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 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-270- 0.71% |
$23.7K - $29.7K
|
37.7K
$3.92M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-272- 5.3% |
$23.8K - $29.9K
|
4.86K
$506K
|
|
|
Jan 09, 2024
Q4 2023
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-273- 1.17% |
$23.9K - $30.1K
|
23K
$2.39M
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
SELL
|
- |
-274- 0.75% |
$24K - $30.2K
|
36.1K
$3.75M
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-275- 4.09% |
$24.1K - $30.3K
|
6.45K
$671K
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-276- 3.99% |
$24.2K - $30.4K
|
6.64K
$690K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-279- 0.38% |
$24.4K - $30.7K
|
72.7K
$7.56M
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-284- 0.22% |
$24.9K - $31.3K
|
127K
$13.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-286- 1.11% |
$25.1K - $31.5K
|
25.6K
$2.66M
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-287- 2.82% |
$25.1K - $31.6K
|
9.88K
$1.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-287- 0.96% |
$25.1K - $31.6K
|
29.7K
$3.09M
|
|
|
Jan 17, 2024
Q4 2023
|
Ddd Partners, LLC
|
SELL
|
- |
-290- 8.93% |
$25.4K - $31.9K
|
2.96K
$308K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-303- 51.88% |
$26.5K - $33.4K
|
281
$29.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-303- 7.44% |
$26.5K - $33.4K
|
3.77K
$392K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-303- 3.33% |
$26.5K - $33.4K
|
8.81K
$916K
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-305- 12.1% |
$26.7K - $33.6K
|
2.22K
$230K
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-305- 2.55% |
$26.7K - $33.6K
|
11.6K
$1.21M
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-306- 1.74% |
$26.8K - $33.7K
|
17.3K
$1.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-308- 5.64% |
$27K - $33.9K
|
5.15K
$536K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-312- 65.96% |
$27.3K - $34.4K
|
161
$16.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-312- 0.88% |
$27.3K - $34.4K
|
35.2K
$3.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Smart Money Group LLC
|
SELL
|
- |
-312- 8.08% |
$27.3K - $34.4K
|
3.55K
$369K
|
|
|
Jan 26, 2024
Q4 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-313- 1.64% |
$27.4K - $34.5K
|
18.7K
$1.95M
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-313- 4.73% |
$27.4K - $34.5K
|
6.3K
$656K
|
|
|
Jan 31, 2024
Q4 2023
|
Ade, LLC
|
SELL
|
- |
-317- 3.33% |
$27.8K - $34.9K
|
9.2K
$957K
|
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-318- 11.49% |
$27.9K - $35K
|
2.45K
$255K
|
|
|
Feb 16, 2024
Q4 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-321- 7.16% |
$28.1K - $35.3K
|
4.16K
$433K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-323- 9.52% |
$28.3K - $35.6K
|
3.07K
$319K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-325- 4.06% |
$28.5K - $35.8K
|
7.69K
$800K
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-326- 8.72% |
$28.6K - $35.9K
|
3.41K
$355K
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-329- 5.31% |
$28.8K - $36.2K
|
5.87K
$610K
|
|
|
Jan 10, 2024
Q4 2023
|
Leverty Financial Group, LLC
|
SELL
|
- |
-332- 2.53% |
$29.1K - $36.6K
|
12.8K
$1.33M
|
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
SELL
|
- |
-335- 7.7% |
$29.3K - $36.9K
|
4.02K
$418K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
SELL
|
- |
-340- 6.82% |
$29.8K - $37.4K
|
4.64K
$483K
|
|
|
Feb 09, 2024
Q4 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-342- 1.2% |
$30K - $37.7K
|
28.2K
$2.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-347- 0.52% |
$30.4K - $38.2K
|
67K
$6.97M
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-352- 0.83% |
$30.8K - $38.8K
|
42K
$4.37M
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-356- 3.21% |
$31.2K - $39.2K
|
10.7K
$1.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-360- 0.74% |
$31.5K - $39.6K
|
48K
$5M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-361- 9.29% |
$31.6K - $39.7K
|
3.52K
$367K
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-373- 0.33% |
$32.7K - $41.1K
|
111K
$11.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-374- 0.58% |
$32.8K - $41.2K
|
63.9K
$6.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-384- 5.39% |
$33.6K - $42.3K
|
6.74K
$701K
|
|
|
Feb 14, 2024
Q4 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-384- 16.48% |
$33.6K - $42.3K
|
1.95K
$202K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-389- 6.57% |
$34.1K - $42.8K
|
5.54K
$576K
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-392- 1.29% |
$34.3K - $43.2K
|
29.9K
$3.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-392- 7.28% |
$34.3K - $43.2K
|
5K
$520K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-394- 0.47% |
$34.5K - $43.4K
|
83.1K
$8.64M
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-399- 0.49% |
$35K - $43.9K
|
80.5K
$8.37M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-400- 0.81% |
$35K - $44K
|
48.7K
$5.07M
|