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 01, 2024
Q1 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
17.2K+ 43.26% |
$1.76M - $1.9M
|
56.8K
$6.03M
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
17.1K+ 3.57% |
$1.76M - $1.9M
|
497K
$52.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
17.1K+ 3.94% |
$1.75M - $1.89M
|
451K
$47.8M
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
17K+ 7.39% |
$1.74M - $1.88M
|
247K
$26.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
16.9K+ 10.82% |
$1.73M - $1.87M
|
174K
$18.4M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
16.9K+ 27.33% |
$1.73M - $1.87M
|
78.9K
$8.37M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
16.9K+ 2.16% |
$1.73M - $1.87M
|
797K
$84.6M
|
|
|
May 15, 2024
Q1 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
16.7KNew |
$1.71M - $1.85M
|
16.7K
$1.77M
|
|
|
May 03, 2024
Q1 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
16.7K+ 21.06% |
$1.71M - $1.85M
|
96.1K
$10.2M
|
|
|
May 13, 2024
Q1 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
16.6K+ 22.51% |
$1.7M - $1.83M
|
90.3K
$9.58M
|
|
|
May 14, 2024
Q1 2024
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
16.5K+ 17.03% |
$1.69M - $1.82M
|
113K
$12M
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
16.4K+ 7.27% |
$1.68M - $1.81M
|
242K
$25.7M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
16.4K+ 35.03% |
$1.68M - $1.81M
|
63.2K
$6.71M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
16.4K+ 2.03% |
$1.68M - $1.81M
|
823K
$87.4M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
16.3K+ 1.41% |
$1.67M - $1.8M
|
1.17M
$124M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
16.1K+ 5.74% |
$1.65M - $1.78M
|
297K
$31.5M
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
15.9K+ 19.85% |
$1.63M - $1.76M
|
96K
$10.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
15.8K+ 2.73% |
$1.61M - $1.74M
|
592K
$62.8M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
15.7K+ 36.34% |
$1.61M - $1.74M
|
59K
$6.27M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
15.5K+ 18.96% |
$1.59M - $1.72M
|
97.5K
$10.3M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
15.5K+ 12.43% |
$1.59M - $1.72M
|
141K
$14.9M
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
15.5K+ 6.69% |
$1.59M - $1.71M
|
247K
$26.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
15.5K+ 3.55% |
$1.58M - $1.71M
|
452K
$47.9M
|
|
|
Apr 24, 2024
Q1 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
15.3K+ 23.75% |
$1.57M - $1.7M
|
79.9K
$8.48M
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
BUY
|
- |
15.2K+ 17.05% |
$1.56M - $1.68M
|
105K
$11.1M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
15.2K+ 11.99% |
$1.56M - $1.68M
|
142K
$15.1M
|
|
|
May 14, 2024
Q1 2024
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
15K+ 5.54% |
$1.54M - $1.66M
|
286K
$30.4M
|
|
|
May 14, 2024
Q1 2024
|
Ltg Capital LLC
|
BUY
|
- |
15K+ 13.29% |
$1.53M - $1.66M
|
128K
$13.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
15K+ 11.78% |
$1.53M - $1.65M
|
142K
$15.1M
|
|
|
Oct 23, 2024
Q1 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
14.8KNew |
$1.52M - $1.64M
|
14.8K
$1.57M
|
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
14.8K+ 11.75% |
$1.51M - $1.63M
|
140K
$14.9M
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
14.7K+ 82.6% |
$1.51M - $1.63M
|
32.5K
$3.45M
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
14.6K+ 172.45% |
$1.49M - $1.61M
|
23K
$2.44M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
14.5K+ 4.69% |
$1.49M - $1.6M
|
324K
$34.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
14.1K+ 8.38% |
$1.44M - $1.55M
|
182K
$19.3M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
14K+ 1.17% |
$1.43M - $1.54M
|
1.2M
$128M
|
|
|
May 13, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
13.8KNew |
$1.42M - $1.53M
|
13.8K
$1.47M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
13.8K+ 589.72% |
$1.41M - $1.52M
|
16.1K
$1.71M
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
13.7KNew |
$1.4M - $1.51M
|
13.7K
$1.45M
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
13.6K+ 7.48% |
$1.39M - $1.5M
|
196K
$20.8M
|
|
|
May 13, 2024
Q1 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
13.5K+ 18.13% |
$1.38M - $1.49M
|
87.8K
$9.32M
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
13.5K+ 7.81% |
$1.38M - $1.49M
|
186K
$19.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
13.5KNew |
$1.38M - $1.49M
|
13.5K
$1.43M
|
|
|
Apr 12, 2024
Q1 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
13.4KNew |
$1.37M - $1.48M
|
13.4K
$1.42M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
13.3K+ 77.97% |
$1.36M - $1.47M
|
30.4K
$3.22M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
13.3K+ 20.7% |
$1.36M - $1.47M
|
77.5K
$8.23M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
13K+ 6.4% |
$1.33M - $1.44M
|
217K
$23M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
13K+ 20.12% |
$1.33M - $1.43M
|
77.5K
$8.22M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
12.9K+ 4.61% |
$1.32M - $1.43M
|
294K
$31.2M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
12.9K+ 104.55% |
$1.32M - $1.42M
|
25.2K
$2.68M
|