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 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-2K- 2.98% |
$205K - $221K
|
65.1K
$6.77M
|
|
|
Apr 15, 2024
Q1 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-2K- 20.08% |
$205K - $221K
|
7.96K
$828K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-2.02K- 6.34% |
$207K - $224K
|
29.9K
$3.11M
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-2.05K- 32.57% |
$210K - $226K
|
4.24K
$441K
|
|
|
Jan 29, 2025
Q1 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-2.08K- 45.57% |
$213K - $230K
|
2.49K
$259K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-2.11K- 17.88% |
$216K - $233K
|
9.69K
$1.01M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-2.11K- 38.48% |
$216K - $233K
|
3.37K
$351K
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-2.16K- 2.07% |
$221K - $238K
|
102K
$10.6M
|
|
|
May 02, 2024
Q1 2024
|
Hardy Reed LLC
|
SELL
|
- |
-2.16K- 1.6% |
$221K - $239K
|
132K
$13.8M
|
|
|
Apr 10, 2024
Q1 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-2.17K- 42.94% |
$222K - $240K
|
2.89K
$300K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.2K- 2.65% |
$225K - $243K
|
80.9K
$8.41M
|
|
|
Apr 30, 2024
Q1 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-2.2K- 50.37% |
$225K - $243K
|
2.17K
$226K
|
|
|
May 13, 2024
Q1 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-2.21K- 11.29% |
$226K - $244K
|
17.3K
$1.8M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.22K- 5.49% |
$228K - $246K
|
38.3K
$3.98M
|
|
|
Apr 26, 2024
Q1 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-2.23K- 0.62% |
$228K - $246K
|
357K
$37.2M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-2.25K- 2.02% |
$230K - $248K
|
109K
$11.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.25K- 19.73% |
$231K - $249K
|
9.17K
$954K
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.3K- 10.29% |
$235K - $254K
|
20K
$2.08M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-2.33K- 16.95% |
$239K - $258K
|
11.4K
$1.19M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.37K- 6.43% |
$242K - $262K
|
34.5K
$3.58M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-2.39K- 11.85% |
$244K - $264K
|
17.8K
$1.85M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.41K- 22.61% |
$246K - $266K
|
8.24K
$857K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.46K- 3.85% |
$252K - $272K
|
61.4K
$6.39M
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-2.47K- 26.64% |
$253K - $273K
|
6.8K
$707K
|
|
|
Apr 17, 2024
Q1 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-2.51K- 3.49% |
$257K - $278K
|
69.4K
$7.22M
|
|
|
May 06, 2024
Q1 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-2.59K- 13.54% |
$265K - $286K
|
16.5K
$1.72M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2.61K- 20.22% |
$267K - $289K
|
10.3K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.62K- 1.09% |
$268K - $290K
|
238K
$24.7M
|
|
|
May 02, 2024
Q1 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-2.63K- 9.48% |
$269K - $291K
|
25.1K
$2.61M
|
|
|
May 09, 2024
Q1 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-2.64K- 6.88% |
$271K - $292K
|
35.8K
$3.72M
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-2.65K- 16.31% |
$271K - $293K
|
13.6K
$1.41M
|
|
|
May 07, 2024
Q1 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.67K- 1.3% |
$273K - $295K
|
203K
$21.1M
|
|
|
May 14, 2024
Q1 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-2.67K- 11.09% |
$273K - $295K
|
21.4K
$2.23M
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-2.68K- 6.35% |
$274K - $296K
|
39.5K
$4.11M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.69K- 8.46% |
$275K - $297K
|
29.1K
$3.02M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.69K- 9.94% |
$276K - $298K
|
24.4K
$2.54M
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
SELL
|
- |
-2.72K- 2.53% |
$278K - $300K
|
105K
$10.9M
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-2.72K- 6.48% |
$279K - $301K
|
39.3K
$4.09M
|
|
|
May 08, 2024
Q1 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-2.76K- 4.5% |
$282K - $305K
|
58.6K
$6.09M
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-2.78K- 20.31% |
$285K - $308K
|
10.9K
$1.14M
|
|
|
Apr 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-2.81K- 2.72% |
$287K - $310K
|
100K
$10.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.82K- 27.89% |
$288K - $311K
|
7.28K
$757K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-2.82K- 25.42% |
$288K - $311K
|
8.26K
$859K
|
|
|
Apr 22, 2024
Q1 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-2.82K- 13.36% |
$289K - $312K
|
18.3K
$1.9M
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-2.84K- 1.47% |
$290K - $313K
|
191K
$19.8M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.87K- 31.28% |
$294K - $317K
|
6.31K
$656K
|
|
|
May 09, 2024
Q1 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-2.9K- 8.15% |
$297K - $321K
|
32.7K
$3.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-2.98K- 22.53% |
$305K - $329K
|
10.2K
$1.07M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3.04K- 4.79% |
$311K - $336K
|
60.5K
$6.29M
|
|
|
May 02, 2024
Q1 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-3.05K- 54.32% |
$312K - $337K
|
2.57K
$267K
|