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 |
|---|---|---|---|---|---|---|---|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-1.29K- 5.52% |
$132K - $142K
|
22K
$2.34M
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.3K- 8.43% |
$133K - $143K
|
14.1K
$1.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-1.3K- 8.84% |
$133K - $144K
|
13.4K
$1.42M
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-1.31K- 15.78% |
$134K - $144K
|
6.97K
$740K
|
|
|
Apr 10, 2024
Q1 2024
|
Tl Private Wealth
|
SELL
|
- |
-1.32K- 12.78% |
$135K - $146K
|
9K
$955K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.32K- 2.78% |
$136K - $146K
|
46.3K
$4.91M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.33K- 0.28% |
$136K - $147K
|
466K
$49.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-1.34K- 54.79% |
$137K - $148K
|
1.11K
$117K
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-1.34K- 2.26% |
$137K - $148K
|
58K
$6.16M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.36K- 12.11% |
$139K - $150K
|
9.84K
$1.04M
|
|
|
Apr 17, 2025
Q1 2024
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-1.36K- 15.7% |
$139K - $150K
|
7.3K
$775K
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-1.36K- 1.05% |
$139K - $151K
|
128K
$13.6M
|
|
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-1.38K- 12.92% |
$141K - $153K
|
9.3K
$988K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1.4K- 18.81% |
$143K - $155K
|
6.03K
$640K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-1.41K- 91.4% |
$145K - $156K
|
133
$14.1K
|
|
|
May 09, 2024
Q1 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-1.44K- 8.35% |
$147K - $159K
|
15.8K
$1.67M
|
|
|
Apr 22, 2024
Q1 2024
|
Bank Of Stockton
|
SELL
|
- |
-1.44K- 0.76% |
$147K - $159K
|
187K
$19.9M
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-1.44K- 8.48% |
$148K - $159K
|
15.6K
$1.65M
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.45K- 20.62% |
$148K - $160K
|
5.58K
$592K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.46K- 33.59% |
$149K - $161K
|
2.88K
$305K
|
|
|
Apr 10, 2024
Q1 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.48K- 3.57% |
$151K - $163K
|
40K
$4.25M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.49K- 29.81% |
$152K - $165K
|
3.51K
$372K
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.49K- 4.22% |
$153K - $165K
|
33.8K
$3.59M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.5K- 13.46% |
$153K - $165K
|
9.62K
$1.02M
|
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.5K- 15.88% |
$153K - $166K
|
7.94K
$843K
|
|
|
Apr 22, 2025
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.5K- 3.3% |
$153K - $166K
|
44K
$4.67M
|
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-1.51K- 21.84% |
$155K - $167K
|
5.42K
$575K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.53K- 2.15% |
$156K - $169K
|
69.4K
$7.37M
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.53K- 3.68% |
$156K - $169K
|
40K
$4.24M
|
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-1.55K- 5.18% |
$159K - $171K
|
28.4K
$3.01M
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.56K- 13.08% |
$159K - $172K
|
10.3K
$1.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-1.57K- 7.23% |
$161K - $174K
|
20.2K
$2.14M
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-1.6K- 0.48% |
$164K - $177K
|
334K
$35.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-1.61K- 3.55% |
$165K - $178K
|
43.7K
$4.64M
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.63K- 23.26% |
$166K - $180K
|
5.36K
$569K
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.65K- 1.87% |
$169K - $182K
|
86.7K
$9.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
SELL
|
- |
-1.65K- 29.98% |
$169K - $183K
|
3.86K
$410K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.67K- 12.65% |
$171K - $185K
|
11.5K
$1.22M
|
|
|
Apr 15, 2024
Q1 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-1.67K- 27.33% |
$171K - $185K
|
4.45K
$472K
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.68K- 4.35% |
$172K - $185K
|
36.8K
$3.91M
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-1.7K- 8.95% |
$174K - $188K
|
17.3K
$1.84M
|
|
|
Apr 15, 2024
Q1 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-1.72K- 4.13% |
$176K - $190K
|
39.9K
$4.24M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-1.74K- 0.54% |
$178K - $193K
|
323K
$34.3M
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.77K- 8.2% |
$181K - $195K
|
19.8K
$2.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.8K- 26.65% |
$184K - $199K
|
4.95K
$525K
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.81K- 25.84% |
$185K - $200K
|
5.19K
$551K
|
|
|
Apr 29, 2024
Q1 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-1.81K- 38.56% |
$185K - $200K
|
2.88K
$306K
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.81K- 9.09% |
$186K - $200K
|
18.1K
$1.92M
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1.83K- 6.27% |
$187K - $202K
|
27.3K
$2.9M
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.85K- 2.52% |
$189K - $204K
|
71.3K
$7.57M
|