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 29, 2024
Q4 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
99+ 0.43% |
$8.67K - $10.9K
|
22.9K
$2.43M
|
|
|
Feb 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
98+ 3.13% |
$8.59K - $10.8K
|
3.23K
$343K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
97+ 2.09% |
$8.5K - $10.7K
|
4.75K
$504K
|
|
|
Feb 12, 2024
Q4 2023
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
97+ 2.32% |
$8.5K - $10.7K
|
4.29K
$455K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
92+ 2.39% |
$8.06K - $10.1K
|
3.95K
$419K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
91+ 1.72% |
$7.97K - $10K
|
5.39K
$572K
|
|
|
Feb 05, 2024
Q4 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
90+ 0.36% |
$7.88K - $9.91K
|
25.1K
$2.66M
|
|
|
Jan 02, 2024
Q4 2023
|
Dentgroup LLC
|
BUY
|
- |
87+ 1.75% |
$7.62K - $9.58K
|
5.06K
$537K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
86+ 2.25% |
$7.53K - $9.47K
|
3.91K
$415K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
86New |
$7.53K - $9.47K
|
86
$9.13K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
85+ 0.39% |
$7.45K - $9.36K
|
21.8K
$2.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
83+ 0.66% |
$7.27K - $9.14K
|
12.7K
$1.35M
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
81+ 14.39% |
$7.1K - $8.92K
|
644
$68.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Bowman & CO S.C.
|
BUY
|
- |
80+ 1.79% |
$7.01K - $8.81K
|
4.54K
$482K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
80+ 0.1% |
$7.01K - $8.81K
|
77.8K
$8.25M
|
|
|
Feb 06, 2024
Q4 2023
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
79+ 0.09% |
$6.92K - $8.7K
|
88.3K
$9.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
79+ 1.75% |
$6.92K - $8.7K
|
4.6K
$488K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
79+ 0.47% |
$6.92K - $8.7K
|
16.9K
$1.79M
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
77+ 3.57% |
$6.75K - $8.48K
|
2.23K
$237K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
76+ 3.69% |
$6.66K - $8.37K
|
2.13K
$227K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
76+ 0.24% |
$6.66K - $8.37K
|
31.9K
$3.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
76+ 2.11% |
$6.66K - $8.37K
|
3.67K
$390K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
75New |
$6.57K - $8.26K
|
75
$7.96K
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
74+ 2.11% |
$6.48K - $8.15K
|
3.59K
$381K
|
|
|
Feb 06, 2024
Q4 2023
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
74+ 1.2% |
$6.48K - $8.15K
|
6.25K
$663K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
72+ 0.96% |
$6.31K - $7.93K
|
7.56K
$802K
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
72+ 1.09% |
$6.31K - $7.93K
|
6.65K
$706K
|
|
|
Jan 09, 2024
Q4 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
71+ 0.38% |
$6.22K - $7.82K
|
18.9K
$2.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
71+ 3.23% |
$6.22K - $7.82K
|
2.27K
$241K
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
68+ 0.71% |
$5.96K - $7.49K
|
9.61K
$1.02M
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
67+ 0.05% |
$5.87K - $7.38K
|
130K
$13.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
66+ 26.51% |
$5.78K - $7.27K
|
315
$33.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
66+ 0.93% |
$5.78K - $7.27K
|
7.19K
$763K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
65+ 32.66% |
$5.69K - $7.16K
|
264
$28K
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
63New |
$5.52K - $6.94K
|
63
$6.69K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
61+ 0.37% |
$5.34K - $6.72K
|
16.5K
$1.75M
|
|
|
Jan 31, 2024
Q4 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
60+ 1.02% |
$5.26K - $6.61K
|
5.95K
$632K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
60+ 1.93% |
$5.26K - $6.61K
|
3.17K
$336K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
59+ 0.42% |
$5.17K - $6.5K
|
14.2K
$1.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
59+ 0.33% |
$5.17K - $6.5K
|
17.7K
$1.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
58New |
$5.08K - $6.39K
|
58
$6.16K
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
57+ 1.9% |
$4.99K - $6.28K
|
3.06K
$324K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
56+ 0.85% |
$4.91K - $6.17K
|
6.67K
$708K
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
55+ 3.2% |
$4.82K - $6.06K
|
1.78K
$189K
|
|
|
Jan 29, 2024
Q4 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
55+ 1.94% |
$4.82K - $6.06K
|
2.9K
$307K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
55+ 12.97% |
$4.82K - $6.06K
|
479
$50.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
55+ 0.32% |
$4.82K - $6.06K
|
17.1K
$1.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
54+ 0.26% |
$4.73K - $5.95K
|
21K
$2.22M
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
53+ 0.34% |
$4.64K - $5.84K
|
15.6K
$1.65M
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
53+ 0.75% |
$4.64K - $5.84K
|
7.08K
$752K
|