Purchases and Sales Made in Q4 2023 in Ishares Core S&P Sm Cap ETF (IJR)

IJR Quotes by TradingView

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 05, 2025 Q4 2023
Mma Asset Management LLC

New York, NY
BUY
 -
53
+ 0.92%
$4.64K - $5.84K
5.82K $618K
Jan 09, 2024 Q4 2023
Silvia Mccoll Wealth Management, LLC

San Diego, CA
BUY
 -
51
+ 0.35%
$4.47K - $5.62K
14.5K $1.54M
Jan 12, 2024 Q4 2023
Greenhouse Wealth Management, LLC

BUY
 -
49
+ 0.72%
$4.29K - $5.4K
6.9K $732K
Jan 26, 2024 Q4 2023
Seelaus Asset Management LLC

BUY
 -
49
+ 1.13%
$4.29K - $5.4K
4.39K $466K
Feb 09, 2024 Q4 2023
Cassaday & CO Wealth Management LLC

Mclean, VA
BUY
 -
49
+ 0.99%
$4.29K - $5.4K
5.01K $532K
Jan 11, 2024 Q4 2023
Grey Street Capital, LLC

Chicago, IL
BUY
 -
47
+ 0.75%
$4.12K - $5.18K
6.28K $666K
Jan 12, 2024 Q4 2023
Independent Wealth Network Inc.

BUY
 -
47
+ 1.33%
$4.12K - $5.18K
3.59K $381K
Jan 23, 2024 Q4 2023
Lmg Wealth Partners, LLC

Shreveport, LA
BUY
 -
47
+ 2.11%
$4.12K - $5.18K
2.27K $241K
Feb 06, 2024 Q4 2023
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
47
+ 0.48%
$4.12K - $5.18K
9.86K $1.05M
Jan 16, 2024 Q4 2023
Kaydan Wealth Management, Inc.

Fenton, MI
BUY
 -
46
+ 2.06%
$4.03K - $5.07K
2.28K $242K
Jan 10, 2024 Q4 2023
Peterson Wealth Advisors, LLC

BUY
 -
44
+ 0.2%
$3.85K - $4.84K
21.9K $2.32M
Jan 11, 2024 Q4 2023
Corepath Wealth Partners LLC

Scottsdale, AZ
BUY
 -
42
+ 1.68%
$3.68K - $4.62K
2.55K $270K
Jan 12, 2024 Q4 2023
Summit Financial Group, Inc.

BUY
 -
42
+ 0.06%
$3.68K - $4.62K
67.1K $7.12M
Jan 22, 2024 Q4 2023
Mcrae Capital Management Inc

BUY
 -
42
+ 0.77%
$3.68K - $4.62K
5.46K $580K
Feb 01, 2024 Q4 2023
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
42
+ 0.54%
$3.68K - $4.62K
7.81K $829K
Feb 08, 2024 Q4 2023
Sheaff Brock Investment Advisors, LLC

BUY
 -
41
+ 1.39%
$3.59K - $4.51K
2.98K $317K
Feb 06, 2024 Q4 2023
Tci Wealth Advisors, Inc.

BUY
 -
39
+ 1.32%
$3.42K - $4.29K
3K $318K
Feb 07, 2024 Q4 2023
Sp Asset Management LLC

Cupertino, CA
BUY
 -
39
+ 0.73%
$3.42K - $4.29K
5.38K $571K
Feb 14, 2024 Q4 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
39
+ 0.55%
$3.42K - $4.29K
7.17K $761K
Feb 08, 2024 Q4 2023
Davidson Capital Management Inc.

Corpus Christi, TX
BUY
 -
37
+ 0.16%
$3.24K - $4.07K
23.5K $2.49M
Jan 16, 2024 Q4 2023
Hubbell Strickland Wealth Management, LLC

BUY
 -
36
+ 0.13%
$3.15K - $3.96K
28.4K $3.02M
Jan 17, 2024 Q4 2023
F&V Capital Management, LLC

BUY
 -
35
+ 1.43%
$3.07K - $3.85K
2.48K $263K
Jan 08, 2024 Q4 2023
Baldwin Brothers LLC

BUY
 -
30
+ 0.62%
$2.63K - $3.3K
4.89K $519K
Feb 23, 2024 Q4 2023
Beacon Financial Group

BUY
 -
30
+ 1.0%
$2.63K - $3.3K
3.04K $323K
Jan 31, 2024 Q4 2023
Tufton Capital Management

BUY
 -
28
+ 0.3%
$2.45K - $3.08K
9.34K $991K
Feb 13, 2024 Q4 2023
Paulson Wealth Management Inc.

BUY
 -
28
+ 0.88%
$2.45K - $3.08K
3.22K $342K
Feb 06, 2024 Q4 2023
First Horizon Advisors, Inc.

BUY
 -
27
+ 0.02%
$2.37K - $2.97K
168K $17.8M
Feb 14, 2024 Q4 2023
Resources Management Corp

West Hartford, CT
BUY
 -
27
+ 33.33%
$2.37K - $2.97K
108 $11.5K
Feb 05, 2024 Q4 2023
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
BUY
 -
26
+ 0.57%
$2.28K - $2.86K
4.58K $486K
Feb 14, 2024 Q4 2023
Circle Wealth Management, LLC

Summit, NJ
BUY
 -
26
+ 0.0%
$2.28K - $2.86K
2.12M $225M
Feb 12, 2024 Q4 2023
Bbr Partners, LLC

New York, NY
BUY
 -
25
+ 0.64%
$2.19K - $2.75K
3.93K $417K
Feb 12, 2024 Q4 2023
Invesco Ltd.

Atlanta, GA
BUY
 -
25
+ 0.35%
$2.19K - $2.75K
7.12K $756K
Feb 13, 2024 Q4 2023
Rathbones Group PLC

Liverpool, X0
BUY
 -
25
+ 0.35%
$2.19K - $2.75K
7.17K $760K
Feb 01, 2024 Q4 2023
Stephens Consulting, LLC

Flint, MI
BUY
 -
23
+ 3.72%
$2.02K - $2.53K
641 $68K
Feb 12, 2024 Q4 2023
Gold Investment Management Ltd.

Edmonton, A0
BUY
 -
21
New
$1.84K - $2.31K
21 $2.23K
Jan 23, 2024 Q4 2023
Sageworth Trust CO Of South Dakota

BUY
 -
20
+ 0.32%
$1.75K - $2.2K
6.18K $656K
Feb 02, 2024 Q4 2023
Morling Financial Advisors, LLC

BUY
 -
20
+ 1.84%
$1.75K - $2.2K
1.11K $118K
Jan 30, 2024 Q4 2023
Stone House Investment Management, LLC

BUY
 -
19
+ 1.79%
$1.66K - $2.09K
1.08K $115K
Feb 08, 2024 Q4 2023
Bcgm Wealth Management, LLC

BUY
 -
19
+ 0.71%
$1.66K - $2.09K
2.69K $285K
Jan 09, 2024 Q4 2023
Farmers Trust CO

BUY
 -
18
+ 0.05%
$1.58K - $1.98K
33.6K $3.57M
Feb 09, 2024 Q4 2023
Certus Wealth Management, LLC

Redwood City, CA
BUY
 -
18
+ 0.7%
$1.58K - $1.98K
2.6K $276K
Feb 14, 2024 Q4 2023
Iconiq Capital, LLC

San Francisco, CA
BUY
 -
18
+ 0.73%
$1.58K - $1.98K
2.48K $264K
Jan 19, 2024 Q4 2023
Activest Wealth Management

BUY
 -
17
+ 0.48%
$1.49K - $1.87K
3.56K $378K
Jan 23, 2024 Q4 2023
Steel Peak Wealth Management LLC

BUY
 -
17
+ 0.32%
$1.49K - $1.87K
5.3K $562K
Feb 14, 2024 Q4 2023
Perritt Capital Management Inc

Chicago, IL
BUY
 -
17
+ 0.26%
$1.49K - $1.87K
6.64K $705K
Feb 07, 2024 Q4 2023
Ironwood Investment Counsel, LLC

BUY
 -
16
+ 0.41%
$1.4K - $1.76K
3.91K $414K
Jan 16, 2024 Q4 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
14
+ 0.23%
$1.23K - $1.54K
6.22K $660K
Jan 23, 2024 Q4 2023
Db Fitzpatrick & Co, Inc

BUY
 -
13
New
$1.14K - $1.43K
13 $1.38K
Jan 25, 2024 Q4 2023
Tfc Financial Management

BUY
 -
13
+ 0.08%
$1.14K - $1.43K
15.9K $1.69M

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