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
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-547- 1.55% |
$56K - $60.5K
|
34.6K
$3.6M
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-547- 0.99% |
$56K - $60.5K
|
54.6K
$5.68M
|
|
|
Apr 16, 2024
Q1 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-548- 10.84% |
$56.1K - $60.6K
|
4.51K
$469K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-548- 11.43% |
$56.1K - $60.6K
|
4.25K
$442K
|
|
|
Apr 11, 2024
Q1 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-552- 22.6% |
$56.5K - $61K
|
1.89K
$197K
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-553- 11.59% |
$56.6K - $61.1K
|
4.22K
$439K
|
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
SELL
|
- |
-553- 10.42% |
$56.6K - $61.1K
|
4.76K
$495K
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-558- 4.88% |
$57.1K - $61.7K
|
10.9K
$1.13M
|
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO
|
SELL
|
- |
-559- 0.28% |
$57.2K - $61.8K
|
201K
$21M
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-560- 0.94% |
$57.3K - $61.9K
|
59.3K
$6.17M
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-560- 15.71% |
$57.3K - $61.9K
|
3K
$312K
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-567- 2.62% |
$58K - $62.7K
|
21.1K
$2.19M
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-570- 16.4% |
$58.3K - $63K
|
2.91K
$302K
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-570- 12.46% |
$58.3K - $63K
|
4.01K
$417K
|
|
|
Apr 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-576- 13.02% |
$59K - $63.7K
|
3.85K
$400K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-577- 23.38% |
$59.1K - $63.8K
|
1.89K
$197K
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-580- 2.66% |
$59.4K - $64.1K
|
21.2K
$2.21M
|
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-583- 3.23% |
$59.7K - $64.4K
|
17.4K
$1.81M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-589- 16.2% |
$60.3K - $65.1K
|
3.05K
$317K
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-592- 4.12% |
$60.6K - $65.4K
|
13.8K
$1.43M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-599- 16.49% |
$61.3K - $66.2K
|
3.03K
$315K
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-604- 1.49% |
$61.8K - $66.8K
|
39.9K
$4.15M
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-609- 0.76% |
$62.3K - $67.3K
|
79.9K
$8.31M
|
|
|
May 09, 2024
Q1 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-609- 2.17% |
$62.3K - $67.3K
|
27.4K
$2.85M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-614- 0.77% |
$62.8K - $67.9K
|
78.9K
$8.21M
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-616- 3.14% |
$63K - $68.1K
|
19K
$1.98M
|
|
|
May 02, 2024
Q1 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-621- 4.75% |
$63.6K - $68.6K
|
12.5K
$1.3M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
SELL
|
- |
-621- 2.14% |
$63.6K - $68.6K
|
28.4K
$2.96M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-632- 4.03% |
$64.7K - $69.8K
|
15.1K
$1.57M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-634- 2.4% |
$64.9K - $70.1K
|
25.7K
$2.68M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-637- 23.58% |
$65.2K - $70.4K
|
2.06K
$215K
|
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-643- 14.35% |
$65.8K - $71.1K
|
3.84K
$399K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-647- 0.35% |
$66.2K - $71.5K
|
184K
$19.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-650- 3.55% |
$66.5K - $71.8K
|
17.7K
$1.84M
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-650- 9.07% |
$66.5K - $71.8K
|
6.52K
$678K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-652- 2.07% |
$66.7K - $72.1K
|
30.8K
$3.2M
|
|
|
May 15, 2024
Q1 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-659- 15.84% |
$67.4K - $72.8K
|
3.5K
$364K
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
SELL
|
- |
-664- 3.26% |
$68K - $73.4K
|
19.7K
$2.05M
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-671- 4.5% |
$68.7K - $74.2K
|
14.2K
$1.48M
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
SELL
|
- |
-679- 8.8% |
$69.5K - $75K
|
7.04K
$732K
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-684- 1.3% |
$70K - $75.6K
|
52K
$5.41M
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-689- 4.52% |
$70.5K - $76.1K
|
14.6K
$1.51M
|
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-690- 5.53% |
$70.6K - $76.3K
|
11.8K
$1.23M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-691- 0.74% |
$70.7K - $76.4K
|
93.3K
$9.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-696- 2.51% |
$71.2K - $76.9K
|
27K
$2.81M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-703- 3.72% |
$72K - $77.7K
|
18.2K
$1.89M
|
|
|
May 03, 2024
Q1 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-705- 5.65% |
$72.2K - $77.9K
|
11.8K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-707- 4.13% |
$72.4K - $78.1K
|
16.4K
$1.71M
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-710- 4.81% |
$72.7K - $78.5K
|
14K
$1.46M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-714- 0.66% |
$73.1K - $78.9K
|
108K
$11.2M
|