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 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-102- 1.62% |
$8.94K - $11.2K
|
6.2K
$645K
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-104- 1.31% |
$9.11K - $11.5K
|
7.83K
$815K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-106- 2.3% |
$9.29K - $11.7K
|
4.5K
$468K
|
|
|
Feb 14, 2024
Q4 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-106- 3.42% |
$9.29K - $11.7K
|
3K
$312K
|
|
|
Jan 19, 2024
Q4 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-108- 2.15% |
$9.46K - $11.9K
|
4.92K
$511K
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-108- 4.89% |
$9.46K - $11.9K
|
2.1K
$219K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-110- 2.03% |
$9.64K - $12.1K
|
5.3K
$551K
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-111- 0.17% |
$9.72K - $12.2K
|
64K
$6.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-113- 3.01% |
$9.9K - $12.4K
|
3.64K
$378K
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-114- 0.61% |
$9.99K - $12.6K
|
18.5K
$1.93M
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-115- 2.57% |
$10.1K - $12.7K
|
4.36K
$454K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Ozk
|
SELL
|
- |
-116- 1.13% |
$10.2K - $12.8K
|
10.2K
$1.06M
|
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-120- 0.1% |
$10.5K - $13.2K
|
126K
$13.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-121- 3.64% |
$10.6K - $13.3K
|
3.2K
$333K
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-122- 2.81% |
$10.7K - $13.4K
|
4.22K
$439K
|
|
|
Jan 24, 2024
Q4 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-124- 0.95% |
$10.9K - $13.7K
|
12.9K
$1.34M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
SELL
|
- |
-125- 4.23% |
$11K - $13.8K
|
2.83K
$294K
|
|
|
Feb 14, 2024
Q4 2023
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-125- 3.14% |
$11K - $13.8K
|
3.86K
$402K
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-127- 1.21% |
$11.1K - $14K
|
10.4K
$1.08M
|
|
|
Jan 29, 2024
Q4 2023
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-127- 2.63% |
$11.1K - $14K
|
4.69K
$488K
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-128- 4.95% |
$11.2K - $14.1K
|
2.46K
$256K
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-129- 0.13% |
$11.3K - $14.2K
|
99.9K
$10.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-130- 31.71% |
$11.4K - $14.3K
|
280
$29.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-131- 0.71% |
$11.5K - $14.4K
|
18.3K
$1.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Avondale Wealth Management
|
SELL
|
- |
-134- 4.47% |
$11.7K - $14.8K
|
2.86K
$298K
|
|
|
Jan 23, 2024
Q4 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-134- 3.62% |
$11.7K - $14.8K
|
3.56K
$371K
|
|
|
Feb 09, 2024
Q4 2023
|
Kraft Asset Management, LLC
|
SELL
|
- |
-135- 1.69% |
$11.8K - $14.9K
|
7.83K
$815K
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-136- 60.99% |
$11.9K - $15K
|
87
$9.05K
|
|
|
Jan 24, 2024
Q4 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-137- 6.05% |
$12K - $15.1K
|
2.13K
$221K
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
SELL
|
- |
-142- 1.43% |
$12.4K - $15.6K
|
9.77K
$1.02M
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-143- 2.46% |
$12.5K - $15.7K
|
5.68K
$591K
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-147- 6.04% |
$12.9K - $16.2K
|
2.29K
$238K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-148- 3.65% |
$13K - $16.3K
|
3.91K
$406K
|
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-150- 66.67% |
$13.1K - $16.5K
|
75
$7.8K
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-150- 5.45% |
$13.1K - $16.5K
|
2.6K
$271K
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-150- 0.8% |
$13.1K - $16.5K
|
18.6K
$1.94M
|
|
|
Jan 31, 2024
Q4 2023
|
Planning Directions Inc
|
SELL
|
- |
-153- 6.14% |
$13.4K - $16.8K
|
2.34K
$243K
|
|
|
Feb 07, 2024
Q4 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-156- 0.16% |
$13.7K - $17.2K
|
100K
$10.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-161- 3.96% |
$14.1K - $17.7K
|
3.9K
$406K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-162- 0.3% |
$14.2K - $17.8K
|
53.4K
$5.56M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-162- 0.7% |
$14.2K - $17.8K
|
22.9K
$2.38M
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-163- 2.63% |
$14.3K - $17.9K
|
6.03K
$627K
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-163- 2.07% |
$14.3K - $17.9K
|
7.71K
$801K
|
|
|
Jan 19, 2024
Q4 2023
|
Capital City Trust CO
|
SELL
|
- |
-172- 3.82% |
$15.1K - $18.9K
|
4.33K
$450K
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-172- 0.85% |
$15.1K - $18.9K
|
20K
$2.08M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-175- 4.51% |
$15.3K - $19.3K
|
3.71K
$386K
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-175- 0.4% |
$15.3K - $19.3K
|
43.1K
$4.48M
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-175- 13.64% |
$15.3K - $19.3K
|
1.11K
$115K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-175- 13.99% |
$15.3K - $19.3K
|
1.08K
$112K
|
|
|
Jan 29, 2024
Q4 2023
|
Moneywise, Inc.
|
SELL
|
- |
-177- 2.17% |
$15.5K - $19.5K
|
7.99K
$831K
|