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 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.05K- 65.28% |
$108K - $116K
|
560
$65.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-1.06K- 23.85% |
$108K - $117K
|
3.37K
$395K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.06K- 2.47% |
$109K - $117K
|
42K
$4.92M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.07K- 7.84% |
$110K - $118K
|
12.6K
$1.47M
|
|
|
May 10, 2024
Q1 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-1.07K- 26.04% |
$110K - $118K
|
3.04K
$357K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
SELL
|
- |
-1.08K- 30.31% |
$110K - $119K
|
2.48K
$291K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.09K- 0.73% |
$111K - $120K
|
147K
$17.3M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.09K- 5.71% |
$112K - $121K
|
18K
$2.11M
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-1.1K- 16.75% |
$112K - $121K
|
5.44K
$638K
|
|
|
Apr 22, 2024
Q1 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.11K- 3.93% |
$113K - $122K
|
27.1K
$3.17M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.11K- 10.46% |
$113K - $122K
|
9.48K
$1.11M
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
SELL
|
- |
-1.14K- 0.2% |
$117K - $126K
|
578K
$67.8M
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-1.14K- 32.38% |
$117K - $126K
|
2.39K
$280K
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-1.15K- 0.34% |
$117K - $127K
|
336K
$39.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-1.16K- 1.22% |
$118K - $128K
|
93.7K
$11M
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-1.18K- 14.43% |
$120K - $130K
|
6.97K
$817K
|
|
|
May 13, 2024
Q1 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-1.18K- 11.08% |
$120K - $130K
|
9.44K
$1.11M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.18K- 1.04% |
$121K - $131K
|
113K
$13.2M
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.18K- 8.04% |
$121K - $131K
|
13.5K
$1.59M
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
SELL
|
- |
-1.19K- 29.72% |
$122K - $132K
|
2.82K
$331K
|
|
|
Apr 11, 2024
Q1 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-1.2K- 34.05% |
$123K - $132K
|
2.32K
$272K
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-1.2K- 2.18% |
$123K - $133K
|
53.9K
$6.32M
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.21K- 15.91% |
$124K - $133K
|
6.38K
$748K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.23K- 4.39% |
$126K - $136K
|
26.9K
$3.15M
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
SELL
|
- |
-1.24K- 24.57% |
$127K - $137K
|
3.81K
$447K
|
|
|
Apr 15, 2024
Q1 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-1.26K- 4.04% |
$128K - $139K
|
29.8K
$3.49M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.26K- 18.85% |
$129K - $139K
|
5.43K
$636K
|
|
|
May 02, 2024
Q1 2024
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-1.26K- 5.45% |
$129K - $139K
|
21.8K
$2.56M
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.26K- 40.14% |
$129K - $139K
|
1.88K
$220K
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.26K- 4.5% |
$129K - $140K
|
26.8K
$3.14M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.27K- 1.8% |
$129K - $140K
|
68.8K
$8.06M
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-1.29K- 5.52% |
$132K - $142K
|
22K
$2.58M
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.3K- 8.43% |
$133K - $143K
|
14.1K
$1.65M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-1.3K- 8.84% |
$133K - $144K
|
13.4K
$1.57M
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-1.31K- 15.78% |
$134K - $144K
|
6.97K
$816K
|
|
|
Apr 10, 2024
Q1 2024
|
Tl Private Wealth
|
SELL
|
- |
-1.32K- 12.78% |
$135K - $146K
|
9K
$1.05M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.32K- 2.78% |
$136K - $146K
|
46.3K
$5.42M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.33K- 0.28% |
$136K - $147K
|
466K
$54.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-1.34K- 54.79% |
$137K - $148K
|
1.11K
$129K
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-1.34K- 2.26% |
$137K - $148K
|
58K
$6.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.36K- 12.11% |
$139K - $150K
|
9.84K
$1.15M
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-1.36K- 1.05% |
$139K - $151K
|
128K
$15M
|
|
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-1.38K- 12.92% |
$141K - $153K
|
9.3K
$1.09M
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1.4K- 18.81% |
$143K - $155K
|
6.03K
$707K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-1.41K- 91.4% |
$145K - $156K
|
133
$15.6K
|
|
|
May 09, 2024
Q1 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-1.44K- 8.35% |
$147K - $159K
|
15.8K
$1.85M
|
|
|
Apr 22, 2024
Q1 2024
|
Bank Of Stockton
|
SELL
|
- |
-1.44K- 0.76% |
$147K - $159K
|
187K
$22M
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-1.44K- 8.48% |
$148K - $159K
|
15.6K
$1.82M
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.45K- 20.62% |
$148K - $160K
|
5.58K
$654K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.46K- 33.59% |
$149K - $161K
|
2.88K
$337K
|