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 30, 2024
Q4 2023
|
Tnf LLC
|
SELL
|
- |
-1.46K- 8.91% |
$128K - $161K
|
15K
$1.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-1.48K- 4.97% |
$130K - $163K
|
28.3K
$3.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.49K- 4.54% |
$131K - $164K
|
31.3K
$3.32M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.52K- 10.54% |
$133K - $167K
|
12.9K
$1.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.56K- 3.04% |
$136K - $171K
|
49.6K
$5.26M
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.57K- 3.64% |
$137K - $173K
|
41.5K
$4.41M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-1.57K- 5.4% |
$138K - $173K
|
27.6K
$2.93M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-1.6K- 5.54% |
$140K - $176K
|
27.2K
$2.89M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.6K- 57.52% |
$140K - $176K
|
1.18K
$125K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.62K- 2.47% |
$142K - $178K
|
63.9K
$6.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-1.62K- 4.02% |
$142K - $179K
|
38.7K
$4.11M
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.64K- 24.13% |
$144K - $181K
|
5.17K
$549K
|
|
|
Jan 17, 2024
Q4 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-1.68K- 2.31% |
$147K - $185K
|
71K
$7.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-1.68K- 7.68% |
$147K - $185K
|
20.2K
$2.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.68K- 2.52% |
$147K - $185K
|
65K
$6.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.68K- 8.98% |
$148K - $185K
|
17.1K
$1.81M
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.72K- 5.15% |
$151K - $189K
|
31.7K
$3.37M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.75K- 5.86% |
$153K - $192K
|
28.1K
$2.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-1.75K- 5.5% |
$154K - $193K
|
30.1K
$3.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.79K- 2.14% |
$157K - $197K
|
81.9K
$8.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.79K- 1.72% |
$157K - $197K
|
102K
$10.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.79K- 7.47% |
$157K - $197K
|
22.2K
$2.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.81K- 5.45% |
$159K - $200K
|
31.4K
$3.33M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-1.85K- 39.79% |
$162K - $203K
|
2.79K
$296K
|
|
|
Feb 05, 2024
Q4 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-1.86K- 2.6% |
$163K - $205K
|
69.7K
$7.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Elm Partners Management LLC
|
SELL
|
- |
-1.89K- 9.04% |
$165K - $208K
|
19K
$2.02M
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.9K- 21.75% |
$166K - $209K
|
6.82K
$723K
|
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-1.91K- 1.33% |
$167K - $210K
|
141K
$15M
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-1.94K- 31.43% |
$170K - $214K
|
4.24K
$450K
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-1.96K- 5.55% |
$172K - $216K
|
33.3K
$3.54M
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.96K- 8.31% |
$172K - $216K
|
21.6K
$2.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-1.97K- 9.58% |
$173K - $217K
|
18.6K
$1.97M
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.98K- 7.67% |
$174K - $218K
|
23.9K
$2.53M
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-2K- 8.64% |
$175K - $221K
|
21.2K
$2.25M
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2K- 9.35% |
$176K - $221K
|
19.4K
$2.06M
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Advantage, Inc.
|
SELL
|
- |
-2.02K- 1.39% |
$177K - $222K
|
144K
$15.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-2.04K- 8.42% |
$179K - $225K
|
22.2K
$2.35M
|
|
|
Feb 08, 2024
Q4 2023
|
Jordan Park Group LLC
|
SELL
|
- |
-2.05K- 52.37% |
$179K - $225K
|
1.86K
$198K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-2.06K- 9.48% |
$180K - $227K
|
19.7K
$2.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.07K- 5.59% |
$182K - $228K
|
35K
$3.71M
|
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-2.08K- 5.83% |
$182K - $229K
|
33.5K
$3.56M
|
|
|
Jan 09, 2024
Q4 2023
|
David J Yvars Group
|
SELL
|
- |
-2.08K- 18.23% |
$182K - $229K
|
9.33K
$990K
|
|
|
Jan 29, 2024
Q4 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-2.1K- 9.5% |
$184K - $231K
|
20K
$2.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-2.14K- 10.18% |
$188K - $236K
|
18.9K
$2M
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-2.15K- 8.46% |
$189K - $237K
|
23.3K
$2.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-2.16K- 3.95% |
$190K - $238K
|
52.7K
$5.59M
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-2.18K- 2.12% |
$191K - $240K
|
101K
$10.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-2.2K- 3.67% |
$193K - $242K
|
57.7K
$6.13M
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.21K- 2.47% |
$194K - $243K
|
87.3K
$9.27M
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.21K- 3.85% |
$194K - $243K
|
55.2K
$5.86M
|