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 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
2.47KNew |
$216K - $272K
|
2.47K
$262K
|
|
|
Feb 05, 2024
Q4 2023
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
2.47K+ 7.97% |
$216K - $272K
|
33.4K
$3.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
2.46KNew |
$216K - $271K
|
2.46K
$261K
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
2.46K+ 9.6% |
$215K - $271K
|
28.1K
$2.98M
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
2.44KNew |
$214K - $269K
|
2.44K
$259K
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
BUY
|
- |
2.43KNew |
$213K - $268K
|
2.43K
$258K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
2.42K+ 4.16% |
$212K - $266K
|
60.6K
$6.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
2.42K+ 74.35% |
$212K - $266K
|
5.68K
$602K
|
|
|
Feb 01, 2024
Q4 2023
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
2.4KNew |
$210K - $264K
|
2.4K
$255K
|
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
2.4K+ 64.37% |
$210K - $264K
|
6.12K
$649K
|
|
|
Feb 07, 2024
Q4 2023
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
2.37KNew |
$208K - $261K
|
2.37K
$252K
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
BUY
|
- |
2.37K+ 0.61% |
$208K - $261K
|
388K
$41.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
2.36K+ 4.77% |
$207K - $260K
|
51.8K
$5.5M
|
|
|
Aug 14, 2024
Q4 2023
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
2.35KNew |
$206K - $259K
|
2.35K
$250K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.34K+ 4.05% |
$205K - $258K
|
60.2K
$6.39M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
2.34K+ 4.72% |
$205K - $257K
|
51.9K
$5.51M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
2.33K+ 11.43% |
$204K - $257K
|
22.7K
$2.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Wade Financial Advisory, Inc
|
BUY
|
- |
2.33KNew |
$204K - $256K
|
2.33K
$247K
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
2.33KNew |
$204K - $256K
|
2.33K
$247K
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.32K+ 2.38% |
$204K - $256K
|
99.8K
$10.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
2.32K+ 6.56% |
$203K - $255K
|
37.7K
$4M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.32KNew |
$203K - $255K
|
2.32K
$246K
|
|
|
Feb 12, 2024
Q4 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
2.31KNew |
$202K - $254K
|
2.31K
$245K
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
2.3K+ 13.99% |
$201K - $253K
|
18.7K
$1.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.28K+ 15.92% |
$200K - $251K
|
16.6K
$1.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
2.24KNew |
$197K - $247K
|
2.24K
$238K
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
2.24K+ 2.35% |
$196K - $247K
|
97.6K
$10.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.24KNew |
$196K - $247K
|
2.24K
$238K
|
|
|
Feb 14, 2024
Q4 2023
|
Campion Asset Management
|
BUY
|
- |
2.23K+ 8.07% |
$195K - $245K
|
29.8K
$3.17M
|
|
|
Jan 11, 2024
Q4 2023
|
Parkside Investments, LLC
|
BUY
|
- |
2.23K+ 40.28% |
$195K - $245K
|
7.75K
$822K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.22KNew |
$195K - $245K
|
2.22K
$236K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.22KNew |
$194K - $244K
|
2.22K
$235K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.21K+ 15.81% |
$194K - $244K
|
16.2K
$1.72M
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
2.21KNew |
$194K - $243K
|
2.21K
$235K
|
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
2.21K+ 1.56% |
$193K - $243K
|
144K
$15.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.2K+ 0.57% |
$192K - $242K
|
390K
$41.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
2.18K+ 5.95% |
$191K - $240K
|
38.8K
$4.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
2.18K+ 14.66% |
$191K - $240K
|
17.1K
$1.81M
|
|
|
Jan 26, 2024
Q4 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
2.17KNew |
$190K - $239K
|
2.17K
$231K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.17K+ 2.04% |
$190K - $239K
|
109K
$11.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
BUY
|
- |
2.16K+ 1.63% |
$189K - $238K
|
135K
$14.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
2.16K+ 24.21% |
$189K - $238K
|
11.1K
$1.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
2.16K+ 59.23% |
$189K - $237K
|
5.8K
$615K
|
|
|
Feb 09, 2024
Q4 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
2.15KNew |
$188K - $237K
|
2.15K
$228K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2.14K+ 40.84% |
$188K - $236K
|
7.39K
$784K
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
2.14KNew |
$187K - $236K
|
2.14K
$227K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2.13K+ 7.75% |
$187K - $235K
|
29.6K
$3.15M
|
|
|
Jan 18, 2024
Q4 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
2.13KNew |
$186K - $234K
|
2.13K
$226K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
2.13KNew |
$186K - $234K
|
2.13K
$226K
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
2.12KNew |
$186K - $234K
|
2.12K
$225K
|