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 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
530+ 0.18% |
$46.4K - $58.4K
|
294K
$34.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
526+ 0.3% |
$46.1K - $57.9K
|
174K
$20.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
525+ 2.26% |
$46K - $57.8K
|
23.7K
$2.79M
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
525+ 1.26% |
$46K - $57.8K
|
42.1K
$4.96M
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
BUY
|
- |
521+ 4.9% |
$45.6K - $57.4K
|
11.1K
$1.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
520New |
$45.6K - $57.3K
|
520
$61.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
515+ 31.73% |
$45.1K - $56.7K
|
2.14K
$252K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
515+ 15.56% |
$45.1K - $56.7K
|
3.82K
$450K
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
BUY
|
- |
507+ 2.42% |
$44.4K - $55.8K
|
21.5K
$2.53M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
506+ 30.95% |
$44.3K - $55.7K
|
2.14K
$252K
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
504+ 3.04% |
$44.2K - $55.5K
|
17.1K
$2.02M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
502New |
$44K - $55.3K
|
502
$59.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
BUY
|
- |
497+ 20.69% |
$43.5K - $54.7K
|
2.9K
$341K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
489+ 22.57% |
$42.8K - $53.8K
|
2.66K
$313K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
486+ 17.22% |
$42.6K - $53.5K
|
3.31K
$390K
|
|
|
Jan 31, 2024
Q4 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
484+ 3.87% |
$42.4K - $53.3K
|
13K
$1.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
482New |
$42.2K - $53.1K
|
482
$56.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
BUY
|
- |
475+ 0.48% |
$41.6K - $52.3K
|
99.8K
$11.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
475+ 2.8% |
$41.6K - $52.3K
|
17.5K
$2.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Esl Trust Services, LLC
|
BUY
|
- |
475+ 0.28% |
$41.6K - $52.3K
|
172K
$20.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
474New |
$41.5K - $52.2K
|
474
$55.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
468+ 2.11% |
$41K - $51.5K
|
22.6K
$2.66M
|
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
467+ 4.59% |
$40.9K - $51.4K
|
10.6K
$1.25M
|
|
|
Jan 05, 2024
Q4 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
466+ 0.71% |
$40.8K - $51.3K
|
65.7K
$7.74M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
461+ 4.75% |
$40.4K - $50.8K
|
10.2K
$1.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
459+ 2.1% |
$40.2K - $50.5K
|
22.3K
$2.63M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
BUY
|
- |
457+ 0.19% |
$40K - $50.3K
|
239K
$28.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
452New |
$39.6K - $49.8K
|
452
$53.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
450New |
$39.4K - $49.5K
|
450
$53K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
448+ 3.01% |
$39.2K - $49.3K
|
15.3K
$1.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
446+ 2.52% |
$39.1K - $49.1K
|
18.2K
$2.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
BUY
|
- |
445+ 16.34% |
$39K - $49K
|
3.17K
$373K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
442+ 6.16% |
$38.7K - $48.7K
|
7.62K
$898K
|
|
|
Feb 13, 2024
Q4 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
442+ 5.54% |
$38.7K - $48.7K
|
8.41K
$991K
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
439+ 6.14% |
$38.5K - $48.3K
|
7.59K
$894K
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
438+ 3.79% |
$38.4K - $48.2K
|
12K
$1.41M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
435+ 1.6% |
$38.1K - $47.9K
|
27.7K
$3.26M
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
435+ 1.89% |
$38.1K - $47.9K
|
23.5K
$2.77M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
435+ 3.0% |
$38.1K - $47.9K
|
14.9K
$1.76M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
430+ 1.9% |
$37.7K - $47.3K
|
23.1K
$2.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
430+ 2.04% |
$37.7K - $47.3K
|
21.5K
$2.53M
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
427New |
$37.4K - $47K
|
427
$50.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
425+ 2.27% |
$37.2K - $46.8K
|
19.2K
$2.26M
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
424+ 1.46% |
$37.1K - $46.7K
|
29.4K
$3.46M
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
417+ 1544.44% |
$36.5K - $45.9K
|
444
$52.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
410+ 0.05% |
$35.9K - $45.1K
|
842K
$99.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
409New |
$35.8K - $45K
|
409
$48.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
408+ 3.84% |
$35.7K - $44.9K
|
11K
$1.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
402+ 5.28% |
$35.2K - $44.3K
|
8.02K
$945K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
394+ 7.68% |
$34.5K - $43.4K
|
5.53K
$651K
|