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
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.87KNew |
$164K - $206K
|
1.87K
$194K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.86K+ 9.23% |
$163K - $204K
|
22K
$2.28M
|
|
|
Jan 08, 2024
Q4 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.85KNew |
$162K - $204K
|
1.85K
$193K
|
|
|
Feb 13, 2024
Q4 2023
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
1.85KNew |
$162K - $204K
|
1.85K
$193K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1.85KNew |
$162K - $204K
|
1.85K
$192K
|
|
|
Feb 07, 2024
Q4 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
1.85K+ 6.79% |
$162K - $204K
|
29.1K
$3.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
1.85KNew |
$162K - $204K
|
1.85K
$192K
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.85K+ 10.0% |
$162K - $203K
|
20.3K
$2.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.84K+ 1.61% |
$161K - $202K
|
116K
$12.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.84K+ 0.64% |
$161K - $202K
|
290K
$30.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.82K+ 8.48% |
$159K - $200K
|
23.3K
$2.42M
|
|
|
Jan 18, 2024
Q4 2023
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
1.82K+ 21.22% |
$159K - $200K
|
10.4K
$1.08M
|
|
|
Jan 11, 2024
Q4 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
1.81K+ 2.98% |
$158K - $199K
|
62.6K
$6.51M
|
|
|
Feb 08, 2024
Q4 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.79K+ 6.13% |
$157K - $198K
|
31K
$3.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.79K+ 20.39% |
$157K - $197K
|
10.6K
$1.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
1.79K+ 551.85% |
$157K - $197K
|
2.11K
$220K
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
1.79K+ 551.85% |
$157K - $197K
|
2.11K
$220K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.78K+ 2.67% |
$156K - $196K
|
68.5K
$7.13M
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
1.77K+ 2.19% |
$155K - $194K
|
82.5K
$8.58M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
1.76K+ 4.62% |
$154K - $194K
|
40K
$4.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.74K+ 4.45% |
$152K - $191K
|
40.8K
$4.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.72K+ 6.47% |
$150K - $189K
|
28.2K
$2.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.71K+ 16.5% |
$149K - $188K
|
12K
$1.25M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.71K+ 4.65% |
$149K - $188K
|
38.4K
$3.99M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.7KNew |
$149K - $188K
|
1.7K
$177K
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.7K+ 2.4% |
$149K - $187K
|
72.5K
$7.54M
|
|
|
Jan 08, 2024
Q4 2023
|
Lynch & Associates
|
BUY
|
- |
1.69K+ 4.05% |
$148K - $186K
|
43.4K
$4.51M
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
1.69K+ 2.7% |
$148K - $186K
|
64.1K
$6.67M
|
|
|
Jan 11, 2024
Q4 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
1.68K+ 4.21% |
$147K - $185K
|
41.6K
$4.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.67K+ 1.43% |
$146K - $184K
|
118K
$12.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.67K+ 16.54% |
$146K - $184K
|
11.8K
$1.22M
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
1.66K+ 35.39% |
$145K - $182K
|
6.33K
$658K
|
|
|
Jan 24, 2024
Q4 2023
|
Narwhal Capital Management
|
BUY
|
- |
1.63K+ 7.84% |
$143K - $179K
|
22.4K
$2.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.62K+ 15.37% |
$141K - $178K
|
12.1K
$1.26M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.61K+ 5.15% |
$141K - $177K
|
32.7K
$3.41M
|
|
|
Jan 12, 2024
Q4 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
1.6K+ 2.85% |
$140K - $176K
|
57.6K
$5.99M
|
|
|
Jan 24, 2024
Q4 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
1.6K+ 11.33% |
$140K - $176K
|
15.7K
$1.63M
|
|
|
Jan 22, 2024
Q4 2023
|
Fort Henry Capital, LLC
|
BUY
|
- |
1.59K+ 0.99% |
$140K - $175K
|
162K
$16.8M
|
|
|
Feb 23, 2024
Q4 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
1.58K+ 3.12% |
$138K - $173K
|
52K
$5.41M
|
|
|
Feb 13, 2024
Q4 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
1.57K+ 8.57% |
$137K - $173K
|
19.9K
$2.07M
|
|
|
Jan 12, 2024
Q4 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
1.56K+ 1.87% |
$136K - $172K
|
85.1K
$8.85M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.55K+ 56.65% |
$136K - $171K
|
4.29K
$446K
|
|
|
Jan 22, 2024
Q4 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
1.54K+ 1.45% |
$135K - $169K
|
107K
$11.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
1.53K+ 22.67% |
$134K - $168K
|
8.28K
$861K
|
|
|
Feb 09, 2024
Q4 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
1.52K+ 1.05% |
$133K - $168K
|
146K
$15.2M
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.52KNew |
$133K - $167K
|
1.52K
$158K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.52K+ 2.79% |
$133K - $167K
|
56K
$5.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Sja Financial Advisory, LLC
|
BUY
|
- |
1.51K+ 15.16% |
$132K - $166K
|
11.5K
$1.19M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.51K+ 40.45% |
$132K - $166K
|
5.24K
$545K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.51K+ 40.45% |
$132K - $166K
|
5.24K
$545K
|