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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.55K+ 56.65% |
$136K - $171K
|
4.29K
$455K
|
|
|
Jan 22, 2024
Q4 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
1.54K+ 1.45% |
$135K - $169K
|
107K
$11.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
1.53K+ 22.67% |
$134K - $168K
|
8.28K
$878K
|
|
|
Feb 09, 2024
Q4 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
1.52K+ 1.05% |
$133K - $168K
|
146K
$15.5M
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.52KNew |
$133K - $167K
|
1.52K
$161K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.52K+ 2.79% |
$133K - $167K
|
56K
$5.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Sja Financial Advisory, LLC
|
BUY
|
- |
1.51K+ 15.16% |
$132K - $166K
|
11.5K
$1.22M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.51K+ 40.45% |
$132K - $166K
|
5.24K
$556K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.51K+ 40.45% |
$132K - $166K
|
5.24K
$556K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
1.51K+ 30.59% |
$132K - $166K
|
6.43K
$682K
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
1.5K+ 4.01% |
$132K - $166K
|
39K
$4.14M
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
1.5K+ 8.77% |
$132K - $165K
|
18.6K
$1.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.5K+ 4.69% |
$131K - $165K
|
33.3K
$3.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.49KNew |
$131K - $164K
|
1.49K
$158K
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1.49K+ 12.44% |
$131K - $164K
|
13.5K
$1.43M
|
|
|
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
$13M
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
1.48K+ 10.27% |
$130K - $163K
|
15.9K
$1.69M
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.47K+ 7.3% |
$129K - $162K
|
21.6K
$2.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.47K+ 18.68% |
$129K - $162K
|
9.34K
$991K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
1.45K+ 36.03% |
$127K - $160K
|
5.48K
$582K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.45K+ 30.8% |
$127K - $160K
|
6.17K
$655K
|
|
|
Feb 07, 2024
Q4 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
1.45K+ 4.25% |
$127K - $160K
|
35.6K
$3.78M
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.45K+ 4.96% |
$127K - $159K
|
30.6K
$3.25M
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.44K+ 1728.92% |
$126K - $158K
|
1.52K
$161K
|
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1.43K+ 11.24% |
$125K - $157K
|
14.1K
$1.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.42K+ 25.06% |
$125K - $157K
|
7.1K
$754K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
1.42K+ 1137.6% |
$125K - $157K
|
1.55K
$164K
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.42K+ 54.46% |
$124K - $156K
|
4.01K
$426K
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.41K+ 1.41% |
$123K - $155K
|
101K
$10.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Divergent Wealth Advisors
|
BUY
|
- |
1.38K+ 1.12% |
$121K - $152K
|
125K
$13.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
1.37K+ 9.55% |
$120K - $151K
|
15.7K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.37K+ 0.98% |
$120K - $151K
|
141K
$14.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.33K+ 10.21% |
$116K - $146K
|
14.3K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.32K+ 7.98% |
$115K - $145K
|
17.8K
$1.89M
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.3K+ 4.78% |
$114K - $143K
|
28.5K
$3.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1.28K+ 6.46% |
$112K - $141K
|
21.2K
$2.25M
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1.27K+ 3162.5% |
$111K - $139K
|
1.31K
$139K
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
BUY
|
- |
1.27K+ 29.75% |
$111K - $139K
|
5.52K
$586K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.27K+ 20.01% |
$111K - $139K
|
7.59K
$805K
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
1.26K+ 1.3% |
$110K - $138K
|
98.1K
$10.4M
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.26K+ 1.92% |
$110K - $138K
|
66.5K
$7.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
1.26K+ 3.23% |
$110K - $138K
|
40.1K
$4.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Human Investing LLC
|
BUY
|
- |
1.24K+ 1.02% |
$109K - $137K
|
122K
$13M
|
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.24K+ 54.01% |
$109K - $136K
|
3.53K
$375K
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
BUY
|
- |
1.19K+ 0.68% |
$104K - $130K
|
176K
$18.7M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.18K+ 6.01% |
$104K - $130K
|
20.9K
$2.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.18K+ 50.95% |
$103K - $130K
|
3.5K
$371K
|
|
|
Jan 22, 2024
Q4 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.17K+ 3.23% |
$102K - $128K
|
37.3K
$3.96M
|
|
|
Feb 06, 2024
Q4 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
1.16K+ 1.22% |
$102K - $128K
|
96K
$10.2M
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.16K+ 7.48% |
$101K - $127K
|
16.6K
$1.76M
|