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 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-142- 1.66% |
$14.5K - $15.7K
|
8.41K
$986K
|
|
|
Apr 23, 2024
Q1 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-143- 6.58% |
$14.6K - $15.8K
|
2.03K
$238K
|
|
|
Oct 24, 2024
Q1 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-143- 7.25% |
$14.6K - $15.8K
|
1.83K
$214K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-144- 4.09% |
$14.7K - $15.9K
|
3.38K
$396K
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
SELL
|
- |
-147- 0.93% |
$15K - $16.2K
|
15.6K
$1.83M
|
|
|
May 03, 2024
Q1 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-147- 0.64% |
$15K - $16.2K
|
22.9K
$2.69M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-149- 0.69% |
$15.3K - $16.5K
|
21.6K
$2.53M
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-154- 0.1% |
$15.8K - $17K
|
156K
$18.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-156- 5.88% |
$16K - $17.2K
|
2.5K
$292K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-157- 30.19% |
$16.1K - $17.4K
|
363
$42.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-159- 1.37% |
$16.3K - $17.6K
|
11.4K
$1.34M
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-159- 6.17% |
$16.3K - $17.6K
|
2.42K
$283K
|
|
|
Apr 17, 2024
Q1 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-160- 0.79% |
$16.4K - $17.7K
|
20.2K
$2.36M
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-160- 14.44% |
$16.4K - $17.7K
|
948
$111K
|
|
|
Apr 22, 2024
Q1 2024
|
Moneywise, Inc.
|
SELL
|
- |
-164- 2.05% |
$16.8K - $18.1K
|
7.82K
$917K
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-173- 4.1% |
$17.7K - $19.1K
|
4.05K
$474K
|
|
|
Apr 19, 2024
Q1 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-173- 0.85% |
$17.7K - $19.1K
|
20.3K
$2.37M
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-180- 19.89% |
$18.4K - $19.9K
|
725
$84.9K
|
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-181- 0.08% |
$18.5K - $20K
|
239K
$27.9M
|
|
|
Jan 08, 2025
Q1 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-181- 0.28% |
$18.5K - $20K
|
64.5K
$7.56M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-182- 0.16% |
$18.6K - $20.1K
|
111K
$13M
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
SELL
|
- |
-183- 6.22% |
$18.7K - $20.2K
|
2.76K
$323K
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-183- 3.98% |
$18.7K - $20.2K
|
4.41K
$517K
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-184- 0.87% |
$18.8K - $20.3K
|
21K
$2.46M
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-185- 2.87% |
$18.9K - $20.4K
|
6.26K
$733K
|
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
SELL
|
- |
-186- 3.94% |
$19K - $20.6K
|
4.54K
$532K
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-186- 2.8% |
$19K - $20.6K
|
6.45K
$756K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
SELL
|
- |
-187- 0.5% |
$19.1K - $20.7K
|
37.3K
$4.37M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-187- 1.04% |
$19.1K - $20.7K
|
17.8K
$2.09M
|
|
|
May 08, 2024
Q1 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-190- 23.28% |
$19.4K - $21K
|
626
$73.3K
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
SELL
|
- |
-193- 4.59% |
$19.8K - $21.3K
|
4.01K
$470K
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-196- 0.03% |
$20.1K - $21.7K
|
586K
$68.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-198- 4.88% |
$20.3K - $21.9K
|
3.86K
$452K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-199- 9.33% |
$20.4K - $22K
|
1.94K
$227K
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-200- 0.36% |
$20.5K - $22.1K
|
56K
$6.56M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-204- 9.2% |
$20.9K - $22.5K
|
2.01K
$236K
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-205- 6.54% |
$21K - $22.7K
|
2.93K
$343K
|
|
|
Apr 16, 2024
Q1 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-206- 2.0% |
$21.1K - $22.8K
|
10.1K
$1.18M
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-206- 1.91% |
$21.1K - $22.8K
|
10.6K
$1.24M
|
|
|
May 07, 2024
Q1 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-207- 6.24% |
$21.2K - $22.9K
|
3.11K
$364K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-208- 7.53% |
$21.3K - $23K
|
2.56K
$299K
|
|
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-215- 4.74% |
$22K - $23.8K
|
4.32K
$506K
|
|
|
Apr 08, 2024
Q1 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-216- 0.11% |
$22.1K - $23.9K
|
192K
$22.5M
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-217- 2.81% |
$22.2K - $24K
|
7.5K
$879K
|
|
|
Apr 19, 2024
Q1 2024
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-219- 1.04% |
$22.4K - $24.2K
|
20.9K
$2.45M
|
|
|
May 15, 2024
Q1 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-220- 5.13% |
$22.5K - $24.3K
|
4.07K
$476K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-221- 0.75% |
$22.6K - $24.4K
|
29.4K
$3.45M
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-223- 0.67% |
$22.8K - $24.6K
|
33.1K
$3.88M
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-225- 1.38% |
$23K - $24.9K
|
16.1K
$1.88M
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-229- 2.19% |
$23.4K - $25.3K
|
10.2K
$1.2M
|