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 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-580- 2.66% |
$59.4K - $64.1K
|
21.2K
$2.65M
|
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-583- 3.23% |
$59.7K - $64.4K
|
17.4K
$2.18M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-589- 16.2% |
$60.3K - $65.1K
|
3.05K
$381K
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-592- 4.12% |
$60.6K - $65.4K
|
13.8K
$1.72M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-599- 16.49% |
$61.3K - $66.2K
|
3.03K
$379K
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-604- 1.49% |
$61.8K - $66.8K
|
39.9K
$4.99M
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-609- 0.76% |
$62.3K - $67.3K
|
79.9K
$9.98M
|
|
|
May 09, 2024
Q1 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-609- 2.17% |
$62.3K - $67.3K
|
27.4K
$3.43M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-614- 0.77% |
$62.8K - $67.9K
|
78.9K
$9.85M
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-616- 3.14% |
$63K - $68.1K
|
19K
$2.37M
|
|
|
May 02, 2024
Q1 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-621- 4.75% |
$63.6K - $68.6K
|
12.5K
$1.56M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
SELL
|
- |
-621- 2.14% |
$63.6K - $68.6K
|
28.4K
$3.55M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-632- 4.03% |
$64.7K - $69.8K
|
15.1K
$1.88M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-634- 2.4% |
$64.9K - $70.1K
|
25.7K
$3.21M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-637- 23.58% |
$65.2K - $70.4K
|
2.06K
$258K
|
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-643- 14.35% |
$65.8K - $71.1K
|
3.84K
$479K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-647- 0.35% |
$66.2K - $71.5K
|
184K
$22.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-650- 3.55% |
$66.5K - $71.8K
|
17.7K
$2.21M
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-650- 9.07% |
$66.5K - $71.8K
|
6.52K
$814K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-652- 2.07% |
$66.7K - $72.1K
|
30.8K
$3.84M
|
|
|
May 15, 2024
Q1 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-659- 15.84% |
$67.4K - $72.8K
|
3.5K
$437K
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
SELL
|
- |
-664- 3.26% |
$68K - $73.4K
|
19.7K
$2.46M
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-671- 4.5% |
$68.7K - $74.2K
|
14.2K
$1.78M
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
SELL
|
- |
-679- 8.8% |
$69.5K - $75K
|
7.04K
$879K
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-684- 1.3% |
$70K - $75.6K
|
52K
$6.49M
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-689- 4.52% |
$70.5K - $76.1K
|
14.6K
$1.82M
|
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-690- 5.53% |
$70.6K - $76.3K
|
11.8K
$1.47M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-691- 0.74% |
$70.7K - $76.4K
|
93.3K
$11.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-696- 2.51% |
$71.2K - $76.9K
|
27K
$3.37M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-703- 3.72% |
$72K - $77.7K
|
18.2K
$2.27M
|
|
|
May 03, 2024
Q1 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-705- 5.65% |
$72.2K - $77.9K
|
11.8K
$1.47M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-707- 4.13% |
$72.4K - $78.1K
|
16.4K
$2.05M
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-710- 4.81% |
$72.7K - $78.5K
|
14K
$1.75M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-714- 0.66% |
$73.1K - $78.9K
|
108K
$13.5M
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-720- 27.2% |
$73.7K - $79.6K
|
1.93K
$241K
|
|
|
Apr 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-722- 1.04% |
$73.9K - $79.8K
|
68.4K
$8.55M
|
|
|
May 02, 2024
Q1 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-723- 24.72% |
$74K - $79.9K
|
2.2K
$275K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-729- 10.8% |
$74.6K - $80.6K
|
6.02K
$752K
|
|
|
May 09, 2024
Q1 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-733- 3.12% |
$75K - $81K
|
22.7K
$2.84M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-743- 18.9% |
$76K - $82.1K
|
3.19K
$398K
|
|
|
Apr 23, 2024
Q1 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-744- 21.88% |
$76.1K - $82.2K
|
2.66K
$332K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
SELL
|
- |
-745- 4.68% |
$76.3K - $82.3K
|
15.2K
$1.89M
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-746- 11.67% |
$76.4K - $82.4K
|
5.65K
$705K
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-751- 4.39% |
$76.9K - $83K
|
16.4K
$2.04M
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-765- 4.06% |
$78.3K - $84.5K
|
18.1K
$2.26M
|
|
|
Apr 30, 2024
Q1 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-771- 3.66% |
$78.9K - $85.2K
|
20.3K
$2.53M
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
SELL
|
- |
-780- 5.22% |
$79.8K - $86.2K
|
14.2K
$1.77M
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-782- 0.94% |
$80K - $86.4K
|
82.4K
$10.3M
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-793- 0.04% |
$81.2K - $87.6K
|
2.12M
$264M
|
|
|
Apr 18, 2024
Q1 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-795- 3.97% |
$81.4K - $87.9K
|
19.2K
$2.4M
|