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 30, 2024
Q1 2024
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
6.75K+ 23.19% |
$691K - $746K
|
35.9K
$4.33M
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
6.71KNew |
$687K - $741K
|
6.71K
$810K
|
|
|
May 10, 2024
Q1 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
6.65K+ 140.05% |
$680K - $735K
|
11.4K
$1.38M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.6K+ 128.62% |
$676K - $730K
|
11.7K
$1.42M
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
6.59K+ 31.43% |
$675K - $729K
|
27.6K
$3.33M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.58K+ 9.6% |
$673K - $727K
|
75.1K
$9.07M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
6.5K+ 19.23% |
$665K - $718K
|
40.3K
$4.87M
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
6.41K+ 263.26% |
$656K - $709K
|
8.85K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.39K+ 3.79% |
$654K - $706K
|
175K
$21.2M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6.33K+ 4.43% |
$648K - $700K
|
149K
$18M
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
6.32K+ 1.72% |
$647K - $699K
|
373K
$45.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
6.24K+ 1.43% |
$638K - $689K
|
442K
$53.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
6.23K+ 30.5% |
$638K - $689K
|
26.7K
$3.22M
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
BUY
|
- |
6.22K+ 21.94% |
$636K - $687K
|
34.5K
$4.17M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
6.19K+ 114.92% |
$634K - $685K
|
11.6K
$1.4M
|
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
6.17K+ 28.59% |
$631K - $682K
|
27.7K
$3.35M
|
|
|
Apr 30, 2024
Q1 2024
|
Parthenon LLC
|
BUY
|
- |
6.1K+ 13.91% |
$625K - $675K
|
50K
$6.04M
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
6.1K+ 3.67% |
$624K - $674K
|
172K
$20.8M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.07K+ 19.37% |
$621K - $670K
|
37.4K
$4.51M
|
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
6.04K+ 9.29% |
$618K - $667K
|
71.1K
$8.58M
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
6K+ 0.68% |
$614K - $663K
|
887K
$107M
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
5.94KNew |
$608K - $657K
|
5.94K
$718K
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
5.94KNew |
$608K - $656K
|
5.94K
$717K
|
|
|
May 14, 2024
Q1 2024
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
5.91K+ 2.1% |
$604K - $653K
|
287K
$34.6M
|
|
|
May 07, 2024
Q1 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
5.79K+ 5.41% |
$593K - $640K
|
113K
$13.6M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
5.7K+ 22.62% |
$583K - $630K
|
30.9K
$3.73M
|
|
|
Apr 02, 2024
Q1 2024
|
Modus Advisors, LLC
|
BUY
|
- |
5.69K+ 186.19% |
$582K - $629K
|
8.74K
$1.06M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5.65K+ 8.61% |
$578K - $625K
|
71.3K
$8.61M
|
|
|
Apr 30, 2024
Q1 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
5.6K+ 4.48% |
$573K - $619K
|
131K
$15.8M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
5.59K+ 7.06% |
$572K - $617K
|
84.7K
$10.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Awm Capital, LLC
|
BUY
|
- |
5.57K+ 128.6% |
$570K - $616K
|
9.9K
$1.2M
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
5.55K+ 5.48% |
$568K - $614K
|
107K
$12.9M
|
|
|
May 09, 2024
Q1 2024
|
Gs Investments, Inc.
|
BUY
|
- |
5.48K+ 114.23% |
$561K - $606K
|
10.3K
$1.24M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
5.47K+ 3.13% |
$559K - $604K
|
180K
$21.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
5.47K+ 22.54% |
$559K - $604K
|
29.7K
$3.59M
|
|
|
Apr 30, 2024
Q1 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
5.45K+ 135.59% |
$558K - $603K
|
9.47K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
5.42K+ 41.39% |
$554K - $598K
|
18.5K
$2.23M
|
|
|
Apr 25, 2024
Q1 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
5.4K+ 7.14% |
$552K - $597K
|
81K
$9.78M
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
5.39KNew |
$552K - $596K
|
5.39K
$651K
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
5.33K+ 5.96% |
$546K - $589K
|
94.9K
$11.5M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
5.29K+ 233.32% |
$541K - $584K
|
7.55K
$912K
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
BUY
|
- |
5.28K+ 1.33% |
$541K - $584K
|
402K
$48.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
BUY
|
- |
5.27KNew |
$539K - $582K
|
5.27K
$636K
|
|
|
May 06, 2024
Q1 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
5.26K+ 21.55% |
$539K - $582K
|
29.7K
$3.58M
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
5.23K+ 3.67% |
$535K - $578K
|
148K
$17.8M
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
5.19K+ 8.41% |
$531K - $573K
|
66.9K
$8.07M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
5.19K+ 1.33% |
$531K - $573K
|
396K
$47.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
5.11K+ 4.54% |
$523K - $565K
|
118K
$14.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
BUY
|
- |
5.09K+ 23.11% |
$520K - $562K
|
27.1K
$3.27M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
5.09K+ 7.51% |
$520K - $562K
|
72.8K
$8.79M
|