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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
4.2KNew |
$368K - $463K
|
4.2K
$521K
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
4.2KNew |
$368K - $463K
|
4.2K
$521K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4.15K+ 7.02% |
$364K - $457K
|
63.3K
$7.84M
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
4.12KNew |
$361K - $453K
|
4.12K
$510K
|
|
|
Feb 07, 2024
Q4 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
4.11K+ 1.41% |
$360K - $453K
|
296K
$36.7M
|
|
|
Feb 08, 2024
Q4 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
4.11KNew |
$360K - $452K
|
4.11K
$509K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
4.1K+ 1.13% |
$359K - $451K
|
367K
$45.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.07KNew |
$357K - $448K
|
4.07K
$505K
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
4.06KNew |
$356K - $447K
|
4.06K
$503K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
4.05K+ 4.21% |
$354K - $445K
|
100K
$12.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
4.03K+ 27.83% |
$353K - $444K
|
18.5K
$2.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
4.03K+ 1.11% |
$353K - $444K
|
366K
$45.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
4.02KNew |
$352K - $443K
|
4.02K
$498K
|
|
|
Feb 07, 2024
Q4 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
3.99K+ 22.5% |
$350K - $440K
|
21.7K
$2.69M
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3.99KNew |
$350K - $439K
|
3.99K
$495K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
3.99K+ 12.68% |
$349K - $439K
|
35.4K
$4.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.98K+ 26.82% |
$348K - $438K
|
18.8K
$2.33M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.97K+ 162.75% |
$348K - $437K
|
6.41K
$795K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
3.96K+ 1.19% |
$347K - $436K
|
336K
$41.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
3.94K+ 16.57% |
$345K - $434K
|
27.7K
$3.44M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
3.9K+ 15.51% |
$342K - $429K
|
29K
$3.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
3.87K+ 3.02% |
$339K - $426K
|
132K
$16.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.87K+ 32.5% |
$339K - $426K
|
15.8K
$1.96M
|
|
|
Jan 18, 2024
Q4 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
3.84K+ 3.53% |
$336K - $423K
|
113K
$14M
|
|
|
Jan 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
3.84K+ 12.34% |
$336K - $422K
|
34.9K
$4.33M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.83K+ 16.47% |
$336K - $422K
|
27.1K
$3.36M
|
|
|
Jan 09, 2024
Q4 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
3.77K+ 10.9% |
$331K - $416K
|
38.4K
$4.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
3.76KNew |
$330K - $414K
|
3.76K
$466K
|
|
|
Feb 12, 2024
Q4 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
3.74KNew |
$327K - $411K
|
3.74K
$463K
|
|
|
Feb 05, 2024
Q4 2023
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
3.73K+ 24.26% |
$327K - $411K
|
19.1K
$2.37M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
3.73K+ 64.65% |
$326K - $410K
|
9.49K
$1.18M
|
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
3.72K+ 5.03% |
$325K - $409K
|
77.5K
$9.61M
|
|
|
Jan 31, 2024
Q4 2023
|
Peterson Wealth Services
|
BUY
|
- |
3.69KNew |
$323K - $406K
|
3.69K
$457K
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
3.67KNew |
$322K - $404K
|
3.67K
$455K
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
BUY
|
- |
3.65K+ 9.34% |
$320K - $402K
|
42.7K
$5.29M
|
|
|
Feb 01, 2024
Q4 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
3.6KNew |
$316K - $397K
|
3.6K
$447K
|
|
|
Oct 03, 2024
Q4 2023
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
3.59K+ 15.98% |
$314K - $395K
|
26K
$3.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
3.56K+ 3.07% |
$311K - $391K
|
119K
$14.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
3.52KNew |
$308K - $387K
|
3.52K
$436K
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
3.49K+ 9.04% |
$306K - $385K
|
42.1K
$5.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3.49K+ 8.01% |
$305K - $384K
|
47K
$5.82M
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
3.48K+ 5.49% |
$305K - $383K
|
66.8K
$8.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.47K+ 2.47% |
$304K - $383K
|
144K
$17.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
3.46K+ 9.11% |
$303K - $381K
|
41.4K
$5.13M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.45K+ 80.2% |
$302K - $380K
|
7.75K
$961K
|
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
3.44K+ 12.76% |
$302K - $379K
|
30.4K
$3.77M
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
3.44KNew |
$301K - $378K
|
3.44K
$426K
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3.43K+ 72.02% |
$301K - $378K
|
8.2K
$1.02M
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
3.42KNew |
$300K - $377K
|
3.42K
$424K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.41K+ 2.81% |
$299K - $376K
|
125K
$15.5M
|