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 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-213K- 94.19% |
$21.8M - $23.6M
|
13.2K
$1.27M
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
SELL
|
- |
-216K- 88.79% |
$22.1M - $23.8M
|
27.2K
$2.62M
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-224K- 9.04% |
$22.9M - $24.8M
|
2.25M
$217M
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-237K- 55.85% |
$24.2M - $26.1M
|
187K
$18M
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-241K- 61.88% |
$24.6M - $26.6M
|
148K
$14.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-246K- 92.23% |
$25.2M - $27.2M
|
20.7K
$2M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-250K- 33.86% |
$25.6M - $27.7M
|
489K
$47.1M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-308K- 84.13% |
$31.5M - $34.1M
|
58.1K
$5.6M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-329K- 5.19% |
$33.7M - $36.4M
|
6.01M
$579M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
SELL
|
- |
-331K- 48.03% |
$33.8M - $36.5M
|
358K
$34.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-367K- 92.64% |
$37.6M - $40.6M
|
29.2K
$2.81M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-430K- 11.77% |
$44M - $47.5M
|
3.22M
$310M
|
|
|
Aug 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-443K- 59.36% |
$45.4M - $49M
|
303K
$29.2M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-510K- 79.39% |
$52.2M - $56.4M
|
132K
$12.7M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-590K- 93.15% |
$60.4M - $65.2M
|
43.3K
$4.17M
|
|
|
May 15, 2024
Q1 2024
|
Mangrove Partners
New York, NY |
SELL
|
- |
-590K- 72.55% |
$60.4M - $65.2M
|
223K
$21.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-660K- 99.29% |
$67.6M - $73M
|
4.72K
$454K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-754K- 63.55% |
$77.2M - $83.3M
|
432K
$41.6M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-777K- 35.66% |
$79.5M - $85.8M
|
1.4M
$135M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-933K- 9.79% |
$95.5M - $103M
|
8.6M
$828M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1M- 99.51% |
$103M - $111M
|
4.94K
$475K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.17M- 43.38% |
$120M - $130M
|
1.53M
$148M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.2M- 8.72% |
$123M - $133M
|
12.6M
$1.21B
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.81M- 17.33% |
$185M - $200M
|
8.62M
$830M
|