Purchases and Sales Made in Q4 2023 in Ishares Core S&P Sm Cap ETF (IJR)

IJR Quotes by TradingView

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 26, 2024 Q4 2023
Syon Capital LLC

San Francisco, CA
SELL
 -
-1.45K
- 4.43%
$127K - $160K
31.3K $3.69M
Apr 28, 2025 Q4 2023
Clark Asset Management, LLC

Stratham, NH
SELL
 -
-1.45K
- 29.7%
$127K - $160K
3.44K $405K
Jan 17, 2024 Q4 2023
Patriot Investment Management Inc.

SELL
 -
-1.46K
- 4.26%
$127K - $160K
32.7K $3.85M
Jan 25, 2024 Q4 2023
Phillips Financial Management, LLC

SELL
 -
-1.46K
- 1.39%
$128K - $161K
104K $12.2M
Jan 30, 2024 Q4 2023
Tnf LLC

SELL
 -
-1.46K
- 8.91%
$128K - $161K
15K $1.76M
Feb 06, 2024 Q4 2023
Welch & Forbes LLC

SELL
 -
-1.48K
- 4.97%
$130K - $163K
28.3K $3.34M
Feb 14, 2024 Q4 2023
Warren Averett Asset Management, LLC

Birmingham, AL
SELL
 -
-1.49K
- 4.54%
$131K - $164K
31.3K $3.69M
Jan 31, 2024 Q4 2023
Cambridge Trust CO

Boston, MA
SELL
 -
-1.52K
- 10.54%
$133K - $167K
12.9K $1.52M
Feb 09, 2024 Q4 2023
Commerce Bank

Kansas City, MO
SELL
 -
-1.56K
- 3.04%
$136K - $171K
49.6K $5.84M
Jan 23, 2024 Q4 2023
Uma Financial Services, Inc.

SELL
 -
-1.57K
- 3.64%
$137K - $173K
41.5K $4.89M
Jan 08, 2024 Q4 2023
Diversified Trust CO

SELL
 -
-1.6K
- 5.54%
$140K - $176K
27.2K $3.2M
Jan 12, 2024 Q4 2023
Gps Wealth Strategies Group, LLC

SELL
 -
-1.6K
- 57.52%
$140K - $176K
1.18K $139K
Jan 30, 2024 Q4 2023
North Crest Asset Manangement, LLC

SELL
 -
-1.62K
- 2.47%
$142K - $178K
63.9K $7.52M
Feb 13, 2024 Q4 2023
Private Advisory Group LLC

Redmond, WA
SELL
 -
-1.62K
- 4.02%
$142K - $179K
38.7K $4.56M
Feb 08, 2024 Q4 2023
Eagle Bay Advisors LLC

New York, NY
SELL
 -
-1.64K
- 24.13%
$144K - $181K
5.17K $609K
Jan 17, 2024 Q4 2023
Tandem Wealth Advisors LLC

Phoenix, AZ
SELL
 -
-1.68K
- 2.31%
$147K - $185K
71K $8.36M
Feb 14, 2024 Q4 2023
Wilshire Advisors LLC

Santa Monica, CA
SELL
 -
-1.68K
- 7.68%
$147K - $185K
20.2K $2.38M
Feb 14, 2024 Q4 2023
Matrix Private Capital Group LLC

New York, NY
SELL
 -
-1.68K
- 2.52%
$147K - $185K
65K $7.66M
Feb 14, 2024 Q4 2023
Buckingham Strategic Partners

Saint Louis, MO
SELL
 -
-1.68K
- 8.98%
$148K - $185K
17.1K $2.01M
Jan 08, 2024 Q4 2023
Rvw Wealth, LLC

SELL
 -
-1.72K
- 5.15%
$151K - $189K
31.7K $3.73M
Jan 10, 2024 Q4 2023
Cornerstone Wealth Management, LLC

SELL
 -
-1.75K
- 5.86%
$153K - $192K
28.1K $3.31M
Feb 09, 2024 Q4 2023
Union Savings Bank

Litchfield, CT
SELL
 -
-1.75K
- 5.5%
$154K - $193K
30.1K $3.55M
Feb 14, 2024 Q4 2023
Ancora Advisors, LLC

Cleveland, OH
SELL
 -
-1.79K
- 2.14%
$157K - $197K
81.9K $9.65M
Jan 24, 2024 Q4 2023
Central Trust CO

Jefferson City, MO
SELL
 -
-1.79K
- 1.72%
$157K - $197K
102K $12M
Jan 23, 2024 Q4 2023
Clear Creek Financial Management, LLC

SELL
 -
-1.79K
- 7.47%
$157K - $197K
22.2K $2.61M
Feb 14, 2024 Q4 2023
Trustmark National Bank Trust Department

Jackson, MS
SELL
 -
-1.81K
- 5.45%
$159K - $200K
31.4K $3.7M
Jan 29, 2024 Q4 2023
Wealthspan Partners, LLC

Davenport, IA
SELL
 -
-1.85K
- 39.79%
$162K - $203K
2.79K $329K
Feb 05, 2024 Q4 2023
Harbor Advisory Corp

SELL
 -
-1.86K
- 2.6%
$163K - $205K
69.7K $8.21M
Jan 29, 2024 Q4 2023
Elm Partners Management LLC

SELL
 -
-1.89K
- 9.04%
$165K - $208K
19K $2.24M
Feb 01, 2024 Q4 2023
Loring Wolcott & Coolidge Fiduciary Advisors LLP

SELL
 -
-1.9K
- 21.75%
$166K - $209K
6.82K $803K
Jan 30, 2024 Q4 2023
Marietta Wealth Management, LLC

SELL
 -
-1.91K
- 1.33%
$167K - $210K
141K $16.6M
Feb 06, 2024 Q4 2023
Rollins Financial

SELL
 -
-1.94K
- 31.43%
$170K - $214K
4.24K $499K
Jan 12, 2024 Q4 2023
New Hampshire Trust

Concord, NH
SELL
 -
-1.96K
- 5.55%
$172K - $216K
33.3K $3.93M
Feb 07, 2024 Q4 2023
Dana Investment Advisors, Inc.

Brookfield, WI
SELL
 -
-1.96K
- 8.31%
$172K - $216K
21.6K $2.55M
Jan 22, 2024 Q4 2023
Wolf Group Capital Advisors

SELL
 -
-1.97K
- 9.58%
$173K - $217K
18.6K $2.19M
Feb 13, 2024 Q4 2023
First National Bank Of Omaha

Omaha, NE
SELL
 -
-1.98K
- 7.67%
$174K - $218K
23.9K $2.81M
Feb 13, 2024 Q4 2023
United Community Bank

Greenville, SC
SELL
 -
-2K
- 8.64%
$175K - $221K
21.2K $2.49M
Jan 24, 2024 Q4 2023
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
SELL
 -
-2K
- 9.35%
$176K - $221K
19.4K $2.29M
Jan 22, 2024 Q4 2023
Capital Advantage, Inc.

SELL
 -
-2.02K
- 1.39%
$177K - $222K
144K $16.9M
Jan 31, 2024 Q4 2023
Tranquility Partners, LLC

SELL
 -
-2.04K
- 8.42%
$179K - $225K
22.2K $2.61M
Feb 08, 2024 Q4 2023
Jordan Park Group LLC

SELL
 -
-2.05K
- 52.37%
$179K - $225K
1.86K $219K
Jan 17, 2024 Q4 2023
Schechter Investment Advisors, LLC

Birmingham, MI
SELL
 -
-2.06K
- 9.48%
$180K - $227K
19.7K $2.31M
Feb 14, 2024 Q4 2023
Continuum Advisory, LLC

Eagle, ID
SELL
 -
-2.07K
- 5.59%
$182K - $228K
35K $4.12M
Feb 01, 2024 Q4 2023
Lee Danner & Bass Inc

SELL
 -
-2.08K
- 5.83%
$182K - $229K
33.5K $3.95M
Jan 09, 2024 Q4 2023
David J Yvars Group

SELL
 -
-2.08K
- 18.23%
$182K - $229K
9.33K $1.1M
Jan 29, 2024 Q4 2023
Tilson Financial Group, Inc.

New Providence, NJ
SELL
 -
-2.1K
- 9.5%
$184K - $231K
20K $2.35M
Feb 13, 2024 Q4 2023
Ascent Group, LLC

SELL
 -
-2.14K
- 10.18%
$188K - $236K
18.9K $2.22M
Mar 07, 2024 Q4 2023
Objective Capital Management, LLC

SELL
 -
-2.15K
- 8.46%
$189K - $237K
23.3K $2.74M
Feb 12, 2024 Q4 2023
Madison Wealth Partners, Inc

SELL
 -
-2.16K
- 3.95%
$190K - $238K
52.7K $6.2M

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