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 05, 2024
Q4 2023
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-3.4K- 29.05% |
$298K - $374K
|
8.3K
$880K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-3.42K- 1.64% |
$300K - $377K
|
205K
$21.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-3.45K- 2.8% |
$303K - $380K
|
120K
$12.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-3.47K- 4.33% |
$304K - $382K
|
76.5K
$8.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-3.53K- 51.96% |
$310K - $389K
|
3.27K
$347K
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-3.56K- 3.78% |
$312K - $392K
|
90.7K
$9.63M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.64K- 8.99% |
$319K - $401K
|
36.8K
$3.91M
|
|
|
Feb 02, 2024
Q4 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-3.64K- 13.61% |
$319K - $401K
|
23.1K
$2.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-3.7K- 1.2% |
$324K - $408K
|
306K
$32.4M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.74K- 26.79% |
$327K - $411K
|
10.2K
$1.08M
|
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-3.74K- 5.82% |
$328K - $412K
|
60.5K
$6.42M
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-3.77K- 14.89% |
$330K - $415K
|
21.5K
$2.28M
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-3.83K- 44.56% |
$336K - $422K
|
4.77K
$506K
|
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-3.85K- 44.79% |
$337K - $424K
|
4.75K
$504K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.91K- 5.58% |
$343K - $431K
|
66.2K
$7.03M
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-3.95K- 20.41% |
$346K - $435K
|
15.4K
$1.63M
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-3.97K- 2.5% |
$348K - $437K
|
155K
$16.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-3.98K- 1.28% |
$349K - $439K
|
306K
$32.5M
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-3.98K- 1.28% |
$349K - $439K
|
306K
$32.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Verde Capital Management
|
SELL
|
- |
-3.99K- 3.05% |
$350K - $440K
|
127K
$13.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-4.01K- 27.15% |
$351K - $441K
|
10.8K
$1.14M
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-4.04K- 17.51% |
$354K - $445K
|
19K
$2.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-4.13K- 3.57% |
$362K - $454K
|
111K
$11.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-4.13K- 3.58% |
$362K - $455K
|
111K
$11.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-4.14K- 2.27% |
$363K - $456K
|
179K
$19M
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-4.17K- 40.28% |
$366K - $460K
|
6.19K
$657K
|
|
|
Feb 08, 2024
Q4 2023
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-4.18K- 2.31% |
$366K - $460K
|
176K
$18.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-4.27K- 5.61% |
$374K - $471K
|
71.9K
$7.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-4.36K- 20.36% |
$382K - $480K
|
17K
$1.81M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-4.37K- 2.49% |
$383K - $481K
|
171K
$18.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-4.4K- 1.35% |
$385K - $484K
|
321K
$34.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-4.44K- 10.67% |
$389K - $489K
|
37.2K
$3.94M
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-4.46K- 49.61% |
$391K - $491K
|
4.53K
$481K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.51K- 1.7% |
$395K - $497K
|
262K
$27.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-4.52K- 4.0% |
$396K - $497K
|
108K
$11.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-4.58K- 45.51% |
$401K - $504K
|
5.48K
$582K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-4.61K- 80.98% |
$404K - $508K
|
1.08K
$115K
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-4.7K- 1.11% |
$412K - $517K
|
419K
$44.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-4.72K- 18.45% |
$414K - $520K
|
20.9K
$2.22M
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-4.73K- 11.87% |
$414K - $521K
|
35.1K
$3.73M
|
|
|
Mar 11, 2025
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-4.79K- 4.31% |
$420K - $528K
|
106K
$11.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-4.8K- 19.19% |
$420K - $528K
|
20.2K
$2.15M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
SELL
|
- |
-4.85K- 4.37% |
$425K - $534K
|
106K
$11.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.85K- 30.37% |
$425K - $534K
|
11.1K
$1.18M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.93K- 4.74% |
$432K - $543K
|
99.2K
$10.5M
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-4.99K- 12.06% |
$437K - $549K
|
36.4K
$3.86M
|
|
|
Jan 19, 2024
Q4 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-5.13K- 2.6% |
$450K - $565K
|
192K
$20.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-5.24K- 16.06% |
$459K - $577K
|
27.4K
$2.91M
|
|
|
Jan 25, 2024
Q4 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-5.26K- 20.38% |
$461K - $579K
|
20.6K
$2.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-5.28K- 1.25% |
$462K - $581K
|
418K
$44.4M
|