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 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.29K+ 14.41% |
$376K - $472K
|
34K
$3.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
4.28KNew |
$375K - $471K
|
4.28K
$445K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
4.25K+ 7.09% |
$373K - $468K
|
64.2K
$6.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.24KNew |
$371K - $467K
|
4.24K
$441K
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
4.23K+ 38.16% |
$370K - $465K
|
15.3K
$1.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
4.23KNew |
$370K - $465K
|
4.23K
$440K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
4.22K+ 21.46% |
$369K - $464K
|
23.9K
$2.48M
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
4.21K+ 3.87% |
$369K - $464K
|
113K
$11.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
4.2KNew |
$368K - $463K
|
4.2K
$437K
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
4.2KNew |
$368K - $463K
|
4.2K
$437K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4.15K+ 7.02% |
$364K - $457K
|
63.3K
$6.58M
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
4.12KNew |
$361K - $453K
|
4.12K
$428K
|
|
|
Feb 07, 2024
Q4 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
4.11K+ 1.41% |
$360K - $453K
|
296K
$30.8M
|
|
|
Feb 08, 2024
Q4 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
4.11KNew |
$360K - $452K
|
4.11K
$427K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
4.1K+ 1.13% |
$359K - $451K
|
367K
$38.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.07KNew |
$357K - $448K
|
4.07K
$423K
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
4.06KNew |
$356K - $447K
|
4.06K
$422K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
4.05K+ 4.21% |
$354K - $445K
|
100K
$10.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
4.03K+ 27.83% |
$353K - $444K
|
18.5K
$1.93M
|
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
4.03K+ 1.11% |
$353K - $444K
|
366K
$38.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
4.02KNew |
$352K - $443K
|
4.02K
$418K
|
|
|
Feb 07, 2024
Q4 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
3.99K+ 22.5% |
$350K - $440K
|
21.7K
$2.26M
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3.99KNew |
$350K - $439K
|
3.99K
$415K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
3.99K+ 12.68% |
$349K - $439K
|
35.4K
$3.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.98K+ 26.82% |
$348K - $438K
|
18.8K
$1.96M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.97K+ 162.75% |
$348K - $437K
|
6.41K
$667K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
3.96K+ 1.19% |
$347K - $436K
|
336K
$34.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
3.94K+ 16.57% |
$345K - $434K
|
27.7K
$2.88M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
3.9K+ 15.51% |
$342K - $429K
|
29K
$3.02M
|
|
|
Feb 02, 2024
Q4 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
3.87K+ 3.02% |
$339K - $426K
|
132K
$13.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.87K+ 32.5% |
$339K - $426K
|
15.8K
$1.64M
|
|
|
Jan 18, 2024
Q4 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
3.84K+ 3.53% |
$336K - $423K
|
113K
$11.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
3.84K+ 12.34% |
$336K - $422K
|
34.9K
$3.63M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.83K+ 16.47% |
$336K - $422K
|
27.1K
$2.82M
|
|
|
Jan 08, 2025
Q4 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
3.8K+ 6.24% |
$333K - $418K
|
64.7K
$6.73M
|
|
|
Jan 09, 2024
Q4 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
3.77K+ 10.9% |
$331K - $416K
|
38.4K
$3.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
3.76KNew |
$330K - $414K
|
3.76K
$391K
|
|
|
Feb 12, 2024
Q4 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
3.74KNew |
$327K - $411K
|
3.74K
$389K
|
|
|
Feb 05, 2024
Q4 2023
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
3.73K+ 24.26% |
$327K - $411K
|
19.1K
$1.99M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
3.73K+ 64.65% |
$326K - $410K
|
9.49K
$987K
|
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
3.72K+ 5.03% |
$325K - $409K
|
77.5K
$8.06M
|
|
|
Jan 31, 2024
Q4 2023
|
Peterson Wealth Services
|
BUY
|
- |
3.69KNew |
$323K - $406K
|
3.69K
$383K
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
3.67KNew |
$322K - $404K
|
3.67K
$382K
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
BUY
|
- |
3.65K+ 9.34% |
$320K - $402K
|
42.7K
$4.44M
|
|
|
Feb 01, 2024
Q4 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
3.6KNew |
$316K - $397K
|
3.6K
$375K
|
|
|
Oct 03, 2024
Q4 2023
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
3.59K+ 15.98% |
$314K - $395K
|
26K
$2.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
3.56K+ 3.07% |
$311K - $391K
|
119K
$12.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
3.52KNew |
$308K - $387K
|
3.52K
$366K
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
3.49K+ 9.04% |
$306K - $385K
|
42.1K
$4.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3.49K+ 8.01% |
$305K - $384K
|
47K
$4.89M
|