
$453K
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-347- 1.27% |
$35.5K - $38.4K
|
27K
$2.81M
|
|
|
May 14, 2024
Q1 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-350- 18.38% |
$35.8K - $38.7K
|
1.55K
$162K
|
|
|
Aug 14, 2024
Q1 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-352- 5.35% |
$36K - $38.9K
|
6.22K
$647K
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
SELL
|
- |
-353- 11.46% |
$36.1K - $39K
|
2.73K
$284K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-354- 1.52% |
$36.2K - $39.1K
|
22.9K
$2.38M
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-356- 1.12% |
$36.4K - $39.3K
|
31.3K
$3.26M
|
|
|
Apr 10, 2024
Q1 2024
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-363- 3.66% |
$37.2K - $40.1K
|
9.54K
$992K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-363- 99.73% |
$37.2K - $40.1K
|
1
$104
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-365- 2.05% |
$37.4K - $40.3K
|
17.4K
$1.81M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-367- 25.99% |
$37.6K - $40.6K
|
1.05K
$109K
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-367- 8.29% |
$37.6K - $40.6K
|
4.06K
$422K
|
|
|
Mar 25, 2025
Q1 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-373- 2.96% |
$38.2K - $41.2K
|
12.2K
$1.27M
|
|
|
Apr 25, 2024
Q1 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-375- 1.88% |
$38.4K - $41.4K
|
19.6K
$2.04M
|
|
|
May 01, 2024
Q1 2024
|
Peterson Wealth Services
|
SELL
|
- |
-381- 10.34% |
$39K - $42.1K
|
3.31K
$344K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-381- 1.76% |
$39K - $42.1K
|
21.2K
$2.21M
|
|
|
Apr 12, 2024
Q1 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-382- 2.03% |
$39.1K - $42.2K
|
18.4K
$1.91M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-382- 0.15% |
$39.1K - $42.2K
|
256K
$26.6M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-383- 51.13% |
$39.2K - $42.3K
|
366
$38.1K
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-385- 9.08% |
$39.4K - $42.6K
|
3.85K
$401K
|