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 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-612- 1.57% |
$53.6K - $67.4K
|
38.5K
$4M
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-616- 14.39% |
$54K - $67.8K
|
3.66K
$381K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-619- 6.32% |
$54.2K - $68.2K
|
9.18K
$954K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-620- 3.33% |
$54.3K - $68.3K
|
18K
$1.87M
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-620- 10.17% |
$54.3K - $68.3K
|
5.48K
$570K
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-640- 1.79% |
$56.1K - $70.5K
|
35.2K
$3.66M
|
|
|
Jan 22, 2024
Q4 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-649- 1.51% |
$56.9K - $71.5K
|
42.4K
$4.41M
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-655- 2.11% |
$57.4K - $72.1K
|
30.3K
$3.16M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-659- 1.02% |
$57.7K - $72.6K
|
63.9K
$6.65M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-662- 3.09% |
$58K - $72.9K
|
20.8K
$2.16M
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-663- 1.36% |
$58.1K - $73K
|
48.1K
$5.01M
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-664- 12.96% |
$58.2K - $73.1K
|
4.46K
$464K
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-665- 19.74% |
$58.3K - $73.2K
|
2.7K
$281K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-666- 26.09% |
$58.3K - $73.3K
|
1.89K
$196K
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
SELL
|
- |
-668- 7.44% |
$58.5K - $73.6K
|
8.31K
$864K
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-671- 10.05% |
$58.8K - $73.9K
|
6K
$624K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-672- 14.6% |
$58.9K - $74K
|
3.93K
$409K
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-674- 7.67% |
$59K - $74.2K
|
8.11K
$844K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-689- 1.98% |
$60.4K - $75.9K
|
34.1K
$3.54M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-689- 1.98% |
$60.4K - $75.9K
|
34.1K
$3.54M
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-699- 19.0% |
$61.2K - $77K
|
2.98K
$310K
|
|
|
Jan 18, 2024
Q4 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-704- 12.03% |
$61.7K - $77.5K
|
5.15K
$535K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-704- 5.8% |
$61.7K - $77.5K
|
11.4K
$1.19M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-707- 0.35% |
$61.9K - $77.8K
|
202K
$21M
|
|
|
Mar 04, 2024
Q4 2023
|
Congress Asset Management CO
|
SELL
|
- |
-722- 2.47% |
$63.3K - $79.5K
|
28.5K
$2.97M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-723- 3.36% |
$63.3K - $79.6K
|
20.8K
$2.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-723- 9.33% |
$63.3K - $79.6K
|
7.03K
$731K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-726- 66.24% |
$63.6K - $79.9K
|
370
$38.5K
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-728- 11.87% |
$63.8K - $80.2K
|
5.41K
$562K
|
|
|
Jan 23, 2024
Q4 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-729- 7.11% |
$63.9K - $80.3K
|
9.52K
$990K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-734- 33.24% |
$64.3K - $80.8K
|
1.47K
$153K
|
|
|
Mar 19, 2024
Q4 2023
|
Financial Life Advisors
|
SELL
|
- |
-741- 17.62% |
$64.9K - $81.6K
|
3.47K
$360K
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-746- 18.88% |
$65.4K - $82.1K
|
3.21K
$333K
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-747- 1.12% |
$65.4K - $82.3K
|
66.1K
$6.87M
|
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-753- 7.45% |
$66K - $82.9K
|
9.36K
$974K
|
|
|
Feb 12, 2024
Q4 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-765- 3.92% |
$67K - $84.2K
|
18.8K
$1.95M
|
|
|
Jan 09, 2024
Q4 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-768- 2.66% |
$67.3K - $84.6K
|
28.1K
$2.92M
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-769- 0.73% |
$67.4K - $84.7K
|
105K
$10.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-782- 17.21% |
$68.5K - $86.1K
|
3.76K
$391K
|
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
SELL
|
- |
-784- 0.72% |
$68.7K - $86.3K
|
108K
$11.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-802- 5.15% |
$70.3K - $88.3K
|
14.8K
$1.54M
|
|
|
Feb 07, 2024
Q4 2023
|
Ltg Capital LLC
|
SELL
|
- |
-803- 0.71% |
$70.4K - $88.4K
|
113K
$11.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
SELL
|
- |
-817- 1.97% |
$71.6K - $90K
|
40.6K
$4.22M
|
|
|
Jan 19, 2024
Q4 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-820- 13.91% |
$71.8K - $90.3K
|
5.07K
$528K
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-824- 0.23% |
$72.2K - $90.7K
|
364K
$37.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-827- 0.87% |
$72.5K - $91.1K
|
94K
$9.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-828- 0.59% |
$72.5K - $91.2K
|
140K
$14.5M
|
|
|
Feb 13, 2025
Q4 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-852- 5.12% |
$74.6K - $93.8K
|
15.8K
$1.64M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-865- 28.95% |
$75.8K - $95.2K
|
2.12K
$221K
|
|
|
Feb 02, 2024
Q4 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-868- 40.35% |
$76K - $95.6K
|
1.28K
$133K
|