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
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.86KNew |
$251K - $315K
|
2.86K
$298K
|
|
|
Feb 07, 2024
Q4 2023
|
Aaf Wealth Management, LLC
|
BUY
|
- |
2.85K+ 4.73% |
$250K - $314K
|
63K
$6.56M
|
|
|
Feb 15, 2024
Q4 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
2.81KNew |
$246K - $309K
|
2.81K
$292K
|
|
|
Feb 07, 2024
Q4 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
2.8KNew |
$245K - $308K
|
2.8K
$291K
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
2.8KNew |
$245K - $308K
|
2.8K
$291K
|
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.79K+ 100.29% |
$244K - $307K
|
5.57K
$580K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
2.78K+ 11.6% |
$244K - $307K
|
26.8K
$2.79M
|
|
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
2.77KNew |
$243K - $305K
|
2.77K
$288K
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
2.76KNew |
$242K - $304K
|
2.76K
$287K
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.76K+ 1.22% |
$242K - $304K
|
228K
$23.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
2.76K+ 11.45% |
$242K - $304K
|
26.9K
$2.79M
|
|
|
Jan 30, 2024
Q4 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
2.75KNew |
$241K - $303K
|
2.75K
$286K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.75K+ 63.03% |
$240K - $302K
|
7.1K
$738K
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
BUY
|
- |
2.73KNew |
$239K - $301K
|
2.73K
$284K
|
|
|
Feb 14, 2024
Q4 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
2.73K+ 2.27% |
$239K - $300K
|
123K
$12.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.73K+ 1.55% |
$239K - $300K
|
179K
$18.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
2.72K+ 1.93% |
$239K - $300K
|
144K
$15M
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.71KNew |
$237K - $298K
|
2.71K
$282K
|
|
|
Jan 31, 2024
Q4 2023
|
Roth Financial Partners LLC
|
BUY
|
- |
2.7K+ 1.64% |
$236K - $297K
|
168K
$17.4M
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
2.69KNew |
$236K - $296K
|
2.69K
$280K
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
2.65KNew |
$232K - $292K
|
2.65K
$276K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2.65KNew |
$232K - $291K
|
2.65K
$275K
|
|
|
Apr 02, 2024
Q4 2023
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2.64KNew |
$231K - $291K
|
2.64K
$274K
|
|
|
Jan 23, 2024
Q4 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
2.6K+ 10.47% |
$228K - $287K
|
27.5K
$2.86M
|
|
|
Feb 08, 2024
Q4 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
2.6K+ 1.13% |
$228K - $286K
|
232K
$24.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
2.59K+ 7.09% |
$227K - $285K
|
39.1K
$4.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
2.58K+ 4.8% |
$226K - $284K
|
56.3K
$5.85M
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
2.58K+ 80.98% |
$226K - $284K
|
5.76K
$599K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
2.57K+ 5.96% |
$225K - $283K
|
45.7K
$4.76M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.56K+ 17.58% |
$224K - $282K
|
17.1K
$1.78M
|
|
|
Jan 31, 2024
Q4 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
2.55K+ 3.21% |
$223K - $281K
|
82K
$8.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
2.53K+ 13.31% |
$222K - $279K
|
21.6K
$2.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
2.53K+ 7.4% |
$221K - $278K
|
36.6K
$3.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
2.52K+ 42.74% |
$220K - $277K
|
8.4K
$874K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
BUY
|
- |
2.51KNew |
$219K - $276K
|
2.51K
$261K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
2.5KNew |
$219K - $275K
|
2.5K
$260K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.49K+ 10.36% |
$218K - $274K
|
26.5K
$2.76M
|
|
|
Feb 27, 2024
Q4 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
2.49K+ 78.0% |
$218K - $274K
|
5.67K
$590K
|
|
|
Jan 25, 2024
Q4 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
2.49K+ 0.95% |
$218K - $274K
|
265K
$27.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
2.48KNew |
$217K - $273K
|
2.48K
$258K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
2.48KNew |
$217K - $273K
|
2.48K
$258K
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
BUY
|
- |
2.48KNew |
$217K - $273K
|
2.48K
$258K
|
|
|
Feb 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
2.47KNew |
$216K - $272K
|
2.47K
$257K
|
|
|
Feb 05, 2024
Q4 2023
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
2.47K+ 7.97% |
$216K - $272K
|
33.4K
$3.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
2.46KNew |
$216K - $271K
|
2.46K
$256K
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
2.46K+ 9.6% |
$215K - $271K
|
28.1K
$2.92M
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
2.44KNew |
$214K - $269K
|
2.44K
$254K
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
BUY
|
- |
2.43KNew |
$213K - $268K
|
2.43K
$253K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
2.42K+ 4.16% |
$212K - $266K
|
60.6K
$6.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
2.42K+ 74.35% |
$212K - $266K
|
5.68K
$590K
|