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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-2.22K- 8.96% |
$194K - $244K
|
22.5K
$2.39M
|
|
|
Jan 18, 2024
Q4 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-2.26K- 1.96% |
$198K - $249K
|
113K
$12M
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2.31K- 3.51% |
$202K - $254K
|
63.5K
$6.74M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.34K- 34.75% |
$205K - $258K
|
4.4K
$467K
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-2.36K- 39.63% |
$206K - $259K
|
3.59K
$381K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2.36K- 4.88% |
$207K - $260K
|
46K
$4.89M
|
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-2.39K- 6.97% |
$209K - $263K
|
31.9K
$3.39M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-2.42K- 18.95% |
$212K - $267K
|
10.4K
$1.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-2.46K- 3.97% |
$215K - $270K
|
59.4K
$6.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Pachira Investments Inc.
|
SELL
|
- |
-2.5K- 2.43% |
$219K - $275K
|
100K
$10.6M
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-2.5K- 43.66% |
$219K - $275K
|
3.22K
$342K
|
|
|
Feb 06, 2024
Q4 2023
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-2.52K- 28.6% |
$221K - $278K
|
6.3K
$668K
|
|
|
Jan 12, 2024
Q4 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-2.53K- 24.27% |
$221K - $278K
|
7.88K
$836K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.53K- 3.76% |
$221K - $278K
|
64.6K
$6.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
SELL
|
- |
-2.56K- 33.58% |
$224K - $281K
|
5.06K
$537K
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-2.56K- 46.9% |
$224K - $282K
|
2.9K
$307K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.57K- 3.97% |
$225K - $283K
|
62.1K
$6.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-2.63K- 24.33% |
$230K - $290K
|
8.18K
$868K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-2.66K- 0.8% |
$233K - $293K
|
328K
$34.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-2.68K- 53.3% |
$235K - $296K
|
2.35K
$250K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.69K- 3.27% |
$236K - $296K
|
79.7K
$8.46M
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-2.78K- 11.93% |
$243K - $306K
|
20.5K
$2.18M
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-2.78K- 19.08% |
$244K - $306K
|
11.8K
$1.25M
|
|
|
Jun 25, 2024
Q4 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-2.78K- 20.66% |
$244K - $306K
|
10.7K
$1.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.8K- 6.11% |
$245K - $308K
|
43K
$4.57M
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-2.81K- 22.06% |
$246K - $309K
|
9.91K
$1.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-2.81K- 28.86% |
$246K - $310K
|
6.93K
$736K
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-2.83K- 38.97% |
$248K - $311K
|
4.43K
$470K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.83K- 3.84% |
$248K - $312K
|
70.9K
$7.53M
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-2.84K- 6.62% |
$249K - $313K
|
40.1K
$4.25M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-2.89K- 16.39% |
$253K - $318K
|
14.7K
$1.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-2.89K- 10.87% |
$253K - $318K
|
23.7K
$2.52M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3K- 2.87% |
$263K - $330K
|
102K
$10.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-3.01K- 40.67% |
$263K - $331K
|
4.39K
$466K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.01K- 0.43% |
$264K - $332K
|
700K
$74.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-3.05K- 3.53% |
$268K - $336K
|
83.5K
$8.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-3.07K- 19.71% |
$269K - $337K
|
12.5K
$1.33M
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-3.07K- 0.53% |
$269K - $338K
|
576K
$61.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-3.1K- 8.97% |
$271K - $341K
|
31.4K
$3.34M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.15K- 2.43% |
$276K - $347K
|
126K
$13.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
SELL
|
- |
-3.17K- 12.97% |
$278K - $349K
|
21.3K
$2.26M
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-3.21K- 11.36% |
$281K - $353K
|
25K
$2.66M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.21K- 46.06% |
$281K - $354K
|
3.76K
$399K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.27K- 7.26% |
$286K - $360K
|
41.7K
$4.43M
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-3.27K- 2.5% |
$286K - $360K
|
127K
$13.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-3.3K- 7.37% |
$289K - $363K
|
41.5K
$4.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.31K- 0.67% |
$290K - $364K
|
493K
$52.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-3.33K- 1.46% |
$292K - $367K
|
225K
$23.9M
|
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-3.35K- 39.85% |
$294K - $369K
|
5.06K
$537K
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-3.39K- 13.27% |
$297K - $373K
|
22.1K
$2.35M
|