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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1.14K+ 11.49% |
$99.4K - $125K
|
11K
$1.17M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.13K+ 29.53% |
$99.3K - $125K
|
4.97K
$528K
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.13K+ 33.51% |
$98.6K - $124K
|
4.48K
$476K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
1.12K+ 10.47% |
$98.4K - $124K
|
11.9K
$1.26M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.12K+ 18.45% |
$98.3K - $124K
|
7.2K
$765K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.12K+ 2.54% |
$97.9K - $123K
|
45.1K
$4.79M
|
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
1.11K+ 9.41% |
$96.8K - $122K
|
12.9K
$1.36M
|
|
|
Jan 16, 2024
Q4 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
1.1K+ 21.27% |
$96.6K - $121K
|
6.29K
$667K
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1.1K+ 2.98% |
$96.6K - $121K
|
38.1K
$4.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.1K+ 23.08% |
$96.3K - $121K
|
5.86K
$622K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.07K+ 9.47% |
$94K - $118K
|
12.4K
$1.32M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.07K+ 4.08% |
$94K - $118K
|
27.4K
$2.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
1.06K+ 2.77% |
$92.5K - $116K
|
39.2K
$4.17M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
1.02K+ 42.8% |
$89.6K - $113K
|
3.41K
$362K
|
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
1.02K+ 14.43% |
$89.2K - $112K
|
8.08K
$857K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1.01K+ 1.0% |
$88.7K - $112K
|
103K
$10.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.01K+ 7.83% |
$88.6K - $111K
|
13.9K
$1.48M
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
969+ 1.09% |
$84.9K - $107K
|
89.5K
$9.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
968+ 0.52% |
$84.8K - $107K
|
187K
$19.8M
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
962+ 1.17% |
$84.3K - $106K
|
83.2K
$8.83M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
957+ 7.62% |
$83.8K - $105K
|
13.5K
$1.44M
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
946+ 1.01% |
$82.9K - $104K
|
94.9K
$10.1M
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
927+ 2.53% |
$81.2K - $102K
|
37.5K
$3.98M
|
|
|
Feb 13, 2025
Q4 2023
|
Ategra Capital Management, LLC
Vienna, VA |
BUY
|
- |
920+ 4.85% |
$80.6K - $101K
|
19.9K
$2.11M
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
905New |
$79.3K - $99.6K
|
905
$96.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
899+ 34.33% |
$78.8K - $99K
|
3.52K
$373K
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
896+ 2.18% |
$78.5K - $98.7K
|
42K
$4.46M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
886+ 0.62% |
$77.6K - $97.6K
|
143K
$15.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
877+ 10.67% |
$76.8K - $96.6K
|
9.1K
$966K
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
876+ 5.93% |
$76.7K - $96.5K
|
15.6K
$1.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
866+ 13.04% |
$75.9K - $95.4K
|
7.51K
$797K
|
|
|
Jan 17, 2024
Q4 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
864+ 4.44% |
$75.7K - $95.1K
|
20.3K
$2.16M
|
|
|
Feb 02, 2024
Q4 2023
|
Penobscot Wealth Management
|
BUY
|
- |
856+ 34.59% |
$75K - $94.3K
|
3.33K
$354K
|
|
|
Feb 13, 2024
Q4 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
855+ 30.65% |
$74.9K - $94.1K
|
3.65K
$387K
|
|
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
853New |
$74.7K - $93.9K
|
853
$90.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
851+ 35.27% |
$74.6K - $93.7K
|
3.26K
$346K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
848+ 2.25% |
$74.3K - $93.4K
|
38.6K
$4.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
843+ 5.36% |
$73.9K - $92.8K
|
16.6K
$1.76M
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
843+ 3.98% |
$73.9K - $92.8K
|
22K
$2.34M
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
BUY
|
- |
839+ 17.33% |
$73.5K - $92.4K
|
5.68K
$603K
|
|
|
Feb 09, 2024
Q4 2023
|
Resolute Advisors LLC
|
BUY
|
- |
824+ 1.5% |
$72.2K - $90.7K
|
55.7K
$5.91M
|
|
|
Jan 08, 2024
Q4 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
822+ 9.78% |
$72K - $90.5K
|
9.23K
$980K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
809New |
$70.9K - $89.1K
|
809
$85.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
807+ 1.32% |
$70.7K - $88.9K
|
61.8K
$6.56M
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
804+ 4.16% |
$70.4K - $88.5K
|
20.1K
$2.14M
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
803+ 24.28% |
$70.4K - $88.4K
|
4.11K
$436K
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
803+ 1.89% |
$70.4K - $88.4K
|
43.3K
$4.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
802+ 21.79% |
$70.3K - $88.3K
|
4.48K
$476K
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
789+ 6.3% |
$69.1K - $86.9K
|
13.3K
$1.41M
|
|
|
Feb 15, 2024
Q4 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
786+ 0.72% |
$68.9K - $86.5K
|
111K
$11.7M
|