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
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-4.49K- 26.59% |
$459K - $496K
|
12.4K
$1.24M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.49K- 16.96% |
$460K - $497K
|
22K
$2.2M
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-4.51K- 8.68% |
$461K - $498K
|
47.4K
$4.75M
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-4.54K- 17.03% |
$464K - $502K
|
22.1K
$2.21M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4.56K- 13.02% |
$466K - $504K
|
30.4K
$3.05M
|
|
|
May 06, 2024
Q1 2024
|
Concentrum Wealth Management
|
SELL
|
- |
-4.56K- 50.29% |
$467K - $504K
|
4.51K
$451K
|
|
|
Nov 18, 2024
Q1 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-4.58K- 21.89% |
$468K - $506K
|
16.3K
$1.63M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-4.71K- 3.05% |
$482K - $521K
|
150K
$15M
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-4.76K- 37.1% |
$487K - $526K
|
8.08K
$809K
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-4.83K- 12.8% |
$494K - $534K
|
32.9K
$3.29M
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-4.95K- 1.51% |
$507K - $547K
|
323K
$32.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-5.18K- 2.61% |
$530K - $573K
|
193K
$19.4M
|
|
|
May 14, 2024
Q1 2024
|
Capital Advantage, Inc.
|
SELL
|
- |
-5.27K- 3.67% |
$539K - $582K
|
138K
$13.9M
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-5.27K- 5.6% |
$539K - $582K
|
88.8K
$8.89M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-5.3K- 0.38% |
$542K - $586K
|
1.39M
$139M
|
|
|
Apr 15, 2024
Q1 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-5.31K- 18.88% |
$544K - $587K
|
22.8K
$2.29M
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-5.32K- 8.7% |
$545K - $588K
|
55.9K
$5.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.33K- 2.67% |
$545K - $589K
|
194K
$19.4M
|
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-5.41K- 18.06% |
$554K - $598K
|
24.5K
$2.46M
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-5.43K- 56.78% |
$556K - $600K
|
4.13K
$414K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-5.49K- 45.24% |
$561K - $606K
|
6.64K
$665K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-5.5K- 17.61% |
$563K - $608K
|
25.7K
$2.58M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.7K- 1.2% |
$584K - $630K
|
468K
$46.8M
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
SELL
|
- |
-5.87K- 25.83% |
$601K - $649K
|
16.9K
$1.69M
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-5.88K- 5.89% |
$602K - $650K
|
94.1K
$9.42M
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-6.02K- 36.34% |
$616K - $665K
|
10.5K
$1.06M
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-6.13K- 38.81% |
$627K - $677K
|
9.66K
$967K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-6.18K- 54.69% |
$632K - $683K
|
5.12K
$513K
|
|
|
Apr 18, 2024
Q1 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-6.27K- 3.9% |
$642K - $693K
|
154K
$15.5M
|
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-6.45K- 2.11% |
$660K - $713K
|
300K
$30M
|
|
|
Apr 11, 2024
Q1 2024
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-6.46K- 7.41% |
$661K - $714K
|
80.8K
$8.09M
|
|
|
Apr 25, 2024
Q1 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-6.48K- 5.49% |
$663K - $716K
|
112K
$11.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-6.52K- 5.86% |
$668K - $721K
|
105K
$10.5M
|
|
|
May 01, 2024
Q1 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-6.66K- 75.85% |
$681K - $736K
|
2.12K
$212K
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-6.67K- 1.33% |
$683K - $737K
|
493K
$49.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
SELL
|
- |
-7.01K- 13.5% |
$717K - $774K
|
44.9K
$4.49M
|
|
|
Apr 08, 2025
Q1 2024
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-7.03K- 6.41% |
$719K - $777K
|
103K
$10.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-7.08K- 2.64% |
$725K - $782K
|
261K
$26.1M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-7.17K- 7.31% |
$734K - $792K
|
90.9K
$9.11M
|
|
|
Apr 16, 2024
Q1 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-7.28K- 4.48% |
$745K - $804K
|
155K
$15.5M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-7.53K- 10.58% |
$771K - $833K
|
63.7K
$6.38M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-7.68K- 3.78% |
$786K - $849K
|
196K
$19.6M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-7.78K- 22.84% |
$796K - $860K
|
26.3K
$2.63M
|
|
|
Apr 17, 2024
Q1 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-8.01K- 2.71% |
$820K - $885K
|
288K
$28.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-8.02K- 8.01% |
$821K - $886K
|
92.1K
$9.22M
|
|
|
May 09, 2024
Q1 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-8.07K- 20.57% |
$826K - $892K
|
31.2K
$3.12M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-8.4K- 6.1% |
$859K - $928K
|
129K
$12.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-8.55K- 14.06% |
$875K - $945K
|
52.3K
$5.23M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-8.61K- 2.27% |
$881K - $952K
|
370K
$37.1M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-8.7K- 1.82% |
$890K - $962K
|
469K
$46.9M
|