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 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
489+ 22.57% |
$42.8K - $53.8K
|
2.66K
$276K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
486+ 17.22% |
$42.6K - $53.5K
|
3.31K
$344K
|
|
|
Jan 31, 2024
Q4 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
484+ 3.87% |
$42.4K - $53.3K
|
13K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
482New |
$42.2K - $53.1K
|
482
$50.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
BUY
|
- |
475+ 0.48% |
$41.6K - $52.3K
|
99.8K
$10.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
475+ 2.8% |
$41.6K - $52.3K
|
17.5K
$1.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Esl Trust Services, LLC
|
BUY
|
- |
475+ 0.28% |
$41.6K - $52.3K
|
172K
$17.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
474New |
$41.5K - $52.2K
|
474
$49.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
468+ 2.11% |
$41K - $51.5K
|
22.6K
$2.35M
|
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
467+ 4.59% |
$40.9K - $51.4K
|
10.6K
$1.11M
|
|
|
Jan 05, 2024
Q4 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
466+ 0.71% |
$40.8K - $51.3K
|
65.7K
$6.83M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
461+ 4.75% |
$40.4K - $50.8K
|
10.2K
$1.06M
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
459+ 2.1% |
$40.2K - $50.5K
|
22.3K
$2.32M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
BUY
|
- |
457+ 0.19% |
$40K - $50.3K
|
239K
$24.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
452New |
$39.6K - $49.8K
|
452
$47K
|
|
|
Feb 14, 2024
Q4 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
450New |
$39.4K - $49.5K
|
450
$46.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
448+ 3.01% |
$39.2K - $49.3K
|
15.3K
$1.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
446+ 2.52% |
$39.1K - $49.1K
|
18.2K
$1.89M
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
BUY
|
- |
445+ 16.34% |
$39K - $49K
|
3.17K
$330K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
442+ 6.16% |
$38.7K - $48.7K
|
7.62K
$793K
|
|
|
Feb 13, 2024
Q4 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
442+ 5.54% |
$38.7K - $48.7K
|
8.41K
$875K
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
439+ 6.14% |
$38.5K - $48.3K
|
7.59K
$789K
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
438+ 3.79% |
$38.4K - $48.2K
|
12K
$1.25M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
435+ 1.6% |
$38.1K - $47.9K
|
27.7K
$2.88M
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
435+ 1.89% |
$38.1K - $47.9K
|
23.5K
$2.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
435+ 3.0% |
$38.1K - $47.9K
|
14.9K
$1.55M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
430+ 1.9% |
$37.7K - $47.3K
|
23.1K
$2.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
430+ 2.04% |
$37.7K - $47.3K
|
21.5K
$2.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
427New |
$37.4K - $47K
|
427
$44.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
425+ 2.27% |
$37.2K - $46.8K
|
19.2K
$1.99M
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
424+ 1.46% |
$37.1K - $46.7K
|
29.4K
$3.05M
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
417+ 1544.44% |
$36.5K - $45.9K
|
444
$46.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
410+ 0.05% |
$35.9K - $45.1K
|
842K
$87.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
409New |
$35.8K - $45K
|
409
$42.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
408+ 3.84% |
$35.7K - $44.9K
|
11K
$1.15M
|
|
|
Jan 12, 2024
Q4 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
402+ 5.28% |
$35.2K - $44.3K
|
8.02K
$834K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
394+ 7.68% |
$34.5K - $43.4K
|
5.53K
$575K
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
392+ 40.79% |
$34.3K - $43.2K
|
1.35K
$141K
|
|
|
Jan 29, 2024
Q4 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
390+ 11.18% |
$34.2K - $42.9K
|
3.88K
$403K
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
378+ 10.86% |
$33.1K - $41.6K
|
3.86K
$401K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
373+ 35.9% |
$32.7K - $41.1K
|
1.41K
$147K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
373+ 2.71% |
$32.7K - $41.1K
|
14.1K
$1.47M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
371+ 1.58% |
$32.5K - $40.9K
|
23.8K
$2.48M
|
|
|
Feb 21, 2024
Q4 2023
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
367+ 6.43% |
$32.2K - $40.4K
|
6.07K
$632K
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
366+ 0.06% |
$32.1K - $40.3K
|
586K
$61M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
364New |
$31.9K - $40.1K
|
364
$37.9K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
363+ 0.39% |
$31.8K - $40K
|
93.9K
$9.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
361New |
$31.6K - $39.7K
|
361
$37.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
358+ 4.59% |
$31.4K - $39.4K
|
8.15K
$848K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
350+ 280.0% |
$30.7K - $38.5K
|
475
$49.4K
|