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
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
250+ 0.71% |
$21.9K - $27.5K
|
35.2K
$3.67M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
242+ 2.95% |
$21.2K - $26.6K
|
8.46K
$880K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
239New |
$20.9K - $26.3K
|
239
$24.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
237+ 2.09% |
$20.8K - $26.1K
|
11.6K
$1.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
235+ 3.18% |
$20.6K - $25.9K
|
7.62K
$792K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
235+ 0.35% |
$20.6K - $25.9K
|
68.3K
$7.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
234+ 1.21% |
$20.5K - $25.8K
|
19.5K
$2.03M
|
|
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
234+ 3.87% |
$20.5K - $25.8K
|
6.28K
$653K
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
231+ 0.78% |
$20.2K - $25.4K
|
30K
$3.12M
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
231+ 1.13% |
$20.2K - $25.4K
|
20.7K
$2.16M
|
|
|
Feb 01, 2024
Q4 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
231+ 4.46% |
$20.2K - $25.4K
|
5.41K
$562K
|
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
BUY
|
- |
224+ 0.52% |
$19.6K - $24.7K
|
43.5K
$4.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
221+ 6.42% |
$19.4K - $24.3K
|
3.66K
$381K
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
220+ 0.84% |
$19.3K - $24.2K
|
26.4K
$2.74M
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
BUY
|
- |
215+ 0.37% |
$18.8K - $23.7K
|
57.8K
$6.01M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
213+ 1.13% |
$18.7K - $23.5K
|
19.1K
$1.98M
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
212+ 62.17% |
$18.6K - $23.3K
|
553
$57.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
212+ 1.36% |
$18.6K - $23.3K
|
15.7K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
S&T Bank
Indiana, PA |
BUY
|
- |
212+ 1.01% |
$18.6K - $23.3K
|
21.2K
$2.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
210+ 1.83% |
$18.4K - $23.1K
|
11.7K
$1.22M
|
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
210+ 63.25% |
$18.4K - $23.1K
|
542
$56.4K
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
BUY
|
- |
205+ 4.54% |
$18K - $22.6K
|
4.72K
$491K
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
204+ 0.26% |
$17.9K - $22.5K
|
77.5K
$8.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
202+ 28.73% |
$17.7K - $22.2K
|
905
$94.1K
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
201+ 6.52% |
$17.6K - $22.1K
|
3.29K
$342K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
197+ 0.86% |
$17.3K - $21.7K
|
23.2K
$2.41M
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
195+ 1.33% |
$17.1K - $21.5K
|
14.8K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
193+ 1.65% |
$16.9K - $21.3K
|
11.9K
$1.24M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
190+ 0.31% |
$16.6K - $20.9K
|
61.8K
$6.42M
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
187+ 2.75% |
$16.4K - $20.6K
|
6.99K
$727K
|
|
|
Jan 14, 2025
Q4 2023
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
187+ 4.27% |
$16.4K - $20.6K
|
4.57K
$475K
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
183+ 2.13% |
$16K - $20.2K
|
8.78K
$913K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
179+ 0.57% |
$15.7K - $19.7K
|
31.5K
$3.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
BUY
|
- |
179+ 16.11% |
$15.7K - $19.7K
|
1.29K
$134K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
BUY
|
- |
175+ 16.0% |
$15.3K - $19.3K
|
1.27K
$132K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
171+ 1.2% |
$15K - $18.8K
|
14.4K
$1.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
169+ 1.55% |
$14.8K - $18.6K
|
11.1K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
169New |
$14.8K - $18.6K
|
169
$17.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
168+ 294.74% |
$14.7K - $18.5K
|
225
$23.4K
|
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
164+ 3.98% |
$14.4K - $18.1K
|
4.28K
$446K
|
|
|
Feb 14, 2024
Q4 2023
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
162+ 127.56% |
$14.2K - $17.8K
|
289
$30.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
159+ 5.34% |
$13.9K - $17.5K
|
3.14K
$326K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
158New |
$13.8K - $17.4K
|
158
$16.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
158+ 0.15% |
$13.8K - $17.4K
|
105K
$10.9M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
155New |
$13.6K - $17.1K
|
155
$16.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
154+ 4.22% |
$13.5K - $17K
|
3.8K
$395K
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
153+ 2.05% |
$13.4K - $16.8K
|
7.63K
$793K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
152+ 5.65% |
$13.3K - $16.7K
|
2.84K
$296K
|
|
|
Jan 26, 2024
Q4 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
144+ 2.65% |
$12.6K - $15.9K
|
5.58K
$581K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
143+ 6.86% |
$12.5K - $15.7K
|
2.23K
$232K
|