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
|
My Wealth Management Inc.
|
BUY
|
- |
13+ 0.21% |
$1.14K - $1.43K
|
6.31K
$670K
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
13+ 0.6% |
$1.14K - $1.43K
|
2.19K
$232K
|
|
|
Feb 13, 2024
Q4 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
12New |
$1.05K - $1.32K
|
12
$1.27K
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
12+ 0.55% |
$1.05K - $1.32K
|
2.19K
$232K
|
|
|
Jan 09, 2024
Q4 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
12+ 0.38% |
$1.05K - $1.32K
|
3.16K
$335K
|
|
|
Jan 18, 2024
Q4 2023
|
Lincoln Capital Corp
|
BUY
|
- |
12+ 0.19% |
$1.05K - $1.32K
|
6.44K
$684K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
12+ 0.11% |
$1.05K - $1.32K
|
10.8K
$1.15M
|
|
|
Jan 30, 2024
Q4 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
11+ 0.45% |
$964 - $1.21K
|
2.44K
$259K
|
|
|
Jan 11, 2024
Q4 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
10+ 0.17% |
$876 - $1.1K
|
5.96K
$633K
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
10+ 0.13% |
$876 - $1.1K
|
7.49K
$795K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
10+ 0.27% |
$876 - $1.1K
|
3.74K
$397K
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
9+ 0.07% |
$788 - $991
|
12.8K
$1.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
8+ 0.12% |
$701 - $881
|
6.75K
$717K
|
|
|
Jan 18, 2024
Q4 2023
|
Asset Planning Corporation
|
BUY
|
- |
7+ 0.27% |
$613 - $771
|
2.58K
$274K
|
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
7+ 0.24% |
$613 - $771
|
2.89K
$307K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
7New |
$613 - $771
|
7
$743
|
|
|
Jan 16, 2024
Q4 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
6+ 0.15% |
$526 - $661
|
3.95K
$419K
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
6+ 0.23% |
$526 - $661
|
2.6K
$276K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6+ 0.09% |
$526 - $661
|
6.41K
$680K
|
|
|
Feb 13, 2024
Q4 2023
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
6+ 0.21% |
$526 - $661
|
2.86K
$303K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
5+ 0.35% |
$438 - $551
|
1.43K
$151K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
5+ 0.23% |
$438 - $551
|
2.17K
$230K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
5+ 0.06% |
$438 - $551
|
7.85K
$833K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
5+ 0.85% |
$438 - $551
|
596
$63.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
5+ 0.09% |
$438 - $551
|
5.4K
$573K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
4+ 0.17% |
$350 - $440
|
2.31K
$245K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
4+ 0.17% |
$350 - $440
|
2.31K
$245K
|
|
|
Jan 17, 2024
Q4 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
4+ 0.07% |
$350 - $440
|
5.56K
$590K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
4+ 0.82% |
$350 - $440
|
491
$52.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
3+ 0.06% |
$263 - $330
|
4.7K
$499K
|
|
|
Feb 15, 2024
Q4 2023
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
3+ 0.03% |
$263 - $330
|
8.83K
$937K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
3New |
$263 - $330
|
3
$318
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
3+ 0.14% |
$263 - $330
|
2.17K
$231K
|
|
|
Jan 05, 2024
Q4 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
2+ 0.41% |
$175 - $220
|
494
$52.4K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
2+ 0.15% |
$175 - $220
|
1.36K
$144K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.14% |
$175 - $220
|
1.41K
$150K
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2+ 0.05% |
$175 - $220
|
3.66K
$389K
|
|
|
Feb 02, 2024
Q4 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
2+ 0.25% |
$175 - $220
|
816
$86.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.09% |
$175 - $220
|
2.27K
$241K
|
|
|
Feb 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.02% |
$175 - $220
|
13.3K
$1.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.43% |
$87.6 - $110
|
231
$24.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1+ 0.04% |
$87.6 - $110
|
2.58K
$274K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
1+ 0.05% |
$87.6 - $110
|
2.17K
$231K
|
|
|
Jan 16, 2024
Q4 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.01% |
$87.6 - $110
|
7.68K
$815K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 1.52% |
$87.6 - $110
|
67
$7.11K
|
|
|
Jan 31, 2024
Q4 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
1+ 0.01% |
$87.6 - $110
|
16.1K
$1.71M
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.88% |
$87.6 - $110
|
114
$12.1K
|
|
|
Feb 28, 2024
Q4 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
1+ 0.34% |
$87.6 - $110
|
299
$31.7K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1+ 1.19% |
$87.6 - $110
|
85
$9.02K
|
|
|
Jan 08, 2024
Q4 2023
|
Woodstock Corp
|
SELL
|
- |
-1- 0.01% |
$87.6 - $110
|
13.8K
$1.47M
|