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 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
55+ 12.97% |
$4.82K - $6.06K
|
479
$56.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
55+ 0.32% |
$4.82K - $6.06K
|
17.1K
$2.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
54+ 0.26% |
$4.73K - $5.95K
|
21K
$2.47M
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
53+ 0.34% |
$4.64K - $5.84K
|
15.6K
$1.84M
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
53+ 0.75% |
$4.64K - $5.84K
|
7.08K
$834K
|
|
|
Feb 05, 2025
Q4 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
53+ 0.92% |
$4.64K - $5.84K
|
5.82K
$686K
|
|
|
Jan 09, 2024
Q4 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
51+ 0.35% |
$4.47K - $5.62K
|
14.5K
$1.71M
|
|
|
Jan 12, 2024
Q4 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
49+ 0.72% |
$4.29K - $5.4K
|
6.9K
$813K
|
|
|
Jan 26, 2024
Q4 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
49+ 1.13% |
$4.29K - $5.4K
|
4.39K
$517K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
49+ 0.99% |
$4.29K - $5.4K
|
5.01K
$590K
|
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
47+ 0.75% |
$4.12K - $5.18K
|
6.28K
$739K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
47+ 1.33% |
$4.12K - $5.18K
|
3.59K
$422K
|
|
|
Jan 23, 2024
Q4 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
47+ 2.11% |
$4.12K - $5.18K
|
2.27K
$267K
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
47+ 0.48% |
$4.12K - $5.18K
|
9.86K
$1.16M
|
|
|
Jan 16, 2024
Q4 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
46+ 2.06% |
$4.03K - $5.07K
|
2.28K
$269K
|
|
|
Feb 08, 2024
Q4 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
45+ 1.29% |
$3.94K - $4.95K
|
3.53K
$416K
|
|
|
Jan 10, 2024
Q4 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
44+ 0.2% |
$3.85K - $4.84K
|
21.9K
$2.58M
|
|
|
Jan 11, 2024
Q4 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
42+ 1.68% |
$3.68K - $4.62K
|
2.55K
$300K
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
42+ 0.06% |
$3.68K - $4.62K
|
67.1K
$7.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Mcrae Capital Management Inc
|
BUY
|
- |
42+ 0.77% |
$3.68K - $4.62K
|
5.46K
$643K
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
42+ 0.54% |
$3.68K - $4.62K
|
7.81K
$920K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
41+ 1.39% |
$3.59K - $4.51K
|
2.98K
$351K
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
39+ 1.32% |
$3.42K - $4.29K
|
3K
$353K
|
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
39+ 0.73% |
$3.42K - $4.29K
|
5.38K
$634K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
39+ 0.55% |
$3.42K - $4.29K
|
7.17K
$844K
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
37+ 0.16% |
$3.24K - $4.07K
|
23.5K
$2.77M
|
|
|
Jan 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
36+ 0.13% |
$3.15K - $3.96K
|
28.4K
$3.35M
|
|
|
Jan 17, 2024
Q4 2023
|
F&V Capital Management, LLC
|
BUY
|
- |
35+ 1.43% |
$3.07K - $3.85K
|
2.48K
$292K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
30+ 0.62% |
$2.63K - $3.3K
|
4.89K
$576K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
30+ 1.0% |
$2.63K - $3.3K
|
3.04K
$358K
|
|
|
Jan 31, 2024
Q4 2023
|
Tufton Capital Management
|
BUY
|
- |
28+ 0.3% |
$2.45K - $3.08K
|
9.34K
$1.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
28+ 0.88% |
$2.45K - $3.08K
|
3.22K
$379K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
27+ 0.02% |
$2.37K - $2.97K
|
168K
$19.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
27+ 33.33% |
$2.37K - $2.97K
|
108
$12.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
26+ 0.57% |
$2.28K - $2.86K
|
4.58K
$539K
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
26+ 0.0% |
$2.28K - $2.86K
|
2.12M
$249M
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
25+ 0.64% |
$2.19K - $2.75K
|
3.93K
$463K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
25+ 0.35% |
$2.19K - $2.75K
|
7.12K
$839K
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
25+ 0.35% |
$2.19K - $2.75K
|
7.17K
$844K
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
23+ 3.72% |
$2.02K - $2.53K
|
641
$75.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
21New |
$1.84K - $2.31K
|
21
$2.47K
|
|
|
Jan 23, 2024
Q4 2023
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
20+ 0.32% |
$1.75K - $2.2K
|
6.18K
$728K
|
|
|
Feb 02, 2024
Q4 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
20+ 1.84% |
$1.75K - $2.2K
|
1.11K
$131K
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
19+ 1.79% |
$1.66K - $2.09K
|
1.08K
$127K
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
19+ 0.71% |
$1.66K - $2.09K
|
2.69K
$317K
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
BUY
|
- |
18+ 0.05% |
$1.58K - $1.98K
|
33.6K
$3.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
18+ 0.7% |
$1.58K - $1.98K
|
2.6K
$307K
|
|
|
Feb 14, 2024
Q4 2023
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
18+ 0.73% |
$1.58K - $1.98K
|
2.48K
$293K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
17+ 0.48% |
$1.49K - $1.87K
|
3.56K
$419K
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
17+ 0.32% |
$1.49K - $1.87K
|
5.3K
$624K
|