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 22, 2024
Q4 2023
|
Welch Group, LLC
|
SELL
|
- |
-991- 24.35% |
$86.8K - $109K
|
3.08K
$381K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-992- 8.34% |
$86.9K - $109K
|
10.9K
$1.35M
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-996- 10.03% |
$87.3K - $110K
|
8.93K
$1.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.01K- 4.3% |
$88K - $111K
|
22.4K
$2.77M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.01K- 5.08% |
$88.8K - $112K
|
19K
$2.34M
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.01K- 8.06% |
$88.8K - $112K
|
11.6K
$1.43M
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.02K- 16.96% |
$88.9K - $112K
|
4.97K
$614K
|
|
|
Jan 12, 2024
Q4 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.02K- 2.18% |
$89.1K - $112K
|
45.7K
$5.65M
|
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-1.02K- 2.16% |
$89.2K - $112K
|
46K
$5.69M
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.02K- 13.17% |
$89.6K - $113K
|
6.74K
$834K
|
|
|
Jan 26, 2024
Q4 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-1.02K- 20.35% |
$89.6K - $113K
|
4K
$495K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.03K- 9.03% |
$90.2K - $113K
|
10.4K
$1.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-1.04K- 26.12% |
$90.7K - $114K
|
2.93K
$362K
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.04K- 8.12% |
$90.9K - $114K
|
11.7K
$1.45M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-1.05K- 8.33% |
$91.8K - $115K
|
11.5K
$1.43M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.05K- 0.6% |
$92.1K - $116K
|
175K
$21.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Ellenbecker Investment Group
|
SELL
|
- |
-1.06K- 0.83% |
$92.8K - $117K
|
126K
$15.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-1.06K- 0.51% |
$93K - $117K
|
205K
$25.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.07K- 10.03% |
$93.3K - $117K
|
9.56K
$1.18M
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.07K- 35.18% |
$93.7K - $118K
|
1.97K
$244K
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.09K- 29.71% |
$95.4K - $120K
|
2.58K
$319K
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1.1K- 0.54% |
$96.1K - $121K
|
201K
$24.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.11K- 9.87% |
$96.8K - $122K
|
10.1K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-1.11K- 9.16% |
$97.1K - $122K
|
11K
$1.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.11K- 25.33% |
$97.2K - $122K
|
3.27K
$405K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.11K- 1.45% |
$97.2K - $122K
|
75.5K
$9.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.12K- 1.11% |
$97.8K - $123K
|
99.7K
$12.3M
|
|
|
Apr 01, 2024
Q4 2023
|
Ims Capital Management
|
SELL
|
- |
-1.13K- 13.97% |
$99.3K - $125K
|
6.98K
$863K
|
|
|
Feb 12, 2024
Q4 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-1.14K- 23.22% |
$100K - $126K
|
3.77K
$467K
|
|
|
Jan 04, 2024
Q4 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-1.16K- 64.17% |
$101K - $127K
|
646
$79.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-1.18K- 0.57% |
$104K - $130K
|
207K
$25.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.19K- 0.97% |
$105K - $131K
|
122K
$15.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-1.19K- 20.61% |
$105K - $131K
|
4.6K
$569K
|
|
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-1.19K- 20.61% |
$105K - $131K
|
4.6K
$569K
|
|
|
Feb 12, 2024
Q4 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-1.2K- 5.15% |
$105K - $132K
|
22K
$2.72M
|
|
|
Jan 17, 2024
Q4 2023
|
Jvl Associates LLC
|
SELL
|
- |
-1.21K- 0.73% |
$106K - $133K
|
164K
$20.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.21K- 11.14% |
$106K - $133K
|
9.65K
$1.19M
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-1.21K- 6.06% |
$106K - $134K
|
18.8K
$2.33M
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-1.23K- 25.89% |
$107K - $135K
|
3.51K
$434K
|
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-1.23K- 5.76% |
$107K - $135K
|
20K
$2.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.23K- 0.15% |
$108K - $136K
|
835K
$103M
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.24K- 25.45% |
$109K - $137K
|
3.63K
$449K
|
|
|
Feb 23, 2024
Q4 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-1.24K- 2.15% |
$109K - $137K
|
56.6K
$7M
|
|
|
Jan 10, 2024
Q4 2023
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-1.27K- 0.84% |
$111K - $140K
|
150K
$18.6M
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.28K- 90.43% |
$112K - $140K
|
135
$16.7K
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-1.28K- 5.15% |
$112K - $141K
|
23.5K
$2.91M
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.29K- 15.58% |
$113K - $142K
|
7K
$866K
|
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-1.3K- 0.38% |
$114K - $143K
|
342K
$42.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-1.31K- 4.42% |
$115K - $145K
|
28.4K
$3.52M
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.33K- 18.04% |
$116K - $146K
|
6.02K
$745K
|