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 10, 2024
Q1 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.48K- 3.57% |
$151K - $163K
|
40K
$4.69M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.49K- 29.81% |
$152K - $165K
|
3.51K
$411K
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.49K- 4.22% |
$153K - $165K
|
33.8K
$3.97M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.5K- 13.46% |
$153K - $165K
|
9.62K
$1.13M
|
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.5K- 15.88% |
$153K - $166K
|
7.94K
$930K
|
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-1.51K- 21.84% |
$155K - $167K
|
5.42K
$635K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.53K- 2.15% |
$156K - $169K
|
69.4K
$8.13M
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.53K- 3.68% |
$156K - $169K
|
40K
$4.68M
|
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-1.55K- 5.18% |
$159K - $171K
|
28.4K
$3.32M
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.56K- 13.08% |
$159K - $172K
|
10.3K
$1.21M
|
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-1.57K- 7.23% |
$161K - $174K
|
20.2K
$2.36M
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-1.6K- 0.48% |
$164K - $177K
|
334K
$39.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-1.61K- 3.55% |
$165K - $178K
|
43.7K
$5.12M
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.63K- 23.26% |
$166K - $180K
|
5.36K
$628K
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.65K- 1.87% |
$169K - $182K
|
86.7K
$10.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
SELL
|
- |
-1.65K- 29.98% |
$169K - $183K
|
3.86K
$453K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.67K- 12.65% |
$171K - $185K
|
11.5K
$1.35M
|
|
|
Apr 15, 2024
Q1 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-1.67K- 27.33% |
$171K - $185K
|
4.45K
$521K
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.68K- 4.35% |
$172K - $185K
|
36.8K
$4.31M
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-1.7K- 8.95% |
$174K - $188K
|
17.3K
$2.03M
|
|
|
Apr 15, 2024
Q1 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-1.72K- 4.13% |
$176K - $190K
|
39.9K
$4.67M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-1.74K- 0.54% |
$178K - $193K
|
323K
$37.9M
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.77K- 8.2% |
$181K - $195K
|
19.8K
$2.32M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.8K- 26.65% |
$184K - $199K
|
4.95K
$580K
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.81K- 25.84% |
$185K - $200K
|
5.19K
$608K
|
|
|
Apr 29, 2024
Q1 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-1.81K- 38.56% |
$185K - $200K
|
2.88K
$338K
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.81K- 9.09% |
$186K - $200K
|
18.1K
$2.12M
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1.83K- 6.27% |
$187K - $202K
|
27.3K
$3.2M
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.85K- 2.52% |
$189K - $204K
|
71.3K
$8.35M
|
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
SELL
|
- |
-1.86K- 22.38% |
$190K - $205K
|
6.45K
$755K
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-1.87K- 41.71% |
$191K - $207K
|
2.62K
$306K
|
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-1.87K- 25.26% |
$191K - $207K
|
5.54K
$649K
|
|
|
May 13, 2024
Q1 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-1.93K- 2.72% |
$198K - $214K
|
69.1K
$8.09M
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-1.95K- 9.06% |
$199K - $215K
|
19.5K
$2.29M
|
|
|
Apr 30, 2024
Q1 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-1.95K- 4.59% |
$200K - $216K
|
40.5K
$4.74M
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1.95K- 10.03% |
$200K - $216K
|
17.5K
$2.05M
|
|
|
May 07, 2024
Q1 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-1.96KClosed |
$201K - $217K
|
0
$0
|
|
|
Apr 11, 2024
Q1 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-1.96K- 5.19% |
$201K - $217K
|
35.9K
$4.2M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.98K- 29.68% |
$202K - $219K
|
4.69K
$549K
|
|
|
May 10, 2024
Q1 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-1.98K- 3.48% |
$203K - $219K
|
55K
$6.45M
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.99K- 94.08% |
$203K - $220K
|
125
$14.6K
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.99K- 94.08% |
$203K - $220K
|
125
$14.6K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-2K- 2.98% |
$205K - $221K
|
65.1K
$7.62M
|
|
|
Apr 15, 2024
Q1 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-2K- 20.08% |
$205K - $221K
|
7.96K
$933K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-2.02K- 6.34% |
$207K - $224K
|
29.9K
$3.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-2.05K- 32.57% |
$210K - $226K
|
4.24K
$497K
|
|
|
Jan 29, 2025
Q1 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-2.08K- 45.57% |
$213K - $230K
|
2.49K
$292K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-2.11K- 17.88% |
$216K - $233K
|
9.69K
$1.13M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-2.11K- 38.48% |
$216K - $233K
|
3.37K
$395K
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-2.16K- 2.07% |
$221K - $238K
|
102K
$12M
|