Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
5.59M+ 124366.07% |
$490M - $616M
|
5.6M
$640M
|
|
|
May 30, 2024
Q4 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
5.2MNew |
$456M - $573M
|
5.2M
$595M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.43M+ 33.26% |
$301M - $378M
|
13.8M
$1.57B
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.3M+ 11237.56% |
$202M - $253M
|
2.32M
$265M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.13MNew |
$186M - $234M
|
2.13M
$243M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1.81MNew |
$159M - $200M
|
1.81M
$207M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.32M+ 86.75% |
$116M - $146M
|
2.85M
$326M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.14M+ 12.29% |
$100M - $126M
|
10.4M
$1.19B
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.06MNew |
$92.9M - $117M
|
1.06M
$121M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
902K+ 33.25% |
$79M - $99.3M
|
3.61M
$413M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
835K+ 2.6% |
$73.2M - $91.9M
|
33M
$3.77B
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
827K+ 61.16% |
$72.4M - $91M
|
2.18M
$249M
|
|
|
Feb 14, 2024
Q4 2023
|
Mangrove Partners
New York, NY |
BUY
|
- |
814KNew |
$71.3M - $89.6M
|
814K
$93M
|
|
|
Feb 14, 2024
Q4 2023
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
679KNew |
$59.5M - $74.8M
|
679K
$77.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
661K+ 15774.58% |
$57.9M - $72.8M
|
665K
$76M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
605K+ 150.67% |
$53M - $66.6M
|
1.01M
$115M
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
585KNew |
$51.2M - $64.4M
|
585K
$66.8M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
541K+ 2.97% |
$47.4M - $59.6M
|
18.8M
$2.14B
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
534K+ 62.1% |
$46.8M - $58.8M
|
1.39M
$159M
|
|
|
Feb 05, 2024
Q4 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
461K+ 7167.75% |
$40.3M - $50.7M
|
467K
$53.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
445KNew |
$39M - $49.1M
|
445K
$50.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
369K+ 1352.45% |
$32.3M - $40.6M
|
396K
$45.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
360K+ 29.74% |
$31.5M - $39.7M
|
1.57M
$180M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
353K+ 4436.26% |
$30.9M - $38.9M
|
361K
$41.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
353K+ 3.61% |
$30.9M - $38.9M
|
10.1M
$1.16B
|
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
BUY
|
- |
312K+ 36.93% |
$27.3M - $34.3M
|
1.16M
$132M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
303KNew |
$26.6M - $33.4M
|
303K
$34.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
303KNew |
$26.6M - $33.4M
|
303K
$34.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
302K+ 2.64% |
$26.5M - $33.3M
|
11.7M
$1.34B
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
298K+ 3.29% |
$26.1M - $32.8M
|
9.35M
$1.07B
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
275K+ 33.49% |
$24.1M - $30.2M
|
1.09M
$125M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
258K+ 10195.09% |
$22.6M - $28.4M
|
260K
$29.7M
|
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
239KNew |
$20.9M - $26.3M
|
239K
$27.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
232K+ 1.25% |
$20.3M - $25.6M
|
18.8M
$2.14B
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
201K+ 802.02% |
$17.6M - $22.1M
|
226K
$25.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
192KNew |
$16.8M - $21.1M
|
192K
$21.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
185K+ 2.47% |
$16.2M - $20.4M
|
7.7M
$880M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
184KNew |
$16.1M - $20.3M
|
184K
$21M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
163KNew |
$14.3M - $17.9M
|
163K
$18.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
161KNew |
$14.1M - $17.7M
|
161K
$18.4M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
157K+ 1.68% |
$13.8M - $17.3M
|
9.53M
$1.09B
|
|
|
Feb 22, 2024
Q4 2023
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
152KNew |
$13.3M - $16.7M
|
152K
$17.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
148K+ 2.09% |
$13M - $16.3M
|
7.24M
$827M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
148K+ 268.12% |
$13M - $16.3M
|
203K
$23.2M
|
|
|
Oct 22, 2024
Q4 2023
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
147KNew |
$12.9M - $16.2M
|
147K
$16.8M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
128KNew |
$11.2M - $14.1M
|
128K
$14.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
127K+ 1.61% |
$11.2M - $14M
|
8.04M
$919M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
127K+ 8.42% |
$11.1M - $13.9M
|
1.63M
$186M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
118K+ 16.53% |
$10.4M - $13M
|
833K
$95.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
115K+ 68.95% |
$10M - $12.6M
|
281K
$32.1M
|