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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
2.76K+ 11.45% |
$242K - $304K
|
26.9K
$3.33M
|
|
|
Jan 30, 2024
Q4 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
2.75KNew |
$241K - $303K
|
2.75K
$341K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.75K+ 63.03% |
$240K - $302K
|
7.1K
$880K
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
BUY
|
- |
2.73KNew |
$239K - $301K
|
2.73K
$339K
|
|
|
Feb 14, 2024
Q4 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
2.73K+ 2.27% |
$239K - $300K
|
123K
$15.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.73K+ 1.55% |
$239K - $300K
|
179K
$22.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
2.72K+ 1.93% |
$239K - $300K
|
144K
$17.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.71KNew |
$237K - $298K
|
2.71K
$336K
|
|
|
Jan 31, 2024
Q4 2023
|
Roth Financial Partners LLC
|
BUY
|
- |
2.7K+ 1.64% |
$236K - $297K
|
168K
$20.8M
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
2.69KNew |
$236K - $296K
|
2.69K
$334K
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
2.65KNew |
$232K - $292K
|
2.65K
$329K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2.65KNew |
$232K - $291K
|
2.65K
$328K
|
|
|
Apr 02, 2024
Q4 2023
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2.64KNew |
$231K - $291K
|
2.64K
$327K
|
|
|
Jan 23, 2024
Q4 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
2.6K+ 10.47% |
$228K - $287K
|
27.5K
$3.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
2.6K+ 1.13% |
$228K - $286K
|
232K
$28.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
2.59K+ 7.09% |
$227K - $285K
|
39.1K
$4.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
2.58K+ 4.8% |
$226K - $284K
|
56.3K
$6.97M
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
2.58K+ 80.98% |
$226K - $284K
|
5.76K
$713K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
2.57K+ 5.96% |
$225K - $283K
|
45.7K
$5.67M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.56K+ 17.58% |
$224K - $282K
|
17.1K
$2.12M
|
|
|
Jan 31, 2024
Q4 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
2.55K+ 3.21% |
$223K - $281K
|
82K
$10.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
2.53K+ 13.31% |
$222K - $279K
|
21.6K
$2.67M
|
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
2.53K+ 7.4% |
$221K - $278K
|
36.6K
$4.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
2.52K+ 42.74% |
$220K - $277K
|
8.4K
$1.04M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
BUY
|
- |
2.51KNew |
$219K - $276K
|
2.51K
$310K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
2.5KNew |
$219K - $275K
|
2.5K
$310K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.49K+ 10.36% |
$218K - $274K
|
26.5K
$3.28M
|
|
|
Feb 27, 2024
Q4 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
2.49K+ 78.0% |
$218K - $274K
|
5.67K
$703K
|
|
|
Jan 25, 2024
Q4 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
2.49K+ 0.95% |
$218K - $274K
|
265K
$32.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
2.48KNew |
$217K - $273K
|
2.48K
$307K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
2.48KNew |
$217K - $273K
|
2.48K
$307K
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
BUY
|
- |
2.48KNew |
$217K - $273K
|
2.48K
$307K
|
|
|
Feb 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
2.47KNew |
$216K - $272K
|
2.47K
$306K
|
|
|
Feb 05, 2024
Q4 2023
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
2.47K+ 7.97% |
$216K - $272K
|
33.4K
$4.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
2.46KNew |
$216K - $271K
|
2.46K
$305K
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
2.46K+ 9.6% |
$215K - $271K
|
28.1K
$3.48M
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
2.44KNew |
$214K - $269K
|
2.44K
$303K
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
BUY
|
- |
2.43KNew |
$213K - $268K
|
2.43K
$301K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
2.42K+ 4.16% |
$212K - $266K
|
60.6K
$7.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
2.42K+ 74.35% |
$212K - $266K
|
5.68K
$703K
|
|
|
Feb 01, 2024
Q4 2023
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
2.4KNew |
$210K - $264K
|
2.4K
$297K
|
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
2.4K+ 64.37% |
$210K - $264K
|
6.12K
$758K
|
|
|
Feb 07, 2024
Q4 2023
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
2.37KNew |
$208K - $261K
|
2.37K
$294K
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
BUY
|
- |
2.37K+ 0.61% |
$208K - $261K
|
388K
$48.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
2.36K+ 4.77% |
$207K - $260K
|
51.8K
$6.42M
|
|
|
Aug 14, 2024
Q4 2023
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
2.35KNew |
$206K - $259K
|
2.35K
$292K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.34K+ 4.05% |
$205K - $258K
|
60.2K
$7.46M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
2.34K+ 4.72% |
$205K - $257K
|
51.9K
$6.43M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
2.33K+ 11.43% |
$204K - $257K
|
22.7K
$2.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Wade Financial Advisory, Inc
|
BUY
|
- |
2.33KNew |
$204K - $256K
|
2.33K
$289K
|