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 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-1.1K- 16.75% |
$112K - $121K
|
5.44K
$680K
|
|
|
Apr 22, 2024
Q1 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.11K- 3.93% |
$113K - $122K
|
27.1K
$3.38M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.11K- 10.46% |
$113K - $122K
|
9.48K
$1.18M
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
SELL
|
- |
-1.14K- 0.2% |
$117K - $126K
|
578K
$72.2M
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-1.14K- 32.38% |
$117K - $126K
|
2.39K
$298K
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-1.15K- 0.34% |
$117K - $127K
|
336K
$41.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-1.16K- 1.22% |
$118K - $128K
|
93.7K
$11.7M
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-1.18K- 14.43% |
$120K - $130K
|
6.97K
$871K
|
|
|
May 13, 2024
Q1 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-1.18K- 11.08% |
$120K - $130K
|
9.44K
$1.18M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.18K- 1.04% |
$121K - $131K
|
113K
$14.1M
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.18K- 8.04% |
$121K - $131K
|
13.5K
$1.69M
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
SELL
|
- |
-1.19K- 29.72% |
$122K - $132K
|
2.82K
$353K
|
|
|
Apr 11, 2024
Q1 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-1.2K- 34.05% |
$123K - $132K
|
2.32K
$290K
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-1.2K- 2.18% |
$123K - $133K
|
53.9K
$6.74M
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.21K- 15.91% |
$124K - $133K
|
6.38K
$797K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.23K- 4.39% |
$126K - $136K
|
26.9K
$3.36M
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
SELL
|
- |
-1.24K- 24.57% |
$127K - $137K
|
3.81K
$476K
|
|
|
Apr 15, 2024
Q1 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-1.26K- 4.04% |
$128K - $139K
|
29.8K
$3.72M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.26K- 18.85% |
$129K - $139K
|
5.43K
$678K
|
|
|
May 02, 2024
Q1 2024
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-1.26K- 5.45% |
$129K - $139K
|
21.8K
$2.73M
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.26K- 40.14% |
$129K - $139K
|
1.88K
$235K
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.26K- 4.5% |
$129K - $140K
|
26.8K
$3.35M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.27K- 1.8% |
$129K - $140K
|
68.8K
$8.6M
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-1.29K- 5.52% |
$132K - $142K
|
22K
$2.75M
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.3K- 8.43% |
$133K - $143K
|
14.1K
$1.76M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-1.3K- 8.84% |
$133K - $144K
|
13.4K
$1.68M
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-1.31K- 15.78% |
$134K - $144K
|
6.97K
$870K
|
|
|
Apr 10, 2024
Q1 2024
|
Tl Private Wealth
|
SELL
|
- |
-1.32K- 12.78% |
$135K - $146K
|
9K
$1.12M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.32K- 2.78% |
$136K - $146K
|
46.3K
$5.78M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.33K- 0.28% |
$136K - $147K
|
466K
$58.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-1.34K- 54.79% |
$137K - $148K
|
1.11K
$138K
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-1.34K- 2.26% |
$137K - $148K
|
58K
$7.25M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.36K- 12.11% |
$139K - $150K
|
9.84K
$1.23M
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-1.36K- 1.05% |
$139K - $151K
|
128K
$16M
|
|
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-1.38K- 12.92% |
$141K - $153K
|
9.3K
$1.16M
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1.4K- 18.81% |
$143K - $155K
|
6.03K
$754K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-1.41K- 91.4% |
$145K - $156K
|
133
$16.6K
|
|
|
May 09, 2024
Q1 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-1.44K- 8.35% |
$147K - $159K
|
15.8K
$1.97M
|
|
|
Apr 22, 2024
Q1 2024
|
Bank Of Stockton
|
SELL
|
- |
-1.44K- 0.76% |
$147K - $159K
|
187K
$23.4M
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-1.44K- 8.48% |
$148K - $159K
|
15.6K
$1.94M
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.45K- 20.62% |
$148K - $160K
|
5.58K
$697K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.46K- 33.59% |
$149K - $161K
|
2.88K
$359K
|
|
|
Apr 10, 2024
Q1 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.48K- 3.57% |
$151K - $163K
|
40K
$5M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.49K- 29.81% |
$152K - $165K
|
3.51K
$438K
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.49K- 4.22% |
$153K - $165K
|
33.8K
$4.23M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.5K- 13.46% |
$153K - $165K
|
9.62K
$1.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.5K- 15.88% |
$153K - $166K
|
7.94K
$991K
|
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-1.51K- 21.84% |
$155K - $167K
|
5.42K
$677K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.53K- 2.15% |
$156K - $169K
|
69.4K
$8.67M
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.53K- 3.68% |
$156K - $169K
|
40K
$4.99M
|