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 25, 2024
Q1 2024
|
First Merchants Corp
|
SELL
|
- |
-21.3K- 6.64% |
$2.18M - $2.35M
|
299K
$35M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-22.3K- 28.5% |
$2.28M - $2.47M
|
56K
$6.56M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-22.3K- 7.67% |
$2.29M - $2.47M
|
269K
$31.5M
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-22.4K- 63.42% |
$2.3M - $2.48M
|
12.9K
$1.52M
|
|
|
May 10, 2024
Q1 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-23K- 70.89% |
$2.35M - $2.54M
|
9.43K
$1.1M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-23.1K- 45.01% |
$2.36M - $2.55M
|
28.2K
$3.3M
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-23.3K- 2.9% |
$2.38M - $2.58M
|
779K
$91.3M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-23.5K- 54.31% |
$2.41M - $2.6M
|
19.8K
$2.32M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-23.9K- 9.08% |
$2.44M - $2.64M
|
239K
$28M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-24K- 16.88% |
$2.46M - $2.66M
|
118K
$13.9M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-24.4K- 13.0% |
$2.49M - $2.69M
|
163K
$19.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-24.4K- 24.07% |
$2.5M - $2.7M
|
77.1K
$9.03M
|
|
|
Apr 30, 2024
Q1 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-25.5K- 41.51% |
$2.61M - $2.82M
|
36K
$4.22M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-25.6K- 12.52% |
$2.62M - $2.83M
|
179K
$20.9M
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-26.2K- 16.13% |
$2.69M - $2.9M
|
136K
$16M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-26.5K- 73.46% |
$2.72M - $2.93M
|
9.59K
$1.12M
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-26.7K- 70.01% |
$2.73M - $2.95M
|
11.4K
$1.34M
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-27.2K- 15.61% |
$2.78M - $3M
|
147K
$17.2M
|
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-27.6K- 48.25% |
$2.82M - $3.05M
|
29.6K
$3.47M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-28K- 25.45% |
$2.87M - $3.09M
|
82K
$9.61M
|
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-30.3K- 1.97% |
$3.1M - $3.35M
|
1.51M
$176M
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-31.9K- 16.83% |
$3.26M - $3.52M
|
157K
$18.4M
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-33.1K- 24.61% |
$3.38M - $3.65M
|
101K
$11.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-33.3K- 3.77% |
$3.41M - $3.68M
|
850K
$99.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-33.4K- 32.62% |
$3.42M - $3.7M
|
69.1K
$8.09M
|
|
|
Apr 15, 2024
Q1 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-33.6K- 51.09% |
$3.43M - $3.71M
|
32.1K
$3.76M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-33.6K- 28.07% |
$3.44M - $3.71M
|
86K
$10.1M
|
|
|
May 03, 2024
Q1 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-33.9K- 40.0% |
$3.46M - $3.74M
|
50.8K
$5.95M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-34.4K- 15.41% |
$3.52M - $3.8M
|
189K
$22.1M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-34.5K- 10.86% |
$3.53M - $3.82M
|
283K
$33.2M
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-34.7K- 44.68% |
$3.56M - $3.84M
|
43K
$5.04M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-35.5K- 23.93% |
$3.63M - $3.92M
|
113K
$13.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-36.1K- 4.32% |
$3.7M - $3.99M
|
799K
$93.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-36.3K- 48.77% |
$3.72M - $4.02M
|
38.2K
$4.47M
|
|
|
May 14, 2024
Q1 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-36.8K- 46.62% |
$3.76M - $4.06M
|
42.1K
$4.93M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-37.1K- 6.48% |
$3.79M - $4.1M
|
534K
$62.6M
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-37.6K- 54.68% |
$3.85M - $4.16M
|
31.2K
$3.65M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-40.5K- 38.34% |
$4.14M - $4.47M
|
65.1K
$7.62M
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-40.7K- 65.38% |
$4.17M - $4.5M
|
21.5K
$2.52M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-41.8K- 12.02% |
$4.28M - $4.62M
|
306K
$35.9M
|
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-41.9K- 93.01% |
$4.28M - $4.63M
|
3.14K
$368K
|
|
|
Apr 24, 2024
Q1 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-43.6K- 45.7% |
$4.46M - $4.81M
|
51.7K
$6.06M
|
|
|
May 13, 2024
Q1 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-43.7K- 48.85% |
$4.48M - $4.83M
|
45.8K
$5.37M
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-44.3K- 20.69% |
$4.54M - $4.9M
|
170K
$19.9M
|
|
|
May 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-45.4K- 25.88% |
$4.64M - $5.01M
|
130K
$15.2M
|
|
|
May 13, 2024
Q1 2024
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-45.7K- 32.39% |
$4.67M - $5.05M
|
95.3K
$11.2M
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-45.7K- 95.12% |
$4.68M - $5.05M
|
2.35K
$275K
|
|
|
Apr 25, 2024
Q1 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-46.3K- 5.35% |
$4.74M - $5.12M
|
818K
$95.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-46.4K- 1.22% |
$4.75M - $5.13M
|
3.74M
$439M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-49.1K- 10.09% |
$5.03M - $5.43M
|
438K
$51.3M
|