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
|
Pathway Financial Advisors LLC
|
BUY
|
- |
3.48K+ 5.49% |
$305K - $383K
|
66.8K
$6.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.47K+ 2.47% |
$304K - $383K
|
144K
$15M
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
3.46K+ 9.11% |
$303K - $381K
|
41.4K
$4.31M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.45K+ 80.2% |
$302K - $380K
|
7.75K
$806K
|
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
3.44K+ 12.76% |
$302K - $379K
|
30.4K
$3.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
3.44KNew |
$301K - $378K
|
3.44K
$357K
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3.43K+ 72.02% |
$301K - $378K
|
8.2K
$853K
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
3.42KNew |
$300K - $377K
|
3.42K
$356K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.41K+ 2.81% |
$299K - $376K
|
125K
$13M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3.4K+ 397.08% |
$298K - $375K
|
4.26K
$443K
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
3.4K+ 29.86% |
$298K - $374K
|
14.8K
$1.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
3.39KNew |
$297K - $373K
|
3.39K
$353K
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Advisors, LLC
|
BUY
|
- |
3.39K+ 2.15% |
$297K - $373K
|
161K
$16.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3.36K+ 26.22% |
$295K - $370K
|
16.2K
$1.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
3.34K+ 81.66% |
$293K - $368K
|
7.44K
$774K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.34K+ 9.42% |
$293K - $368K
|
38.8K
$4.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
3.34KNew |
$293K - $368K
|
3.34K
$348K
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
3.34K+ 12.8% |
$292K - $367K
|
29.4K
$3.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.32K+ 5.05% |
$291K - $365K
|
69.1K
$7.19M
|
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
3.31K+ 7.09% |
$290K - $364K
|
50K
$5.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
3.3K+ 106.34% |
$289K - $364K
|
6.41K
$667K
|
|
|
Jan 29, 2024
Q4 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
3.29K+ 13.04% |
$288K - $362K
|
28.5K
$2.96M
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
BUY
|
- |
3.28K+ 1.09% |
$287K - $361K
|
303K
$31.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
3.28KNew |
$287K - $361K
|
3.28K
$341K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.27K+ 50.01% |
$286K - $360K
|
9.79K
$1.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
3.21K+ 27.86% |
$281K - $353K
|
14.7K
$1.53M
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
3.21K+ 0.37% |
$281K - $353K
|
881K
$91.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
BUY
|
- |
3.19K+ 13.51% |
$280K - $352K
|
26.8K
$2.79M
|
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
3.19KNew |
$280K - $352K
|
3.19K
$332K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.17K+ 6.89% |
$278K - $349K
|
49.2K
$5.12M
|
|
|
Jan 12, 2024
Q4 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
3.15K+ 55.57% |
$276K - $347K
|
8.82K
$917K
|
|
|
Feb 13, 2024
Q4 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
3.14K+ 1.01% |
$275K - $346K
|
313K
$32.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
3.09KNew |
$271K - $340K
|
3.09K
$322K
|
|
|
May 08, 2024
Q4 2023
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
3.08KNew |
$270K - $339K
|
3.08K
$321K
|
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
BUY
|
- |
3.06KNew |
$268K - $336K
|
3.06K
$318K
|
|
|
Jan 23, 2024
Q4 2023
|
Planning Alternatives LTD
|
BUY
|
- |
3.04K+ 1.02% |
$267K - $335K
|
301K
$31.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
3K+ 12.78% |
$263K - $331K
|
26.5K
$2.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.99K+ 9.68% |
$262K - $329K
|
33.9K
$3.52M
|
|
|
Feb 07, 2024
Q4 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
2.98K+ 27.11% |
$261K - $328K
|
14K
$1.45M
|
|
|
Feb 23, 2024
Q4 2023
|
Cim, LLC
|
BUY
|
- |
2.98KNew |
$261K - $328K
|
2.98K
$310K
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Planning LLC
|
BUY
|
- |
2.96K+ 20.96% |
$260K - $326K
|
17.1K
$1.78M
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.94K+ 15.19% |
$258K - $324K
|
22.3K
$2.32M
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
BUY
|
- |
2.94K+ 4.09% |
$258K - $324K
|
74.9K
$7.79M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.93K+ 64.05% |
$256K - $322K
|
7.5K
$780K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
2.92K+ 2.96% |
$255K - $321K
|
102K
$10.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
2.91KNew |
$255K - $321K
|
2.91K
$303K
|
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
2.91KNew |
$255K - $320K
|
2.91K
$302K
|
|
|
Jan 17, 2024
Q4 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
2.88K+ 7.49% |
$253K - $317K
|
41.4K
$4.3M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
2.88KNew |
$252K - $317K
|
2.88K
$299K
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.87KNew |
$251K - $316K
|
2.87K
$299K
|