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
|
First Bancorp, Inc
|
SELL
|
- |
-91- 1.14% |
$7.97K - $10K
|
7.88K
$836K
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-91- 0.41% |
$7.97K - $10K
|
22K
$2.33M
|
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-92- 3.26% |
$8.06K - $10.1K
|
2.73K
$290K
|
|
|
Jan 28, 2025
Q4 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-92- 1.03% |
$8.06K - $10.1K
|
8.83K
$938K
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
SELL
|
- |
-93- 3.15% |
$8.15K - $10.2K
|
2.86K
$304K
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-96- 4.21% |
$8.41K - $10.6K
|
2.19K
$232K
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
SELL
|
- |
-99- 48.29% |
$8.67K - $10.9K
|
106
$11.3K
|
|
|
Jan 03, 2024
Q4 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-100- 1.94% |
$8.76K - $11K
|
5.05K
$536K
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-100- 2.94% |
$8.76K - $11K
|
3.3K
$351K
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-100- 2.36% |
$8.76K - $11K
|
4.14K
$439K
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-102- 1.62% |
$8.94K - $11.2K
|
6.2K
$658K
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-104- 1.31% |
$9.11K - $11.5K
|
7.83K
$831K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-106- 2.3% |
$9.29K - $11.7K
|
4.5K
$478K
|
|
|
Feb 14, 2024
Q4 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-106- 3.42% |
$9.29K - $11.7K
|
3K
$318K
|
|
|
Jan 19, 2024
Q4 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-108- 2.15% |
$9.46K - $11.9K
|
4.92K
$522K
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-108- 4.89% |
$9.46K - $11.9K
|
2.1K
$223K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-110- 2.03% |
$9.64K - $12.1K
|
5.3K
$562K
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-111- 0.17% |
$9.72K - $12.2K
|
64K
$6.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-113- 3.01% |
$9.9K - $12.4K
|
3.64K
$386K
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-114- 0.61% |
$9.99K - $12.6K
|
18.5K
$1.96M
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-115- 2.57% |
$10.1K - $12.7K
|
4.36K
$463K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Ozk
|
SELL
|
- |
-116- 1.13% |
$10.2K - $12.8K
|
10.2K
$1.08M
|
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-120- 0.1% |
$10.5K - $13.2K
|
126K
$13.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-121- 3.64% |
$10.6K - $13.3K
|
3.2K
$340K
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-122- 2.81% |
$10.7K - $13.4K
|
4.22K
$448K
|
|
|
Jan 24, 2024
Q4 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-124- 0.95% |
$10.9K - $13.7K
|
12.9K
$1.37M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
SELL
|
- |
-125- 4.23% |
$11K - $13.8K
|
2.83K
$300K
|
|
|
Feb 14, 2024
Q4 2023
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-125- 3.14% |
$11K - $13.8K
|
3.86K
$410K
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-127- 1.21% |
$11.1K - $14K
|
10.4K
$1.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-127- 2.63% |
$11.1K - $14K
|
4.69K
$498K
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-128- 4.95% |
$11.2K - $14.1K
|
2.46K
$261K
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-129- 0.13% |
$11.3K - $14.2K
|
99.9K
$10.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-130- 31.71% |
$11.4K - $14.3K
|
280
$29.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-131- 0.71% |
$11.5K - $14.4K
|
18.3K
$1.94M
|
|
|
Jan 10, 2024
Q4 2023
|
Avondale Wealth Management
|
SELL
|
- |
-134- 4.47% |
$11.7K - $14.8K
|
2.86K
$304K
|
|
|
Jan 23, 2024
Q4 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-134- 3.62% |
$11.7K - $14.8K
|
3.56K
$378K
|
|
|
Feb 09, 2024
Q4 2023
|
Kraft Asset Management, LLC
|
SELL
|
- |
-135- 1.69% |
$11.8K - $14.9K
|
7.83K
$831K
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-136- 60.99% |
$11.9K - $15K
|
87
$9.23K
|
|
|
Jan 24, 2024
Q4 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-137- 6.05% |
$12K - $15.1K
|
2.13K
$226K
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
SELL
|
- |
-142- 1.43% |
$12.4K - $15.6K
|
9.77K
$1.04M
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-143- 2.46% |
$12.5K - $15.7K
|
5.68K
$603K
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-147- 6.04% |
$12.9K - $16.2K
|
2.29K
$243K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-148- 3.65% |
$13K - $16.3K
|
3.91K
$415K
|
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-150- 66.67% |
$13.1K - $16.5K
|
75
$7.96K
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-150- 5.45% |
$13.1K - $16.5K
|
2.6K
$276K
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-150- 0.8% |
$13.1K - $16.5K
|
18.6K
$1.98M
|
|
|
Jan 31, 2024
Q4 2023
|
Planning Directions Inc
|
SELL
|
- |
-153- 6.14% |
$13.4K - $16.8K
|
2.34K
$248K
|
|
|
Feb 07, 2024
Q4 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-156- 0.16% |
$13.7K - $17.2K
|
100K
$10.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-161- 3.96% |
$14.1K - $17.7K
|
3.9K
$414K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-162- 0.3% |
$14.2K - $17.8K
|
53.4K
$5.67M
|