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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
357+ 1.54% |
$36.5K - $39.5K
|
23.5K
$2.76M
|
|
|
Apr 15, 2024
Q1 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
355+ 1.62% |
$36.3K - $39.2K
|
22.2K
$2.6M
|
|
|
May 06, 2024
Q1 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
355+ 2.51% |
$36.3K - $39.2K
|
14.5K
$1.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
351+ 5.48% |
$35.9K - $38.8K
|
6.76K
$792K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
351+ 0.88% |
$35.9K - $38.8K
|
40.4K
$4.73M
|
|
|
May 13, 2024
Q1 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
349+ 1.45% |
$35.7K - $38.6K
|
24.5K
$2.87M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
348+ 2.01% |
$35.6K - $38.5K
|
17.7K
$2.07M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
341New |
$34.9K - $37.7K
|
341
$39.9K
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
340+ 10.61% |
$34.8K - $37.6K
|
3.54K
$415K
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
336+ 10.99% |
$34.4K - $37.1K
|
3.39K
$398K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
336+ 1.48% |
$34.4K - $37.1K
|
23.1K
$2.7M
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
336+ 0.43% |
$34.4K - $37.1K
|
77.8K
$9.12M
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
336+ 5.02% |
$34.4K - $37.1K
|
7.03K
$824K
|
|
|
Apr 09, 2024
Q1 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
334+ 0.26% |
$34.2K - $36.9K
|
127K
$14.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
334+ 0.23% |
$34.2K - $36.9K
|
145K
$17M
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
330New |
$33.8K - $36.5K
|
330
$38.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
329+ 0.68% |
$33.7K - $36.4K
|
48.4K
$5.67M
|
|
|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
BUY
|
- |
329+ 2.53% |
$33.7K - $36.4K
|
13.3K
$1.56M
|
|
|
Apr 24, 2024
Q1 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
325+ 3.05% |
$33.3K - $35.9K
|
11K
$1.29M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
325+ 0.71% |
$33.3K - $35.9K
|
46K
$5.39M
|
|
|
May 09, 2024
Q1 2024
|
Pacific Financial Group Inc
|
BUY
|
- |
325+ 0.39% |
$33.3K - $35.9K
|
83.8K
$9.82M
|
|
|
Apr 04, 2024
Q1 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
323+ 0.56% |
$33.1K - $35.7K
|
57.9K
$6.78M
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
323+ 1.03% |
$33.1K - $35.7K
|
31.7K
$3.72M
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
321+ 11.72% |
$32.9K - $35.5K
|
3.06K
$358K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
310+ 0.22% |
$31.7K - $34.3K
|
138K
$16.2M
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
310+ 9.69% |
$31.7K - $34.3K
|
3.51K
$411K
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
310+ 0.28% |
$31.7K - $34.3K
|
112K
$13.1M
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
309+ 6.92% |
$31.6K - $34.2K
|
4.77K
$559K
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
307+ 10.79% |
$31.4K - $33.9K
|
3.15K
$369K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
306+ 8.33% |
$31.3K - $33.8K
|
3.98K
$466K
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
305+ 3.84% |
$31.2K - $33.7K
|
8.25K
$967K
|
|
|
May 15, 2024
Q1 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
301+ 7.33% |
$30.8K - $33.3K
|
4.41K
$517K
|
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
298+ 7.81% |
$30.5K - $32.9K
|
4.11K
$482K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
297New |
$30.4K - $32.8K
|
297
$34.8K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
296+ 7.56% |
$30.3K - $32.7K
|
4.21K
$493K
|
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
289+ 1.21% |
$29.6K - $31.9K
|
24.2K
$2.83M
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
288+ 0.56% |
$29.5K - $31.8K
|
51.8K
$6.06M
|
|
|
Apr 19, 2024
Q1 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
287+ 1.27% |
$29.4K - $31.7K
|
22.9K
$2.68M
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
285+ 4.42% |
$29.2K - $31.5K
|
6.74K
$789K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
283+ 0.46% |
$29K - $31.3K
|
62K
$7.27M
|
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
273+ 3.06% |
$27.9K - $30.2K
|
9.19K
$1.08M
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
BUY
|
- |
273+ 11.23% |
$27.9K - $30.2K
|
2.71K
$317K
|
|
|
May 07, 2024
Q1 2024
|
Tufton Capital Management
|
BUY
|
- |
270+ 2.89% |
$27.6K - $29.8K
|
9.61K
$1.13M
|
|
|
Apr 30, 2024
Q1 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
269+ 0.38% |
$27.5K - $29.7K
|
70.7K
$8.29M
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
259+ 1.25% |
$26.5K - $28.6K
|
21K
$2.46M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
253+ 0.84% |
$25.9K - $28K
|
30.5K
$3.57M
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
249+ 2.02% |
$25.5K - $27.5K
|
12.6K
$1.47M
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
247+ 1.19% |
$25.3K - $27.3K
|
21K
$2.46M
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
246+ 286.05% |
$25.2K - $27.2K
|
332
$38.9K
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
BUY
|
- |
245+ 18.99% |
$25.1K - $27.1K
|
1.54K
$180K
|