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 23, 2024
Q4 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-1- -0.0% |
$87.6 - $110
|
21.1K
$2.24M
|
|
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-1- 0.38% |
$87.6 - $110
|
262
$27.8K
|
|
|
Jan 31, 2024
Q4 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-2- 0.03% |
$175 - $220
|
5.86K
$622K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-3- 0.03% |
$263 - $330
|
10K
$1.06M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-3- 0.05% |
$263 - $330
|
6.59K
$699K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-3- 0.79% |
$263 - $330
|
379
$40.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-4- 3.67% |
$350 - $440
|
105
$11.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-4- 0.31% |
$350 - $440
|
1.27K
$135K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-5- 3.31% |
$438 - $551
|
146
$15.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-6- 0.1% |
$526 - $661
|
6.3K
$668K
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-6- 0.21% |
$526 - $661
|
2.81K
$298K
|
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-7- 0.27% |
$613 - $771
|
2.62K
$278K
|
|
|
Feb 06, 2024
Q4 2023
|
Petix & Botte CO
|
SELL
|
- |
-7- 0.25% |
$613 - $771
|
2.81K
$298K
|
|
|
Jan 29, 2024
Q4 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-8- 0.21% |
$701 - $881
|
3.8K
$404K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-8- 0.13% |
$701 - $881
|
5.98K
$635K
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-8- 0.06% |
$701 - $881
|
12.8K
$1.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-9- 0.02% |
$788 - $991
|
53.1K
$5.63M
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-10- 0.54% |
$876 - $1.1K
|
1.84K
$195K
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-10- 0.13% |
$876 - $1.1K
|
7.66K
$813K
|
|
|
Mar 04, 2024
Q4 2023
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-10- 20.0% |
$876 - $1.1K
|
40
$4.25K
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-12- 0.11% |
$1.05K - $1.32K
|
11.2K
$1.19M
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-13- 0.15% |
$1.14K - $1.43K
|
8.92K
$946K
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-13- 0.4% |
$1.14K - $1.43K
|
3.26K
$346K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-14- 0.85% |
$1.23K - $1.54K
|
1.63K
$173K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-14- 0.21% |
$1.23K - $1.54K
|
6.59K
$699K
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-15- 10.27% |
$1.31K - $1.65K
|
131
$13.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Ti Trust, Inc
|
SELL
|
- |
-16- 0.45% |
$1.4K - $1.76K
|
3.57K
$379K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-17- 0.12% |
$1.49K - $1.87K
|
13.7K
$1.45M
|
|
|
Jan 18, 2024
Q4 2023
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-18- 0.13% |
$1.58K - $1.98K
|
14.4K
$1.53M
|
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-18- 0.29% |
$1.58K - $1.98K
|
6.19K
$657K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-19- 0.02% |
$1.66K - $2.09K
|
95.3K
$10.1M
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-20- 0.31% |
$1.75K - $2.2K
|
6.44K
$684K
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-21- 21.0% |
$1.84K - $2.31K
|
79
$8.39K
|
|
|
Feb 05, 2024
Q4 2023
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-21- 0.71% |
$1.84K - $2.31K
|
2.93K
$310K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-22- 1.28% |
$1.93K - $2.42K
|
1.7K
$181K
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
SELL
|
- |
-23- 0.98% |
$2.02K - $2.53K
|
2.34K
$248K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-24- 4.56% |
$2.1K - $2.64K
|
502
$53.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-24- 9.13% |
$2.1K - $2.64K
|
239
$25.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-25- 0.17% |
$2.19K - $2.75K
|
15.1K
$1.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-25- 0.12% |
$2.19K - $2.75K
|
21K
$2.23M
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-26- 0.63% |
$2.28K - $2.86K
|
4.09K
$434K
|
|
|
Jan 05, 2024
Q4 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-27- 0.08% |
$2.37K - $2.97K
|
35.5K
$3.76M
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-27- 0.25% |
$2.37K - $2.97K
|
10.8K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-27- 25.0% |
$2.37K - $2.97K
|
81
$8.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-29- 0.7% |
$2.54K - $3.19K
|
4.1K
$436K
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-30- 0.09% |
$2.63K - $3.3K
|
31.9K
$3.39M
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
SELL
|
- |
-30- 0.47% |
$2.63K - $3.3K
|
6.31K
$670K
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-31- 0.93% |
$2.72K - $3.41K
|
3.31K
$352K
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-31- 0.35% |
$2.72K - $3.41K
|
8.89K
$943K
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-31- 0.18% |
$2.72K - $3.41K
|
16.7K
$1.78M
|