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 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
373+ 2.71% |
$32.7K - $41.1K
|
14.1K
$1.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
371+ 1.58% |
$32.5K - $40.9K
|
23.8K
$2.53M
|
|
|
Feb 21, 2024
Q4 2023
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
367+ 6.43% |
$32.2K - $40.4K
|
6.07K
$645K
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
366+ 0.06% |
$32.1K - $40.3K
|
586K
$62.2M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
364New |
$31.9K - $40.1K
|
364
$38.6K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
363+ 0.39% |
$31.8K - $40K
|
93.9K
$9.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
361New |
$31.6K - $39.7K
|
361
$38.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
358+ 4.59% |
$31.4K - $39.4K
|
8.15K
$865K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
350+ 280.0% |
$30.7K - $38.5K
|
475
$50.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
344+ 12.86% |
$30.1K - $37.9K
|
3.02K
$320K
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
344+ 11.47% |
$30.1K - $37.9K
|
3.34K
$355K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
342+ 0.22% |
$30K - $37.7K
|
154K
$16.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
338+ 7.68% |
$29.6K - $37.2K
|
4.74K
$503K
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
337New |
$29.5K - $37.1K
|
337
$35.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
335+ 90.05% |
$29.3K - $36.9K
|
707
$75K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
333+ 3.25% |
$29.2K - $36.7K
|
10.6K
$1.12M
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
332+ 17.15% |
$29.1K - $36.6K
|
2.27K
$241K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
327+ 0.97% |
$28.6K - $36K
|
33.9K
$3.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
324+ 13.18% |
$28.4K - $35.7K
|
2.78K
$295K
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
323+ 34.92% |
$28.3K - $35.6K
|
1.25K
$132K
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
BUY
|
- |
320+ 4.48% |
$28K - $35.2K
|
7.47K
$793K
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
319+ 1.48% |
$27.9K - $35.1K
|
21.9K
$2.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Gfg Capital, LLC
|
BUY
|
- |
314+ 12.48% |
$27.5K - $34.6K
|
2.83K
$300K
|
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
310+ 7.86% |
$27.2K - $34.1K
|
4.26K
$452K
|
|
|
Feb 05, 2024
Q4 2023
|
Parthenon LLC
|
BUY
|
- |
310+ 0.71% |
$27.2K - $34.1K
|
43.9K
$4.66M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
310+ 6.0% |
$27.2K - $34.1K
|
5.48K
$581K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
308+ 1.0% |
$27K - $33.9K
|
31.2K
$3.31M
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
307New |
$26.9K - $33.8K
|
307
$32.6K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
301+ 2.88% |
$26.4K - $33.1K
|
10.7K
$1.14M
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
300+ 35.93% |
$26.3K - $33K
|
1.14K
$120K
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
BUY
|
- |
300+ 7.51% |
$26.3K - $33K
|
4.29K
$456K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
298+ 2.41% |
$26.1K - $32.8K
|
12.7K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
298+ 28.46% |
$26.1K - $32.8K
|
1.35K
$143K
|
|
|
Feb 13, 2024
Q4 2023
|
Lansing Street Advisors
|
BUY
|
- |
294+ 2.66% |
$25.8K - $32.4K
|
11.3K
$1.2M
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
293+ 4.9% |
$25.7K - $32.3K
|
6.27K
$665K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
290+ 3.5% |
$25.4K - $31.9K
|
8.58K
$910K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
288+ 3.72% |
$25.2K - $31.7K
|
8.04K
$853K
|
|
|
Feb 09, 2024
Q4 2023
|
Awm Capital, LLC
|
BUY
|
- |
287+ 7.1% |
$25.1K - $31.6K
|
4.33K
$460K
|
|
|
Jan 23, 2024
Q4 2023
|
Schwab Charitable Fund
|
BUY
|
- |
282+ 5.53% |
$24.7K - $31.1K
|
5.39K
$572K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
282+ 0.27% |
$24.7K - $31.1K
|
103K
$11M
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
282New |
$24.7K - $31.1K
|
282
$29.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
281+ 1.35% |
$24.6K - $30.9K
|
21K
$2.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
281+ 0.34% |
$24.6K - $30.9K
|
83.5K
$8.86M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
275+ 2.66% |
$24.1K - $30.3K
|
10.6K
$1.13M
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
275+ 9166.67% |
$24.1K - $30.3K
|
278
$29.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
274+ 0.39% |
$24K - $30.2K
|
70.6K
$7.49M
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
273+ 0.1% |
$23.9K - $30.1K
|
269K
$28.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
BUY
|
- |
269+ 1.58% |
$23.6K - $29.6K
|
17.3K
$1.84M
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
264+ 0.86% |
$23.1K - $29.1K
|
31.1K
$3.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
262+ 8.3% |
$23K - $28.8K
|
3.42K
$363K
|