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 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-35.5K- 23.93% |
$3.63M - $3.92M
|
113K
$11.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-36.1K- 4.32% |
$3.7M - $3.99M
|
799K
$80M
|
|
|
Apr 15, 2024
Q1 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-36.3K- 48.77% |
$3.72M - $4.02M
|
38.2K
$3.82M
|
|
|
May 14, 2024
Q1 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-36.8K- 46.62% |
$3.76M - $4.06M
|
42.1K
$4.22M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-37.1K- 6.48% |
$3.79M - $4.1M
|
534K
$53.5M
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-37.6K- 54.68% |
$3.85M - $4.16M
|
31.2K
$3.12M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-40.5K- 38.34% |
$4.14M - $4.47M
|
65.1K
$6.52M
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-40.7K- 65.38% |
$4.17M - $4.5M
|
21.5K
$2.16M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-41.8K- 12.02% |
$4.28M - $4.62M
|
306K
$30.7M
|
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-41.9K- 93.01% |
$4.28M - $4.63M
|
3.14K
$315K
|
|
|
Apr 24, 2024
Q1 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-43.6K- 45.7% |
$4.46M - $4.81M
|
51.7K
$5.18M
|
|
|
May 13, 2024
Q1 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-43.7K- 48.85% |
$4.48M - $4.83M
|
45.8K
$4.59M
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-44.3K- 20.69% |
$4.54M - $4.9M
|
170K
$17M
|
|
|
May 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-45.4K- 25.88% |
$4.64M - $5.01M
|
130K
$13M
|
|
|
May 13, 2024
Q1 2024
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-45.7K- 32.39% |
$4.67M - $5.05M
|
95.3K
$9.54M
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-45.7K- 95.12% |
$4.68M - $5.05M
|
2.35K
$235K
|
|
|
Apr 25, 2024
Q1 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-46.3K- 5.35% |
$4.74M - $5.12M
|
818K
$81.9M
|
|
|
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
$375M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-49.1K- 10.09% |
$5.03M - $5.43M
|
438K
$43.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-49.8K- 2.32% |
$5.09M - $5.5M
|
2.1M
$210M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-51K- 6.55% |
$5.22M - $5.64M
|
728K
$72.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-52.3K- 23.14% |
$5.35M - $5.78M
|
174K
$17.4M
|
|
|
May 13, 2024
Q1 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-54.3K- 89.99% |
$5.56M - $6M
|
6.04K
$605K
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-55.6K- 22.94% |
$5.69M - $6.14M
|
187K
$18.7M
|
|
|
May 03, 2024
Q1 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-56.2K- 89.96% |
$5.75M - $6.21M
|
6.27K
$627K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-56.8K- 32.29% |
$5.81M - $6.28M
|
119K
$11.9M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-59.5K- 70.21% |
$6.09M - $6.57M
|
25.2K
$2.53M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-59.5K- 52.73% |
$6.09M - $6.57M
|
53.3K
$5.34M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-59.9K- 0.8% |
$6.13M - $6.62M
|
7.39M
$740M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-61.3K- 9.24% |
$6.27M - $6.78M
|
602K
$60.3M
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-67.2K- 56.35% |
$6.87M - $7.42M
|
52K
$5.21M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-69.3K- 0.81% |
$7.1M - $7.66M
|
8.53M
$854M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-75K- 24.75% |
$7.68M - $8.29M
|
228K
$22.8M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-76.1K- 74.44% |
$7.78M - $8.41M
|
26.1K
$2.61M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-77.5K- 15.63% |
$7.93M - $8.56M
|
418K
$41.9M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-79.3K- 83.56% |
$8.11M - $8.76M
|
15.6K
$1.56M
|
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-81.4K- 65.75% |
$8.33M - $8.99M
|
42.4K
$4.24M
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-82.8K- 4.12% |
$8.48M - $9.15M
|
1.93M
$193M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-84K- 98.09% |
$8.6M - $9.28M
|
1.64K
$164K
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
SELL
|
- |
-90K- 90.94% |
$9.21M - $9.95M
|
8.97K
$898K
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-96.2K- 30.32% |
$9.85M - $10.6M
|
221K
$22.1M
|
|
|
Aug 08, 2024
Q1 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-105K- 70.24% |
$10.7M - $11.6M
|
44.5K
$4.45M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-112K- 6.87% |
$11.5M - $12.4M
|
1.52M
$152M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-118K- 86.1% |
$12.1M - $13M
|
19K
$1.91M
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
SELL
|
- |
-128K- 52.11% |
$13.1M - $14.2M
|
118K
$11.8M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-130K- 10.58% |
$13.3M - $14.3M
|
1.1M
$110M
|
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-132K- 40.12% |
$13.5M - $14.6M
|
197K
$19.7M
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-134K- 39.13% |
$13.7M - $14.8M
|
208K
$20.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-137K- 19.65% |
$14M - $15.1M
|
559K
$56M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-139K- 20.86% |
$14.2M - $15.3M
|
527K
$52.7M
|