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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
10K+ 14.3% |
$878K - $1.1M
|
80.1K
$8.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
10K+ 7.28% |
$877K - $1.1M
|
147K
$15.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
9.99KNew |
$875K - $1.1M
|
9.99K
$1.06M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
9.97K+ 7.79% |
$873K - $1.1M
|
138K
$14.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
9.96K+ 6.82% |
$873K - $1.1M
|
156K
$16.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.94K+ 5.7% |
$871K - $1.09M
|
184K
$19.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
9.83K+ 2.09% |
$861K - $1.08M
|
481K
$51.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
9.58K+ 5.9% |
$840K - $1.06M
|
172K
$18.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
9.56KNew |
$838K - $1.05M
|
9.56K
$1.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
9.47K+ 18.58% |
$829K - $1.04M
|
60.4K
$6.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Chandler Asset Management, Inc.
|
BUY
|
- |
9.15KNew |
$802K - $1.01M
|
9.15K
$971K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
BUY
|
- |
9.13KNew |
$800K - $1.01M
|
9.13K
$969K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
9.13K+ 13.05% |
$800K - $1.01M
|
79.1K
$8.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
9.03K+ 43.81% |
$791K - $995K
|
29.7K
$3.15M
|
|
|
Feb 20, 2024
Q4 2023
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
8.99KNew |
$787K - $990K
|
8.99K
$954K
|
|
|
Nov 14, 2024
Q4 2023
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
8.9KNew |
$780K - $980K
|
8.9K
$945K
|
|
|
Feb 14, 2024
Q4 2023
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
8.9K+ 40.85% |
$780K - $980K
|
30.7K
$3.26M
|
|
|
Feb 05, 2024
Q4 2023
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
8.88K+ 3.44% |
$778K - $978K
|
267K
$28.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.79K+ 4.09% |
$770K - $968K
|
224K
$23.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
8.79K+ 53.57% |
$770K - $967K
|
25.2K
$2.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
8.77K+ 10.66% |
$769K - $966K
|
91K
$9.66M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8.76K+ 7.33% |
$768K - $965K
|
128K
$13.6M
|
|
|
Feb 07, 2024
Q4 2023
|
United Bank
Vienna, VA |
BUY
|
- |
8.74K+ 2.54% |
$765K - $962K
|
353K
$37.4M
|
|
|
Apr 17, 2025
Q4 2023
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
8.66KNew |
$758K - $953K
|
8.66K
$919K
|
|
|
Feb 13, 2024
Q4 2023
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
8.47KNew |
$742K - $932K
|
8.47K
$899K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
8.44K+ 2.66% |
$739K - $929K
|
325K
$34.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
8.44K+ 5.17% |
$739K - $929K
|
172K
$18.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
8.4KNew |
$736K - $925K
|
8.4K
$892K
|
|
|
Jan 22, 2024
Q4 2023
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
8.32K+ 6.11% |
$729K - $916K
|
144K
$15.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
8.28K+ 6.28% |
$726K - $912K
|
140K
$14.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
8.26K+ 76.16% |
$724K - $910K
|
19.1K
$2.03M
|
|
|
Jan 22, 2024
Q4 2023
|
Compton Financial Group, LLC
|
BUY
|
- |
8.2K+ 5.75% |
$719K - $903K
|
151K
$16M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
8.14K+ 8.78% |
$713K - $896K
|
101K
$10.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
8.13K+ 4.45% |
$712K - $895K
|
191K
$20.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.09K+ 49.87% |
$709K - $891K
|
24.3K
$2.58M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
8.04K+ 247.07% |
$705K - $886K
|
11.3K
$1.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
8.03K+ 4.85% |
$704K - $885K
|
174K
$18.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
8.01K+ 8.77% |
$702K - $882K
|
99.4K
$10.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
7.99K+ 50.33% |
$700K - $879K
|
23.9K
$2.53M
|
|
|
Jan 19, 2024
Q4 2023
|
Congress Park Capital LLC
|
BUY
|
- |
7.95K+ 39.42% |
$697K - $876K
|
28.1K
$2.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
7.95K+ 9.62% |
$697K - $875K
|
90.6K
$9.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
7.92K+ 3.88% |
$693K - $872K
|
212K
$22.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
7.88KNew |
$690K - $867K
|
7.88K
$836K
|
|
|
Feb 08, 2024
Q4 2023
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
7.84KNew |
$687K - $863K
|
7.84K
$832K
|
|
|
Feb 06, 2024
Q4 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
7.82K+ 2.77% |
$685K - $861K
|
291K
$30.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
7.79K+ 7.19% |
$683K - $858K
|
116K
$12.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
7.67K+ 42.53% |
$672K - $844K
|
25.7K
$2.73M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.52K+ 121.75% |
$659K - $828K
|
13.7K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.43K+ 35.96% |
$651K - $818K
|
28.1K
$2.98M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
7.43KNew |
$651K - $818K
|
7.43K
$789K
|