Purchases and Sales Made in Q4 2023 in Ishares Core S&P Sm Cap ETF (IJR)

IJR Quotes by TradingView

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 22, 2024 Q4 2023
Clarus Wealth Advisors

BUY
 -
38.4K
New
$3.37M - $4.23M
38.4K $4.08M
Feb 13, 2024 Q4 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
37K
+ 18.2%
$3.24M - $4.07M
240K $25.5M
Feb 09, 2024 Q4 2023
Mandatum Life Insurance CO LTD

BUY
 -
36.8K
+ 305.46%
$3.22M - $4.05M
48.8K $5.18M
Jun 10, 2025 Q4 2023
Birchbrook, Inc.

Bangor, ME
BUY
 -
36.7K
New
$3.22M - $4.05M
36.7K $3.9M
Jan 29, 2024 Q4 2023
Birch Hill Investment Advisors LLC

BUY
 -
36.2K
+ 25.76%
$3.17M - $3.98M
177K $18.7M
Jan 10, 2024 Q4 2023
Sound Income Strategies, LLC

BUY
 -
35.6K
+ 6237.54%
$3.11M - $3.91M
36.1K $3.83M
Feb 15, 2024 Q4 2023
Aspect Partners, LLC

Fairfax, VA
BUY
 -
35.1K
New
$3.07M - $3.86M
35.1K $3.72M
Feb 14, 2024 Q4 2023
Urban Financial Advisory Corp

Chicago, IL
BUY
 -
34.7K
New
$3.04M - $3.82M
34.7K $3.68M
Feb 20, 2024 Q4 2023
Nepc LLC

Boston, MA
BUY
 -
34.2K
New
$3M - $3.76M
34.2K $3.63M
Feb 14, 2024 Q4 2023
Archetype Wealth Partners

Houston, TX
BUY
 -
33.8K
+ 56.88%
$2.96M - $3.73M
93.3K $9.9M
Feb 14, 2024 Q4 2023
Canopy Partners, LLC

Terrace Park, OH
BUY
 -
33.2K
New
$2.91M - $3.65M
33.2K $3.52M
Feb 06, 2024 Q4 2023
Eldridge Investment Advisors, Inc.

Manchester, NH
BUY
 -
33K
+ 253.15%
$2.89M - $3.63M
46K $4.88M
Feb 07, 2024 Q4 2023
Partnership Wealth Management, LLC

Towson, MD
BUY
 -
32.8K
New
$2.87M - $3.61M
32.8K $3.48M
May 10, 2024 Q4 2023
International Private Wealth Advisors LLC

San Diego, CA
BUY
 -
32.4K
New
$2.84M - $3.57M
32.4K $3.44M
Feb 06, 2024 Q4 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
31.7K
+ 20.37%
$2.78M - $3.49M
187K $19.9M
Feb 14, 2024 Q4 2023
Xml Financial, LLC

BUY
 -
31.3K
+ 26.28%
$2.74M - $3.45M
150K $16M
Feb 08, 2024 Q4 2023
Adroit Compliance, LLC

Rockford, IL
BUY
 -
31K
New
$2.72M - $3.42M
31K $3.3M
Feb 05, 2024 Q4 2023
Principle Wealth Partners LLC

BUY
 -
31K
+ 361.85%
$2.72M - $3.41M
39.6K $4.2M
Feb 02, 2024 Q4 2023
Dohj, LLC

Seattle, WA
BUY
 -
29.9K
+ 710.12%
$2.62M - $3.29M
34.1K $3.62M
Feb 14, 2024 Q4 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
29.9K
+ 39.04%
$2.62M - $3.29M
106K $11.3M
Feb 14, 2024 Q4 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
29K
+ 38.43%
$2.54M - $3.2M
105K $11.1M
Jan 30, 2024 Q4 2023
Flputnam Investment Management CO

Portland, ME
BUY
 -
28.6K
+ 6.82%
$2.5M - $3.15M
447K $47.5M
Jan 22, 2024 Q4 2023
Southern Capital Advisors, LLC

BUY
 -
28.1K
+ 82.67%
$2.47M - $3.1M
62.2K $6.6M
Feb 09, 2024 Q4 2023
Bay Bridge Capital Group, LLC

Pleasanton, CA
BUY
 -
28.1K
New
$2.46M - $3.09M
28.1K $2.98M
Jan 29, 2024 Q4 2023
Graypoint LLC

BUY
 -
27.9K
+ 10.28%
$2.44M - $3.07M
299K $31.7M
Feb 14, 2024 Q4 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
27.8K
+ 82.42%
$2.43M - $3.06M
61.4K $6.52M
Feb 08, 2024 Q4 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
27.4K
+ 6.77%
$2.4M - $3.02M
433K $45.9M
Jan 12, 2024 Q4 2023
Melone Private Wealth, LLC

BUY
 -
27.1K
New
$2.37M - $2.98M
27.1K $2.87M
Feb 14, 2024 Q4 2023
Al Ti Global, Inc.

New York, NY
BUY
 -
26.4K
New
$2.31M - $2.9M
26.4K $2.8M
Jul 10, 2024 Q4 2023
Strategic Financial Partners, Ltd.

Bend, OR
BUY
 -
26.4K
+ 30.91%
$2.31M - $2.9M
112K $11.9M
Feb 05, 2024 Q4 2023
One Day In July LLC

BUY
 -
25.8K
+ 4.66%
$2.26M - $2.84M
580K $61.5M
Feb 07, 2024 Q4 2023
Goelzer Investment Management, Inc.

BUY
 -
25.7K
+ 5.01%
$2.26M - $2.83M
539K $57.3M
Jan 24, 2024 Q4 2023
Traveka Wealth, LLC

San Jose, CA
BUY
 -
25.4K
New
$2.22M - $2.79M
25.4K $2.69M
Jan 31, 2024 Q4 2023
Boyd Wealth Management, LLC

BUY
 -
25.3K
+ 36.09%
$2.21M - $2.78M
95.3K $10.1M
Feb 06, 2024 Q4 2023
Regions Financial Corp

BUY
 -
25.3K
+ 0.72%
$2.21M - $2.78M
3.55M $376M
Feb 13, 2024 Q4 2023
Jones Financial Companies Lllp

BUY
 -
25.2K
+ 2.63%
$2.21M - $2.78M
983K $104M
Jan 30, 2024 Q4 2023
First Interstate Bank

Billings, MT
BUY
 -
25.2K
+ 5.31%
$2.21M - $2.78M
500K $53.1M
Jan 29, 2024 Q4 2023
Conning Inc.

BUY
 -
24.9K
+ 6.71%
$2.18M - $2.75M
397K $42.1M
Feb 08, 2024 Q4 2023
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
24.9K
+ 3.2%
$2.18M - $2.74M
803K $85.2M
Feb 13, 2024 Q4 2023
American Money Management, LLC

BUY
 -
24.8K
+ 94.43%
$2.18M - $2.74M
51.2K $5.43M
Feb 12, 2024 Q4 2023
Blair William & CO

Chicago, IL
BUY
 -
24.8K
+ 13.94%
$2.17M - $2.73M
203K $21.5M
Jan 31, 2024 Q4 2023
J.W. Cole Advisors, Inc.

BUY
 -
24.7K
+ 53.12%
$2.16M - $2.72M
71.2K $7.56M
Feb 07, 2024 Q4 2023
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
24.6K
+ 9.97%
$2.16M - $2.71M
272K $28.8M
May 03, 2024 Q4 2023
Guardian Asset Advisors, LLC

Mechanicsburg, PA
BUY
 -
24.4K
New
$2.14M - $2.69M
24.4K $2.59M
Jan 23, 2024 Q4 2023
Lewis Asset Management, LLC

Lafayette, CA
BUY
 -
24.4K
New
$2.14M - $2.69M
24.4K $2.59M
Feb 13, 2024 Q4 2023
Victory Financial Group, LLC

Austin, TX
BUY
 -
24.1K
New
$2.11M - $2.65M
24.1K $2.55M
Jan 23, 2024 Q4 2023
Cahaba Wealth Management, Inc.

BUY
 -
24K
+ 6.72%
$2.1M - $2.64M
381K $40.4M
Jan 10, 2024 Q4 2023
Kmg Fiduciary Partners, LLC

BUY
 -
23.8K
+ 50.82%
$2.09M - $2.63M
70.8K $7.51M
Feb 14, 2024 Q4 2023
Schonfeld Strategic Advisors LLC

New York, NY
BUY
 -
23.6K
+ 110.31%
$2.07M - $2.6M
45K $4.78M

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