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 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-150- 0.8% |
$13.1K - $16.5K
|
18.6K
$2.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Planning Directions Inc
|
SELL
|
- |
-153- 6.14% |
$13.4K - $16.8K
|
2.34K
$276K
|
|
|
Feb 07, 2024
Q4 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-156- 0.16% |
$13.7K - $17.2K
|
100K
$11.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-161- 3.96% |
$14.1K - $17.7K
|
3.9K
$460K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-162- 0.3% |
$14.2K - $17.8K
|
53.4K
$6.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-162- 0.7% |
$14.2K - $17.8K
|
22.9K
$2.69M
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-163- 2.63% |
$14.3K - $17.9K
|
6.03K
$710K
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-163- 2.07% |
$14.3K - $17.9K
|
7.71K
$908K
|
|
|
Jan 19, 2024
Q4 2023
|
Capital City Trust CO
|
SELL
|
- |
-172- 3.82% |
$15.1K - $18.9K
|
4.33K
$510K
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-172- 0.85% |
$15.1K - $18.9K
|
20K
$2.36M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-175- 4.51% |
$15.3K - $19.3K
|
3.71K
$437K
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-175- 0.4% |
$15.3K - $19.3K
|
43.1K
$5.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-175- 13.64% |
$15.3K - $19.3K
|
1.11K
$131K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-175- 13.99% |
$15.3K - $19.3K
|
1.08K
$127K
|
|
|
Jan 29, 2024
Q4 2023
|
Moneywise, Inc.
|
SELL
|
- |
-177- 2.17% |
$15.5K - $19.5K
|
7.99K
$941K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-183- 3.45% |
$16K - $20.2K
|
5.12K
$603K
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-185- 5.98% |
$16.2K - $20.4K
|
2.91K
$343K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-187- 0.64% |
$16.4K - $20.6K
|
29.1K
$3.43M
|
|
|
Feb 13, 2024
Q4 2023
|
United Bank
|
SELL
|
- |
-187- 0.67% |
$16.4K - $20.6K
|
27.7K
$3.27M
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-189- 5.1% |
$16.6K - $20.8K
|
3.52K
$415K
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-189- 5.58% |
$16.6K - $20.8K
|
3.2K
$377K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-193- 0.97% |
$16.9K - $21.3K
|
19.6K
$2.31M
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-193- 0.75% |
$16.9K - $21.3K
|
25.5K
$3M
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-194- 5.17% |
$17K - $21.4K
|
3.56K
$419K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-194- 3.51% |
$17K - $21.4K
|
5.34K
$629K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-197- 0.79% |
$17.3K - $21.7K
|
24.8K
$2.92M
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-199- 8.02% |
$17.4K - $21.9K
|
2.28K
$269K
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-200- 1.04% |
$17.5K - $22K
|
19.1K
$2.25M
|
|
|
Jan 12, 2024
Q4 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-200- 3.11% |
$17.5K - $22K
|
6.22K
$733K
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-200- 3.53% |
$17.5K - $22K
|
5.47K
$644K
|
|
|
Feb 14, 2024
Q4 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-200- 5.32% |
$17.5K - $22K
|
3.56K
$419K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-207- 3.21% |
$18.1K - $22.8K
|
6.24K
$735K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-212- 5.29% |
$18.6K - $23.3K
|
3.8K
$447K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-214- 5.06% |
$18.7K - $23.6K
|
4.02K
$473K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-216- 8.05% |
$18.9K - $23.8K
|
2.47K
$291K
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-217- 2.0% |
$19K - $23.9K
|
10.6K
$1.25M
|
|
|
Jan 22, 2024
Q4 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-225- 1.29% |
$19.7K - $24.8K
|
17.2K
$2.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-227- 1.41% |
$19.9K - $25K
|
15.9K
$1.87M
|
|
|
Jan 19, 2024
Q4 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-228- 1.08% |
$20K - $25.1K
|
21K
$2.47M
|
|
|
Jan 16, 2024
Q4 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-229- 0.83% |
$20.1K - $25.2K
|
27.4K
$3.23M
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
SELL
|
- |
-230- 2.89% |
$20.2K - $25.3K
|
7.72K
$909K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-230- 9.32% |
$20.2K - $25.3K
|
2.24K
$264K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-231- 7.71% |
$20.2K - $25.4K
|
2.76K
$326K
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-234- 1.14% |
$20.5K - $25.8K
|
20.3K
$2.39M
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-236- 2.08% |
$20.7K - $26K
|
11.1K
$1.31M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-238- 0.07% |
$20.9K - $26.2K
|
331K
$39M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-238- 0.07% |
$20.9K - $26.2K
|
331K
$39M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-239- 2.49% |
$20.9K - $26.3K
|
9.37K
$1.1M
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-241- 1.23% |
$21.1K - $26.5K
|
19.3K
$2.27M
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-242- 4.07% |
$21.2K - $26.6K
|
5.7K
$671K
|