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
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
45+ 1.29% |
$3.94K - $4.95K
|
3.53K
$367K
|
|
|
Jan 10, 2024
Q4 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
44+ 0.2% |
$3.85K - $4.84K
|
21.9K
$2.28M
|
|
|
Jan 11, 2024
Q4 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
42+ 1.68% |
$3.68K - $4.62K
|
2.55K
$265K
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
42+ 0.06% |
$3.68K - $4.62K
|
67.1K
$6.98M
|
|
|
Jan 22, 2024
Q4 2023
|
Mcrae Capital Management Inc
|
BUY
|
- |
42+ 0.77% |
$3.68K - $4.62K
|
5.46K
$568K
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
42+ 0.54% |
$3.68K - $4.62K
|
7.81K
$813K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
41+ 1.39% |
$3.59K - $4.51K
|
2.98K
$310K
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
39+ 1.32% |
$3.42K - $4.29K
|
3K
$312K
|
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
39+ 0.73% |
$3.42K - $4.29K
|
5.38K
$560K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
39+ 0.55% |
$3.42K - $4.29K
|
7.17K
$746K
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
37+ 0.16% |
$3.24K - $4.07K
|
23.5K
$2.44M
|
|
|
Jan 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
36+ 0.13% |
$3.15K - $3.96K
|
28.4K
$2.96M
|
|
|
Jan 17, 2024
Q4 2023
|
F&V Capital Management, LLC
|
BUY
|
- |
35+ 1.43% |
$3.07K - $3.85K
|
2.48K
$257K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
30+ 0.62% |
$2.63K - $3.3K
|
4.89K
$509K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
30+ 1.0% |
$2.63K - $3.3K
|
3.04K
$316K
|
|
|
Jan 31, 2024
Q4 2023
|
Tufton Capital Management
|
BUY
|
- |
28+ 0.3% |
$2.45K - $3.08K
|
9.34K
$971K
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
28+ 0.88% |
$2.45K - $3.08K
|
3.22K
$335K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
27+ 0.02% |
$2.37K - $2.97K
|
168K
$17.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
27+ 33.33% |
$2.37K - $2.97K
|
108
$11.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
26+ 0.57% |
$2.28K - $2.86K
|
4.58K
$476K
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
26+ 0.0% |
$2.28K - $2.86K
|
2.12M
$220M
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
25+ 0.64% |
$2.19K - $2.75K
|
3.93K
$409K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
25+ 0.35% |
$2.19K - $2.75K
|
7.12K
$741K
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
25+ 0.35% |
$2.19K - $2.75K
|
7.17K
$745K
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
23+ 3.72% |
$2.02K - $2.53K
|
641
$66.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
21New |
$1.84K - $2.31K
|
21
$2.18K
|
|
|
Jan 23, 2024
Q4 2023
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
20+ 0.32% |
$1.75K - $2.2K
|
6.18K
$643K
|
|
|
Feb 02, 2024
Q4 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
20+ 1.84% |
$1.75K - $2.2K
|
1.11K
$115K
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
19+ 1.79% |
$1.66K - $2.09K
|
1.08K
$112K
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
19+ 0.71% |
$1.66K - $2.09K
|
2.69K
$280K
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
BUY
|
- |
18+ 0.05% |
$1.58K - $1.98K
|
33.6K
$3.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
18+ 0.7% |
$1.58K - $1.98K
|
2.6K
$271K
|
|
|
Feb 14, 2024
Q4 2023
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
18+ 0.73% |
$1.58K - $1.98K
|
2.48K
$258K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
17+ 0.48% |
$1.49K - $1.87K
|
3.56K
$370K
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
17+ 0.32% |
$1.49K - $1.87K
|
5.3K
$551K
|
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
17+ 0.26% |
$1.49K - $1.87K
|
6.64K
$691K
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
16+ 0.41% |
$1.4K - $1.76K
|
3.91K
$406K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
14+ 0.23% |
$1.23K - $1.54K
|
6.22K
$647K
|
|
|
Jan 23, 2024
Q4 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
13New |
$1.14K - $1.43K
|
13
$1.35K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
13+ 0.08% |
$1.14K - $1.43K
|
15.9K
$1.65M
|
|
|
Feb 08, 2024
Q4 2023
|
My Wealth Management Inc.
|
BUY
|
- |
13+ 0.21% |
$1.14K - $1.43K
|
6.31K
$656K
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
13+ 0.6% |
$1.14K - $1.43K
|
2.19K
$227K
|
|
|
Feb 13, 2024
Q4 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
12New |
$1.05K - $1.32K
|
12
$1.25K
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
12+ 0.55% |
$1.05K - $1.32K
|
2.19K
$228K
|
|
|
Jan 09, 2024
Q4 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
12+ 0.38% |
$1.05K - $1.32K
|
3.16K
$328K
|
|
|
Jan 18, 2024
Q4 2023
|
Lincoln Capital Corp
|
BUY
|
- |
12+ 0.19% |
$1.05K - $1.32K
|
6.44K
$670K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
12+ 0.11% |
$1.05K - $1.32K
|
10.8K
$1.13M
|
|
|
Jan 30, 2024
Q4 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
11+ 0.45% |
$964 - $1.21K
|
2.44K
$254K
|
|
|
Jan 11, 2024
Q4 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
10+ 0.17% |
$876 - $1.1K
|
5.96K
$620K
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
10+ 0.13% |
$876 - $1.1K
|
7.49K
$779K
|