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 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-50- 1.51% |
$5.12K - $5.53K
|
3.25K
$381K
|
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-50- 2.23% |
$5.12K - $5.53K
|
2.19K
$257K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-51- 0.99% |
$5.22K - $5.64K
|
5.1K
$597K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Life Advisors
|
SELL
|
- |
-52- 1.5% |
$5.32K - $5.75K
|
3.41K
$400K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-53- 2.68% |
$5.42K - $5.86K
|
1.92K
$225K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-53- 2.5% |
$5.42K - $5.86K
|
2.07K
$242K
|
|
|
Apr 16, 2024
Q1 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-55- 0.2% |
$5.63K - $6.08K
|
27.4K
$3.21M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-55- 10.07% |
$5.63K - $6.08K
|
491
$57.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-56- 5.46% |
$5.73K - $6.19K
|
970
$114K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
SELL
|
- |
-57- 0.58% |
$5.83K - $6.3K
|
9.71K
$1.14M
|
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-57- 0.75% |
$5.83K - $6.3K
|
7.57K
$887K
|
|
|
Oct 02, 2024
Q1 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-57- 0.95% |
$5.83K - $6.3K
|
5.94K
$696K
|
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-60- 0.78% |
$6.14K - $6.63K
|
7.62K
$892K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-61- 4.51% |
$6.24K - $6.74K
|
1.29K
$151K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-61- 4.91% |
$6.24K - $6.74K
|
1.18K
$138K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-61- 0.29% |
$6.24K - $6.74K
|
21.1K
$2.47M
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-61- 1.02% |
$6.24K - $6.74K
|
5.92K
$693K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-62- 1.54% |
$6.35K - $6.85K
|
3.95K
$463K
|
|
|
May 06, 2024
Q1 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-64- 0.63% |
$6.55K - $7.07K
|
10.1K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-64- 3.86% |
$6.55K - $7.07K
|
1.59K
$187K
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-65- 8.03% |
$6.65K - $7.18K
|
744
$87.2K
|
|
|
May 13, 2024
Q1 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-65- 2.79% |
$6.65K - $7.18K
|
2.26K
$265K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-67- 5.9% |
$6.86K - $7.4K
|
1.07K
$125K
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-68- 2.21% |
$6.96K - $7.52K
|
3K
$352K
|
|
|
May 13, 2024
Q1 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-68- 0.32% |
$6.96K - $7.52K
|
20.9K
$2.45M
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-69- 0.55% |
$7.06K - $7.63K
|
12.5K
$1.46M
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-72- 3.44% |
$7.37K - $7.96K
|
2.02K
$237K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-72- 1.49% |
$7.37K - $7.96K
|
4.75K
$556K
|
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-72- 0.66% |
$7.37K - $7.96K
|
10.9K
$1.28M
|
|
|
May 08, 2024
Q1 2024
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-73- 0.15% |
$7.47K - $8.07K
|
48.7K
$5.71M
|
|
|
Apr 29, 2024
Q1 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-74- 0.74% |
$7.57K - $8.18K
|
9.96K
$1.17M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-74- 70.48% |
$7.57K - $8.18K
|
31
$3.63K
|
|
|
Apr 30, 2024
Q1 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-75- 2.11% |
$7.68K - $8.29K
|
3.48K
$408K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-76- 41.53% |
$7.78K - $8.4K
|
107
$12.5K
|
|
|
Apr 15, 2024
Q1 2024
|
First Bancorp, Inc
|
SELL
|
- |
-78- 0.99% |
$7.98K - $8.62K
|
7.8K
$914K
|
|
|
May 01, 2024
Q1 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-78- 0.82% |
$7.98K - $8.62K
|
9.44K
$1.11M
|
|
|
May 06, 2024
Q1 2024
|
Ballast, Inc.
|
SELL
|
- |
-79- 1.76% |
$8.09K - $8.73K
|
4.42K
$518K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-79- 1.1% |
$8.09K - $8.73K
|
7.12K
$835K
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-81- 0.36% |
$8.29K - $8.95K
|
22.4K
$2.63M
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-81- 1.38% |
$8.29K - $8.95K
|
5.79K
$678K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-83- 2.51% |
$8.5K - $9.17K
|
3.23K
$378K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-83- 29.86% |
$8.5K - $9.17K
|
195
$22.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-85- 3.49% |
$8.7K - $9.39K
|
2.35K
$276K
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-85- 2.84% |
$8.7K - $9.39K
|
2.91K
$341K
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-86- 2.4% |
$8.8K - $9.5K
|
3.5K
$410K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-86- 18.11% |
$8.8K - $9.5K
|
389
$45.6K
|
|
|
May 06, 2024
Q1 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-87- 1.89% |
$8.9K - $9.62K
|
4.51K
$528K
|
|
|
Apr 29, 2024
Q1 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-88- 0.94% |
$9.01K - $9.73K
|
9.27K
$1.09M
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-89- 0.39% |
$9.11K - $9.84K
|
22.9K
$2.69M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-89- 0.11% |
$9.11K - $9.84K
|
82.6K
$9.67M
|