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
|
Capital Advantage, Inc.
|
SELL
|
- |
-2.02K- 1.39% |
$177K - $222K
|
144K
$17.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-2.04K- 8.42% |
$179K - $225K
|
22.2K
$2.75M
|
|
|
Feb 08, 2024
Q4 2023
|
Jordan Park Group LLC
|
SELL
|
- |
-2.05K- 52.37% |
$179K - $225K
|
1.86K
$231K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-2.06K- 9.48% |
$180K - $227K
|
19.7K
$2.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.07K- 5.59% |
$182K - $228K
|
35K
$4.34M
|
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-2.08K- 5.83% |
$182K - $229K
|
33.5K
$4.16M
|
|
|
Jan 09, 2024
Q4 2023
|
David J Yvars Group
|
SELL
|
- |
-2.08K- 18.23% |
$182K - $229K
|
9.33K
$1.16M
|
|
|
Jan 29, 2024
Q4 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-2.1K- 9.5% |
$184K - $231K
|
20K
$2.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-2.14K- 10.18% |
$188K - $236K
|
18.9K
$2.34M
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-2.15K- 8.46% |
$189K - $237K
|
23.3K
$2.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-2.16K- 3.95% |
$190K - $238K
|
52.7K
$6.53M
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-2.18K- 2.12% |
$191K - $240K
|
101K
$12.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-2.2K- 3.67% |
$193K - $242K
|
57.7K
$7.16M
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.21K- 2.47% |
$194K - $243K
|
87.3K
$10.8M
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.21K- 3.85% |
$194K - $243K
|
55.2K
$6.84M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-2.22K- 8.96% |
$194K - $244K
|
22.5K
$2.79M
|
|
|
Jan 18, 2024
Q4 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-2.26K- 1.96% |
$198K - $249K
|
113K
$14M
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2.31K- 3.51% |
$202K - $254K
|
63.5K
$7.87M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.34K- 34.75% |
$205K - $258K
|
4.4K
$545K
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-2.36K- 39.63% |
$206K - $259K
|
3.59K
$445K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2.36K- 4.88% |
$207K - $260K
|
46K
$5.71M
|
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-2.39K- 6.97% |
$209K - $263K
|
31.9K
$3.95M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-2.42K- 18.95% |
$212K - $267K
|
10.4K
$1.28M
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-2.46K- 3.97% |
$215K - $270K
|
59.4K
$7.36M
|
|
|
Jan 16, 2024
Q4 2023
|
Pachira Investments Inc.
|
SELL
|
- |
-2.5K- 2.43% |
$219K - $275K
|
100K
$12.4M
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-2.5K- 43.66% |
$219K - $275K
|
3.22K
$399K
|
|
|
Feb 06, 2024
Q4 2023
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-2.52K- 28.6% |
$221K - $278K
|
6.3K
$781K
|
|
|
Jan 12, 2024
Q4 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-2.53K- 24.27% |
$221K - $278K
|
7.88K
$976K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.53K- 3.76% |
$221K - $278K
|
64.6K
$8M
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
SELL
|
- |
-2.56K- 33.58% |
$224K - $281K
|
5.06K
$626K
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-2.56K- 46.9% |
$224K - $282K
|
2.9K
$359K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.57K- 3.97% |
$225K - $283K
|
62.1K
$7.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-2.63K- 24.33% |
$230K - $290K
|
8.18K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-2.66K- 0.8% |
$233K - $293K
|
328K
$40.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-2.68K- 53.3% |
$235K - $296K
|
2.35K
$291K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.69K- 3.27% |
$236K - $296K
|
79.7K
$9.88M
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-2.78K- 11.93% |
$243K - $306K
|
20.5K
$2.54M
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-2.78K- 19.08% |
$244K - $306K
|
11.8K
$1.46M
|
|
|
Jun 25, 2024
Q4 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-2.78K- 20.66% |
$244K - $306K
|
10.7K
$1.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.8K- 6.11% |
$245K - $308K
|
43K
$5.33M
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-2.81K- 22.06% |
$246K - $309K
|
9.91K
$1.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-2.81K- 28.86% |
$246K - $310K
|
6.93K
$859K
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-2.83K- 38.97% |
$248K - $311K
|
4.43K
$548K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.83K- 3.84% |
$248K - $312K
|
70.9K
$8.79M
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-2.84K- 6.62% |
$249K - $313K
|
40.1K
$4.97M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-2.89K- 16.39% |
$253K - $318K
|
14.7K
$1.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-2.89K- 10.87% |
$253K - $318K
|
23.7K
$2.94M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3K- 2.87% |
$263K - $330K
|
102K
$12.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-3.01K- 40.67% |
$263K - $331K
|
4.39K
$544K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.01K- 0.43% |
$264K - $332K
|
700K
$86.7M
|