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 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.07K- 10.03% |
$93.3K - $117K
|
9.56K
$1.01M
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.07K- 35.18% |
$93.7K - $118K
|
1.97K
$209K
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.09K- 29.71% |
$95.4K - $120K
|
2.58K
$273K
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1.1K- 0.54% |
$96.1K - $121K
|
201K
$21.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.11K- 9.87% |
$96.8K - $122K
|
10.1K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-1.11K- 9.16% |
$97.1K - $122K
|
11K
$1.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.11K- 25.33% |
$97.2K - $122K
|
3.27K
$347K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.11K- 1.45% |
$97.2K - $122K
|
75.5K
$8.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.12K- 1.11% |
$97.8K - $123K
|
99.7K
$10.6M
|
|
|
Apr 01, 2024
Q4 2023
|
Ims Capital Management
|
SELL
|
- |
-1.13K- 13.97% |
$99.3K - $125K
|
6.98K
$741K
|
|
|
Feb 12, 2024
Q4 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-1.14K- 23.22% |
$100K - $126K
|
3.77K
$400K
|
|
|
Jan 04, 2024
Q4 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-1.16K- 64.17% |
$101K - $127K
|
646
$68.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-1.18K- 0.57% |
$104K - $130K
|
207K
$22M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.19K- 0.97% |
$105K - $131K
|
122K
$13M
|
|
|
Feb 12, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-1.19K- 20.61% |
$105K - $131K
|
4.6K
$488K
|
|
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-1.19K- 20.61% |
$105K - $131K
|
4.6K
$488K
|
|
|
Feb 12, 2024
Q4 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-1.2K- 5.15% |
$105K - $132K
|
22K
$2.34M
|
|
|
Jan 17, 2024
Q4 2023
|
Jvl Associates LLC
|
SELL
|
- |
-1.21K- 0.73% |
$106K - $133K
|
164K
$17.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.21K- 11.14% |
$106K - $133K
|
9.65K
$1.02M
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-1.21K- 6.06% |
$106K - $134K
|
18.8K
$2M
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-1.23K- 25.89% |
$107K - $135K
|
3.51K
$372K
|
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-1.23K- 5.76% |
$107K - $135K
|
20K
$2.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.23K- 0.15% |
$108K - $136K
|
835K
$88.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.24K- 25.45% |
$109K - $137K
|
3.63K
$386K
|
|
|
Feb 23, 2024
Q4 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-1.24K- 2.15% |
$109K - $137K
|
56.6K
$6.01M
|
|
|
Jan 10, 2024
Q4 2023
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-1.27K- 0.84% |
$111K - $140K
|
150K
$16M
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.28K- 90.43% |
$112K - $140K
|
135
$14.3K
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-1.28K- 5.15% |
$112K - $141K
|
23.5K
$2.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.29K- 15.58% |
$113K - $142K
|
7K
$743K
|
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-1.3K- 0.38% |
$114K - $143K
|
342K
$36.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-1.31K- 4.42% |
$115K - $145K
|
28.4K
$3.02M
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.33K- 18.04% |
$116K - $146K
|
6.02K
$639K
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.33K- 0.49% |
$116K - $146K
|
267K
$28.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
SELL
|
- |
-1.34K- 11.27% |
$118K - $148K
|
10.6K
$1.12M
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-1.35K- 19.61% |
$118K - $148K
|
5.51K
$585K
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.36K- 14.33% |
$119K - $150K
|
8.12K
$862K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.36K- 16.09% |
$119K - $150K
|
7.09K
$753K
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-1.41K- 3.51% |
$123K - $155K
|
38.8K
$4.12M
|
|
|
Feb 13, 2025
Q4 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-1.41K- 3.09% |
$123K - $155K
|
44.2K
$4.69M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.42K- 3.22% |
$124K - $156K
|
42.5K
$4.51M
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-1.42K- 3.9% |
$124K - $156K
|
35K
$3.72M
|
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
SELL
|
- |
-1.43K- 10.5% |
$125K - $157K
|
12.2K
$1.29M
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-1.43K- 4.36% |
$125K - $157K
|
31.4K
$3.33M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.43K- 25.23% |
$125K - $158K
|
4.24K
$450K
|
|
|
Jan 12, 2024
Q4 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-1.44K- 9.92% |
$126K - $159K
|
13.1K
$1.39M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-1.44K- 1.25% |
$127K - $159K
|
114K
$12.1M
|
|
|
Feb 26, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-1.45K- 4.43% |
$127K - $160K
|
31.3K
$3.32M
|
|
|
Apr 28, 2025
Q4 2023
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-1.45K- 29.7% |
$127K - $160K
|
3.44K
$365K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.46K- 4.26% |
$127K - $160K
|
32.7K
$3.47M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.46K- 1.39% |
$128K - $161K
|
104K
$11M
|