Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Mar 05, 2024
Q4 2023
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
4.37KNew |
$383K - $481K
|
4.37K
$485K
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
4.37K+ 5.8% |
$383K - $481K
|
79.7K
$8.84M
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
4.34K+ 1.91% |
$380K - $478K
|
232K
$25.7M
|
|
|
May 15, 2024
Q4 2023
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
4.33KNew |
$380K - $477K
|
4.33K
$481K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
4.3K+ 91.86% |
$377K - $473K
|
8.98K
$996K
|
|
|
Feb 01, 2024
Q4 2023
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
4.29KNew |
$376K - $473K
|
4.29K
$476K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.29K+ 14.41% |
$376K - $472K
|
34K
$3.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
4.28KNew |
$375K - $471K
|
4.28K
$475K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
4.25K+ 7.09% |
$373K - $468K
|
64.2K
$7.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.24KNew |
$371K - $467K
|
4.24K
$470K
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
4.23K+ 38.16% |
$370K - $465K
|
15.3K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
4.23KNew |
$370K - $465K
|
4.23K
$469K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
4.22K+ 21.46% |
$369K - $464K
|
23.9K
$2.65M
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
4.21K+ 3.87% |
$369K - $464K
|
113K
$12.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
4.2KNew |
$368K - $463K
|
4.2K
$466K
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
4.2KNew |
$368K - $463K
|
4.2K
$466K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4.15K+ 7.02% |
$364K - $457K
|
63.3K
$7.02M
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
4.12KNew |
$361K - $453K
|
4.12K
$457K
|
|
|
Feb 07, 2024
Q4 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
4.11K+ 1.41% |
$360K - $453K
|
296K
$32.8M
|
|
|
Feb 08, 2024
Q4 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
4.11KNew |
$360K - $452K
|
4.11K
$456K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
4.1K+ 1.13% |
$359K - $451K
|
367K
$40.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.07KNew |
$357K - $448K
|
4.07K
$452K
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
4.06KNew |
$356K - $447K
|
4.06K
$450K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
4.05K+ 4.21% |
$354K - $445K
|
100K
$11.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
4.03K+ 27.83% |
$353K - $444K
|
18.5K
$2.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
4.03K+ 1.11% |
$353K - $444K
|
366K
$40.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
4.02KNew |
$352K - $443K
|
4.02K
$446K
|
|
|
Feb 07, 2024
Q4 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
3.99K+ 22.5% |
$350K - $440K
|
21.7K
$2.41M
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3.99KNew |
$350K - $439K
|
3.99K
$443K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
3.99K+ 12.68% |
$349K - $439K
|
35.4K
$3.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.98K+ 26.82% |
$348K - $438K
|
18.8K
$2.09M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.97K+ 162.75% |
$348K - $437K
|
6.41K
$711K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
3.96K+ 1.19% |
$347K - $436K
|
336K
$37.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
3.94K+ 16.57% |
$345K - $434K
|
27.7K
$3.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
3.9K+ 15.51% |
$342K - $429K
|
29K
$3.22M
|
|
|
Feb 02, 2024
Q4 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
3.87K+ 3.02% |
$339K - $426K
|
132K
$14.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.87K+ 32.5% |
$339K - $426K
|
15.8K
$1.75M
|
|
|
Jan 18, 2024
Q4 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
3.84K+ 3.53% |
$336K - $423K
|
113K
$12.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
3.84K+ 12.34% |
$336K - $422K
|
34.9K
$3.88M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.83K+ 16.47% |
$336K - $422K
|
27.1K
$3.01M
|
|
|
Jan 08, 2025
Q4 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
3.8K+ 6.24% |
$333K - $418K
|
64.7K
$7.18M
|
|
|
Jan 09, 2024
Q4 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
3.77K+ 10.9% |
$331K - $416K
|
38.4K
$4.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
3.76KNew |
$330K - $414K
|
3.76K
$417K
|
|
|
Feb 12, 2024
Q4 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
3.74KNew |
$327K - $411K
|
3.74K
$415K
|
|
|
Feb 05, 2024
Q4 2023
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
3.73K+ 24.26% |
$327K - $411K
|
19.1K
$2.12M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
3.73K+ 64.65% |
$326K - $410K
|
9.49K
$1.05M
|
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
3.72K+ 5.03% |
$325K - $409K
|
77.5K
$8.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Peterson Wealth Services
|
BUY
|
- |
3.69KNew |
$323K - $406K
|
3.69K
$409K
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
3.67KNew |
$322K - $404K
|
3.67K
$407K
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
BUY
|
- |
3.65K+ 9.34% |
$320K - $402K
|
42.7K
$4.74M
|