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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q1 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-105K- 70.24% |
$10.7M - $11.6M
|
44.5K
$4.72M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-112K- 6.87% |
$11.5M - $12.4M
|
1.52M
$161M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-118K- 86.1% |
$12.1M - $13M
|
19K
$2.02M
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
SELL
|
- |
-128K- 52.11% |
$13.1M - $14.2M
|
118K
$12.5M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-130K- 10.58% |
$13.3M - $14.3M
|
1.1M
$116M
|
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-132K- 40.12% |
$13.5M - $14.6M
|
197K
$20.9M
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-134K- 39.13% |
$13.7M - $14.8M
|
208K
$22.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-137K- 19.65% |
$14M - $15.1M
|
559K
$59.4M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-139K- 20.86% |
$14.2M - $15.3M
|
527K
$55.9M
|
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-170K- 20.96% |
$17.4M - $18.7M
|
640K
$67.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
SELL
|
- |
-170K- 9.55% |
$17.4M - $18.8M
|
1.61M
$171M
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-213K- 94.19% |
$21.8M - $23.6M
|
13.2K
$1.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
SELL
|
- |
-216K- 88.79% |
$22.1M - $23.8M
|
27.2K
$2.89M
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-224K- 9.04% |
$22.9M - $24.8M
|
2.25M
$239M
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-237K- 55.85% |
$24.2M - $26.1M
|
187K
$19.9M
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-241K- 61.88% |
$24.6M - $26.6M
|
148K
$15.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-246K- 92.23% |
$25.2M - $27.2M
|
20.7K
$2.2M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-250K- 33.86% |
$25.6M - $27.7M
|
489K
$51.9M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-308K- 84.13% |
$31.5M - $34.1M
|
58.1K
$6.17M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-329K- 5.19% |
$33.7M - $36.4M
|
6.01M
$638M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
SELL
|
- |
-331K- 48.03% |
$33.8M - $36.5M
|
358K
$38M
|
|
|
Apr 26, 2024
Q1 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-367K- 92.64% |
$37.6M - $40.6M
|
29.2K
$3.09M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-430K- 11.77% |
$44M - $47.5M
|
3.22M
$342M
|
|
|
Aug 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-443K- 59.36% |
$45.4M - $49M
|
303K
$32.2M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-510K- 79.39% |
$52.2M - $56.4M
|
132K
$14.1M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-590K- 93.15% |
$60.4M - $65.2M
|
43.3K
$4.6M
|
|
|
May 15, 2024
Q1 2024
|
Mangrove Partners
New York, NY |
SELL
|
- |
-590K- 72.55% |
$60.4M - $65.2M
|
223K
$23.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-660K- 99.29% |
$67.6M - $73M
|
4.72K
$500K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-754K- 63.55% |
$77.2M - $83.3M
|
432K
$45.9M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-777K- 35.66% |
$79.5M - $85.8M
|
1.4M
$149M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-933K- 9.79% |
$95.5M - $103M
|
8.6M
$913M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1M- 99.51% |
$103M - $111M
|
4.94K
$524K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.17M- 43.38% |
$120M - $130M
|
1.53M
$163M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.2M- 8.72% |
$123M - $133M
|
12.6M
$1.33B
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.81M- 17.33% |
$185M - $200M
|
8.62M
$915M
|