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 |
|---|---|---|---|---|---|---|---|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
143New |
$12.5K - $15.7K
|
143
$14.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
142+ 0.7% |
$12.4K - $15.6K
|
20.3K
$2.11M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
140+ 10.77% |
$12.3K - $15.4K
|
1.44K
$150K
|
|
|
Feb 09, 2024
Q4 2023
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
140+ 0.2% |
$12.3K - $15.4K
|
71K
$7.38M
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
139+ 0.05% |
$12.2K - $15.3K
|
255K
$26.5M
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
139New |
$12.2K - $15.3K
|
139
$14.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
138New |
$12.1K - $15.2K
|
138
$14.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
134+ 3.33% |
$11.7K - $14.8K
|
4.16K
$433K
|
|
|
Jan 26, 2024
Q4 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
133+ 1.07% |
$11.7K - $14.6K
|
12.5K
$1.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
133+ 5.53% |
$11.7K - $14.6K
|
2.54K
$264K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
132+ 2.01% |
$11.6K - $14.5K
|
6.7K
$696K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
130New |
$11.4K - $14.3K
|
130
$13.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
128+ 0.09% |
$11.2K - $14.1K
|
149K
$15.5M
|
|
|
Feb 02, 2024
Q4 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
125+ 2.28% |
$11K - $13.8K
|
5.61K
$583K
|
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
BUY
|
- |
124+ 0.96% |
$10.9K - $13.7K
|
13K
$1.35M
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
123+ 13.62% |
$10.8K - $13.5K
|
1.03K
$107K
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
120+ 2.81% |
$10.5K - $13.2K
|
4.39K
$457K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
119New |
$10.4K - $13.1K
|
119
$12.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
119+ 31.99% |
$10.4K - $13.1K
|
491
$51.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
118+ 0.42% |
$10.3K - $13K
|
27.9K
$2.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
117+ 2.3% |
$10.3K - $12.9K
|
5.2K
$541K
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
117+ 0.89% |
$10.3K - $12.9K
|
13.2K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
117+ 0.39% |
$10.3K - $12.9K
|
30.1K
$3.13M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
115+ 0.73% |
$10.1K - $12.7K
|
15.9K
$1.65M
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
114+ 0.93% |
$9.99K - $12.6K
|
12.3K
$1.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
114+ 4.92% |
$9.99K - $12.6K
|
2.43K
$253K
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
110+ 2.18% |
$9.64K - $12.1K
|
5.16K
$537K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
110+ 611.11% |
$9.64K - $12.1K
|
128
$13.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
110+ 1.69% |
$9.64K - $12.1K
|
6.63K
$690K
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
109+ 2.01% |
$9.55K - $12K
|
5.54K
$576K
|
|
|
Feb 08, 2024
Q4 2023
|
Gs Investments, Inc.
|
BUY
|
- |
108+ 2.3% |
$9.46K - $11.9K
|
4.8K
$499K
|
|
|
Jan 09, 2024
Q4 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
103+ 4.82% |
$9.02K - $11.3K
|
2.24K
$233K
|
|
|
Jan 11, 2024
Q4 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
103+ 1.08% |
$9.02K - $11.3K
|
9.6K
$999K
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
103+ 1.63% |
$9.02K - $11.3K
|
6.44K
$669K
|
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
102+ 1.11% |
$8.94K - $11.2K
|
9.32K
$969K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
102+ 15.77% |
$8.94K - $11.2K
|
749
$77.9K
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
BUY
|
- |
101+ 2.42% |
$8.85K - $11.1K
|
4.27K
$444K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
100+ 0.57% |
$8.76K - $11K
|
17.8K
$1.85M
|
|
|
Feb 14, 2025
Q4 2023
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
100+ 3.75% |
$8.76K - $11K
|
2.77K
$288K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
99+ 4.97% |
$8.67K - $10.9K
|
2.09K
$217K
|
|
|
Jan 29, 2024
Q4 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
99+ 0.43% |
$8.67K - $10.9K
|
22.9K
$2.38M
|
|
|
Feb 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
98+ 3.13% |
$8.59K - $10.8K
|
3.23K
$336K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
97+ 2.09% |
$8.5K - $10.7K
|
4.75K
$494K
|
|
|
Feb 12, 2024
Q4 2023
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
97+ 2.32% |
$8.5K - $10.7K
|
4.29K
$446K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
92+ 2.39% |
$8.06K - $10.1K
|
3.95K
$411K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
91+ 1.72% |
$7.97K - $10K
|
5.39K
$561K
|
|
|
Feb 05, 2024
Q4 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
90+ 0.36% |
$7.88K - $9.91K
|
25.1K
$2.61M
|
|
|
Jan 02, 2024
Q4 2023
|
Dentgroup LLC
|
BUY
|
- |
87+ 1.75% |
$7.62K - $9.58K
|
5.06K
$526K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
86+ 2.25% |
$7.53K - $9.47K
|
3.91K
$407K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
86New |
$7.53K - $9.47K
|
86
$8.94K
|