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 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-3.83K- 44.56% |
$336K - $422K
|
4.77K
$496K
|
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-3.85K- 44.79% |
$337K - $424K
|
4.75K
$494K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.91K- 5.58% |
$343K - $431K
|
66.2K
$6.89M
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-3.95K- 20.41% |
$346K - $435K
|
15.4K
$1.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-3.97K- 2.5% |
$348K - $437K
|
155K
$16.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-3.98K- 1.28% |
$349K - $439K
|
306K
$31.9M
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-3.98K- 1.28% |
$349K - $439K
|
306K
$31.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Verde Capital Management
|
SELL
|
- |
-3.99K- 3.05% |
$350K - $440K
|
127K
$13.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-4.01K- 27.15% |
$351K - $441K
|
10.8K
$1.12M
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-4.04K- 17.51% |
$354K - $445K
|
19K
$1.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-4.13K- 3.57% |
$362K - $454K
|
111K
$11.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-4.13K- 3.58% |
$362K - $455K
|
111K
$11.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-4.14K- 2.27% |
$363K - $456K
|
179K
$18.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-4.17K- 40.28% |
$366K - $460K
|
6.19K
$644K
|
|
|
Feb 08, 2024
Q4 2023
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-4.18K- 2.31% |
$366K - $460K
|
176K
$18.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-4.27K- 5.61% |
$374K - $471K
|
71.9K
$7.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-4.36K- 20.36% |
$382K - $480K
|
17K
$1.77M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-4.37K- 2.49% |
$383K - $481K
|
171K
$17.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-4.4K- 1.35% |
$385K - $484K
|
321K
$33.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-4.44K- 10.67% |
$389K - $489K
|
37.2K
$3.87M
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-4.46K- 49.61% |
$391K - $491K
|
4.53K
$471K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.51K- 1.7% |
$395K - $497K
|
262K
$27.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-4.52K- 4.0% |
$396K - $497K
|
108K
$11.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-4.58K- 45.51% |
$401K - $504K
|
5.48K
$570K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-4.61K- 80.98% |
$404K - $508K
|
1.08K
$113K
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-4.7K- 1.11% |
$412K - $517K
|
419K
$43.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-4.72K- 18.45% |
$414K - $520K
|
20.9K
$2.17M
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-4.73K- 11.87% |
$414K - $521K
|
35.1K
$3.65M
|
|
|
Mar 11, 2025
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-4.79K- 4.31% |
$420K - $528K
|
106K
$11.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-4.8K- 19.19% |
$420K - $528K
|
20.2K
$2.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
SELL
|
- |
-4.85K- 4.37% |
$425K - $534K
|
106K
$11M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.85K- 30.37% |
$425K - $534K
|
11.1K
$1.16M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.93K- 4.74% |
$432K - $543K
|
99.2K
$10.3M
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-4.99K- 12.06% |
$437K - $549K
|
36.4K
$3.78M
|
|
|
Jan 19, 2024
Q4 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-5.13K- 2.6% |
$450K - $565K
|
192K
$20M
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-5.24K- 16.06% |
$459K - $577K
|
27.4K
$2.85M
|
|
|
Jan 25, 2024
Q4 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-5.26K- 20.38% |
$461K - $579K
|
20.6K
$2.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-5.28K- 1.25% |
$462K - $581K
|
418K
$43.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-5.3K- 29.94% |
$464K - $583K
|
12.4K
$1.29M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-5.36K- 29.14% |
$470K - $590K
|
13K
$1.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
SELL
|
- |
-5.4K- 0.69% |
$473K - $594K
|
776K
$80.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-5.43K- 10.63% |
$476K - $598K
|
45.7K
$4.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-5.51K- 7.89% |
$483K - $607K
|
64.3K
$6.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.59K- 3.63% |
$490K - $616K
|
148K
$15.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Bank Of Stockton
|
SELL
|
- |
-5.66K- 2.91% |
$496K - $623K
|
189K
$19.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-5.71K- 3.85% |
$500K - $629K
|
143K
$14.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-5.74K- 2.19% |
$503K - $632K
|
256K
$26.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-5.79K- 4.56% |
$507K - $637K
|
121K
$12.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-5.87K- 3.36% |
$514K - $646K
|
169K
$17.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5.93K- 8.34% |
$520K - $653K
|
65.2K
$6.78M
|