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 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
7+ 31.82% |
$716 - $774
|
29
$3.4K
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
7+ 0.26% |
$716 - $774
|
2.7K
$316K
|
|
|
May 10, 2024
Q1 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
7+ 0.18% |
$716 - $774
|
3.87K
$453K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
6New |
$614 - $663
|
6
$703
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
6+ 0.3% |
$614 - $663
|
1.98K
$231K
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
6+ 0.26% |
$614 - $663
|
2.29K
$268K
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
6+ 0.27% |
$614 - $663
|
2.19K
$257K
|
|
|
May 15, 2024
Q1 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
6+ 0.14% |
$614 - $663
|
4.3K
$504K
|
|
|
Apr 15, 2024
Q1 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
5+ 0.06% |
$512 - $553
|
7.88K
$924K
|
|
|
Apr 15, 2024
Q1 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
5+ 0.02% |
$512 - $553
|
21K
$2.46M
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
4+ 0.09% |
$409 - $442
|
4.39K
$514K
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
3+ 0.06% |
$307 - $332
|
5.21K
$610K
|
|
|
Apr 19, 2024
Q1 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
3+ 0.12% |
$307 - $332
|
2.45K
$287K
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3+ 0.04% |
$307 - $332
|
6.67K
$782K
|
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
3+ 0.02% |
$307 - $332
|
15.2K
$1.78M
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.4% |
$205 - $221
|
504
$59K
|
|
|
Apr 12, 2024
Q1 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
2+ 0.03% |
$205 - $221
|
6.03K
$707K
|
|
|
Apr 29, 2024
Q1 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
2+ 0.05% |
$205 - $221
|
3.95K
$463K
|
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
2+ 0.07% |
$205 - $221
|
2.71K
$317K
|
|
|
May 01, 2024
Q1 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2+ 0.0% |
$205 - $221
|
41.2K
$4.83M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
2+ 0.02% |
$205 - $221
|
8.81K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$205 - $221
|
2.98K
$350K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1+ 0.39% |
$102 - $111
|
260
$30.5K
|
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
BUY
|
- |
1+ 0.43% |
$102 - $111
|
235
$27.5K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
1+ 0.05% |
$102 - $111
|
2.17K
$255K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.01% |
$102 - $111
|
7.08K
$830K
|
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
1+ 0.04% |
$102 - $111
|
2.48K
$291K
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1+ 0.02% |
$102 - $111
|
4.11K
$482K
|
|
|
May 07, 2024
Q1 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$102 - $111
|
4.64K
$543K
|
|
|
May 07, 2024
Q1 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
1+ 0.02% |
$102 - $111
|
5.38K
$630K
|
|
|
May 09, 2024
Q1 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.05% |
$102 - $111
|
2.12K
$248K
|
|
|
May 09, 2024
Q1 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
1+ 0.38% |
$102 - $111
|
263
$30.8K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$102 - $111
|
2.28K
$267K
|
|
|
May 14, 2024
Q1 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
1+ 0.03% |
$102 - $111
|
3.88K
$454K
|
|
|
May 15, 2024
Q1 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$102 - $111
|
6.64K
$778K
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1+ 0.02% |
$102 - $111
|
6.44K
$754K
|
|
|
Apr 12, 2024
Q1 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-2- 0.04% |
$205 - $221
|
5.04K
$591K
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-2- 2.3% |
$205 - $221
|
85
$9.96K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-2- 0.41% |
$205 - $221
|
489
$57.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-2- 0.05% |
$205 - $221
|
4.25K
$498K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-3- 0.12% |
$307 - $332
|
2.6K
$304K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-3- 1.86% |
$307 - $332
|
158
$18.5K
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-3- 0.01% |
$307 - $332
|
46K
$5.39M
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-4- 0.06% |
$409 - $442
|
6.19K
$726K
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.11% |
$409 - $442
|
3.7K
$434K
|
|
|
May 07, 2024
Q1 2024
|
Allen Investment Management LLC
|
SELL
|
- |
-4- 0.01% |
$409 - $442
|
62.6K
$7.33M
|
|
|
Apr 30, 2024
Q1 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-5- 0.19% |
$512 - $553
|
2.62K
$307K
|
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-7- 0.27% |
$716 - $774
|
2.63K
$308K
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-7- 0.21% |
$716 - $774
|
3.27K
$383K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-8- 6.25% |
$819 - $884
|
120
$14.1K
|