Purchases and Sales Made in Q1 2024 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 Q1 2024. 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
Q1 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
3.14K+ 5.33% |
$321K - $347K
|
62.1K
$7.27M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
3.14K+ 13.91% |
$321K - $346K
|
25.7K
$3.01M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.13K+ 1.06% |
$321K - $346K
|
297K
$34.8M
|
|
|
May 03, 2024
Q1 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
3.12K+ 5.01% |
$319K - $344K
|
65.3K
$7.65M
|
|
|
May 20, 2024
Q1 2024
|
Adams Wealth Management
|
BUY
|
- |
3.1KNew |
$317K - $343K
|
3.1K
$363K
|
|
|
May 03, 2024
Q1 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
3.09K+ 3.5% |
$316K - $341K
|
91.4K
$10.7M
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
BUY
|
- |
3.08K+ 4.11% |
$315K - $340K
|
78K
$9.13M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
3.07K+ 1.06% |
$314K - $339K
|
293K
$34.4M
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
3.06K+ 4.21% |
$313K - $338K
|
75.6K
$8.85M
|
|
|
May 06, 2024
Q1 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
3.04KNew |
$311K - $335K
|
3.04K
$356K
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
3.02K+ 4.33% |
$309K - $334K
|
72.7K
$8.52M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
3K+ 15.12% |
$307K - $331K
|
22.8K
$2.67M
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.99K+ 45.07% |
$306K - $330K
|
9.62K
$1.13M
|
|
|
May 14, 2024
Q1 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
2.91K+ 2.48% |
$298K - $321K
|
120K
$14.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
2.89K+ 4.76% |
$295K - $319K
|
63.5K
$7.43M
|
|
|
May 15, 2024
Q1 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
2.88K+ 61.02% |
$295K - $318K
|
7.6K
$890K
|
|
|
Dec 17, 2024
Q1 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
2.85K+ 4.62% |
$291K - $315K
|
64.4K
$7.55M
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
2.81KNew |
$288K - $311K
|
2.81K
$329K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2.81K+ 11.76% |
$287K - $310K
|
26.7K
$3.12M
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.8K+ 0.33% |
$287K - $310K
|
845K
$99M
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
2.79K+ 0.91% |
$285K - $308K
|
309K
$36.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
2.78K+ 10.88% |
$285K - $307K
|
28.3K
$3.32M
|
|
|
Apr 25, 2024
Q1 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
2.77KNew |
$284K - $306K
|
2.77K
$325K
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
2.77K+ 14.66% |
$284K - $306K
|
21.7K
$2.54M
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.76K+ 55.07% |
$282K - $305K
|
7.77K
$910K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.75K+ 2.73% |
$282K - $304K
|
104K
$12.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
2.74KNew |
$280K - $303K
|
2.74K
$321K
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
2.72K+ 1.33% |
$279K - $301K
|
208K
$24.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.71K+ 2.95% |
$278K - $300K
|
94.6K
$11.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
2.7K+ 0.63% |
$276K - $298K
|
431K
$50.5M
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
2.67KNew |
$273K - $295K
|
2.67K
$312K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.64K+ 4.3% |
$271K - $292K
|
64.1K
$7.51M
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
2.64K+ 3.95% |
$270K - $292K
|
69.5K
$8.14M
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
2.63K+ 8.64% |
$269K - $291K
|
33.1K
$3.87M
|
|
|
May 01, 2024
Q1 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
2.63K+ 1.13% |
$269K - $290K
|
235K
$27.5M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.63K+ 0.67% |
$269K - $290K
|
397K
$46.6M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.62KNew |
$268K - $290K
|
2.62K
$307K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.62K+ 4.07% |
$268K - $290K
|
67K
$7.84M
|
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
2.61KNew |
$268K - $289K
|
2.61K
$306K
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.6K+ 4.13% |
$266K - $287K
|
65.5K
$7.67M
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.57K+ 1.82% |
$263K - $284K
|
143K
$16.8M
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
2.57K+ 3.28% |
$263K - $284K
|
80.7K
$9.46M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.56K+ 17.44% |
$262K - $283K
|
17.3K
$2.02M
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.56KNew |
$262K - $283K
|
2.56K
$300K
|
|
|
Apr 08, 2024
Q1 2024
|
Jvl Associates LLC
|
BUY
|
- |
2.55K+ 1.55% |
$261K - $282K
|
167K
$19.5M
|
|
|
May 14, 2024
Q1 2024
|
Heron Bay Capital Management
|
BUY
|
- |
2.54K+ 3.01% |
$260K - $281K
|
86.9K
$10.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.52K+ 15.54% |
$258K - $279K
|
18.7K
$2.2M
|
|
|
May 08, 2024
Q1 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.52K+ 7.44% |
$258K - $278K
|
36.4K
$4.26M
|
|
|
Apr 26, 2024
Q1 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
2.5KNew |
$256K - $276K
|
2.5K
$293K
|
|
|
May 15, 2024
Q1 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
2.49K+ 0.45% |
$255K - $275K
|
558K
$65.3M
|