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 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-30- 0.09% |
$2.63K - $3.3K
|
31.9K
$3.76M
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
SELL
|
- |
-30- 0.47% |
$2.63K - $3.3K
|
6.31K
$743K
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-31- 0.93% |
$2.72K - $3.41K
|
3.31K
$390K
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-31- 0.35% |
$2.72K - $3.41K
|
8.89K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-31- 0.18% |
$2.72K - $3.41K
|
16.7K
$1.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-32- 0.05% |
$2.8K - $3.52K
|
70.5K
$8.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-33- 0.88% |
$2.89K - $3.63K
|
3.7K
$436K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-33- 0.88% |
$2.89K - $3.63K
|
3.7K
$436K
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-34- 0.29% |
$2.98K - $3.74K
|
11.6K
$1.36M
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-34- 0.07% |
$2.98K - $3.74K
|
45.9K
$5.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-34- 1.59% |
$2.98K - $3.74K
|
2.1K
$247K
|
|
|
Feb 14, 2024
Q4 2023
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-35- 1.49% |
$3.07K - $3.85K
|
2.32K
$273K
|
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-38- 0.74% |
$3.33K - $4.18K
|
5.08K
$598K
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-38- 1.02% |
$3.33K - $4.18K
|
3.7K
$436K
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-40- 1.21% |
$3.5K - $4.4K
|
3.27K
$385K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-41- 0.68% |
$3.59K - $4.51K
|
6.03K
$710K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
SELL
|
- |
-41- 0.9% |
$3.59K - $4.51K
|
4.5K
$530K
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-42- 5.72% |
$3.68K - $4.62K
|
692
$81.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-44- 35.48% |
$3.85K - $4.84K
|
80
$9.42K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-44- 18.41% |
$3.85K - $4.84K
|
195
$23K
|
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-45- 1.87% |
$3.94K - $4.95K
|
2.36K
$278K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-45- 67.16% |
$3.94K - $4.95K
|
22
$2.59K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-47- 59.49% |
$4.12K - $5.18K
|
32
$3.77K
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-47- 1.7% |
$4.12K - $5.18K
|
2.72K
$320K
|
|
|
Jan 10, 2024
Q4 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-48- 0.46% |
$4.21K - $5.29K
|
10.4K
$1.23M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-50- 2.01% |
$4.38K - $5.51K
|
2.44K
$287K
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-50- 0.33% |
$4.38K - $5.51K
|
15.1K
$1.78M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-50- 1.99% |
$4.38K - $5.51K
|
2.46K
$290K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-51- 0.64% |
$4.47K - $5.62K
|
7.95K
$936K
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-51- 0.17% |
$4.47K - $5.62K
|
29.9K
$3.52M
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-57- 1.18% |
$4.99K - $6.28K
|
4.76K
$560K
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-58- 1.96% |
$5.08K - $6.39K
|
2.9K
$341K
|
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-59- 0.62% |
$5.17K - $6.5K
|
9.44K
$1.11M
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-59- 1.3% |
$5.17K - $6.5K
|
4.48K
$528K
|
|
|
Jan 19, 2024
Q4 2023
|
Nova R Wealth, Inc.
|
SELL
|
- |
-60- 0.58% |
$5.26K - $6.61K
|
10.3K
$1.21M
|
|
|
Jan 18, 2024
Q4 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-62- 0.61% |
$5.43K - $6.83K
|
10K
$1.18M
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-63- 0.19% |
$5.52K - $6.94K
|
32.3K
$3.81M
|
|
|
Feb 26, 2025
Q4 2023
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-63- 2.75% |
$5.52K - $6.94K
|
2.23K
$262K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-64- 2.18% |
$5.61K - $7.05K
|
2.87K
$338K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-66- 0.67% |
$5.78K - $7.27K
|
9.81K
$1.16M
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-67- 0.4% |
$5.87K - $7.38K
|
16.7K
$1.96M
|
|
|
Jan 30, 2024
Q4 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-69- 13.07% |
$6.05K - $7.6K
|
459
$54.1K
|
|
|
Apr 01, 2025
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-69- 1.17% |
$6.05K - $7.6K
|
5.84K
$688K
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-70- 0.9% |
$6.13K - $7.71K
|
7.73K
$911K
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-70- 0.2% |
$6.13K - $7.71K
|
35.3K
$4.16M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-72- 2.45% |
$6.31K - $7.93K
|
2.87K
$338K
|
|
|
Jan 17, 2024
Q4 2023
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-74- 0.31% |
$6.48K - $8.15K
|
23.9K
$2.82M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-74- 0.34% |
$6.48K - $8.15K
|
21.7K
$2.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
SELL
|
- |
-79- 0.82% |
$6.92K - $8.7K
|
9.52K
$1.12M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-80- 5.34% |
$7.01K - $8.81K
|
1.42K
$167K
|