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 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
12.7K+ 4.14% |
$1.3M - $1.4M
|
318K
$38.4M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
12.6K+ 5.98% |
$1.29M - $1.4M
|
224K
$27M
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
12.5K+ 41.34% |
$1.28M - $1.39M
|
42.9K
$5.18M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
12.5K+ 8.95% |
$1.28M - $1.38M
|
152K
$18.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
12.3K+ 7.99% |
$1.26M - $1.36M
|
166K
$20.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
12.1K+ 97.6% |
$1.24M - $1.34M
|
24.5K
$2.96M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
12K+ 178.79% |
$1.23M - $1.32M
|
18.7K
$2.26M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
11.8K+ 6.61% |
$1.21M - $1.31M
|
191K
$23M
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
11.7K+ 9.01% |
$1.2M - $1.3M
|
142K
$17.1M
|
|
|
May 13, 2024
Q1 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
11.7KNew |
$1.2M - $1.29M
|
11.7K
$1.41M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
11.5K+ 795.83% |
$1.17M - $1.27M
|
12.9K
$1.56M
|
|
|
Apr 15, 2024
Q1 2024
|
Harbor Group, Inc.
|
BUY
|
- |
11.4K+ 5.5% |
$1.17M - $1.26M
|
219K
$26.4M
|
|
|
May 13, 2024
Q1 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
11.3K+ 303.64% |
$1.16M - $1.25M
|
15.1K
$1.82M
|
|
|
May 07, 2024
Q1 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
11.3K+ 3.72% |
$1.15M - $1.25M
|
314K
$38M
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
11.2K+ 7.45% |
$1.15M - $1.24M
|
162K
$19.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
11.2K+ 7.77% |
$1.15M - $1.24M
|
156K
$18.8M
|
|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
BUY
|
- |
11.2KNew |
$1.15M - $1.24M
|
11.2K
$1.35M
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
11.2K+ 14.91% |
$1.15M - $1.24M
|
86.2K
$10.4M
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
11.2K+ 66.45% |
$1.14M - $1.23M
|
28K
$3.38M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
11K+ 1.74% |
$1.13M - $1.22M
|
643K
$77.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
11K+ 10.1% |
$1.13M - $1.21M
|
120K
$14.5M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
11KNew |
$1.12M - $1.21M
|
11K
$1.33M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.9K+ 330.53% |
$1.12M - $1.21M
|
14.2K
$1.72M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
- |
10.9K+ 1.4% |
$1.12M - $1.2M
|
787K
$95M
|
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
10.8K+ 10.94% |
$1.11M - $1.19M
|
110K
$13.2M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
10.6K+ 3.49% |
$1.09M - $1.18M
|
315K
$38.1M
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
10.5KNew |
$1.08M - $1.16M
|
10.5K
$1.27M
|
|
|
May 03, 2024
Q1 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
10.4K+ 2.23% |
$1.07M - $1.15M
|
477K
$57.7M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.3KNew |
$1.06M - $1.14M
|
10.3K
$1.25M
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
10.3K+ 11.34% |
$1.05M - $1.14M
|
101K
$12.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
10.2KNew |
$1.04M - $1.13M
|
10.2K
$1.23M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
10.1KNew |
$1.03M - $1.12M
|
10.1K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
BUY
|
- |
10.1K+ 1.34% |
$1.03M - $1.12M
|
761K
$91.9M
|
|
|
Nov 14, 2024
Q1 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
10.1K+ 113.27% |
$1.03M - $1.11M
|
19K
$2.29M
|
|
|
Apr 17, 2024
Q1 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
9.99KNew |
$1.02M - $1.1M
|
9.99K
$1.21M
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
9.87K+ 41.89% |
$1.01M - $1.09M
|
33.4K
$4.04M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
9.87K+ 4.66% |
$1.01M - $1.09M
|
222K
$26.8M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
9.73K+ 12.71% |
$996K - $1.08M
|
86.3K
$10.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
9.7K+ 3.2% |
$992K - $1.07M
|
313K
$37.7M
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
9.68K+ 4.97% |
$991K - $1.07M
|
205K
$24.7M
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
BUY
|
- |
9.67K+ 1.88% |
$990K - $1.07M
|
523K
$63.2M
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
9.64K+ 11.05% |
$986K - $1.06M
|
96.8K
$11.7M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
9.61K+ 3.68% |
$983K - $1.06M
|
271K
$32.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
9.54K+ 8.99% |
$977K - $1.05M
|
116K
$14M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.53K+ 2.19% |
$976K - $1.05M
|
444K
$53.6M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
9.52K+ 16.05% |
$974K - $1.05M
|
68.8K
$8.31M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
9.48KNew |
$970K - $1.05M
|
9.48K
$1.15M
|
|
|
May 02, 2024
Q1 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
9.45K+ 8.96% |
$967K - $1.04M
|
115K
$13.9M
|
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
9.24K+ 21.03% |
$946K - $1.02M
|
53.2K
$6.43M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.12K+ 1.3% |
$934K - $1.01M
|
709K
$85.6M
|