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 03, 2024
Q1 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-705- 5.65% |
$72.2K - $77.9K
|
11.8K
$1.18M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-707- 4.13% |
$72.4K - $78.1K
|
16.4K
$1.64M
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-710- 4.81% |
$72.7K - $78.5K
|
14K
$1.41M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-714- 0.66% |
$73.1K - $78.9K
|
108K
$10.8M
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-720- 27.2% |
$73.7K - $79.6K
|
1.93K
$193K
|
|
|
Apr 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-722- 1.04% |
$73.9K - $79.8K
|
68.4K
$6.85M
|
|
|
May 02, 2024
Q1 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-723- 24.72% |
$74K - $79.9K
|
2.2K
$220K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-729- 10.8% |
$74.6K - $80.6K
|
6.02K
$603K
|
|
|
May 09, 2024
Q1 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-733- 3.12% |
$75K - $81K
|
22.7K
$2.28M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-743- 18.9% |
$76K - $82.1K
|
3.19K
$319K
|
|
|
Apr 23, 2024
Q1 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-744- 21.88% |
$76.1K - $82.2K
|
2.66K
$266K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
SELL
|
- |
-745- 4.68% |
$76.3K - $82.3K
|
15.2K
$1.52M
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-746- 11.67% |
$76.4K - $82.4K
|
5.65K
$565K
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-751- 4.39% |
$76.9K - $83K
|
16.4K
$1.64M
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-765- 4.06% |
$78.3K - $84.5K
|
18.1K
$1.81M
|
|
|
Apr 30, 2024
Q1 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-771- 3.66% |
$78.9K - $85.2K
|
20.3K
$2.03M
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
SELL
|
- |
-780- 5.22% |
$79.8K - $86.2K
|
14.2K
$1.42M
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-782- 0.94% |
$80K - $86.4K
|
82.4K
$8.25M
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-793- 0.04% |
$81.2K - $87.6K
|
2.12M
$212M
|
|
|
Apr 18, 2024
Q1 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-795- 3.97% |
$81.4K - $87.9K
|
19.2K
$1.93M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-805- 1.97% |
$82.4K - $89K
|
40.1K
$4.02M
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-809- 3.72% |
$82.8K - $89.4K
|
20.9K
$2.1M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-817- 15.81% |
$83.6K - $90.3K
|
4.35K
$436K
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-824- 7.96% |
$84.3K - $91.1K
|
9.53K
$955K
|
|
|
Apr 04, 2024
Q1 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-836- 3.55% |
$85.6K - $92.4K
|
22.7K
$2.27M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-837- 1.11% |
$85.7K - $92.5K
|
74.5K
$7.46M
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-840- 7.14% |
$86K - $92.8K
|
10.9K
$1.09M
|
|
|
Apr 15, 2024
Q1 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-847- 9.61% |
$86.7K - $93.6K
|
7.97K
$798K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-854- 57.94% |
$87.4K - $94.4K
|
620
$62.1K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-889- 3.63% |
$91K - $98.3K
|
23.6K
$2.36M
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-889- 47.06% |
$91K - $98.3K
|
1K
$100K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-894- 2.41% |
$91.5K - $98.8K
|
36.3K
$3.63M
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-903- 18.17% |
$92.4K - $99.8K
|
4.07K
$407K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-904- 1.49% |
$92.5K - $99.9K
|
59.9K
$5.99M
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-910- 11.35% |
$93.1K - $101K
|
7.11K
$712K
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-912- 5.22% |
$93.3K - $101K
|
16.6K
$1.66M
|
|
|
May 15, 2024
Q1 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-918- 4.62% |
$94K - $101K
|
19K
$1.9M
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-920- 2.94% |
$94.2K - $102K
|
30.4K
$3.04M
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-933- 4.81% |
$95.5K - $103K
|
18.5K
$1.85M
|
|
|
Apr 18, 2024
Q1 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-935- 1.0% |
$95.7K - $103K
|
92.1K
$9.23M
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-938- 8.87% |
$96K - $104K
|
9.64K
$965K
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-945- 12.29% |
$96.7K - $104K
|
6.74K
$675K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-945- 0.21% |
$96.7K - $104K
|
447K
$44.7M
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-949- 5.13% |
$97.1K - $105K
|
17.6K
$1.76M
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-951- 15.79% |
$97.3K - $105K
|
5.07K
$508K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-954- 0.83% |
$97.6K - $105K
|
114K
$11.4M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-968- 9.87% |
$99.1K - $107K
|
8.84K
$885K
|
|
|
May 10, 2024
Q1 2024
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-971- 5.08% |
$99.4K - $107K
|
18.1K
$1.82M
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-977- 25.71% |
$100K - $108K
|
2.82K
$283K
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-978- 21.92% |
$100K - $108K
|
3.48K
$349K
|