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 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
87+ 0.29% |
$8.9K - $9.62K
|
30.1K
$3.53M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
86+ 0.12% |
$8.8K - $9.5K
|
71.3K
$8.35M
|
|
|
May 09, 2024
Q1 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
86+ 3.72% |
$8.8K - $9.5K
|
2.4K
$281K
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
85+ 2.18% |
$8.7K - $9.39K
|
3.99K
$467K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
84+ 53.16% |
$8.6K - $9.28K
|
242
$28.4K
|
|
|
May 06, 2024
Q1 2024
|
Penobscot Wealth Management
|
BUY
|
- |
83+ 2.49% |
$8.5K - $9.17K
|
3.41K
$400K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
82+ 1.09% |
$8.39K - $9.06K
|
7.58K
$888K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
80+ 0.36% |
$8.19K - $8.84K
|
22.5K
$2.63M
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
78+ 2.17% |
$7.98K - $8.62K
|
3.67K
$429K
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
77+ 0.56% |
$7.88K - $8.51K
|
13.8K
$1.62M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
74+ 2.17% |
$7.57K - $8.18K
|
3.49K
$409K
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
74+ 0.07% |
$7.57K - $8.18K
|
105K
$12.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
73+ 0.26% |
$7.47K - $8.07K
|
28.3K
$3.31M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
71+ 1.44% |
$7.27K - $7.85K
|
4.99K
$585K
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
71+ 1.78% |
$7.27K - $7.85K
|
4.06K
$476K
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
71New |
$7.27K - $7.85K
|
71
$8.32K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
70+ 0.97% |
$7.16K - $7.74K
|
7.26K
$851K
|
|
|
Apr 23, 2024
Q1 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
70+ 8.24% |
$7.16K - $7.74K
|
920
$108K
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
70+ 0.42% |
$7.16K - $7.74K
|
16.7K
$1.96M
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
BUY
|
- |
69+ 3.25% |
$7.06K - $7.63K
|
2.19K
$257K
|
|
|
May 14, 2024
Q1 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
68+ 0.54% |
$6.96K - $7.52K
|
12.7K
$1.49M
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
66+ 2.69% |
$6.76K - $7.29K
|
2.52K
$296K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
65+ 5.1% |
$6.65K - $7.18K
|
1.34K
$157K
|
|
|
Apr 18, 2024
Q1 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
64+ 1.17% |
$6.55K - $7.07K
|
5.53K
$647K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
63+ 1.54% |
$6.45K - $6.96K
|
4.17K
$488K
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
63+ 0.67% |
$6.45K - $6.96K
|
9.43K
$1.1M
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
60+ 60.0% |
$6.14K - $6.63K
|
160
$18.7K
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
59+ 0.11% |
$6.04K - $6.52K
|
53.1K
$6.23M
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
57New |
$5.83K - $6.3K
|
57
$6.68K
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
55+ 0.29% |
$5.63K - $6.08K
|
19.2K
$2.24M
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
54+ 1.0% |
$5.53K - $5.97K
|
5.46K
$640K
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
54+ 0.6% |
$5.53K - $5.97K
|
8.99K
$1.05M
|
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
51+ 1.65% |
$5.22K - $5.64K
|
3.13K
$367K
|
|
|
Apr 19, 2024
Q1 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
50+ 0.84% |
$5.12K - $5.53K
|
6K
$703K
|
|
|
Apr 18, 2024
Q1 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
49+ 0.38% |
$5.02K - $5.42K
|
13K
$1.52M
|
|
|
May 03, 2024
Q1 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
49+ 0.15% |
$5.02K - $5.42K
|
31.9K
$3.74M
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
BUY
|
- |
49+ 0.51% |
$5.02K - $5.42K
|
9.57K
$1.12M
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
47+ 1.47% |
$4.81K - $5.19K
|
3.24K
$380K
|
|
|
Apr 22, 2024
Q1 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
46+ 0.04% |
$4.71K - $5.08K
|
116K
$13.6M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
46+ 8.32% |
$4.71K - $5.08K
|
599
$70.2K
|
|
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
41+ 0.32% |
$4.2K - $4.53K
|
13K
$1.52M
|
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
39+ 1.71% |
$3.99K - $4.31K
|
2.32K
$272K
|
|
|
May 08, 2024
Q1 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
38+ 1.6% |
$3.89K - $4.2K
|
2.41K
$282K
|
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
38+ 34.86% |
$3.89K - $4.2K
|
147
$17.2K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
36+ 0.16% |
$3.68K - $3.98K
|
22.2K
$2.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
34+ 0.1% |
$3.48K - $3.76K
|
32.7K
$3.83M
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
34+ 1.63% |
$3.48K - $3.76K
|
2.12K
$249K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
34+ 0.92% |
$3.48K - $3.76K
|
3.74K
$438K
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
32+ 0.11% |
$3.28K - $3.54K
|
28.5K
$3.34M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
32+ 0.13% |
$3.28K - $3.54K
|
23.9K
$2.8M
|