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 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-4.58K- 45.51% |
$401K - $504K
|
5.48K
$680K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-4.61K- 80.98% |
$404K - $508K
|
1.08K
$134K
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-4.7K- 1.11% |
$412K - $517K
|
419K
$51.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-4.72K- 18.45% |
$414K - $520K
|
20.9K
$2.59M
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-4.73K- 11.87% |
$414K - $521K
|
35.1K
$4.35M
|
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-4.8K- 19.19% |
$420K - $528K
|
20.2K
$2.51M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
SELL
|
- |
-4.85K- 4.37% |
$425K - $534K
|
106K
$13.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.85K- 30.37% |
$425K - $534K
|
11.1K
$1.38M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.93K- 4.74% |
$432K - $543K
|
99.2K
$12.3M
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-4.99K- 12.06% |
$437K - $549K
|
36.4K
$4.51M
|
|
|
Jan 19, 2024
Q4 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-5.13K- 2.6% |
$450K - $565K
|
192K
$23.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-5.24K- 16.06% |
$459K - $577K
|
27.4K
$3.39M
|
|
|
Jan 25, 2024
Q4 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-5.26K- 20.38% |
$461K - $579K
|
20.6K
$2.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-5.28K- 1.25% |
$462K - $581K
|
418K
$51.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-5.3K- 29.94% |
$464K - $583K
|
12.4K
$1.54M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-5.36K- 29.14% |
$470K - $590K
|
13K
$1.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
SELL
|
- |
-5.4K- 0.69% |
$473K - $594K
|
776K
$96.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-5.43K- 10.63% |
$476K - $598K
|
45.7K
$5.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-5.51K- 7.89% |
$483K - $607K
|
64.3K
$7.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.59K- 3.63% |
$490K - $616K
|
148K
$18.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Bank Of Stockton
|
SELL
|
- |
-5.66K- 2.91% |
$496K - $623K
|
189K
$23.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-5.71K- 3.85% |
$500K - $629K
|
143K
$17.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-5.74K- 2.19% |
$503K - $632K
|
256K
$31.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-5.79K- 4.56% |
$507K - $637K
|
121K
$15M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-5.87K- 3.36% |
$514K - $646K
|
169K
$20.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5.93K- 8.34% |
$520K - $653K
|
65.2K
$8.08M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-6.02K- 17.72% |
$527K - $662K
|
27.9K
$3.46M
|
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
SELL
|
- |
-6.09K- 15.47% |
$533K - $670K
|
33.3K
$4.12M
|
|
|
Jan 30, 2024
Q4 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-6.1K- 8.64% |
$535K - $672K
|
64.5K
$7.99M
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-6.17K- 1.8% |
$541K - $680K
|
337K
$41.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
SELL
|
- |
-6.25K- 6.53% |
$547K - $688K
|
89.4K
$11.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-6.4K- 18.08% |
$561K - $705K
|
29K
$3.59M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-6.47K- 2.73% |
$567K - $712K
|
230K
$28.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-6.52K- 28.93% |
$571K - $717K
|
16K
$1.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-6.52K- 11.15% |
$571K - $718K
|
51.9K
$6.44M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-6.57K- 6.84% |
$576K - $724K
|
89.5K
$11.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-6.64K- 4.09% |
$582K - $731K
|
156K
$19.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-6.71K- 3.28% |
$587K - $738K
|
198K
$24.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-6.78K- 21.7% |
$594K - $746K
|
24.5K
$3.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.79K- 0.08% |
$595K - $748K
|
8.6M
$1.07B
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-6.83K- 45.86% |
$598K - $752K
|
8.06K
$999K
|
|
|
Feb 01, 2024
Q4 2023
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-6.88K- 20.47% |
$602K - $757K
|
26.7K
$3.31M
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-6.88K- 4.53% |
$603K - $758K
|
145K
$18M
|
|
|
Jan 05, 2024
Q4 2023
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-6.97K- 24.83% |
$610K - $767K
|
21.1K
$2.61M
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-7.04K- 10.62% |
$617K - $775K
|
59.3K
$7.34M
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-7.08K- 0.93% |
$620K - $779K
|
751K
$93.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-7.21K- 13.34% |
$632K - $794K
|
46.8K
$5.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-7.51K- 18.2% |
$658K - $826K
|
33.7K
$4.18M
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-7.66K- 75.86% |
$671K - $843K
|
2.44K
$302K
|
|
|
Jun 20, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-7.71K- 10.52% |
$675K - $848K
|
65.5K
$8.12M
|