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 01, 2024
Q4 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
3.6KNew |
$316K - $397K
|
3.6K
$383K
|
|
|
Oct 03, 2024
Q4 2023
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
3.59K+ 15.98% |
$314K - $395K
|
26K
$2.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
3.56K+ 3.07% |
$311K - $391K
|
119K
$12.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
3.52KNew |
$308K - $387K
|
3.52K
$373K
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
3.49K+ 9.04% |
$306K - $385K
|
42.1K
$4.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3.49K+ 8.01% |
$305K - $384K
|
47K
$4.99M
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
3.48K+ 5.49% |
$305K - $383K
|
66.8K
$7.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.47K+ 2.47% |
$304K - $383K
|
144K
$15.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
3.46K+ 9.11% |
$303K - $381K
|
41.4K
$4.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.45K+ 80.2% |
$302K - $380K
|
7.75K
$823K
|
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
3.44K+ 12.76% |
$302K - $379K
|
30.4K
$3.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
3.44KNew |
$301K - $378K
|
3.44K
$365K
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3.43K+ 72.02% |
$301K - $378K
|
8.2K
$870K
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
3.42KNew |
$300K - $377K
|
3.42K
$363K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.41K+ 2.81% |
$299K - $376K
|
125K
$13.3M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3.4K+ 397.08% |
$298K - $375K
|
4.26K
$452K
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
3.4K+ 29.86% |
$298K - $374K
|
14.8K
$1.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
3.39KNew |
$297K - $373K
|
3.39K
$360K
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Advisors, LLC
|
BUY
|
- |
3.39K+ 2.15% |
$297K - $373K
|
161K
$17.1M
|
|
|
May 29, 2025
Q4 2023
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.39KNew |
$297K - $373K
|
3.39K
$359K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3.36K+ 26.22% |
$295K - $370K
|
16.2K
$1.72M
|
|
|
Feb 12, 2024
Q4 2023
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
3.34K+ 81.66% |
$293K - $368K
|
7.44K
$790K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.34K+ 9.42% |
$293K - $368K
|
38.8K
$4.12M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
3.34KNew |
$293K - $368K
|
3.34K
$355K
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
3.34K+ 12.8% |
$292K - $367K
|
29.4K
$3.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.32K+ 5.05% |
$291K - $365K
|
69.1K
$7.33M
|
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
3.31K+ 7.09% |
$290K - $364K
|
50K
$5.31M
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
3.3K+ 106.34% |
$289K - $364K
|
6.41K
$680K
|
|
|
Jan 29, 2024
Q4 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
3.29K+ 13.04% |
$288K - $362K
|
28.5K
$3.02M
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
BUY
|
- |
3.28K+ 1.09% |
$287K - $361K
|
303K
$32.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
3.28KNew |
$287K - $361K
|
3.28K
$348K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.27K+ 50.01% |
$286K - $360K
|
9.79K
$1.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
3.21K+ 27.86% |
$281K - $353K
|
14.7K
$1.56M
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
3.21K+ 0.37% |
$281K - $353K
|
881K
$93.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
BUY
|
- |
3.19K+ 13.51% |
$280K - $352K
|
26.8K
$2.85M
|
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
3.19KNew |
$280K - $352K
|
3.19K
$339K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.17K+ 6.89% |
$278K - $349K
|
49.2K
$5.22M
|
|
|
Jan 12, 2024
Q4 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
3.15K+ 55.57% |
$276K - $347K
|
8.82K
$936K
|
|
|
Feb 13, 2024
Q4 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
3.14K+ 1.01% |
$275K - $346K
|
313K
$33.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
3.09KNew |
$271K - $340K
|
3.09K
$328K
|
|
|
May 08, 2024
Q4 2023
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
3.08KNew |
$270K - $339K
|
3.08K
$327K
|
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
BUY
|
- |
3.06KNew |
$268K - $336K
|
3.06K
$324K
|
|
|
Jan 23, 2024
Q4 2023
|
Planning Alternatives LTD
|
BUY
|
- |
3.04K+ 1.02% |
$267K - $335K
|
301K
$31.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
3K+ 12.78% |
$263K - $331K
|
26.5K
$2.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.99K+ 9.68% |
$262K - $329K
|
33.9K
$3.59M
|
|
|
Feb 07, 2024
Q4 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
2.98K+ 27.11% |
$261K - $328K
|
14K
$1.48M
|
|
|
Feb 23, 2024
Q4 2023
|
Cim, LLC
|
BUY
|
- |
2.98KNew |
$261K - $328K
|
2.98K
$316K
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Planning LLC
|
BUY
|
- |
2.96K+ 20.96% |
$260K - $326K
|
17.1K
$1.81M
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.94K+ 15.19% |
$258K - $324K
|
22.3K
$2.37M
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
BUY
|
- |
2.94K+ 4.09% |
$258K - $324K
|
74.9K
$7.95M
|