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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
7.41KNew |
$649K - $816K
|
7.41K
$786K
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
7.27K+ 1.33% |
$637K - $801K
|
555K
$58.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
7.23KNew |
$633K - $796K
|
7.23K
$767K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
7.17K+ 108.69% |
$628K - $789K
|
13.8K
$1.46M
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
7.14K+ 58.03% |
$626K - $786K
|
19.4K
$2.06M
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
7.13K+ 96.05% |
$625K - $785K
|
14.6K
$1.54M
|
|
|
Jan 04, 2024
Q4 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
7.11K+ 14.11% |
$623K - $783K
|
57.5K
$6.11M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
7.11K+ 2.8% |
$623K - $783K
|
261K
$27.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
7.1K+ 2.52% |
$622K - $781K
|
288K
$30.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
7.03KNew |
$615K - $774K
|
7.03K
$746K
|
|
|
Feb 01, 2024
Q4 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
7.01K+ 5.82% |
$614K - $772K
|
128K
$13.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
7K+ 21.93% |
$613K - $771K
|
38.9K
$4.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
6.91K+ 315.05% |
$605K - $760K
|
9.1K
$966K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
6.87K+ 0.86% |
$602K - $756K
|
807K
$85.6M
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
BUY
|
- |
6.83K+ 2.18% |
$598K - $752K
|
320K
$34M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
6.82KNew |
$597K - $750K
|
6.82K
$723K
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6.67K+ 9.02% |
$584K - $735K
|
80.6K
$8.56M
|
|
|
Dec 19, 2024
Q4 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
6.65K+ 11.31% |
$583K - $732K
|
65.5K
$6.95M
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
BUY
|
- |
6.64K+ 43.23% |
$582K - $731K
|
22K
$2.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
6.63K+ 66.85% |
$581K - $730K
|
16.6K
$1.76M
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
6.61K+ 21.24% |
$579K - $728K
|
37.7K
$4M
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
6.57KNew |
$576K - $724K
|
6.57K
$698K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.57K+ 2.8% |
$576K - $724K
|
242K
$25.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
6.54KNew |
$573K - $720K
|
6.54K
$694K
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
6.5K+ 1.51% |
$570K - $716K
|
438K
$46.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
6.49K+ 8.43% |
$569K - $715K
|
83.5K
$8.86M
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
6.47K+ 12.13% |
$567K - $713K
|
59.8K
$6.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
6.39KNew |
$560K - $704K
|
6.39K
$678K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
6.28K+ 5.21% |
$551K - $692K
|
127K
$13.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
6.27K+ 34.9% |
$550K - $691K
|
24.2K
$2.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
6.27K+ 4.31% |
$549K - $690K
|
152K
$16.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
6.22KNew |
$544K - $684K
|
6.22K
$660K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
6.16K+ 45.05% |
$539K - $678K
|
19.8K
$2.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.16K+ 1.92% |
$539K - $678K
|
326K
$34.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
6.13K+ 19.15% |
$537K - $675K
|
38.2K
$4.05M
|
|
|
Jan 15, 2025
Q4 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
6.01K+ 23.86% |
$526K - $661K
|
31.2K
$3.31M
|
|
|
Feb 05, 2024
Q4 2023
|
St. Louis Trust CO
|
BUY
|
- |
6.01K+ 1.09% |
$526K - $661K
|
556K
$59M
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
6.01K+ 5.53% |
$526K - $661K
|
115K
$12.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
5.99K+ 13.39% |
$525K - $659K
|
50.7K
$5.38M
|
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
5.96KNew |
$522K - $656K
|
5.96K
$633K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
5.94KNew |
$520K - $654K
|
5.94K
$630K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
5.87KNew |
$515K - $647K
|
5.87K
$623K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
5.85K+ 3.72% |
$513K - $644K
|
163K
$17.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
5.78K+ 202.42% |
$506K - $636K
|
8.63K
$916K
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
5.78K+ 0.87% |
$506K - $636K
|
670K
$71.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
5.76K+ 14.31% |
$505K - $634K
|
46K
$4.88M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
5.62KNew |
$492K - $618K
|
5.62K
$596K
|
|
|
Jan 19, 2024
Q4 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
5.61K+ 4.39% |
$491K - $618K
|
134K
$14.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
5.48K+ 23.57% |
$480K - $604K
|
28.7K
$3.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.44K+ 1.82% |
$477K - $599K
|
305K
$32.3M
|