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 18, 2024
Q4 2023
|
Flc Capital Advisors
|
SELL
|
- |
-1.34K- 11.27% |
$118K - $148K
|
10.6K
$1.31M
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-1.35K- 19.61% |
$118K - $148K
|
5.51K
$683K
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.36K- 14.33% |
$119K - $150K
|
8.12K
$1.01M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.36K- 16.09% |
$119K - $150K
|
7.09K
$879K
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-1.41K- 3.51% |
$123K - $155K
|
38.8K
$4.81M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.42K- 3.22% |
$124K - $156K
|
42.5K
$5.27M
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-1.42K- 3.9% |
$124K - $156K
|
35K
$4.34M
|
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
SELL
|
- |
-1.43K- 10.5% |
$125K - $157K
|
12.2K
$1.51M
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-1.43K- 4.36% |
$125K - $157K
|
31.4K
$3.89M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.43K- 25.23% |
$125K - $158K
|
4.24K
$525K
|
|
|
Jan 12, 2024
Q4 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-1.44K- 9.92% |
$126K - $159K
|
13.1K
$1.62M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-1.44K- 1.25% |
$127K - $159K
|
114K
$14.1M
|
|
|
Feb 26, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-1.45K- 4.43% |
$127K - $160K
|
31.3K
$3.88M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.46K- 4.26% |
$127K - $160K
|
32.7K
$4.05M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.46K- 1.39% |
$128K - $161K
|
104K
$12.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
SELL
|
- |
-1.46K- 8.91% |
$128K - $161K
|
15K
$1.85M
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-1.48K- 4.97% |
$130K - $163K
|
28.3K
$3.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.49K- 4.54% |
$131K - $164K
|
31.3K
$3.88M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.52K- 10.54% |
$133K - $167K
|
12.9K
$1.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.56K- 3.04% |
$136K - $171K
|
49.6K
$6.14M
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.57K- 3.64% |
$137K - $173K
|
41.5K
$5.14M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-1.57K- 5.4% |
$138K - $173K
|
27.6K
$3.42M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-1.6K- 5.54% |
$140K - $176K
|
27.2K
$3.37M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.6K- 57.52% |
$140K - $176K
|
1.18K
$146K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.62K- 2.47% |
$142K - $178K
|
63.9K
$7.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-1.62K- 4.02% |
$142K - $179K
|
38.7K
$4.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.64K- 24.13% |
$144K - $181K
|
5.17K
$640K
|
|
|
Jan 17, 2024
Q4 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-1.68K- 2.31% |
$147K - $185K
|
71K
$8.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-1.68K- 7.68% |
$147K - $185K
|
20.2K
$2.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.68K- 2.52% |
$147K - $185K
|
65K
$8.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.68K- 8.98% |
$148K - $185K
|
17.1K
$2.11M
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.72K- 5.15% |
$151K - $189K
|
31.7K
$3.93M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.75K- 5.86% |
$153K - $192K
|
28.1K
$3.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-1.75K- 5.5% |
$154K - $193K
|
30.1K
$3.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.79K- 2.14% |
$157K - $197K
|
81.9K
$10.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.79K- 1.72% |
$157K - $197K
|
102K
$12.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.79K- 7.47% |
$157K - $197K
|
22.2K
$2.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.81K- 5.45% |
$159K - $200K
|
31.4K
$3.89M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-1.85K- 39.79% |
$162K - $203K
|
2.79K
$346K
|
|
|
Feb 05, 2024
Q4 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-1.86K- 2.6% |
$163K - $205K
|
69.7K
$8.64M
|
|
|
Jan 29, 2024
Q4 2023
|
Elm Partners Management LLC
|
SELL
|
- |
-1.89K- 9.04% |
$165K - $208K
|
19K
$2.35M
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.9K- 21.75% |
$166K - $209K
|
6.82K
$845K
|
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-1.91K- 1.33% |
$167K - $210K
|
141K
$17.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-1.94K- 31.43% |
$170K - $214K
|
4.24K
$525K
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-1.96K- 5.55% |
$172K - $216K
|
33.3K
$4.13M
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.96K- 8.31% |
$172K - $216K
|
21.6K
$2.68M
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-1.97K- 9.58% |
$173K - $217K
|
18.6K
$2.3M
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.98K- 7.67% |
$174K - $218K
|
23.9K
$2.96M
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-2K- 8.64% |
$175K - $221K
|
21.2K
$2.62M
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2K- 9.35% |
$176K - $221K
|
19.4K
$2.41M
|