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 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-162- 0.7% |
$14.2K - $17.8K
|
22.9K
$2.43M
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-163- 2.63% |
$14.3K - $17.9K
|
6.03K
$640K
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-163- 2.07% |
$14.3K - $17.9K
|
7.71K
$818K
|
|
|
Jan 19, 2024
Q4 2023
|
Capital City Trust CO
|
SELL
|
- |
-172- 3.82% |
$15.1K - $18.9K
|
4.33K
$459K
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-172- 0.85% |
$15.1K - $18.9K
|
20K
$2.12M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-175- 4.51% |
$15.3K - $19.3K
|
3.71K
$393K
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-175- 0.4% |
$15.3K - $19.3K
|
43.1K
$4.58M
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-175- 13.64% |
$15.3K - $19.3K
|
1.11K
$118K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-175- 13.99% |
$15.3K - $19.3K
|
1.08K
$114K
|
|
|
Jan 29, 2024
Q4 2023
|
Moneywise, Inc.
|
SELL
|
- |
-177- 2.17% |
$15.5K - $19.5K
|
7.99K
$848K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-183- 3.45% |
$16K - $20.2K
|
5.12K
$543K
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-185- 5.98% |
$16.2K - $20.4K
|
2.91K
$309K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-187- 0.64% |
$16.4K - $20.6K
|
29.1K
$3.09M
|
|
|
Feb 13, 2024
Q4 2023
|
United Bank
|
SELL
|
- |
-187- 0.67% |
$16.4K - $20.6K
|
27.7K
$2.95M
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-189- 5.1% |
$16.6K - $20.8K
|
3.52K
$374K
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-189- 5.58% |
$16.6K - $20.8K
|
3.2K
$339K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-193- 0.97% |
$16.9K - $21.3K
|
19.6K
$2.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-193- 0.75% |
$16.9K - $21.3K
|
25.5K
$2.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-194- 5.17% |
$17K - $21.4K
|
3.56K
$378K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-194- 3.51% |
$17K - $21.4K
|
5.34K
$567K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-197- 0.79% |
$17.3K - $21.7K
|
24.8K
$2.63M
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-199- 8.02% |
$17.4K - $21.9K
|
2.28K
$242K
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-200- 1.04% |
$17.5K - $22K
|
19.1K
$2.02M
|
|
|
Jan 12, 2024
Q4 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-200- 3.11% |
$17.5K - $22K
|
6.22K
$661K
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-200- 3.53% |
$17.5K - $22K
|
5.47K
$580K
|
|
|
Feb 14, 2024
Q4 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-200- 5.32% |
$17.5K - $22K
|
3.56K
$378K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-207- 3.21% |
$18.1K - $22.8K
|
6.24K
$662K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-212- 5.29% |
$18.6K - $23.3K
|
3.8K
$403K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-214- 5.06% |
$18.7K - $23.6K
|
4.02K
$427K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-216- 8.05% |
$18.9K - $23.8K
|
2.47K
$262K
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-217- 2.0% |
$19K - $23.9K
|
10.6K
$1.13M
|
|
|
Jan 22, 2024
Q4 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-225- 1.29% |
$19.7K - $24.8K
|
17.2K
$1.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-227- 1.41% |
$19.9K - $25K
|
15.9K
$1.69M
|
|
|
Jan 19, 2024
Q4 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-228- 1.08% |
$20K - $25.1K
|
21K
$2.23M
|
|
|
Jan 16, 2024
Q4 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-229- 0.83% |
$20.1K - $25.2K
|
27.4K
$2.91M
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
SELL
|
- |
-230- 2.89% |
$20.2K - $25.3K
|
7.72K
$819K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-230- 9.32% |
$20.2K - $25.3K
|
2.24K
$238K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-231- 7.71% |
$20.2K - $25.4K
|
2.76K
$293K
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-234- 1.14% |
$20.5K - $25.8K
|
20.3K
$2.16M
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-236- 2.08% |
$20.7K - $26K
|
11.1K
$1.18M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-238- 0.07% |
$20.9K - $26.2K
|
331K
$35.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-238- 0.07% |
$20.9K - $26.2K
|
331K
$35.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-239- 2.49% |
$20.9K - $26.3K
|
9.37K
$994K
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-241- 1.23% |
$21.1K - $26.5K
|
19.3K
$2.05M
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-242- 4.07% |
$21.2K - $26.6K
|
5.7K
$605K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-245- 15.96% |
$21.5K - $27K
|
1.29K
$137K
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-245- 0.05% |
$21.5K - $27K
|
468K
$49.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-247- 2.81% |
$21.6K - $27.2K
|
8.56K
$908K
|
|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-250- 4.36% |
$21.9K - $27.5K
|
5.49K
$582K
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-252- 1.38% |
$22.1K - $27.7K
|
18K
$1.91M
|