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 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-49.8K- 2.32% |
$5.09M - $5.5M
|
2.1M
$246M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-51K- 6.55% |
$5.22M - $5.64M
|
728K
$85.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-52.3K- 23.14% |
$5.35M - $5.78M
|
174K
$20.4M
|
|
|
May 13, 2024
Q1 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-54.3K- 89.99% |
$5.56M - $6M
|
6.04K
$708K
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-55.6K- 22.94% |
$5.69M - $6.14M
|
187K
$21.9M
|
|
|
May 03, 2024
Q1 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-56.2K- 89.96% |
$5.75M - $6.21M
|
6.27K
$734K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-56.8K- 32.29% |
$5.81M - $6.28M
|
119K
$14M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-59.5K- 70.21% |
$6.09M - $6.57M
|
25.2K
$2.96M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-59.5K- 52.73% |
$6.09M - $6.57M
|
53.3K
$6.25M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-59.9K- 0.8% |
$6.13M - $6.62M
|
7.39M
$866M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-61.3K- 9.24% |
$6.27M - $6.78M
|
602K
$70.5M
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-67.2K- 56.35% |
$6.87M - $7.42M
|
52K
$6.09M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-69.3K- 0.81% |
$7.1M - $7.66M
|
8.53M
$999M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-75K- 24.75% |
$7.68M - $8.29M
|
228K
$26.7M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-76.1K- 74.44% |
$7.78M - $8.41M
|
26.1K
$3.06M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-77.5K- 15.63% |
$7.93M - $8.56M
|
418K
$49M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-79.3K- 83.56% |
$8.11M - $8.76M
|
15.6K
$1.83M
|
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-81.4K- 65.75% |
$8.33M - $8.99M
|
42.4K
$4.97M
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-82.8K- 4.12% |
$8.48M - $9.15M
|
1.93M
$226M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-84K- 98.09% |
$8.6M - $9.28M
|
1.64K
$192K
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
SELL
|
- |
-90K- 90.94% |
$9.21M - $9.95M
|
8.97K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-96.2K- 30.32% |
$9.85M - $10.6M
|
221K
$25.9M
|
|
|
Aug 08, 2024
Q1 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-105K- 70.24% |
$10.7M - $11.6M
|
44.5K
$5.21M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-112K- 6.87% |
$11.5M - $12.4M
|
1.52M
$178M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-118K- 86.1% |
$12.1M - $13M
|
19K
$2.23M
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
SELL
|
- |
-128K- 52.11% |
$13.1M - $14.2M
|
118K
$13.8M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-130K- 10.58% |
$13.3M - $14.3M
|
1.1M
$129M
|
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-132K- 40.12% |
$13.5M - $14.6M
|
197K
$23.1M
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-134K- 39.13% |
$13.7M - $14.8M
|
208K
$24.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-137K- 19.65% |
$14M - $15.1M
|
559K
$65.5M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-139K- 20.86% |
$14.2M - $15.3M
|
527K
$61.7M
|
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-170K- 20.96% |
$17.4M - $18.7M
|
640K
$75M
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
SELL
|
- |
-170K- 9.55% |
$17.4M - $18.8M
|
1.61M
$188M
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-213K- 94.19% |
$21.8M - $23.6M
|
13.2K
$1.54M
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
SELL
|
- |
-216K- 88.79% |
$22.1M - $23.8M
|
27.2K
$3.19M
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-224K- 9.04% |
$22.9M - $24.8M
|
2.25M
$264M
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-237K- 55.85% |
$24.2M - $26.1M
|
187K
$21.9M
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-241K- 61.88% |
$24.6M - $26.6M
|
148K
$17.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-246K- 92.23% |
$25.2M - $27.2M
|
20.7K
$2.43M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-250K- 33.86% |
$25.6M - $27.7M
|
489K
$57.3M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-308K- 84.13% |
$31.5M - $34.1M
|
58.1K
$6.81M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-329K- 5.19% |
$33.7M - $36.4M
|
6.01M
$704M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
SELL
|
- |
-331K- 48.03% |
$33.8M - $36.5M
|
358K
$41.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-367K- 92.64% |
$37.6M - $40.6M
|
29.2K
$3.42M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-430K- 11.77% |
$44M - $47.5M
|
3.22M
$377M
|
|
|
Aug 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-443K- 59.36% |
$45.4M - $49M
|
303K
$35.5M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-510K- 79.39% |
$52.2M - $56.4M
|
132K
$15.5M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-590K- 93.15% |
$60.4M - $65.2M
|
43.3K
$5.08M
|
|
|
May 15, 2024
Q1 2024
|
Mangrove Partners
New York, NY |
SELL
|
- |
-590K- 72.55% |
$60.4M - $65.2M
|
223K
$26.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-660K- 99.29% |
$67.6M - $73M
|
4.72K
$552K
|