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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-802- 5.15% |
$70.3K - $88.3K
|
14.8K
$1.57M
|
|
|
Feb 07, 2024
Q4 2023
|
Ltg Capital LLC
|
SELL
|
- |
-803- 0.71% |
$70.4K - $88.4K
|
113K
$12M
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
SELL
|
- |
-817- 1.97% |
$71.6K - $90K
|
40.6K
$4.31M
|
|
|
Jan 19, 2024
Q4 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-820- 13.91% |
$71.8K - $90.3K
|
5.07K
$538K
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-824- 0.23% |
$72.2K - $90.7K
|
364K
$38.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-827- 0.87% |
$72.5K - $91.1K
|
94K
$9.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-828- 0.59% |
$72.5K - $91.2K
|
140K
$14.8M
|
|
|
Feb 13, 2025
Q4 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-852- 5.12% |
$74.6K - $93.8K
|
15.8K
$1.68M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-865- 28.95% |
$75.8K - $95.2K
|
2.12K
$225K
|
|
|
Feb 02, 2024
Q4 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-868- 40.35% |
$76K - $95.6K
|
1.28K
$136K
|
|
|
Jan 23, 2024
Q4 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-873- 20.43% |
$76.5K - $96.1K
|
3.4K
$361K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-873- 7.4% |
$76.5K - $96.1K
|
10.9K
$1.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
SELL
|
- |
-889- 12.12% |
$77.9K - $97.9K
|
6.45K
$684K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-892- 1.82% |
$78.1K - $98.2K
|
48.2K
$5.12M
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-897- 28.59% |
$78.6K - $98.8K
|
2.24K
$238K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-899- 27.81% |
$78.8K - $99K
|
2.33K
$248K
|
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
SELL
|
- |
-905- 23.51% |
$79.3K - $99.6K
|
2.94K
$312K
|
|
|
Jan 30, 2024
Q4 2023
|
Mtc Wealth Management LLC
|
SELL
|
- |
-917- 0.77% |
$80.3K - $101K
|
118K
$12.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-924- 4.2% |
$81K - $102K
|
21.1K
$2.23M
|
|
|
Jan 19, 2024
Q4 2023
|
Next Capital Management LLC
|
SELL
|
- |
-926- 3.13% |
$81.1K - $102K
|
28.6K
$3.04M
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-927- 8.67% |
$81.2K - $102K
|
9.76K
$1.04M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-935- 4.12% |
$81.9K - $103K
|
21.8K
$2.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-948- 17.26% |
$83.1K - $104K
|
4.55K
$482K
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-954- 0.42% |
$83.6K - $105K
|
227K
$24M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-968- 3.89% |
$84.8K - $107K
|
23.9K
$2.54M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-974- 0.45% |
$85.3K - $107K
|
214K
$22.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-974- 17.03% |
$85.3K - $107K
|
4.74K
$504K
|
|
|
Feb 14, 2024
Q4 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-980- 3.68% |
$85.9K - $108K
|
25.6K
$2.72M
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-981- 2.14% |
$85.9K - $108K
|
44.9K
$4.76M
|
|
|
Jan 09, 2024
Q4 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-982- 3.54% |
$86K - $108K
|
26.7K
$2.84M
|
|
|
May 28, 2025
Q4 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-986- 3.93% |
$86.4K - $109K
|
24.1K
$2.56M
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
SELL
|
- |
-991- 24.35% |
$86.8K - $109K
|
3.08K
$327K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-992- 8.34% |
$86.9K - $109K
|
10.9K
$1.16M
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-996- 10.03% |
$87.3K - $110K
|
8.93K
$948K
|
|
|
Dec 19, 2024
Q4 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-998- 2.13% |
$87.4K - $110K
|
45.8K
$4.86M
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.01K- 4.3% |
$88K - $111K
|
22.4K
$2.38M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.01K- 5.08% |
$88.8K - $112K
|
19K
$2.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.01K- 8.06% |
$88.8K - $112K
|
11.6K
$1.23M
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.02K- 16.96% |
$88.9K - $112K
|
4.97K
$527K
|
|
|
Jan 12, 2024
Q4 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.02K- 2.18% |
$89.1K - $112K
|
45.7K
$4.85M
|
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-1.02K- 2.16% |
$89.2K - $112K
|
46K
$4.89M
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.02K- 13.17% |
$89.6K - $113K
|
6.74K
$716K
|
|
|
Jan 26, 2024
Q4 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-1.02K- 20.35% |
$89.6K - $113K
|
4K
$425K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.03K- 9.03% |
$90.2K - $113K
|
10.4K
$1.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-1.04K- 26.12% |
$90.7K - $114K
|
2.93K
$311K
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.04K- 8.12% |
$90.9K - $114K
|
11.7K
$1.25M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-1.05K- 8.33% |
$91.8K - $115K
|
11.5K
$1.22M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.05K- 0.6% |
$92.1K - $116K
|
175K
$18.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Ellenbecker Investment Group
|
SELL
|
- |
-1.06K- 0.83% |
$92.8K - $117K
|
126K
$13.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-1.06K- 0.51% |
$93K - $117K
|
205K
$21.8M
|