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 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
85+ 0.39% |
$7.45K - $9.36K
|
21.8K
$2.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
83+ 0.66% |
$7.27K - $9.14K
|
12.7K
$1.32M
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
81+ 14.39% |
$7.1K - $8.92K
|
644
$67K
|
|
|
Jan 10, 2024
Q4 2023
|
Bowman & CO S.C.
|
BUY
|
- |
80+ 1.79% |
$7.01K - $8.81K
|
4.54K
$472K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
80+ 0.1% |
$7.01K - $8.81K
|
77.8K
$8.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
79+ 0.09% |
$6.92K - $8.7K
|
88.3K
$9.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
79+ 1.75% |
$6.92K - $8.7K
|
4.6K
$478K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
79+ 0.47% |
$6.92K - $8.7K
|
16.9K
$1.76M
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
77+ 3.57% |
$6.75K - $8.48K
|
2.23K
$232K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
76+ 3.69% |
$6.66K - $8.37K
|
2.13K
$222K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
76+ 0.24% |
$6.66K - $8.37K
|
31.9K
$3.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
76+ 2.11% |
$6.66K - $8.37K
|
3.67K
$382K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
75New |
$6.57K - $8.26K
|
75
$7.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
74+ 2.11% |
$6.48K - $8.15K
|
3.59K
$373K
|
|
|
Feb 06, 2024
Q4 2023
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
74+ 1.2% |
$6.48K - $8.15K
|
6.25K
$650K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
72+ 0.96% |
$6.31K - $7.93K
|
7.56K
$786K
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
72+ 1.09% |
$6.31K - $7.93K
|
6.65K
$692K
|
|
|
Jan 09, 2024
Q4 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
71+ 0.38% |
$6.22K - $7.82K
|
18.9K
$1.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
71+ 3.23% |
$6.22K - $7.82K
|
2.27K
$236K
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
68+ 0.71% |
$5.96K - $7.49K
|
9.61K
$1M
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
67+ 0.05% |
$5.87K - $7.38K
|
130K
$13.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
66+ 26.51% |
$5.78K - $7.27K
|
315
$32.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
66+ 0.93% |
$5.78K - $7.27K
|
7.19K
$748K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
65+ 32.66% |
$5.69K - $7.16K
|
264
$27.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
63New |
$5.52K - $6.94K
|
63
$6.55K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
61+ 0.37% |
$5.34K - $6.72K
|
16.5K
$1.71M
|
|
|
Jan 31, 2024
Q4 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
60+ 1.02% |
$5.26K - $6.61K
|
5.95K
$619K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
60+ 1.93% |
$5.26K - $6.61K
|
3.17K
$330K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
59+ 0.42% |
$5.17K - $6.5K
|
14.2K
$1.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
59+ 0.33% |
$5.17K - $6.5K
|
17.7K
$1.84M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
58New |
$5.08K - $6.39K
|
58
$6.03K
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
57+ 1.9% |
$4.99K - $6.28K
|
3.06K
$318K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
56+ 0.85% |
$4.91K - $6.17K
|
6.67K
$694K
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
55+ 3.2% |
$4.82K - $6.06K
|
1.78K
$185K
|
|
|
Jan 29, 2024
Q4 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
55+ 1.94% |
$4.82K - $6.06K
|
2.9K
$301K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
55+ 12.97% |
$4.82K - $6.06K
|
479
$49.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
55+ 0.32% |
$4.82K - $6.06K
|
17.1K
$1.78M
|
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
54+ 0.26% |
$4.73K - $5.95K
|
21K
$2.18M
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
53+ 0.34% |
$4.64K - $5.84K
|
15.6K
$1.62M
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
53+ 0.75% |
$4.64K - $5.84K
|
7.08K
$737K
|
|
|
Feb 05, 2025
Q4 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
53+ 0.92% |
$4.64K - $5.84K
|
5.82K
$606K
|
|
|
Jan 09, 2024
Q4 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
51+ 0.35% |
$4.47K - $5.62K
|
14.5K
$1.51M
|
|
|
Jan 12, 2024
Q4 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
49+ 0.72% |
$4.29K - $5.4K
|
6.9K
$718K
|
|
|
Jan 26, 2024
Q4 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
49+ 1.13% |
$4.29K - $5.4K
|
4.39K
$456K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
49+ 0.99% |
$4.29K - $5.4K
|
5.01K
$521K
|
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
47+ 0.75% |
$4.12K - $5.18K
|
6.28K
$653K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
47+ 1.33% |
$4.12K - $5.18K
|
3.59K
$373K
|
|
|
Jan 23, 2024
Q4 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
47+ 2.11% |
$4.12K - $5.18K
|
2.27K
$236K
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
47+ 0.48% |
$4.12K - $5.18K
|
9.86K
$1.03M
|
|
|
Jan 16, 2024
Q4 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
46+ 2.06% |
$4.03K - $5.07K
|
2.28K
$237K
|