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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-2.84K- 1.47% |
$290K - $313K
|
191K
$19.1M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.87K- 31.28% |
$294K - $317K
|
6.31K
$631K
|
|
|
May 09, 2024
Q1 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-2.9K- 8.15% |
$297K - $321K
|
32.7K
$3.27M
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-2.98K- 22.53% |
$305K - $329K
|
10.2K
$1.03M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3.04K- 4.79% |
$311K - $336K
|
60.5K
$6.05M
|
|
|
May 02, 2024
Q1 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-3.05K- 54.32% |
$312K - $337K
|
2.57K
$257K
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-3.07K- 2.19% |
$314K - $340K
|
137K
$13.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-3.1K- 50.14% |
$318K - $343K
|
3.09K
$309K
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-3.17K- 29.58% |
$325K - $351K
|
7.55K
$756K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-3.18K- 2.7% |
$325K - $351K
|
114K
$11.4M
|
|
|
May 13, 2024
Q1 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-3.2K- 39.88% |
$328K - $354K
|
4.82K
$483K
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-3.22K- 16.08% |
$329K - $356K
|
16.8K
$1.68M
|
|
|
Apr 23, 2024
Q1 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-3.22K- 4.15% |
$330K - $356K
|
74.3K
$7.44M
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-3.24K- 15.09% |
$332K - $358K
|
18.2K
$1.83M
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-3.26K- 20.35% |
$333K - $360K
|
12.7K
$1.28M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.3K- 3.08% |
$337K - $364K
|
104K
$10.4M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.31K- 15.43% |
$339K - $366K
|
18.1K
$1.82M
|
|
|
Apr 30, 2024
Q1 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-3.34K- 30.38% |
$342K - $370K
|
7.66K
$767K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-3.41K- 53.14% |
$349K - $377K
|
3K
$301K
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-3.49K- 1.31% |
$357K - $386K
|
263K
$26.4M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-3.53K- 25.34% |
$361K - $390K
|
10.4K
$1.04M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-3.55K- 23.77% |
$363K - $392K
|
11.4K
$1.14M
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-3.58K- 2.89% |
$366K - $396K
|
120K
$12M
|
|
|
Feb 13, 2025
Q1 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-3.64K- 8.25% |
$373K - $402K
|
40.5K
$4.06M
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-3.67K- 45.3% |
$376K - $406K
|
4.44K
$444K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-3.7K- 12.48% |
$379K - $409K
|
26K
$2.6M
|
|
|
May 06, 2024
Q1 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-3.73K- 13.34% |
$381K - $412K
|
24.2K
$2.42M
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-3.75K- 87.93% |
$383K - $414K
|
514
$51.5K
|
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-3.76K- 41.27% |
$384K - $415K
|
5.34K
$535K
|
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-3.76K- 30.01% |
$385K - $415K
|
8.77K
$878K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-3.79K- 69.1% |
$388K - $419K
|
1.69K
$170K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-3.8K- 2.22% |
$388K - $419K
|
167K
$16.8M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.8K- 2.19% |
$389K - $420K
|
170K
$17M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-3.82K- 1.23% |
$391K - $422K
|
308K
$30.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-3.87K- 3.23% |
$396K - $428K
|
116K
$11.6M
|
|
|
May 15, 2024
Q1 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-3.89K- 3.69% |
$398K - $430K
|
102K
$10.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.03K- 6.91% |
$412K - $445K
|
54.3K
$5.44M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-4.05K- 4.04% |
$414K - $447K
|
96K
$9.61M
|
|
|
May 13, 2024
Q1 2024
|
My Wealth Management Inc.
|
SELL
|
- |
-4.06K- 64.27% |
$415K - $448K
|
2.25K
$226K
|
|
|
Apr 11, 2024
Q1 2024
|
Congress Asset Management CO
|
SELL
|
- |
-4.09K- 14.34% |
$419K - $452K
|
24.4K
$2.45M
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-4.15K- 3.83% |
$425K - $458K
|
104K
$10.4M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.15K- 1.59% |
$425K - $459K
|
257K
$25.8M
|
|
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-4.17K- 3.92% |
$427K - $461K
|
102K
$10.2M
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-4.18K- 10.44% |
$428K - $462K
|
35.9K
$3.59M
|
|
|
May 14, 2024
Q1 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-4.24K- 22.75% |
$434K - $469K
|
14.4K
$1.44M
|
|
|
May 03, 2024
Q1 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-4.26K- 6.08% |
$435K - $470K
|
65.7K
$6.58M
|
|
|
May 13, 2024
Q1 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-4.29K- 8.49% |
$439K - $474K
|
46.2K
$4.63M
|
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-4.36K- 47.26% |
$447K - $482K
|
4.87K
$488K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-4.36K- 4.27% |
$447K - $482K
|
97.8K
$9.79M
|
|
|
May 14, 2024
Q1 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-4.47K- 84.35% |
$458K - $494K
|
830
$83.1K
|