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 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
26.6KNew |
$2.72M - $2.94M
|
26.6K
$3.17M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
26.4K+ 4.74% |
$2.7M - $2.91M
|
583K
$69.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
26.3K+ 2.88% |
$2.69M - $2.91M
|
941K
$112M
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
25.9K+ 7.36% |
$2.65M - $2.86M
|
377K
$45.1M
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
25.6K+ 14.57% |
$2.62M - $2.83M
|
201K
$24.1M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
25.4K+ 1.61% |
$2.6M - $2.81M
|
1.61M
$192M
|
|
|
Apr 23, 2024
Q1 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
25.1KNew |
$2.57M - $2.77M
|
25.1K
$3M
|
|
|
Apr 23, 2024
Q1 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
25KNew |
$2.55M - $2.76M
|
25K
$2.98M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24.5KNew |
$2.51M - $2.71M
|
24.5K
$2.93M
|
|
|
Apr 11, 2024
Q1 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
24.4K+ 808.85% |
$2.5M - $2.7M
|
27.4K
$3.28M
|
|
|
May 13, 2024
Q1 2024
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
24.1K+ 381.6% |
$2.47M - $2.67M
|
30.5K
$3.64M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
24.1K+ 5.41% |
$2.47M - $2.67M
|
470K
$56.1M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
23.9K+ 11.81% |
$2.45M - $2.64M
|
227K
$27.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
BUY
|
- |
23.8K+ 5.68% |
$2.44M - $2.63M
|
443K
$52.9M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
23.5K+ 23.64% |
$2.4M - $2.59M
|
123K
$14.7M
|
|
|
May 14, 2024
Q1 2024
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
23.4K+ 3.45% |
$2.4M - $2.59M
|
703K
$84M
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
23.4K+ 4.73% |
$2.39M - $2.59M
|
518K
$61.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
23.1K+ 12.53% |
$2.36M - $2.55M
|
207K
$24.7M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
23K+ 5.85% |
$2.35M - $2.54M
|
416K
$49.7M
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
22K+ 165.44% |
$2.26M - $2.44M
|
35.4K
$4.22M
|
|
|
May 15, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
21.6K+ 4.46% |
$2.21M - $2.38M
|
505K
$60.3M
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
21.2K+ 6.43% |
$2.17M - $2.34M
|
351K
$41.9M
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
21.1KNew |
$2.16M - $2.34M
|
21.1K
$2.52M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
21.1KNew |
$2.16M - $2.33M
|
21.1K
$2.52M
|
|
|
May 02, 2024
Q1 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
20.9KNew |
$2.14M - $2.31M
|
20.9K
$2.5M
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
20.9KNew |
$2.14M - $2.31M
|
20.9K
$2.49M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
20.9K+ 5.77% |
$2.13M - $2.31M
|
382K
$45.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
20.7K+ 9.46% |
$2.12M - $2.29M
|
240K
$28.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
20.4K+ 20.79% |
$2.09M - $2.25M
|
118K
$14.2M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
20.4KNew |
$2.09M - $2.25M
|
20.4K
$2.43M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
20.3K+ 3.44% |
$2.08M - $2.24M
|
611K
$73M
|
|
|
May 06, 2024
Q1 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
20KNew |
$2.05M - $2.21M
|
20K
$2.39M
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
19.6K+ 14.68% |
$2M - $2.16M
|
153K
$18.2M
|
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
19.5K+ 13.31% |
$2M - $2.16M
|
166K
$19.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
19.4K+ 5.1% |
$1.99M - $2.15M
|
400K
$47.8M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
19.4K+ 7.14% |
$1.99M - $2.14M
|
291K
$34.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
19.4K+ 7.05% |
$1.98M - $2.14M
|
294K
$35.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
19.2K+ 37.89% |
$1.97M - $2.12M
|
69.9K
$8.35M
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
18.8K+ 22.96% |
$1.93M - $2.08M
|
101K
$12M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
18.8KNew |
$1.92M - $2.08M
|
18.8K
$2.24M
|
|
|
Apr 12, 2024
Q1 2024
|
Imc Chicago, LLC
|
BUY
|
- |
18.5KNew |
$1.9M - $2.05M
|
18.5K
$2.22M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
18.4K+ 234.37% |
$1.88M - $2.03M
|
26.2K
$3.14M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
18.3K+ 5.51% |
$1.87M - $2.02M
|
350K
$41.7M
|
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
BUY
|
- |
18.2K+ 3.49% |
$1.86M - $2.01M
|
540K
$64.5M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
18.1K+ 132.11% |
$1.85M - $2M
|
31.8K
$3.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
18K+ 4.58% |
$1.84M - $1.99M
|
411K
$49M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
17.7KNew |
$1.81M - $1.95M
|
17.7K
$2.11M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
17.4K+ 128.81% |
$1.78M - $1.92M
|
30.8K
$3.68M
|
|
|
May 01, 2024
Q1 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
17.2K+ 43.26% |
$1.76M - $1.9M
|
56.8K
$6.79M
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
17.1K+ 3.57% |
$1.76M - $1.9M
|
497K
$59.4M
|