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 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-560- 4.1% |
$49.1K - $61.7K
|
13.1K
$1.39M
|
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-574- 2.39% |
$50.3K - $63.2K
|
23.5K
$2.49M
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-576- 5.13% |
$50.5K - $63.4K
|
10.6K
$1.13M
|
|
|
Jan 25, 2024
Q4 2023
|
Peoples Bank
|
SELL
|
- |
-581- 1.06% |
$50.9K - $64K
|
54.2K
$5.75M
|
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-583- 5.23% |
$51.1K - $64.2K
|
10.6K
$1.12M
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-586- 3.0% |
$51.3K - $64.5K
|
18.9K
$2.01M
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-600- 1.06% |
$52.6K - $66.1K
|
56.2K
$5.97M
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-600- 4.97% |
$52.6K - $66.1K
|
11.5K
$1.22M
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-605- 2.22% |
$53K - $66.6K
|
26.7K
$2.83M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-608- 4.73% |
$53.3K - $66.9K
|
12.2K
$1.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-612- 1.57% |
$53.6K - $67.4K
|
38.5K
$4.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-616- 14.39% |
$54K - $67.8K
|
3.66K
$389K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-619- 6.32% |
$54.2K - $68.2K
|
9.18K
$974K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-620- 3.33% |
$54.3K - $68.3K
|
18K
$1.91M
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-620- 10.17% |
$54.3K - $68.3K
|
5.48K
$582K
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-640- 1.79% |
$56.1K - $70.5K
|
35.2K
$3.73M
|
|
|
Jan 22, 2024
Q4 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-649- 1.51% |
$56.9K - $71.5K
|
42.4K
$4.51M
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-655- 2.11% |
$57.4K - $72.1K
|
30.3K
$3.22M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-659- 1.02% |
$57.7K - $72.6K
|
63.9K
$6.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-662- 3.09% |
$58K - $72.9K
|
20.8K
$2.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-663- 1.36% |
$58.1K - $73K
|
48.1K
$5.11M
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-664- 12.96% |
$58.2K - $73.1K
|
4.46K
$473K
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-665- 19.74% |
$58.3K - $73.2K
|
2.7K
$287K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-666- 26.09% |
$58.3K - $73.3K
|
1.89K
$200K
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
SELL
|
- |
-668- 7.44% |
$58.5K - $73.6K
|
8.31K
$882K
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-671- 10.05% |
$58.8K - $73.9K
|
6K
$637K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-672- 14.6% |
$58.9K - $74K
|
3.93K
$417K
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-674- 7.67% |
$59K - $74.2K
|
8.11K
$861K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-689- 1.98% |
$60.4K - $75.9K
|
34.1K
$3.62M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-689- 1.98% |
$60.4K - $75.9K
|
34.1K
$3.62M
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-699- 19.0% |
$61.2K - $77K
|
2.98K
$316K
|
|
|
Jan 18, 2024
Q4 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-704- 12.03% |
$61.7K - $77.5K
|
5.15K
$546K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-704- 5.8% |
$61.7K - $77.5K
|
11.4K
$1.21M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-707- 0.35% |
$61.9K - $77.8K
|
202K
$21.4M
|
|
|
Mar 04, 2024
Q4 2023
|
Congress Asset Management CO
|
SELL
|
- |
-722- 2.47% |
$63.3K - $79.5K
|
28.5K
$3.03M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-723- 3.36% |
$63.3K - $79.6K
|
20.8K
$2.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-723- 9.33% |
$63.3K - $79.6K
|
7.03K
$746K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-726- 66.24% |
$63.6K - $79.9K
|
370
$39.3K
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-728- 11.87% |
$63.8K - $80.2K
|
5.41K
$574K
|
|
|
Jan 23, 2024
Q4 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-729- 7.11% |
$63.9K - $80.3K
|
9.52K
$1.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-734- 33.24% |
$64.3K - $80.8K
|
1.47K
$156K
|
|
|
Mar 19, 2024
Q4 2023
|
Financial Life Advisors
|
SELL
|
- |
-741- 17.62% |
$64.9K - $81.6K
|
3.47K
$368K
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-746- 18.88% |
$65.4K - $82.1K
|
3.21K
$340K
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-747- 1.12% |
$65.4K - $82.3K
|
66.1K
$7.01M
|
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-753- 7.45% |
$66K - $82.9K
|
9.36K
$994K
|
|
|
Feb 12, 2024
Q4 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-765- 3.92% |
$67K - $84.2K
|
18.8K
$1.99M
|
|
|
Jan 09, 2024
Q4 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-768- 2.66% |
$67.3K - $84.6K
|
28.1K
$2.98M
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-769- 0.73% |
$67.4K - $84.7K
|
105K
$11.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-782- 17.21% |
$68.5K - $86.1K
|
3.76K
$399K
|
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
SELL
|
- |
-784- 0.72% |
$68.7K - $86.3K
|
108K
$11.5M
|