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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
12.8KNew |
$1.12M - $1.41M
|
12.8K
$1.36M
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
BUY
|
- |
12.8K+ 10.37% |
$1.12M - $1.41M
|
136K
$14.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
12.8K+ 319.94% |
$1.12M - $1.41M
|
16.8K
$1.78M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
12.8K+ 17.59% |
$1.12M - $1.41M
|
85.4K
$9.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
12.7K+ 2.28% |
$1.11M - $1.4M
|
570K
$60.5M
|
|
|
Mar 25, 2025
Q4 2023
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
12.6KNew |
$1.11M - $1.39M
|
12.6K
$1.34M
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
12.5K+ 8.87% |
$1.1M - $1.38M
|
154K
$16.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
12.5K+ 23.58% |
$1.1M - $1.38M
|
65.6K
$6.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
12.3KNew |
$1.08M - $1.36M
|
12.3K
$1.31M
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
12.3KNew |
$1.08M - $1.35M
|
12.3K
$1.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
12.1K+ 4.06% |
$1.06M - $1.33M
|
309K
$32.8M
|
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
11.9KNew |
$1.04M - $1.31M
|
11.9K
$1.27M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
11.9K+ 4.42% |
$1.04M - $1.31M
|
281K
$29.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
11.8K+ 10.44% |
$1.03M - $1.3M
|
125K
$13.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
11.8KNew |
$1.03M - $1.3M
|
11.8K
$1.25M
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
11.7K+ 8.19% |
$1.02M - $1.28M
|
154K
$16.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
11.6K+ 93.24% |
$1.02M - $1.28M
|
24.1K
$2.56M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11.6K+ 12.22% |
$1.02M - $1.28M
|
107K
$11.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
11.6K+ 4.68% |
$1.02M - $1.28M
|
260K
$27.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
11.5K+ 23459.18% |
$1.01M - $1.27M
|
11.5K
$1.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
11.5K+ 239.99% |
$1M - $1.26M
|
16.2K
$1.72M
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
11.4KNew |
$1M - $1.26M
|
11.4K
$1.21M
|
|
|
May 19, 2025
Q4 2023
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
11.3K+ 4.13% |
$989K - $1.24M
|
284K
$30.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
11.2KNew |
$981K - $1.23M
|
11.2K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
11.2KNew |
$980K - $1.23M
|
11.2K
$1.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
11.2K+ 0.66% |
$979K - $1.23M
|
1.72M
$182M
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
11.1K+ 6.06% |
$976K - $1.23M
|
195K
$20.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
11.1KNew |
$970K - $1.22M
|
11.1K
$1.18M
|
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
11.1KNew |
$968K - $1.22M
|
11.1K
$1.17M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
11K+ 5.31% |
$967K - $1.22M
|
219K
$23.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Asio Capital, LLC
|
BUY
|
- |
11K+ 5.52% |
$967K - $1.22M
|
211K
$22.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
11K+ 37.47% |
$967K - $1.21M
|
40.5K
$4.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
11K+ 17.02% |
$964K - $1.21M
|
75.7K
$8.03M
|
|
|
Jan 22, 2024
Q4 2023
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
11KNew |
$964K - $1.21M
|
11K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
11K+ 36.3% |
$963K - $1.21M
|
41.3K
$4.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
10.9K+ 16.22% |
$956K - $1.2M
|
78.2K
$8.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
10.9K+ 10.21% |
$954K - $1.2M
|
117K
$12.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
10.8K+ 8.24% |
$950K - $1.19M
|
142K
$15.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
10.8KNew |
$948K - $1.19M
|
10.8K
$1.15M
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
10.8K+ 5.95% |
$944K - $1.19M
|
192K
$20.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
10.6KNew |
$930K - $1.17M
|
10.6K
$1.13M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
10.6K+ 7.66% |
$929K - $1.17M
|
149K
$15.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
10.6K+ 7.92% |
$929K - $1.17M
|
144K
$15.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
10.5K+ 7.01% |
$923K - $1.16M
|
161K
$17.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
10.4K+ 18.18% |
$913K - $1.15M
|
67.7K
$7.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
10.4K+ 13.99% |
$908K - $1.14M
|
84.5K
$8.96M
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
10.4KNew |
$907K - $1.14M
|
10.4K
$1.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Tl Private Wealth
|
BUY
|
- |
10.3KNew |
$904K - $1.14M
|
10.3K
$1.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
10.3KNew |
$904K - $1.14M
|
10.3K
$1.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
10.1KNew |
$887K - $1.12M
|
10.1K
$1.08M
|