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
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-361- 9.29% |
$31.6K - $39.7K
|
3.52K
$374K
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-373- 0.33% |
$32.7K - $41.1K
|
111K
$11.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-374- 0.58% |
$32.8K - $41.2K
|
63.9K
$6.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-384- 5.39% |
$33.6K - $42.3K
|
6.74K
$716K
|
|
|
Feb 14, 2024
Q4 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-384- 16.48% |
$33.6K - $42.3K
|
1.95K
$207K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-389- 6.57% |
$34.1K - $42.8K
|
5.54K
$587K
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-392- 1.29% |
$34.3K - $43.2K
|
29.9K
$3.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-392- 7.28% |
$34.3K - $43.2K
|
5K
$530K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-394- 0.47% |
$34.5K - $43.4K
|
83.1K
$8.82M
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-399- 0.49% |
$35K - $43.9K
|
80.5K
$8.55M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-400- 0.81% |
$35K - $44K
|
48.7K
$5.17M
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-402- 9.53% |
$35.2K - $44.3K
|
3.82K
$405K
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-403- 1.32% |
$35.3K - $44.4K
|
30.1K
$3.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
SELL
|
- |
-406- 1.62% |
$35.6K - $44.7K
|
24.7K
$2.62M
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-424- 2.53% |
$37.1K - $46.7K
|
16.3K
$1.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-429- 2.75% |
$37.6K - $47.2K
|
15.2K
$1.61M
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-431- 9.78% |
$37.8K - $47.5K
|
3.97K
$422K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-432- 6.94% |
$37.8K - $47.6K
|
5.79K
$615K
|
|
|
Jan 24, 2024
Q4 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-434- 10.77% |
$38K - $47.8K
|
3.6K
$382K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
SELL
|
- |
-435- 0.84% |
$38.1K - $47.9K
|
51.5K
$5.46M
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-445- 1.09% |
$39K - $49K
|
40.5K
$4.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-448- 18.93% |
$39.2K - $49.3K
|
1.92K
$204K
|
|
|
Feb 12, 2024
Q4 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-448- 12.18% |
$39.2K - $49.3K
|
3.23K
$343K
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-449- 0.23% |
$39.3K - $49.4K
|
191K
$20.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-450- 9.67% |
$39.4K - $49.5K
|
4.2K
$446K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-459- 5.82% |
$40.2K - $50.5K
|
7.43K
$789K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-461- 9.62% |
$40.4K - $50.8K
|
4.33K
$460K
|
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-462- 0.12% |
$40.5K - $50.9K
|
396K
$42.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-463- 0.76% |
$40.6K - $51K
|
60.7K
$6.44M
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-469- 2.7% |
$41.1K - $51.6K
|
16.9K
$1.8M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-472- 27.54% |
$41.4K - $52K
|
1.24K
$132K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-473- 10.68% |
$41.4K - $52.1K
|
3.95K
$420K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-473- 8.44% |
$41.4K - $52.1K
|
5.13K
$545K
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-480- 20.13% |
$42.1K - $52.9K
|
1.9K
$202K
|
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-488- 2.22% |
$42.8K - $53.7K
|
21.5K
$2.29M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-491- 1.15% |
$43K - $54.1K
|
42.2K
$4.48M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-492- 3.59% |
$43.1K - $54.2K
|
13.2K
$1.4M
|
|
|
Jan 05, 2024
Q4 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-498- 13.72% |
$43.6K - $54.8K
|
3.13K
$333K
|
|
|
Jan 22, 2024
Q4 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-506- 7.94% |
$44.3K - $55.7K
|
5.87K
$623K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-527- 7.14% |
$46.2K - $58K
|
6.85K
$727K
|
|
|
Feb 13, 2024
Q4 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-528- 2.21% |
$46.3K - $58.1K
|
23.4K
$2.48M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-529- 3.85% |
$46.3K - $58.2K
|
13.2K
$1.4M
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-532- 0.32% |
$46.6K - $58.6K
|
163K
$17.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-533- 1.16% |
$46.7K - $58.7K
|
45.4K
$4.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-535- 15.48% |
$46.9K - $58.9K
|
2.92K
$310K
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-540- 8.37% |
$47.3K - $59.5K
|
5.91K
$627K
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-543- 8.05% |
$47.6K - $59.8K
|
6.21K
$659K
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-544- 10.22% |
$47.7K - $59.9K
|
4.78K
$507K
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-544- 10.22% |
$47.7K - $59.9K
|
4.78K
$507K
|
|
|
Jan 25, 2024
Q4 2023
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-548- 0.47% |
$48K - $60.3K
|
116K
$12.4M
|