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 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-3.05K- 3.53% |
$268K - $336K
|
83.5K
$10.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-3.07K- 19.71% |
$269K - $337K
|
12.5K
$1.55M
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-3.07K- 0.53% |
$269K - $338K
|
576K
$71.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-3.1K- 8.97% |
$271K - $341K
|
31.4K
$3.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.15K- 2.43% |
$276K - $347K
|
126K
$15.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
SELL
|
- |
-3.17K- 12.97% |
$278K - $349K
|
21.3K
$2.64M
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-3.21K- 11.36% |
$281K - $353K
|
25K
$3.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.21K- 46.06% |
$281K - $354K
|
3.76K
$466K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.27K- 7.26% |
$286K - $360K
|
41.7K
$5.17M
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-3.27K- 2.5% |
$286K - $360K
|
127K
$15.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-3.3K- 7.37% |
$289K - $363K
|
41.5K
$5.14M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.31K- 0.67% |
$290K - $364K
|
493K
$61.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-3.33K- 1.46% |
$292K - $367K
|
225K
$27.9M
|
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-3.35K- 39.85% |
$294K - $369K
|
5.06K
$627K
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-3.39K- 13.27% |
$297K - $373K
|
22.1K
$2.74M
|
|
|
Feb 05, 2024
Q4 2023
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-3.4K- 29.05% |
$298K - $374K
|
8.3K
$1.03M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-3.42K- 1.64% |
$300K - $377K
|
205K
$25.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-3.45K- 2.8% |
$303K - $380K
|
120K
$14.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-3.47K- 4.33% |
$304K - $382K
|
76.5K
$9.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-3.53K- 51.96% |
$310K - $389K
|
3.27K
$405K
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-3.56K- 3.78% |
$312K - $392K
|
90.7K
$11.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.64K- 8.99% |
$319K - $401K
|
36.8K
$4.56M
|
|
|
Feb 02, 2024
Q4 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-3.64K- 13.61% |
$319K - $401K
|
23.1K
$2.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-3.7K- 1.2% |
$324K - $408K
|
306K
$37.9M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.74K- 26.79% |
$327K - $411K
|
10.2K
$1.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-3.74K- 5.82% |
$328K - $412K
|
60.5K
$7.49M
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-3.77K- 14.89% |
$330K - $415K
|
21.5K
$2.67M
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-3.83K- 44.56% |
$336K - $422K
|
4.77K
$591K
|
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-3.85K- 44.79% |
$337K - $424K
|
4.75K
$588K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.91K- 5.58% |
$343K - $431K
|
66.2K
$8.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-3.95K- 20.41% |
$346K - $435K
|
15.4K
$1.91M
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-3.97K- 2.5% |
$348K - $437K
|
155K
$19.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-3.98K- 1.28% |
$349K - $439K
|
306K
$38M
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-3.98K- 1.28% |
$349K - $439K
|
306K
$38M
|
|
|
Jan 12, 2024
Q4 2023
|
Verde Capital Management
|
SELL
|
- |
-3.99K- 3.05% |
$350K - $440K
|
127K
$15.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-4.01K- 27.15% |
$351K - $441K
|
10.8K
$1.33M
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-4.04K- 17.51% |
$354K - $445K
|
19K
$2.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-4.13K- 3.57% |
$362K - $454K
|
111K
$13.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-4.13K- 3.58% |
$362K - $455K
|
111K
$13.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-4.14K- 2.27% |
$363K - $456K
|
179K
$22.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-4.17K- 40.28% |
$366K - $460K
|
6.19K
$767K
|
|
|
Feb 08, 2024
Q4 2023
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-4.18K- 2.31% |
$366K - $460K
|
176K
$21.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-4.27K- 5.61% |
$374K - $471K
|
71.9K
$8.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-4.36K- 20.36% |
$382K - $480K
|
17K
$2.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-4.37K- 2.49% |
$383K - $481K
|
171K
$21.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-4.4K- 1.35% |
$385K - $484K
|
321K
$39.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-4.44K- 10.67% |
$389K - $489K
|
37.2K
$4.61M
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-4.46K- 49.61% |
$391K - $491K
|
4.53K
$562K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.51K- 1.7% |
$395K - $497K
|
262K
$32.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-4.52K- 4.0% |
$396K - $497K
|
108K
$13.4M
|