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 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-41- 0.68% |
$3.59K - $4.51K
|
6.03K
$627K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
SELL
|
- |
-41- 0.9% |
$3.59K - $4.51K
|
4.5K
$468K
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-42- 5.72% |
$3.68K - $4.62K
|
692
$72K
|
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-44- 35.48% |
$3.85K - $4.84K
|
80
$8.32K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-44- 18.41% |
$3.85K - $4.84K
|
195
$20.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-45- 1.87% |
$3.94K - $4.95K
|
2.36K
$246K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-45- 67.16% |
$3.94K - $4.95K
|
22
$2.29K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-47- 59.49% |
$4.12K - $5.18K
|
32
$3.33K
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-47- 1.7% |
$4.12K - $5.18K
|
2.72K
$283K
|
|
|
Jan 10, 2024
Q4 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-48- 0.46% |
$4.21K - $5.29K
|
10.4K
$1.09M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-50- 2.01% |
$4.38K - $5.51K
|
2.44K
$254K
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-50- 0.33% |
$4.38K - $5.51K
|
15.1K
$1.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-50- 1.99% |
$4.38K - $5.51K
|
2.46K
$256K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-51- 0.64% |
$4.47K - $5.62K
|
7.95K
$826K
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-51- 0.17% |
$4.47K - $5.62K
|
29.9K
$3.11M
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-57- 1.18% |
$4.99K - $6.28K
|
4.76K
$495K
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-58- 1.96% |
$5.08K - $6.39K
|
2.9K
$301K
|
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-59- 0.62% |
$5.17K - $6.5K
|
9.44K
$981K
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-59- 1.3% |
$5.17K - $6.5K
|
4.48K
$466K
|
|
|
Jan 19, 2024
Q4 2023
|
Nova R Wealth, Inc.
|
SELL
|
- |
-60- 0.58% |
$5.26K - $6.61K
|
10.3K
$1.07M
|
|
|
Jan 18, 2024
Q4 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-62- 0.61% |
$5.43K - $6.83K
|
10K
$1.04M
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-63- 0.19% |
$5.52K - $6.94K
|
32.3K
$3.36M
|
|
|
Feb 26, 2025
Q4 2023
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-63- 2.75% |
$5.52K - $6.94K
|
2.23K
$232K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-64- 2.18% |
$5.61K - $7.05K
|
2.87K
$298K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-66- 0.67% |
$5.78K - $7.27K
|
9.81K
$1.02M
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-67- 0.4% |
$5.87K - $7.38K
|
16.7K
$1.73M
|
|
|
Jan 30, 2024
Q4 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-69- 13.07% |
$6.05K - $7.6K
|
459
$47.7K
|
|
|
Apr 01, 2025
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-69- 1.17% |
$6.05K - $7.6K
|
5.84K
$608K
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-70- 0.9% |
$6.13K - $7.71K
|
7.73K
$804K
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-70- 0.2% |
$6.13K - $7.71K
|
35.3K
$3.68M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-72- 2.45% |
$6.31K - $7.93K
|
2.87K
$298K
|
|
|
Jan 17, 2024
Q4 2023
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-74- 0.31% |
$6.48K - $8.15K
|
23.9K
$2.49M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-74- 0.34% |
$6.48K - $8.15K
|
21.7K
$2.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
SELL
|
- |
-79- 0.82% |
$6.92K - $8.7K
|
9.52K
$990K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-80- 5.34% |
$7.01K - $8.81K
|
1.42K
$147K
|
|
|
Feb 05, 2024
Q4 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-81- 1.8% |
$7.1K - $8.92K
|
4.42K
$460K
|
|
|
Jan 11, 2024
Q4 2023
|
Epiq Partners, LLC
|
SELL
|
- |
-82- 2.85% |
$7.18K - $9.03K
|
2.8K
$291K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-82- 0.73% |
$7.18K - $9.03K
|
11.2K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-82- 1.3% |
$7.18K - $9.03K
|
6.22K
$647K
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
SELL
|
- |
-90- 1.45% |
$7.88K - $9.91K
|
6.12K
$637K
|
|
|
Jan 23, 2024
Q4 2023
|
First Bancorp, Inc
|
SELL
|
- |
-91- 1.14% |
$7.97K - $10K
|
7.88K
$819K
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-91- 0.41% |
$7.97K - $10K
|
22K
$2.28M
|
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-92- 3.26% |
$8.06K - $10.1K
|
2.73K
$284K
|
|
|
Jan 28, 2025
Q4 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-92- 1.03% |
$8.06K - $10.1K
|
8.83K
$919K
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
SELL
|
- |
-93- 3.15% |
$8.15K - $10.2K
|
2.86K
$298K
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-96- 4.21% |
$8.41K - $10.6K
|
2.19K
$227K
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
SELL
|
- |
-99- 48.29% |
$8.67K - $10.9K
|
106
$11K
|
|
|
Jan 03, 2024
Q4 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-100- 1.94% |
$8.76K - $11K
|
5.05K
$525K
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-100- 2.94% |
$8.76K - $11K
|
3.3K
$344K
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-100- 2.36% |
$8.76K - $11K
|
4.14K
$430K
|