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 06, 2024
Q4 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
58.4K+ 279.07% |
$5.12M - $6.43M
|
79.3K
$9.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
57.6K+ 14.66% |
$5.04M - $6.34M
|
450K
$56.7M
|
|
|
Mar 08, 2024
Q4 2023
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
57.1KNew |
$5.01M - $6.29M
|
57.1K
$7.19M
|
|
|
Feb 02, 2024
Q4 2023
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
56.1KNew |
$4.91M - $6.18M
|
56.1K
$7.06M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
54.5KNew |
$4.77M - $6M
|
54.5K
$6.86M
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
54.3KNew |
$4.75M - $5.97M
|
54.3K
$6.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
53.7K+ 29.04% |
$4.7M - $5.91M
|
238K
$30M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
53.2K+ 49.65% |
$4.67M - $5.86M
|
160K
$20.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
52.1K+ 5.49% |
$4.56M - $5.73M
|
999K
$126M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
51.8K+ 12.29% |
$4.54M - $5.71M
|
473K
$59.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
51.5K+ 8.24% |
$4.52M - $5.68M
|
677K
$85.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
51.1K+ 4.34% |
$4.48M - $5.63M
|
1.23M
$154M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
51.1K+ 20.68% |
$4.47M - $5.62M
|
298K
$37.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
BUY
|
- |
51K+ 10.83% |
$4.47M - $5.61M
|
522K
$65.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
49.7K+ 1650.27% |
$4.35M - $5.47M
|
52.7K
$6.63M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
49.3KNew |
$4.32M - $5.43M
|
49.3K
$6.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
49K+ 4.99% |
$4.29M - $5.4M
|
1.03M
$130M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
48.6K+ 7.5% |
$4.26M - $5.35M
|
696K
$87.6M
|
|
|
Mar 14, 2024
Q4 2023
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
48.1KNew |
$4.21M - $5.29M
|
48.1K
$6.05M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
47.7KNew |
$4.18M - $5.25M
|
47.7K
$6.01M
|
|
|
Jan 31, 2024
Q4 2023
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
47.6KNew |
$4.17M - $5.24M
|
47.6K
$5.99M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
47.4K+ 1.34% |
$4.15M - $5.21M
|
3.59M
$452M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
46.8K+ 23.73% |
$4.1M - $5.16M
|
244K
$30.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
BUY
|
- |
46.8K+ 89.81% |
$4.1M - $5.16M
|
99K
$12.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
45.7K+ 6.89% |
$4M - $5.03M
|
708K
$89.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
45.6K+ 49.58% |
$3.99M - $5.02M
|
137K
$17.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
45.3K+ 34.88% |
$3.97M - $4.99M
|
175K
$22.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
44.3KNew |
$3.88M - $4.88M
|
44.3K
$5.58M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
43.7K+ 14.26% |
$3.83M - $4.81M
|
350K
$44.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
43.5K+ 690.94% |
$3.81M - $4.79M
|
49.8K
$6.26M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
43.4K+ 24.28% |
$3.81M - $4.78M
|
222K
$28M
|
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
42.6K+ 95.72% |
$3.74M - $4.69M
|
87.2K
$11M
|
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
42.6K+ 240.51% |
$3.73M - $4.69M
|
60.3K
$7.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
42.2KNew |
$3.7M - $4.65M
|
42.2K
$5.31M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
42.1K+ 6.14% |
$3.69M - $4.64M
|
728K
$91.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
41.2KNew |
$3.61M - $4.54M
|
41.2K
$5.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
40.3K+ 2.61% |
$3.53M - $4.43M
|
1.58M
$199M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
40.1K+ 771.88% |
$3.52M - $4.42M
|
45.3K
$5.71M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
40.1K+ 10.18% |
$3.52M - $4.42M
|
434K
$54.7M
|
|
|
Feb 27, 2024
Q4 2023
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
39.7KNew |
$3.48M - $4.37M
|
39.7K
$4.99M
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
39.3K+ 72.92% |
$3.45M - $4.33M
|
93.3K
$11.7M
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
39.2K+ 16.23% |
$3.44M - $4.32M
|
281K
$35.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
39.1K+ 24.39% |
$3.42M - $4.3M
|
199K
$25.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
38.9K+ 168.51% |
$3.41M - $4.28M
|
61.9K
$7.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
38.8K+ 119.4% |
$3.4M - $4.27M
|
71.2K
$8.97M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
38.7K+ 9.62% |
$3.39M - $4.26M
|
441K
$55.5M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
38.6K+ 38.98% |
$3.38M - $4.25M
|
138K
$17.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
38.4KNew |
$3.37M - $4.23M
|
38.4K
$4.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
37K+ 18.2% |
$3.24M - $4.07M
|
240K
$30.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
36.8K+ 305.46% |
$3.22M - $4.05M
|
48.8K
$6.14M
|