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 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
780New |
$68.3K - $85.9K
|
780
$82.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Middleton & CO Inc
|
BUY
|
- |
778+ 1.55% |
$68.2K - $85.7K
|
50.9K
$5.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
758+ 2.3% |
$66.4K - $83.5K
|
33.7K
$3.58M
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
753+ 11.36% |
$66K - $82.9K
|
7.38K
$783K
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
749+ 33.98% |
$65.6K - $82.5K
|
2.95K
$313K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
745+ 18.3% |
$65.3K - $82K
|
4.82K
$511K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
744+ 6.53% |
$65.2K - $81.9K
|
12.1K
$1.29M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
738+ 1.75% |
$64.7K - $81.3K
|
43K
$4.56M
|
|
|
Jan 26, 2024
Q4 2023
|
White Pine Investment CO
|
BUY
|
- |
729+ 1.1% |
$63.9K - $80.3K
|
66.8K
$7.09M
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
727+ 30.91% |
$63.7K - $80K
|
3.08K
$327K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
726New |
$63.6K - $79.9K
|
726
$77.1K
|
|
|
Feb 20, 2025
Q4 2023
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
722+ 10.34% |
$63.3K - $79.5K
|
7.7K
$817K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
BUY
|
- |
714+ 1.56% |
$62.6K - $78.6K
|
46.5K
$4.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
704+ 1.75% |
$61.7K - $77.5K
|
40.9K
$4.34M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
701+ 5.01% |
$61.4K - $77.2K
|
14.7K
$1.56M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
695+ 0.66% |
$60.9K - $76.5K
|
106K
$11.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
689+ 0.93% |
$60.4K - $75.9K
|
74.9K
$7.95M
|
|
|
Feb 06, 2024
Q4 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
688+ 1.22% |
$60.3K - $75.8K
|
57K
$6.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
686+ 18.79% |
$60.1K - $75.5K
|
4.34K
$460K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
681New |
$59.7K - $75K
|
681
$72.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
675+ 4.66% |
$59.1K - $74.3K
|
15.2K
$1.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
673New |
$59K - $74.1K
|
673
$71.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
671+ 9.41% |
$58.8K - $73.9K
|
7.8K
$828K
|
|
|
Jan 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
653+ 3.76% |
$57.2K - $71.9K
|
18K
$1.91M
|
|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
647+ 12.86% |
$56.7K - $71.2K
|
5.68K
$603K
|
|
|
Jan 18, 2024
Q4 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
644+ 0.77% |
$56.4K - $70.9K
|
84.6K
$8.98M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
643New |
$56.3K - $70.8K
|
643
$68.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
641+ 252.36% |
$56.2K - $70.6K
|
895
$95K
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
620+ 0.34% |
$54.3K - $68.3K
|
185K
$19.7M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
615New |
$53.9K - $67.7K
|
615
$65.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
610+ 3.96% |
$53.4K - $67.2K
|
16K
$1.7M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
600New |
$52.6K - $66.1K
|
600
$63.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
BUY
|
- |
594+ 3.13% |
$52K - $65.4K
|
19.6K
$2.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
592+ 1.22% |
$51.9K - $65.2K
|
49.1K
$5.21M
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
590New |
$51.7K - $65K
|
590
$62.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
579+ 1.95% |
$50.7K - $63.8K
|
30.2K
$3.21M
|
|
|
Feb 02, 2024
Q4 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
575+ 2.06% |
$50.4K - $63.3K
|
28.4K
$3.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
558+ 7.13% |
$48.9K - $61.4K
|
8.38K
$890K
|
|
|
Jan 24, 2024
Q4 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
554+ 1.28% |
$48.5K - $61K
|
43.9K
$4.66M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
552+ 0.85% |
$48.4K - $60.8K
|
65.3K
$6.93M
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
551+ 0.8% |
$48.3K - $60.7K
|
69.2K
$7.34M
|
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
551+ 0.8% |
$48.3K - $60.7K
|
69.2K
$7.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
546New |
$47.8K - $60.1K
|
546
$58K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
544+ 6.21% |
$47.7K - $59.9K
|
9.31K
$988K
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
543+ 2.44% |
$47.6K - $59.8K
|
22.8K
$2.41M
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
534+ 4.56% |
$46.8K - $58.8K
|
12.2K
$1.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
530+ 0.18% |
$46.4K - $58.4K
|
294K
$31.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
526+ 0.3% |
$46.1K - $57.9K
|
174K
$18.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
525+ 2.26% |
$46K - $57.8K
|
23.7K
$2.52M
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
525+ 1.26% |
$46K - $57.8K
|
42.1K
$4.47M
|