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 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
159+ 5.34% |
$13.9K - $17.5K
|
3.14K
$333K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
158New |
$13.8K - $17.4K
|
158
$16.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
158+ 0.15% |
$13.8K - $17.4K
|
105K
$11.1M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
155New |
$13.6K - $17.1K
|
155
$16.5K
|
|
|
Apr 10, 2025
Q4 2023
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
155+ 1.12% |
$13.6K - $17.1K
|
14K
$1.49M
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
154+ 4.22% |
$13.5K - $17K
|
3.8K
$403K
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
153+ 2.05% |
$13.4K - $16.8K
|
7.63K
$810K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
152+ 5.65% |
$13.3K - $16.7K
|
2.84K
$302K
|
|
|
Jan 26, 2024
Q4 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
144+ 2.65% |
$12.6K - $15.9K
|
5.58K
$593K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
143+ 6.86% |
$12.5K - $15.7K
|
2.23K
$236K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
143New |
$12.5K - $15.7K
|
143
$15.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
142+ 0.7% |
$12.4K - $15.6K
|
20.3K
$2.15M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
140+ 10.77% |
$12.3K - $15.4K
|
1.44K
$153K
|
|
|
Feb 09, 2024
Q4 2023
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
140+ 0.2% |
$12.3K - $15.4K
|
71K
$7.53M
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
139+ 0.05% |
$12.2K - $15.3K
|
255K
$27.1M
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
139New |
$12.2K - $15.3K
|
139
$14.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
138New |
$12.1K - $15.2K
|
138
$14.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
134+ 3.33% |
$11.7K - $14.8K
|
4.16K
$441K
|
|
|
Jan 26, 2024
Q4 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
133+ 1.07% |
$11.7K - $14.6K
|
12.5K
$1.33M
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
133+ 5.53% |
$11.7K - $14.6K
|
2.54K
$269K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
132+ 2.01% |
$11.6K - $14.5K
|
6.7K
$711K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
130New |
$11.4K - $14.3K
|
130
$13.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
128+ 0.09% |
$11.2K - $14.1K
|
149K
$15.8M
|
|
|
Feb 02, 2024
Q4 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
125+ 2.28% |
$11K - $13.8K
|
5.61K
$595K
|
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
BUY
|
- |
124+ 0.96% |
$10.9K - $13.7K
|
13K
$1.38M
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
123+ 13.62% |
$10.8K - $13.5K
|
1.03K
$109K
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
120+ 2.81% |
$10.5K - $13.2K
|
4.39K
$466K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
119New |
$10.4K - $13.1K
|
119
$12.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
119+ 31.99% |
$10.4K - $13.1K
|
491
$52.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
118+ 0.42% |
$10.3K - $13K
|
27.9K
$2.96M
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
117+ 2.3% |
$10.3K - $12.9K
|
5.2K
$552K
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
117+ 0.89% |
$10.3K - $12.9K
|
13.2K
$1.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
117+ 0.39% |
$10.3K - $12.9K
|
30.1K
$3.19M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
115+ 0.73% |
$10.1K - $12.7K
|
15.9K
$1.69M
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
114+ 0.93% |
$9.99K - $12.6K
|
12.3K
$1.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
114+ 4.92% |
$9.99K - $12.6K
|
2.43K
$258K
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
110+ 2.18% |
$9.64K - $12.1K
|
5.16K
$548K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
110+ 611.11% |
$9.64K - $12.1K
|
128
$13.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
110+ 1.69% |
$9.64K - $12.1K
|
6.63K
$704K
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
109+ 2.01% |
$9.55K - $12K
|
5.54K
$588K
|
|
|
Feb 08, 2024
Q4 2023
|
Gs Investments, Inc.
|
BUY
|
- |
108+ 2.3% |
$9.46K - $11.9K
|
4.8K
$509K
|
|
|
Jan 09, 2024
Q4 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
103+ 4.82% |
$9.02K - $11.3K
|
2.24K
$238K
|
|
|
Jan 11, 2024
Q4 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
103+ 1.08% |
$9.02K - $11.3K
|
9.6K
$1.02M
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
103+ 1.63% |
$9.02K - $11.3K
|
6.44K
$683K
|
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
102+ 1.11% |
$8.94K - $11.2K
|
9.32K
$989K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
102+ 15.77% |
$8.94K - $11.2K
|
749
$79.5K
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
BUY
|
- |
101+ 2.42% |
$8.85K - $11.1K
|
4.27K
$453K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
100+ 0.57% |
$8.76K - $11K
|
17.8K
$1.89M
|
|
|
Feb 14, 2025
Q4 2023
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
100+ 3.75% |
$8.76K - $11K
|
2.77K
$294K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
99+ 4.97% |
$8.67K - $10.9K
|
2.09K
$222K
|