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 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-7.78K- 22.84% |
$796K - $860K
|
26.3K
$2.79M
|
|
|
Apr 17, 2024
Q1 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-8.01K- 2.71% |
$820K - $885K
|
288K
$30.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-8.02K- 8.01% |
$821K - $886K
|
92.1K
$9.77M
|
|
|
May 09, 2024
Q1 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-8.07K- 20.57% |
$826K - $892K
|
31.2K
$3.31M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-8.4K- 6.1% |
$859K - $928K
|
129K
$13.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-8.55K- 14.06% |
$875K - $945K
|
52.3K
$5.55M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-8.61K- 2.27% |
$881K - $952K
|
370K
$39.3M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-8.7K- 1.82% |
$890K - $962K
|
469K
$49.8M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-8.76K- 76.44% |
$897K - $968K
|
2.7K
$287K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-8.78K- 9.35% |
$899K - $971K
|
85.1K
$9.03M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-8.93K- 5.32% |
$914K - $987K
|
159K
$16.9M
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-9.05K- 46.04% |
$926K - $1M
|
10.6K
$1.13M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.05K- 7.17% |
$926K - $1M
|
117K
$12.4M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-9.1K- 4.07% |
$932K - $1.01M
|
215K
$22.8M
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-9.13K- 81.56% |
$935K - $1.01M
|
2.07K
$219K
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-9.27K- 16.52% |
$949K - $1.02M
|
46.8K
$4.97M
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-9.5K- 2.52% |
$972K - $1.05M
|
367K
$39M
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-9.52K- 79.09% |
$974K - $1.05M
|
2.52K
$267K
|
|
|
May 10, 2024
Q1 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-10.5K- 24.77% |
$1.08M - $1.17M
|
32K
$3.4M
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-10.6K- 5.54% |
$1.08M - $1.17M
|
180K
$19.1M
|
|
|
May 14, 2024
Q1 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-10.8K- 32.53% |
$1.1M - $1.19M
|
22.4K
$2.38M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.9K- 1.55% |
$1.12M - $1.21M
|
697K
$74M
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-11.2K- 15.58% |
$1.15M - $1.24M
|
60.6K
$6.44M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-11.3K- 20.73% |
$1.16M - $1.25M
|
43.2K
$4.58M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-11.5K- 50.26% |
$1.18M - $1.27M
|
11.4K
$1.21M
|
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-11.6K- 30.87% |
$1.19M - $1.29M
|
26.1K
$2.76M
|
|
|
May 14, 2024
Q1 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-11.6K- 27.8% |
$1.19M - $1.29M
|
30.3K
$3.21M
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-11.7K- 79.05% |
$1.2M - $1.29M
|
3.1K
$329K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-11.7K- 23.57% |
$1.2M - $1.3M
|
38K
$4.04M
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-11.8K- 4.93% |
$1.21M - $1.31M
|
228K
$24.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-12.2K- 11.79% |
$1.25M - $1.35M
|
91.3K
$9.69M
|
|
|
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
$593K
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-12.3K- 7.5% |
$1.26M - $1.36M
|
152K
$16.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-12.6K- 9.96% |
$1.29M - $1.4M
|
114K
$12.1M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-12.7K- 16.76% |
$1.3M - $1.4M
|
63K
$6.69M
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-12.8K- 7.19% |
$1.31M - $1.42M
|
166K
$17.6M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-13.4K- 11.72% |
$1.37M - $1.48M
|
101K
$10.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-13.9K- 41.17% |
$1.42M - $1.54M
|
19.9K
$2.11M
|
|
|
May 13, 2024
Q1 2024
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-14.2K- 76.69% |
$1.45M - $1.56M
|
4.3K
$456K
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-14.4K- 68.58% |
$1.48M - $1.6M
|
6.61K
$702K
|
|
|
Jul 10, 2024
Q1 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-14.5K- 12.98% |
$1.48M - $1.6M
|
97.2K
$10.3M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-14.9K- 47.47% |
$1.53M - $1.65M
|
16.5K
$1.75M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-15K- 4.86% |
$1.54M - $1.66M
|
294K
$31.2M
|
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
SELL
|
- |
-15.1K- 34.7% |
$1.54M - $1.67M
|
28.4K
$3.01M
|
|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-15.2K- 5.0% |
$1.56M - $1.68M
|
289K
$30.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-15.6K- 19.99% |
$1.6M - $1.72M
|
62.4K
$6.63M
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-15.9K- 35.33% |
$1.62M - $1.75M
|
29K
$3.08M
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-16K- 4.99% |
$1.64M - $1.77M
|
305K
$32.4M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-16.2K- 0.43% |
$1.66M - $1.79M
|
3.79M
$403M
|