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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
5.23K+ 2.54% |
$458K - $575K
|
211K
$22.6M
|
|
|
Feb 20, 2024
Q4 2023
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
5.14KNew |
$450K - $566K
|
5.14K
$552K
|
|
|
Feb 06, 2024
Q4 2023
|
Concentrum Wealth Management
|
BUY
|
- |
5.13K+ 130.39% |
$450K - $565K
|
9.07K
$973K
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
5.12KNew |
$449K - $564K
|
5.12K
$550K
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
BUY
|
- |
5.12K+ 33.54% |
$449K - $564K
|
20.4K
$2.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
5.08KNew |
$445K - $559K
|
5.08K
$545K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
5.05K+ 194.83% |
$443K - $556K
|
7.65K
$821K
|
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
5.03K+ 5.79% |
$441K - $554K
|
91.9K
$9.86M
|
|
|
Jan 10, 2024
Q4 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
5.02K+ 7.51% |
$440K - $553K
|
71.9K
$7.72M
|
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
5.01KNew |
$439K - $552K
|
5.01K
$538K
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
5K+ 4.88% |
$438K - $551K
|
108K
$11.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
5K+ 155.67% |
$438K - $551K
|
8.21K
$882K
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
4.96K+ 8.57% |
$435K - $547K
|
62.9K
$6.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
4.93K+ 17.09% |
$432K - $543K
|
33.8K
$3.62M
|
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
4.92KNew |
$431K - $542K
|
4.92K
$528K
|
|
|
Feb 13, 2024
Q4 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
4.87K+ 4.16% |
$427K - $536K
|
122K
$13.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
4.87K+ 14.83% |
$427K - $536K
|
37.7K
$4.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
4.85K+ 3.32% |
$424K - $533K
|
151K
$16.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
4.8K+ 7.4% |
$420K - $528K
|
69.7K
$7.48M
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
4.78KNew |
$419K - $526K
|
4.78K
$513K
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
4.76KNew |
$417K - $524K
|
4.76K
$511K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
4.76K+ 22.4% |
$417K - $524K
|
26K
$2.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
4.75KNew |
$416K - $523K
|
4.75K
$510K
|
|
|
Feb 05, 2024
Q4 2023
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
4.74KNew |
$415K - $522K
|
4.74K
$509K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
4.74KNew |
$415K - $522K
|
4.74K
$509K
|
|
|
Feb 14, 2024
Q4 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
4.72KNew |
$414K - $520K
|
4.72K
$507K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.72K+ 2.12% |
$413K - $519K
|
227K
$24.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
4.67K+ 539.49% |
$409K - $514K
|
5.54K
$595K
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
4.67KNew |
$409K - $514K
|
4.67K
$501K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.66K+ 30.41% |
$408K - $513K
|
20K
$2.15M
|
|
|
Feb 02, 2024
Q4 2023
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
4.64KNew |
$406K - $511K
|
4.64K
$498K
|
|
|
Feb 15, 2024
Q4 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
4.64KNew |
$406K - $511K
|
4.64K
$498K
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
4.62K+ 50.93% |
$405K - $509K
|
13.7K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
4.6KNew |
$403K - $506K
|
4.6K
$493K
|
|
|
Jan 29, 2025
Q4 2023
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
4.57KNew |
$401K - $504K
|
4.57K
$491K
|
|
|
Feb 14, 2024
Q4 2023
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
4.56K+ 7.36% |
$399K - $502K
|
66.5K
$7.14M
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
4.54KNew |
$398K - $500K
|
4.54K
$488K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
4.5K+ 204.55% |
$394K - $495K
|
6.7K
$719K
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
4.49KNew |
$393K - $494K
|
4.49K
$482K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
4.47KNew |
$391K - $492K
|
4.47K
$479K
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
4.46K+ 24.71% |
$390K - $491K
|
22.5K
$2.41M
|
|
|
Jan 24, 2024
Q4 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
4.45K+ 12.9% |
$390K - $490K
|
39K
$4.18M
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
4.4K+ 7.8% |
$385K - $484K
|
60.8K
$6.52M
|
|
|
Feb 07, 2024
Q4 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
4.39K+ 1.24% |
$384K - $483K
|
359K
$38.6M
|
|
|
Mar 05, 2024
Q4 2023
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
4.37KNew |
$383K - $481K
|
4.37K
$469K
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
4.37K+ 5.8% |
$383K - $481K
|
79.7K
$8.55M
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
4.34K+ 1.91% |
$380K - $478K
|
232K
$24.9M
|
|
|
May 15, 2024
Q4 2023
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
4.33KNew |
$380K - $477K
|
4.33K
$465K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
4.3K+ 91.86% |
$377K - $473K
|
8.98K
$964K
|
|
|
Feb 01, 2024
Q4 2023
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
4.29KNew |
$376K - $473K
|
4.29K
$461K
|