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
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-6.13K- 38.81% |
$627K - $677K
|
9.66K
$1.21M
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-6.18K- 54.69% |
$632K - $683K
|
5.12K
$639K
|
|
|
Apr 18, 2024
Q1 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-6.27K- 3.9% |
$642K - $693K
|
154K
$19.3M
|
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-6.45K- 2.11% |
$660K - $713K
|
300K
$37.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-6.46K- 7.41% |
$661K - $714K
|
80.8K
$10.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-6.48K- 5.49% |
$663K - $716K
|
112K
$13.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-6.52K- 5.86% |
$668K - $721K
|
105K
$13.1M
|
|
|
May 01, 2024
Q1 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-6.66K- 75.85% |
$681K - $736K
|
2.12K
$265K
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-6.67K- 1.33% |
$683K - $737K
|
493K
$61.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
SELL
|
- |
-7.01K- 13.5% |
$717K - $774K
|
44.9K
$5.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-7.08K- 2.64% |
$725K - $782K
|
261K
$32.6M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-7.17K- 7.31% |
$734K - $792K
|
90.9K
$11.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-7.28K- 4.48% |
$745K - $804K
|
155K
$19.4M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-7.53K- 10.58% |
$771K - $833K
|
63.7K
$7.95M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-7.68K- 3.78% |
$786K - $849K
|
196K
$24.4M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-7.78K- 22.84% |
$796K - $860K
|
26.3K
$3.28M
|
|
|
Apr 17, 2024
Q1 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-8.01K- 2.71% |
$820K - $885K
|
288K
$36M
|
|
|
Apr 19, 2024
Q1 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-8.02K- 8.01% |
$821K - $886K
|
92.1K
$11.5M
|
|
|
May 09, 2024
Q1 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-8.07K- 20.57% |
$826K - $892K
|
31.2K
$3.89M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-8.4K- 6.1% |
$859K - $928K
|
129K
$16.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-8.55K- 14.06% |
$875K - $945K
|
52.3K
$6.53M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-8.61K- 2.27% |
$881K - $952K
|
370K
$46.2M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-8.7K- 1.82% |
$890K - $962K
|
469K
$58.5M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-8.76K- 76.44% |
$897K - $968K
|
2.7K
$337K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-8.78K- 9.35% |
$899K - $971K
|
85.1K
$10.6M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-8.93K- 5.32% |
$914K - $987K
|
159K
$19.9M
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-9.05K- 46.04% |
$926K - $1M
|
10.6K
$1.32M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.05K- 7.17% |
$926K - $1M
|
117K
$14.6M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-9.1K- 4.07% |
$932K - $1.01M
|
215K
$26.8M
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-9.13K- 81.56% |
$935K - $1.01M
|
2.07K
$258K
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-9.27K- 16.52% |
$949K - $1.02M
|
46.8K
$5.85M
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-9.5K- 2.52% |
$972K - $1.05M
|
367K
$45.9M
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-9.52K- 79.09% |
$974K - $1.05M
|
2.52K
$314K
|
|
|
May 10, 2024
Q1 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-10.5K- 24.77% |
$1.08M - $1.17M
|
32K
$4M
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-10.6K- 5.54% |
$1.08M - $1.17M
|
180K
$22.5M
|
|
|
May 14, 2024
Q1 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-10.8K- 32.53% |
$1.1M - $1.19M
|
22.4K
$2.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.9K- 1.55% |
$1.12M - $1.21M
|
697K
$87.1M
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-11.2K- 15.58% |
$1.15M - $1.24M
|
60.6K
$7.57M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-11.3K- 20.73% |
$1.16M - $1.25M
|
43.2K
$5.39M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-11.5K- 50.26% |
$1.18M - $1.27M
|
11.4K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-11.6K- 30.87% |
$1.19M - $1.29M
|
26.1K
$3.25M
|
|
|
May 14, 2024
Q1 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-11.6K- 27.8% |
$1.19M - $1.29M
|
30.3K
$3.78M
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-11.7K- 79.05% |
$1.2M - $1.29M
|
3.1K
$387K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-11.7K- 23.57% |
$1.2M - $1.3M
|
38K
$4.75M
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-11.8K- 4.93% |
$1.21M - $1.31M
|
228K
$28.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-12.2K- 11.79% |
$1.25M - $1.35M
|
91.3K
$11.4M
|
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-12.2KClosed |
$1.25M - $1.35M
|
0
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-12.2K- 68.66% |
$1.25M - $1.35M
|
5.59K
$698K
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-12.3K- 7.5% |
$1.26M - $1.36M
|
152K
$19M
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-12.6K- 9.96% |
$1.29M - $1.4M
|
114K
$14.3M
|