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 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
108K+ 3.0% |
$11.1M - $12M
|
3.72M
$436M
|
|
|
Oct 31, 2024
Q1 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
105KNew |
$10.8M - $11.6M
|
105K
$12.3M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
105K+ 69.03% |
$10.7M - $11.6M
|
256K
$30M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
103K+ 5.78% |
$10.5M - $11.3M
|
1.88M
$220M
|
|
|
Apr 11, 2024
Q1 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
95.9K+ 382.07% |
$9.82M - $10.6M
|
121K
$14.2M
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
94.8K+ 68.95% |
$9.7M - $10.5M
|
232K
$27.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
94.2K+ 116.89% |
$9.65M - $10.4M
|
175K
$20.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
93.7K+ 19.48% |
$9.59M - $10.4M
|
575K
$67.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
91.4K+ 28.05% |
$9.36M - $10.1M
|
417K
$48.9M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
89.3K+ 92.41% |
$9.14M - $9.87M
|
186K
$21.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
88.6K+ 81.71% |
$9.07M - $9.79M
|
197K
$23.1M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
85.8K+ 3052.13% |
$8.78M - $9.49M
|
88.6K
$10.4M
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
81.9K+ 22.53% |
$8.39M - $9.05M
|
446K
$52.2M
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
81.8K+ 305.24% |
$8.37M - $9.04M
|
109K
$12.7M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
78.9KNew |
$8.07M - $8.72M
|
78.9K
$9.24M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
78.4K+ 9.41% |
$8.02M - $8.66M
|
912K
$107M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
78.4K+ 55.07% |
$8.02M - $8.66M
|
221K
$25.9M
|
|
|
May 14, 2024
Q1 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
77.1KNew |
$7.89M - $8.52M
|
77.1K
$9.03M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
76.6K+ 9.81% |
$7.84M - $8.46M
|
857K
$100M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
75.5K+ 0.46% |
$7.72M - $8.34M
|
16.6M
$1.95B
|
|
|
May 14, 2024
Q1 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
75.2K+ 3.13% |
$7.7M - $8.32M
|
2.48M
$290M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
74.2K+ 0.99% |
$7.6M - $8.2M
|
7.57M
$887M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
74K+ 3.55% |
$7.58M - $8.18M
|
2.16M
$253M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
74KNew |
$7.57M - $8.17M
|
74K
$8.66M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
73.5K+ 7.35% |
$7.52M - $8.12M
|
1.07M
$126M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
72.6K+ 0.9% |
$7.43M - $8.03M
|
8.11M
$950M
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
72K+ 13.35% |
$7.37M - $7.96M
|
611K
$71.6M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
71.7K+ 5.3% |
$7.34M - $7.93M
|
1.43M
$167M
|
|
|
May 14, 2024
Q1 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
69.6KNew |
$7.13M - $7.7M
|
69.6K
$8.16M
|
|
|
May 14, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
67.9K+ 42.22% |
$6.95M - $7.5M
|
229K
$26.8M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
66.9K+ 24.18% |
$6.85M - $7.4M
|
344K
$40.3M
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
66.8K+ 54.38% |
$6.84M - $7.39M
|
190K
$22.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
66.1KNew |
$6.76M - $7.3M
|
66.1K
$7.74M
|
|
|
May 10, 2024
Q1 2024
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
65.9K+ 99.15% |
$6.75M - $7.29M
|
132K
$15.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
65.9K+ 102.78% |
$6.75M - $7.29M
|
130K
$15.2M
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
65.7KNew |
$6.72M - $7.26M
|
65.7K
$7.69M
|
|
|
Apr 10, 2024
Q1 2024
|
Polianta LTD
|
BUY
|
- |
64.3KNew |
$6.58M - $7.11M
|
64.3K
$7.53M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
64.3KNew |
$6.58M - $7.11M
|
64.3K
$7.53M
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
63.5K+ 10.86% |
$6.5M - $7.02M
|
648K
$75.9M
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
61.4K+ 9.17% |
$6.29M - $6.79M
|
732K
$85.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
61.2K+ 33.04% |
$6.27M - $6.77M
|
247K
$28.9M
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
60.9KNew |
$6.23M - $6.73M
|
60.9K
$7.13M
|
|
|
Apr 15, 2024
Q1 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
59.6K+ 32.47% |
$6.1M - $6.59M
|
243K
$28.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
59.5KNew |
$6.09M - $6.58M
|
59.5K
$6.97M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
57.6K+ 5.85% |
$5.89M - $6.36M
|
1.04M
$122M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
56.6K+ 11.47% |
$5.79M - $6.25M
|
550K
$64.4M
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
56.4K+ 17.45% |
$5.78M - $6.24M
|
380K
$44.5M
|
|
|
May 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
55.7K+ 31.54% |
$5.7M - $6.16M
|
232K
$27.2M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
53.2K+ 5.41% |
$5.45M - $5.88M
|
1.04M
$121M
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
BUY
|
- |
52.1K+ 4.51% |
$5.33M - $5.75M
|
1.21M
$141M
|