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 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5.07K+ 5.8% |
$519K - $560K
|
92.4K
$11.2M
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
5.07K+ 5.43% |
$518K - $560K
|
98.4K
$11.9M
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
5.01K+ 5.36% |
$512K - $553K
|
98.4K
$11.9M
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
5K+ 60.89% |
$512K - $553K
|
13.2K
$1.6M
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
4.98K+ 3.45% |
$509K - $550K
|
149K
$18M
|
|
|
May 10, 2024
Q1 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
4.97K+ 131.27% |
$509K - $550K
|
8.76K
$1.06M
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
4.95K+ 12.76% |
$507K - $548K
|
43.8K
$5.29M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
4.95K+ 4.32% |
$507K - $547K
|
120K
$14.4M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
4.95K+ 115.59% |
$506K - $547K
|
9.22K
$1.11M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.92K+ 8.15% |
$504K - $544K
|
65.3K
$7.89M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.91K+ 29.1% |
$503K - $543K
|
21.8K
$2.63M
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
4.89K+ 20.63% |
$501K - $541K
|
28.6K
$3.46M
|
|
|
May 01, 2024
Q1 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
4.89K+ 3.17% |
$500K - $540K
|
159K
$19.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
4.87K+ 31.8% |
$498K - $538K
|
20.2K
$2.44M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
4.77KNew |
$488K - $527K
|
4.77K
$576K
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
4.75K+ 13.54% |
$486K - $525K
|
39.8K
$4.81M
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
4.69K+ 66.12% |
$480K - $518K
|
11.8K
$1.42M
|
|
|
May 06, 2024
Q1 2024
|
Motive Wealth Advisors
|
BUY
|
- |
4.69K+ 219.54% |
$480K - $518K
|
6.82K
$824K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.66K+ 8.46% |
$477K - $515K
|
59.7K
$7.21M
|
|
|
May 08, 2024
Q1 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
4.65KNew |
$476K - $514K
|
4.65K
$562K
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
4.61K+ 5.52% |
$472K - $510K
|
88.1K
$10.6M
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
4.55K+ 20.41% |
$466K - $503K
|
26.9K
$3.25M
|
|
|
Apr 09, 2024
Q1 2024
|
Lynch & Associates
|
BUY
|
- |
4.54K+ 10.46% |
$464K - $501K
|
47.9K
$5.79M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.54K+ 40.58% |
$464K - $501K
|
15.7K
$1.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.54K+ 3.54% |
$464K - $501K
|
133K
$16M
|
|
|
May 02, 2024
Q1 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
4.51K+ 1.73% |
$461K - $498K
|
265K
$32M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4.42K+ 3.98% |
$452K - $489K
|
116K
$14M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4.42K+ 6.39% |
$452K - $488K
|
73.5K
$8.88M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.41K+ 4.22% |
$451K - $487K
|
109K
$13.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
4.39K+ 32.44% |
$449K - $485K
|
17.9K
$2.16M
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
4.38K+ 9.5% |
$448K - $484K
|
50.4K
$6.09M
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
4.36KNew |
$446K - $482K
|
4.36K
$527K
|
|
|
Apr 30, 2024
Q1 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
4.36K+ 10.33% |
$446K - $481K
|
46.5K
$5.62M
|
|
|
Apr 23, 2024
Q1 2024
|
Iowa State Bank
|
BUY
|
- |
4.33K+ 4.34% |
$443K - $479K
|
104K
$12.6M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4.31KNew |
$441K - $476K
|
4.31K
$520K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.29K+ 6.57% |
$439K - $474K
|
69.5K
$8.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Hourglass Capital, LLC
|
BUY
|
- |
4.27KNew |
$437K - $471K
|
4.27K
$515K
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
4.25K+ 4.25% |
$435K - $469K
|
104K
$12.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
4.24K+ 8.71% |
$434K - $469K
|
53K
$6.4M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4.24K+ 2.23% |
$434K - $468K
|
194K
$23.4M
|
|
|
May 07, 2024
Q1 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
4.22K+ 15.81% |
$432K - $467K
|
30.9K
$3.74M
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
4.2K+ 2.42% |
$430K - $464K
|
178K
$21.5M
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
4.18KNew |
$428K - $462K
|
4.18K
$505K
|
|
|
Apr 25, 2024
Q1 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
4.17K+ 2.95% |
$427K - $461K
|
145K
$17.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
4.16K+ 3.26% |
$426K - $460K
|
132K
$15.9M
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
4.15K+ 10.01% |
$424K - $458K
|
45.6K
$5.5M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.14K+ 5.2% |
$424K - $458K
|
83.8K
$10.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
4.11K+ 7.2% |
$421K - $455K
|
61.3K
$7.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
4.11K+ 8.52% |
$421K - $454K
|
52.3K
$6.32M
|
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
4.09K+ 16.1% |
$418K - $452K
|
29.5K
$3.56M
|