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 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
150+ 3.99% |
$15.4K - $16.6K
|
3.91K
$458K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
148+ 1.05% |
$15.1K - $16.4K
|
14.3K
$1.67M
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
146+ 1.51% |
$14.9K - $16.1K
|
9.8K
$1.15M
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
145+ 3.19% |
$14.8K - $16K
|
4.69K
$549K
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
145+ 0.85% |
$14.8K - $16K
|
17.1K
$2M
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
141+ 1.41% |
$14.4K - $15.6K
|
10.2K
$1.19M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
140New |
$14.3K - $15.5K
|
140
$16.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
138+ 0.14% |
$14.1K - $15.3K
|
95.4K
$11.2M
|
|
|
May 15, 2024
Q1 2024
|
Wilshire Advisors LLC
Santa Monica, CA |
BUY
|
- |
138+ 0.68% |
$14.1K - $15.3K
|
20.3K
$2.38M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
131+ 1.18% |
$13.4K - $14.5K
|
11.2K
$1.31M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
130+ 11.02% |
$13.3K - $14.4K
|
1.31K
$153K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
130+ 4.68% |
$13.3K - $14.4K
|
2.91K
$341K
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
127+ 0.09% |
$13K - $14K
|
142K
$16.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
125+ 4.27% |
$12.8K - $13.8K
|
3.05K
$357K
|
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
122+ 1.97% |
$12.5K - $13.5K
|
6.31K
$739K
|
|
|
Apr 18, 2024
Q1 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
122+ 4.44% |
$12.5K - $13.5K
|
2.87K
$336K
|
|
|
May 08, 2024
Q1 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
122+ 0.65% |
$12.5K - $13.5K
|
19K
$2.22M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
120New |
$12.3K - $13.3K
|
120
$14.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
119+ 2.15% |
$12.2K - $13.2K
|
5.65K
$662K
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
119+ 1.52% |
$12.2K - $13.2K
|
7.93K
$929K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
118+ 24.63% |
$12.1K - $13K
|
597
$69.9K
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
118+ 68.21% |
$12.1K - $13K
|
291
$34.1K
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
117+ 5.57% |
$12K - $12.9K
|
2.22K
$260K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
117+ 585.0% |
$12K - $12.9K
|
137
$16K
|
|
|
May 14, 2024
Q1 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
116+ 0.41% |
$11.9K - $12.8K
|
28.5K
$3.34M
|
|
|
Apr 15, 2024
Q1 2024
|
F&V Capital Management, LLC
|
BUY
|
- |
115+ 4.65% |
$11.8K - $12.7K
|
2.59K
$303K
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
BUY
|
- |
114+ 107.55% |
$11.7K - $12.6K
|
220
$25.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
112+ 3.72% |
$11.5K - $12.4K
|
3.12K
$366K
|
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
111+ 3.83% |
$11.4K - $12.3K
|
3.01K
$353K
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
110+ 2.32% |
$11.3K - $12.2K
|
4.85K
$569K
|
|
|
May 15, 2024
Q1 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
110+ 0.09% |
$11.3K - $12.2K
|
122K
$14.3M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
108+ 10.85% |
$11.1K - $11.9K
|
1.1K
$129K
|
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
106+ 1.9% |
$10.8K - $11.7K
|
5.69K
$667K
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
100+ 1.79% |
$10.2K - $11.1K
|
5.67K
$664K
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
100+ 3.49% |
$10.2K - $11.1K
|
2.97K
$347K
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
100+ 3.45% |
$10.2K - $11.1K
|
3K
$351K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
100+ 17.89% |
$10.2K - $11.1K
|
659
$77.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
98+ 1.63% |
$10K - $10.8K
|
6.12K
$717K
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
97+ 4.8% |
$9.93K - $10.7K
|
2.12K
$248K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
96+ 14.98% |
$9.83K - $10.6K
|
737
$86.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Harbor Advisory Corp
|
BUY
|
- |
96+ 0.14% |
$9.83K - $10.6K
|
69.8K
$8.17M
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
96+ 1.17% |
$9.83K - $10.6K
|
8.3K
$972K
|
|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
94+ 1.41% |
$9.62K - $10.4K
|
6.75K
$790K
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
92+ 1.46% |
$9.42K - $10.2K
|
6.4K
$749K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
92+ 1.24% |
$9.42K - $10.2K
|
7.53K
$882K
|
|
|
May 14, 2024
Q1 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
92+ 4.33% |
$9.42K - $10.2K
|
2.22K
$260K
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
90+ 5.83% |
$9.21K - $9.95K
|
1.63K
$191K
|
|
|
May 10, 2024
Q1 2024
|
United Bank
|
BUY
|
- |
89+ 0.32% |
$9.11K - $9.84K
|
27.8K
$3.26M
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
89+ 1.53% |
$9.11K - $9.84K
|
5.91K
$692K
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
87+ 0.74% |
$8.9K - $9.62K
|
11.8K
$1.39M
|