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
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
9.12K+ 19.11% |
$933K - $1.01M
|
56.8K
$6.73M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
9.09K+ 46.19% |
$930K - $1M
|
28.8K
$3.41M
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
9.06K+ 4.29% |
$927K - $1M
|
220K
$26M
|
|
|
May 06, 2024
Q1 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
9.04K+ 3.11% |
$925K - $999K
|
300K
$35.5M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
8.93K+ 5.57% |
$914K - $987K
|
169K
$20.1M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
8.88K+ 8.18% |
$909K - $982K
|
117K
$13.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Ti Trust, Inc
|
BUY
|
- |
8.86K+ 247.83% |
$906K - $979K
|
12.4K
$1.47M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
8.83KNew |
$904K - $976K
|
8.83K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
8.75K+ 190.28% |
$896K - $967K
|
13.4K
$1.58M
|
|
|
Oct 03, 2024
Q1 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
8.69K+ 33.39% |
$889K - $960K
|
34.7K
$4.11M
|
|
|
May 13, 2024
Q1 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
8.66KNew |
$886K - $957K
|
8.66K
$1.03M
|
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
8.62K+ 16.65% |
$882K - $952K
|
60.4K
$7.15M
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
8.62K+ 23.23% |
$882K - $952K
|
45.7K
$5.41M
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
8.59K+ 12.14% |
$879K - $950K
|
79.3K
$9.4M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8.58K+ 45.64% |
$878K - $948K
|
27.4K
$3.24M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
8.57K+ 458.94% |
$877K - $947K
|
10.4K
$1.24M
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
8.51K+ 260.25% |
$870K - $940K
|
11.8K
$1.39M
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
BUY
|
- |
8.5K+ 3.77% |
$870K - $939K
|
234K
$27.7M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
8.39K+ 3176.14% |
$858K - $927K
|
8.65K
$1.02M
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
8.36K+ 40.08% |
$856K - $924K
|
29.2K
$3.46M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.36K+ 22.38% |
$856K - $924K
|
45.7K
$5.41M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
8.35K+ 1.9% |
$855K - $923K
|
449K
$53.2M
|
|
|
May 14, 2024
Q1 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
8.34K+ 2.66% |
$853K - $921K
|
322K
$38.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
8.24K+ 5.63% |
$843K - $910K
|
155K
$18.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
8.19K+ 180.74% |
$839K - $905K
|
12.7K
$1.51M
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
8.11K+ 6.08% |
$830K - $897K
|
142K
$16.8M
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
8.07KNew |
$826K - $892K
|
8.07K
$955K
|
|
|
May 14, 2024
Q1 2024
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
7.97K+ 8.79% |
$816K - $881K
|
98.6K
$11.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
7.96KNew |
$815K - $880K
|
7.96K
$943K
|
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
7.93K+ 53.67% |
$811K - $876K
|
22.7K
$2.69M
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7.91K+ 9.91% |
$809K - $874K
|
87.7K
$10.4M
|
|
|
May 08, 2024
Q1 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
7.86K+ 4.04% |
$804K - $868K
|
202K
$23.9M
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7.85K+ 75.68% |
$803K - $867K
|
18.2K
$2.16M
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
7.83KNew |
$802K - $866K
|
7.83K
$928K
|
|
|
Apr 08, 2024
Q1 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
7.83KNew |
$802K - $866K
|
7.83K
$928K
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
BUY
|
- |
7.72K+ 1.85% |
$790K - $853K
|
426K
$50.4M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
7.62K+ 4.67% |
$779K - $842K
|
171K
$20.2M
|
|
|
Apr 15, 2024
Q1 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
7.47K+ 47.65% |
$765K - $826K
|
23.2K
$2.74M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.41K+ 24.47% |
$759K - $819K
|
37.7K
$4.47M
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
BUY
|
- |
7.38K+ 27.49% |
$755K - $815K
|
34.2K
$4.05M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
7.33K+ 4.71% |
$750K - $810K
|
163K
$19.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
7.31K+ 4.26% |
$748K - $808K
|
179K
$21.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
7.14K+ 22.34% |
$730K - $789K
|
39.1K
$4.63M
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
7.1K+ 18.34% |
$727K - $785K
|
45.8K
$5.43M
|
|
|
Apr 22, 2024
Q1 2024
|
Intrinsic Value Partners, LLC
|
BUY
|
- |
7.07KNew |
$724K - $781K
|
7.07K
$837K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
7K+ 7.02% |
$717K - $774K
|
107K
$12.6M
|
|
|
May 13, 2024
Q1 2024
|
United Bank
Vienna, VA |
BUY
|
- |
6.91K+ 1.96% |
$707K - $763K
|
359K
$42.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Verde Capital Management
|
BUY
|
- |
6.87K+ 5.41% |
$703K - $759K
|
134K
$15.9M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.83K+ 1.52% |
$699K - $755K
|
457K
$54.1M
|
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
6.81K+ 4.58% |
$696K - $752K
|
155K
$18.4M
|