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 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-12.7K- 16.76% |
$1.3M - $1.4M
|
63K
$7.96M
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-12.8K- 7.19% |
$1.31M - $1.42M
|
166K
$20.9M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-13.4K- 11.72% |
$1.37M - $1.48M
|
101K
$12.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-13.9K- 41.17% |
$1.42M - $1.54M
|
19.9K
$2.51M
|
|
|
May 13, 2024
Q1 2024
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-14.2K- 76.69% |
$1.45M - $1.56M
|
4.3K
$543K
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-14.4K- 68.58% |
$1.48M - $1.6M
|
6.61K
$835K
|
|
|
Jul 10, 2024
Q1 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-14.5K- 12.98% |
$1.48M - $1.6M
|
97.2K
$12.3M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-14.9K- 47.47% |
$1.53M - $1.65M
|
16.5K
$2.09M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-15K- 4.86% |
$1.54M - $1.66M
|
294K
$37.1M
|
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
SELL
|
- |
-15.1K- 34.7% |
$1.54M - $1.67M
|
28.4K
$3.58M
|
|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-15.2K- 5.0% |
$1.56M - $1.68M
|
289K
$36.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-15.6K- 19.99% |
$1.6M - $1.72M
|
62.4K
$7.88M
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-15.9K- 35.33% |
$1.62M - $1.75M
|
29K
$3.66M
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-16K- 4.99% |
$1.64M - $1.77M
|
305K
$38.5M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-16.2K- 0.43% |
$1.66M - $1.79M
|
3.79M
$479M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-16.4K- 33.18% |
$1.67M - $1.81M
|
33K
$4.16M
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-16.4K- 98.02% |
$1.68M - $1.81M
|
331
$41.8K
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-16.5K- 24.83% |
$1.69M - $1.82M
|
50K
$6.31M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-16.8K- 21.34% |
$1.72M - $1.85M
|
61.9K
$7.81M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-16.8K- 15.82% |
$1.72M - $1.86M
|
89.6K
$11.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-17.2K- 10.1% |
$1.76M - $1.9M
|
153K
$19.4M
|
|
|
May 10, 2024
Q1 2024
|
Divergent Wealth Advisors
|
SELL
|
- |
-17.3K- 13.79% |
$1.77M - $1.91M
|
108K
$13.6M
|
|
|
May 01, 2024
Q1 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-17.5K- 11.75% |
$1.79M - $1.93M
|
131K
$16.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-17.7K- 45.93% |
$1.81M - $1.95M
|
20.8K
$2.62M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-17.8K- 27.7% |
$1.82M - $1.97M
|
46.4K
$5.86M
|
|
|
May 07, 2024
Q1 2024
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-18.4K- 20.71% |
$1.88M - $2.03M
|
70.3K
$8.88M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-18.6K- 0.62% |
$1.91M - $2.06M
|
3M
$379M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-18.7K- 8.5% |
$1.92M - $2.07M
|
202K
$25.4M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-19.6K- 1.14% |
$2.01M - $2.17M
|
1.7M
$214M
|
|
|
May 01, 2024
Q1 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-19.7K- 37.91% |
$2.02M - $2.18M
|
32.3K
$4.08M
|
|
|
May 09, 2024
Q1 2024
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-19.8K- 24.02% |
$2.03M - $2.19M
|
62.7K
$7.92M
|
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-19.9K- 5.97% |
$2.04M - $2.2M
|
314K
$39.6M
|
|
|
May 02, 2024
Q1 2024
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-19.9K- 16.56% |
$2.04M - $2.2M
|
100K
$12.7M
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-20K- 51.33% |
$2.04M - $2.21M
|
18.9K
$2.39M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-20.3K- 13.18% |
$2.07M - $2.24M
|
133K
$16.8M
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
SELL
|
- |
-20.3K- 46.93% |
$2.08M - $2.24M
|
23K
$2.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-21.1K- 8.11% |
$2.16M - $2.33M
|
239K
$30.2M
|
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-21.2K- 39.01% |
$2.17M - $2.34M
|
33.1K
$4.18M
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
SELL
|
- |
-21.3K- 6.64% |
$2.18M - $2.35M
|
299K
$37.7M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-22.3K- 28.5% |
$2.28M - $2.47M
|
56K
$7.07M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-22.3K- 7.67% |
$2.29M - $2.47M
|
269K
$34M
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-22.4K- 63.42% |
$2.3M - $2.48M
|
12.9K
$1.63M
|
|
|
May 10, 2024
Q1 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-23K- 70.89% |
$2.35M - $2.54M
|
9.43K
$1.19M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-23.1K- 45.01% |
$2.36M - $2.55M
|
28.2K
$3.56M
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-23.3K- 2.9% |
$2.38M - $2.58M
|
779K
$98.4M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-23.5K- 54.31% |
$2.41M - $2.6M
|
19.8K
$2.5M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-23.9K- 9.08% |
$2.44M - $2.64M
|
239K
$30.2M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-24K- 16.88% |
$2.46M - $2.66M
|
118K
$14.9M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-24.4K- 13.0% |
$2.49M - $2.69M
|
163K
$20.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-24.4K- 24.07% |
$2.5M - $2.7M
|
77.1K
$9.74M
|