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 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
1.51K+ 30.59% |
$132K - $166K
|
6.43K
$668K
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
1.5K+ 4.01% |
$132K - $166K
|
39K
$4.06M
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
1.5K+ 8.77% |
$132K - $165K
|
18.6K
$1.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.5K+ 4.69% |
$131K - $165K
|
33.3K
$3.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.49KNew |
$131K - $164K
|
1.49K
$155K
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1.49K+ 12.44% |
$131K - $164K
|
13.5K
$1.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
1.49K+ 1.23% |
$130K - $164K
|
122K
$12.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
1.48K+ 10.27% |
$130K - $163K
|
15.9K
$1.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.47K+ 7.3% |
$129K - $162K
|
21.6K
$2.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.47K+ 18.68% |
$129K - $162K
|
9.34K
$971K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
1.45K+ 36.03% |
$127K - $160K
|
5.48K
$570K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.45K+ 30.8% |
$127K - $160K
|
6.17K
$641K
|
|
|
Feb 07, 2024
Q4 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
1.45K+ 4.25% |
$127K - $160K
|
35.6K
$3.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.45K+ 4.96% |
$127K - $159K
|
30.6K
$3.18M
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.44K+ 1728.92% |
$126K - $158K
|
1.52K
$158K
|
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1.43K+ 11.24% |
$125K - $157K
|
14.1K
$1.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.42K+ 25.06% |
$125K - $157K
|
7.1K
$739K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
1.42K+ 1137.6% |
$125K - $157K
|
1.55K
$161K
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.42K+ 54.46% |
$124K - $156K
|
4.01K
$417K
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.41K+ 1.41% |
$123K - $155K
|
101K
$10.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Divergent Wealth Advisors
|
BUY
|
- |
1.38K+ 1.12% |
$121K - $152K
|
125K
$13M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
1.37K+ 9.55% |
$120K - $151K
|
15.7K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.37K+ 0.98% |
$120K - $151K
|
141K
$14.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.33K+ 10.21% |
$116K - $146K
|
14.3K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.32K+ 7.98% |
$115K - $145K
|
17.8K
$1.85M
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.3K+ 4.78% |
$114K - $143K
|
28.5K
$2.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1.28K+ 6.46% |
$112K - $141K
|
21.2K
$2.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1.27K+ 3162.5% |
$111K - $139K
|
1.31K
$136K
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
BUY
|
- |
1.27K+ 29.75% |
$111K - $139K
|
5.52K
$574K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.27K+ 20.01% |
$111K - $139K
|
7.59K
$789K
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
1.26K+ 1.3% |
$110K - $138K
|
98.1K
$10.2M
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.26K+ 1.92% |
$110K - $138K
|
66.5K
$6.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
1.26K+ 3.23% |
$110K - $138K
|
40.1K
$4.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Human Investing LLC
|
BUY
|
- |
1.24K+ 1.02% |
$109K - $137K
|
122K
$12.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.24K+ 54.01% |
$109K - $136K
|
3.53K
$367K
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
BUY
|
- |
1.19K+ 0.68% |
$104K - $130K
|
176K
$18.3M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.18K+ 6.01% |
$104K - $130K
|
20.9K
$2.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.18K+ 50.95% |
$103K - $130K
|
3.5K
$364K
|
|
|
Jan 22, 2024
Q4 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.17K+ 3.23% |
$102K - $128K
|
37.3K
$3.88M
|
|
|
Feb 06, 2024
Q4 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
1.16K+ 1.22% |
$102K - $128K
|
96K
$9.98M
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.16K+ 7.48% |
$101K - $127K
|
16.6K
$1.73M
|
|
|
Jan 12, 2024
Q4 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1.14K+ 11.49% |
$99.4K - $125K
|
11K
$1.15M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.13K+ 29.53% |
$99.3K - $125K
|
4.97K
$517K
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.13K+ 33.51% |
$98.6K - $124K
|
4.48K
$466K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
1.12K+ 10.47% |
$98.4K - $124K
|
11.9K
$1.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.12K+ 18.45% |
$98.3K - $124K
|
7.2K
$749K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.12K+ 2.54% |
$97.9K - $123K
|
45.1K
$4.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
1.11K+ 9.41% |
$96.8K - $122K
|
12.9K
$1.34M
|
|
|
Jan 16, 2024
Q4 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
1.1K+ 21.27% |
$96.6K - $121K
|
6.29K
$654K
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1.1K+ 2.98% |
$96.6K - $121K
|
38.1K
$3.96M
|