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
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-2.33K- 16.95% |
$239K - $258K
|
11.4K
$1.43M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.37K- 6.43% |
$242K - $262K
|
34.5K
$4.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-2.39K- 11.85% |
$244K - $264K
|
17.8K
$2.22M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.41K- 22.61% |
$246K - $266K
|
8.24K
$1.03M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.46K- 3.85% |
$252K - $272K
|
61.4K
$7.67M
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-2.47K- 26.64% |
$253K - $273K
|
6.8K
$849K
|
|
|
Apr 17, 2024
Q1 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-2.51K- 3.49% |
$257K - $278K
|
69.4K
$8.67M
|
|
|
May 06, 2024
Q1 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-2.59K- 13.54% |
$265K - $286K
|
16.5K
$2.06M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2.61K- 20.22% |
$267K - $289K
|
10.3K
$1.29M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.62K- 1.09% |
$268K - $290K
|
238K
$29.7M
|
|
|
May 02, 2024
Q1 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-2.63K- 9.48% |
$269K - $291K
|
25.1K
$3.13M
|
|
|
May 09, 2024
Q1 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-2.64K- 6.88% |
$271K - $292K
|
35.8K
$4.47M
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-2.65K- 16.31% |
$271K - $293K
|
13.6K
$1.7M
|
|
|
May 07, 2024
Q1 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.67K- 1.3% |
$273K - $295K
|
203K
$25.3M
|
|
|
May 14, 2024
Q1 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-2.67K- 11.09% |
$273K - $295K
|
21.4K
$2.67M
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-2.68K- 6.35% |
$274K - $296K
|
39.5K
$4.93M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.69K- 8.46% |
$275K - $297K
|
29.1K
$3.63M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.69K- 9.94% |
$276K - $298K
|
24.4K
$3.05M
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
SELL
|
- |
-2.72K- 2.53% |
$278K - $300K
|
105K
$13.1M
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-2.72K- 6.48% |
$279K - $301K
|
39.3K
$4.91M
|
|
|
May 08, 2024
Q1 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-2.76K- 4.5% |
$282K - $305K
|
58.6K
$7.32M
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-2.78K- 20.31% |
$285K - $308K
|
10.9K
$1.36M
|
|
|
Apr 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-2.81K- 2.72% |
$287K - $310K
|
100K
$12.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.82K- 27.89% |
$288K - $311K
|
7.28K
$909K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-2.82K- 25.42% |
$288K - $311K
|
8.26K
$1.03M
|
|
|
Apr 22, 2024
Q1 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-2.82K- 13.36% |
$289K - $312K
|
18.3K
$2.29M
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-2.84K- 1.47% |
$290K - $313K
|
191K
$23.8M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.87K- 31.28% |
$294K - $317K
|
6.31K
$787K
|
|
|
May 09, 2024
Q1 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-2.9K- 8.15% |
$297K - $321K
|
32.7K
$4.08M
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-2.98K- 22.53% |
$305K - $329K
|
10.2K
$1.28M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3.04K- 4.79% |
$311K - $336K
|
60.5K
$7.55M
|
|
|
May 02, 2024
Q1 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-3.05K- 54.32% |
$312K - $337K
|
2.57K
$320K
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-3.07K- 2.19% |
$314K - $340K
|
137K
$17.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-3.1K- 50.14% |
$318K - $343K
|
3.09K
$385K
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-3.17K- 29.58% |
$325K - $351K
|
7.55K
$943K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-3.18K- 2.7% |
$325K - $351K
|
114K
$14.3M
|
|
|
May 13, 2024
Q1 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-3.2K- 39.88% |
$328K - $354K
|
4.82K
$602K
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-3.22K- 16.08% |
$329K - $356K
|
16.8K
$2.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-3.22K- 4.15% |
$330K - $356K
|
74.3K
$9.28M
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-3.24K- 15.09% |
$332K - $358K
|
18.2K
$2.28M
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-3.26K- 20.35% |
$333K - $360K
|
12.7K
$1.59M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.3K- 3.08% |
$337K - $364K
|
104K
$12.9M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.31K- 15.43% |
$339K - $366K
|
18.1K
$2.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-3.34K- 30.38% |
$342K - $370K
|
7.66K
$957K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-3.41K- 53.14% |
$349K - $377K
|
3K
$375K
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-3.49K- 1.31% |
$357K - $386K
|
263K
$32.9M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-3.53K- 25.34% |
$361K - $390K
|
10.4K
$1.3M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-3.55K- 23.77% |
$363K - $392K
|
11.4K
$1.42M
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-3.58K- 2.89% |
$366K - $396K
|
120K
$15M
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-3.67K- 45.3% |
$376K - $406K
|
4.44K
$554K
|