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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-805- 1.97% |
$82.4K - $89K
|
40.1K
$5.01M
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-809- 3.72% |
$82.8K - $89.4K
|
20.9K
$2.62M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-817- 15.81% |
$83.6K - $90.3K
|
4.35K
$543K
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-824- 7.96% |
$84.3K - $91.1K
|
9.53K
$1.19M
|
|
|
Apr 04, 2024
Q1 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-836- 3.55% |
$85.6K - $92.4K
|
22.7K
$2.84M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-837- 1.11% |
$85.7K - $92.5K
|
74.5K
$9.31M
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-840- 7.14% |
$86K - $92.8K
|
10.9K
$1.36M
|
|
|
Apr 15, 2024
Q1 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-847- 9.61% |
$86.7K - $93.6K
|
7.97K
$995K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-854- 57.94% |
$87.4K - $94.4K
|
620
$77.4K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-889- 3.63% |
$91K - $98.3K
|
23.6K
$2.94M
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-889- 47.06% |
$91K - $98.3K
|
1K
$125K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-894- 2.41% |
$91.5K - $98.8K
|
36.3K
$4.53M
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-903- 18.17% |
$92.4K - $99.8K
|
4.07K
$508K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-904- 1.49% |
$92.5K - $99.9K
|
59.9K
$7.48M
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-910- 11.35% |
$93.1K - $101K
|
7.11K
$888K
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-912- 5.22% |
$93.3K - $101K
|
16.6K
$2.07M
|
|
|
May 15, 2024
Q1 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-918- 4.62% |
$94K - $101K
|
19K
$2.37M
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-920- 2.94% |
$94.2K - $102K
|
30.4K
$3.79M
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-933- 4.81% |
$95.5K - $103K
|
18.5K
$2.31M
|
|
|
Apr 18, 2024
Q1 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-935- 1.0% |
$95.7K - $103K
|
92.1K
$11.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-938- 8.87% |
$96K - $104K
|
9.64K
$1.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-945- 12.29% |
$96.7K - $104K
|
6.74K
$842K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-945- 0.21% |
$96.7K - $104K
|
447K
$55.8M
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-949- 5.13% |
$97.1K - $105K
|
17.6K
$2.19M
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-951- 15.79% |
$97.3K - $105K
|
5.07K
$633K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-954- 0.83% |
$97.6K - $105K
|
114K
$14.2M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-968- 9.87% |
$99.1K - $107K
|
8.84K
$1.1M
|
|
|
May 10, 2024
Q1 2024
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-971- 5.08% |
$99.4K - $107K
|
18.1K
$2.27M
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-977- 25.71% |
$100K - $108K
|
2.82K
$353K
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-978- 21.92% |
$100K - $108K
|
3.48K
$435K
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-978- 2.66% |
$100K - $108K
|
35.8K
$4.48M
|
|
|
Apr 19, 2024
Q1 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-987- 3.69% |
$101K - $109K
|
25.8K
$3.22M
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-991- 2.54% |
$101K - $110K
|
38K
$4.74M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-992- 9.72% |
$102K - $110K
|
9.22K
$1.15M
|
|
|
Apr 30, 2024
Q1 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-995- 11.53% |
$102K - $110K
|
7.63K
$953K
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.01K- 17.1% |
$103K - $112K
|
4.9K
$612K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-1.01K- 8.18% |
$104K - $112K
|
11.4K
$1.42M
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.03K- 1.92% |
$105K - $113K
|
52.4K
$6.54M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.03K- 4.3% |
$105K - $113K
|
22.8K
$2.85M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.03K- 7.82% |
$106K - $114K
|
12.2K
$1.52M
|
|
|
Apr 19, 2024
Q1 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-1.04K- 1.66% |
$106K - $115K
|
61.5K
$7.69M
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-1.04K- 7.21% |
$107K - $115K
|
13.4K
$1.67M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.05K- 65.28% |
$108K - $116K
|
560
$69.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-1.06K- 23.85% |
$108K - $117K
|
3.37K
$421K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.06K- 2.47% |
$109K - $117K
|
42K
$5.24M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.07K- 7.84% |
$110K - $118K
|
12.6K
$1.57M
|
|
|
May 10, 2024
Q1 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-1.07K- 26.04% |
$110K - $118K
|
3.04K
$380K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
SELL
|
- |
-1.08K- 30.31% |
$110K - $119K
|
2.48K
$310K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.09K- 0.73% |
$111K - $120K
|
147K
$18.4M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.09K- 5.71% |
$112K - $121K
|
18K
$2.25M
|