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 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-183- 3.45% |
$16K - $20.2K
|
5.12K
$532K
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-185- 5.98% |
$16.2K - $20.4K
|
2.91K
$302K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-187- 0.64% |
$16.4K - $20.6K
|
29.1K
$3.03M
|
|
|
Feb 13, 2024
Q4 2023
|
United Bank
|
SELL
|
- |
-187- 0.67% |
$16.4K - $20.6K
|
27.7K
$2.89M
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-189- 5.1% |
$16.6K - $20.8K
|
3.52K
$366K
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-189- 5.58% |
$16.6K - $20.8K
|
3.2K
$333K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-193- 0.97% |
$16.9K - $21.3K
|
19.6K
$2.04M
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-193- 0.75% |
$16.9K - $21.3K
|
25.5K
$2.65M
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-194- 5.17% |
$17K - $21.4K
|
3.56K
$370K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-194- 3.51% |
$17K - $21.4K
|
5.34K
$555K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-197- 0.79% |
$17.3K - $21.7K
|
24.8K
$2.58M
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-199- 8.02% |
$17.4K - $21.9K
|
2.28K
$237K
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-200- 1.04% |
$17.5K - $22K
|
19.1K
$1.98M
|
|
|
Jan 12, 2024
Q4 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-200- 3.11% |
$17.5K - $22K
|
6.22K
$647K
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-200- 3.53% |
$17.5K - $22K
|
5.47K
$569K
|
|
|
Feb 14, 2024
Q4 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-200- 5.32% |
$17.5K - $22K
|
3.56K
$370K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-207- 3.21% |
$18.1K - $22.8K
|
6.24K
$649K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-212- 5.29% |
$18.6K - $23.3K
|
3.8K
$395K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-214- 5.06% |
$18.7K - $23.6K
|
4.02K
$418K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-216- 8.05% |
$18.9K - $23.8K
|
2.47K
$257K
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-217- 2.0% |
$19K - $23.9K
|
10.6K
$1.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-225- 1.29% |
$19.7K - $24.8K
|
17.2K
$1.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-227- 1.41% |
$19.9K - $25K
|
15.9K
$1.65M
|
|
|
Jan 19, 2024
Q4 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-228- 1.08% |
$20K - $25.1K
|
21K
$2.18M
|
|
|
Jan 16, 2024
Q4 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-229- 0.83% |
$20.1K - $25.2K
|
27.4K
$2.85M
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
SELL
|
- |
-230- 2.89% |
$20.2K - $25.3K
|
7.72K
$803K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-230- 9.32% |
$20.2K - $25.3K
|
2.24K
$233K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-231- 7.71% |
$20.2K - $25.4K
|
2.76K
$287K
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-234- 1.14% |
$20.5K - $25.8K
|
20.3K
$2.11M
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-236- 2.08% |
$20.7K - $26K
|
11.1K
$1.15M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-238- 0.07% |
$20.9K - $26.2K
|
331K
$34.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-238- 0.07% |
$20.9K - $26.2K
|
331K
$34.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-239- 2.49% |
$20.9K - $26.3K
|
9.37K
$974K
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-241- 1.23% |
$21.1K - $26.5K
|
19.3K
$2.01M
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-242- 4.07% |
$21.2K - $26.6K
|
5.7K
$593K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-245- 15.96% |
$21.5K - $27K
|
1.29K
$134K
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-245- 0.05% |
$21.5K - $27K
|
468K
$48.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-247- 2.81% |
$21.6K - $27.2K
|
8.56K
$890K
|
|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-250- 4.36% |
$21.9K - $27.5K
|
5.49K
$571K
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-252- 1.38% |
$22.1K - $27.7K
|
18K
$1.88M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-253- 2.95% |
$22.2K - $27.9K
|
8.32K
$865K
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-254- 1.09% |
$22.3K - $28K
|
23.1K
$2.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-256- 8.82% |
$22.4K - $28.2K
|
2.65K
$275K
|
|
|
Feb 01, 2024
Q4 2023
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-259- 2.65% |
$22.7K - $28.5K
|
9.5K
$989K
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-260- 6.55% |
$22.8K - $28.6K
|
3.71K
$386K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-260- 3.98% |
$22.8K - $28.6K
|
6.27K
$652K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-260- 13.56% |
$22.8K - $28.6K
|
1.66K
$172K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-265- 4.71% |
$23.2K - $29.2K
|
5.36K
$558K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-265- 45.38% |
$23.2K - $29.2K
|
319
$33.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-270- 10.74% |
$23.7K - $29.7K
|
2.24K
$233K
|