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 17, 2024
Q1 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-403- 0.13% |
$41.2K - $44.5K
|
300K
$35.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-404- 3.08% |
$41.3K - $44.7K
|
12.7K
$1.49M
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-407- 3.02% |
$41.7K - $45K
|
13.1K
$1.53M
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
SELL
|
- |
-414- 5.93% |
$42.4K - $45.8K
|
6.57K
$769K
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-416- 0.61% |
$42.6K - $46K
|
67.9K
$7.95M
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
SELL
|
- |
-421- 6.88% |
$43.1K - $46.5K
|
5.7K
$668K
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
SELL
|
- |
-423- 6.56% |
$43.3K - $46.7K
|
6.03K
$706K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-424- 31.52% |
$43.4K - $46.9K
|
921
$108K
|
|
|
May 14, 2024
Q1 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-431- 0.59% |
$44.1K - $47.6K
|
72.9K
$8.55M
|
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
SELL
|
- |
-433- 4.26% |
$44.3K - $47.9K
|
9.74K
$1.14M
|
|
|
May 08, 2024
Q1 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-434- 0.96% |
$44.4K - $48K
|
45K
$5.27M
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-449- 2.09% |
$46K - $49.6K
|
21.1K
$2.47M
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-450- 1.1% |
$46.1K - $49.7K
|
40.6K
$4.76M
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
SELL
|
- |
-452- 3.72% |
$46.3K - $50K
|
11.7K
$1.37M
|
|
|
Apr 10, 2024
Q1 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-454- 0.45% |
$46.5K - $50.2K
|
101K
$11.8M
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
SELL
|
- |
-457- 13.35% |
$46.8K - $50.5K
|
2.97K
$348K
|
|
|
May 06, 2024
Q1 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-458- 9.59% |
$46.9K - $50.6K
|
4.32K
$506K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-460- 0.32% |
$47.1K - $50.8K
|
142K
$16.7M
|
|
|
May 13, 2024
Q1 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-463- 5.91% |
$47.4K - $51.2K
|
7.37K
$863K
|
|
|
May 13, 2024
Q1 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-468- 6.47% |
$47.9K - $51.7K
|
6.76K
$792K
|
|
|
Apr 10, 2024
Q1 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
SELL
|
- |
-470- 10.95% |
$48.1K - $51.9K
|
3.82K
$448K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-475- 33.33% |
$48.6K - $52.5K
|
950
$111K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-478- 10.05% |
$48.9K - $52.8K
|
4.28K
$501K
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-479- 3.76% |
$49K - $52.9K
|
12.3K
$1.44M
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-482- 5.04% |
$49.3K - $53.3K
|
9.08K
$1.06M
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
SELL
|
- |
-487- 17.82% |
$49.8K - $53.8K
|
2.25K
$263K
|
|
|
Apr 24, 2024
Q1 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-490- 1.25% |
$50.2K - $54.2K
|
38.6K
$4.52M
|
|
|
May 15, 2024
Q1 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-493- 83.56% |
$50.5K - $54.5K
|
97
$11.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-494- 1.09% |
$50.6K - $54.6K
|
44.7K
$5.23M
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-496- 18.32% |
$50.8K - $54.8K
|
2.21K
$259K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-498- 1.32% |
$51K - $55K
|
37.2K
$4.35M
|
|
|
May 15, 2024
Q1 2024
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-500- 8.93% |
$51.2K - $55.3K
|
5.1K
$597K
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-502- 6.72% |
$51.4K - $55.5K
|
6.97K
$816K
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-506- 5.43% |
$51.8K - $55.9K
|
8.81K
$1.03M
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-507- 0.49% |
$51.9K - $56K
|
102K
$12M
|
|
|
May 01, 2024
Q1 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-512- 11.67% |
$52.4K - $56.6K
|
3.88K
$454K
|
|
|
May 01, 2024
Q1 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-516- 4.0% |
$52.8K - $57K
|
12.4K
$1.45M
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-520- 11.84% |
$53.2K - $57.5K
|
3.87K
$453K
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-540- 2.3% |
$55.3K - $59.7K
|
22.9K
$2.69M
|
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-540- 6.6% |
$55.3K - $59.7K
|
7.64K
$895K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-541- 1.18% |
$55.4K - $59.8K
|
45.1K
$5.29M
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-546- 3.6% |
$55.9K - $60.3K
|
14.6K
$1.71M
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-547- 1.55% |
$56K - $60.5K
|
34.6K
$4.06M
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-547- 0.99% |
$56K - $60.5K
|
54.6K
$6.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-548- 10.84% |
$56.1K - $60.6K
|
4.51K
$528K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-548- 11.43% |
$56.1K - $60.6K
|
4.25K
$498K
|
|
|
Apr 11, 2024
Q1 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-552- 22.6% |
$56.5K - $61K
|
1.89K
$222K
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-553- 11.59% |
$56.6K - $61.1K
|
4.22K
$494K
|
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
SELL
|
- |
-553- 10.42% |
$56.6K - $61.1K
|
4.76K
$557K
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-558- 4.88% |
$57.1K - $61.7K
|
10.9K
$1.27M
|