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 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
2.03K+ 11.86% |
$178K - $223K
|
19.1K
$2.37M
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.02K+ 4.39% |
$177K - $223K
|
48K
$5.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
2.02KNew |
$177K - $222K
|
2.02K
$250K
|
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
2.02KNew |
$177K - $222K
|
2.02K
$250K
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
2.01KNew |
$176K - $222K
|
2.01K
$249K
|
|
|
Feb 12, 2024
Q4 2023
|
Wells Financial Advisors Inc
|
BUY
|
- |
2.01K+ 33.42% |
$176K - $221K
|
8.02K
$994K
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
2.01K+ 0.99% |
$176K - $221K
|
205K
$25.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.01KNew |
$176K - $221K
|
2.01K
$249K
|
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
BUY
|
- |
2KNew |
$175K - $220K
|
2K
$248K
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
BUY
|
- |
1.99KNew |
$174K - $219K
|
1.99K
$246K
|
|
|
Jan 30, 2024
Q4 2023
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
1.99KNew |
$174K - $219K
|
1.99K
$246K
|
|
|
Feb 07, 2024
Q4 2023
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
1.98K+ 1.9% |
$173K - $218K
|
106K
$13.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
1.98KNew |
$173K - $217K
|
1.98K
$245K
|
|
|
Feb 05, 2024
Q4 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
1.97KNew |
$173K - $217K
|
1.97K
$244K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
BUY
|
- |
1.97KNew |
$173K - $217K
|
1.97K
$244K
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.97KNew |
$172K - $216K
|
1.97K
$244K
|
|
|
Feb 08, 2024
Q4 2023
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
1.97KNew |
$172K - $216K
|
1.97K
$244K
|
|
|
Jan 30, 2024
Q4 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
1.96KNew |
$172K - $216K
|
1.96K
$243K
|
|
|
Feb 15, 2024
Q4 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
1.96KNew |
$172K - $216K
|
1.96K
$243K
|
|
|
May 07, 2024
Q4 2023
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
1.96KNew |
$172K - $216K
|
1.96K
$243K
|
|
|
Feb 12, 2024
Q4 2023
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
1.95KNew |
$170K - $214K
|
1.95K
$241K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.94K+ 26.49% |
$170K - $214K
|
9.26K
$1.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
BUY
|
- |
1.93K+ 0.38% |
$169K - $213K
|
514K
$63.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.93K+ 3.64% |
$169K - $213K
|
55.1K
$6.82M
|
|
|
Jan 10, 2024
Q4 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
1.93KNew |
$169K - $212K
|
1.93K
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.93K+ 1.58% |
$169K - $212K
|
124K
$15.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
1.92KNew |
$168K - $212K
|
1.92K
$238K
|
|
|
Jan 23, 2024
Q4 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1.92K+ 3.16% |
$168K - $212K
|
62.7K
$7.77M
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.92KNew |
$168K - $212K
|
1.92K
$238K
|
|
|
Feb 08, 2024
Q4 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
1.91KNew |
$167K - $210K
|
1.91K
$237K
|
|
|
Jan 23, 2024
Q4 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1.91KNew |
$167K - $210K
|
1.91K
$236K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.9K+ 11.24% |
$167K - $209K
|
18.8K
$2.33M
|
|
|
Jan 25, 2024
Q4 2023
|
Moody Aldrich Partners LLC
|
BUY
|
- |
1.9KNew |
$166K - $209K
|
1.9K
$235K
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1.9K+ 9.73% |
$166K - $209K
|
21.4K
$2.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
1.9K+ 47400.0% |
$166K - $209K
|
1.9K
$235K
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.89K+ 2.93% |
$165K - $208K
|
66.5K
$8.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
1.89KNew |
$165K - $208K
|
1.89K
$234K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.88K+ 32.16% |
$165K - $207K
|
7.72K
$956K
|
|
|
Feb 08, 2024
Q4 2023
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
1.87KNew |
$164K - $206K
|
1.87K
$232K
|
|
|
Feb 12, 2024
Q4 2023
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
1.87KNew |
$164K - $206K
|
1.87K
$232K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.87KNew |
$164K - $206K
|
1.87K
$232K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.86K+ 9.23% |
$163K - $204K
|
22K
$2.72M
|
|
|
Jan 08, 2024
Q4 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.85KNew |
$162K - $204K
|
1.85K
$230K
|
|
|
Feb 13, 2024
Q4 2023
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
1.85KNew |
$162K - $204K
|
1.85K
$230K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1.85KNew |
$162K - $204K
|
1.85K
$229K
|
|
|
Feb 07, 2024
Q4 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
1.85K+ 6.79% |
$162K - $204K
|
29.1K
$3.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
1.85KNew |
$162K - $204K
|
1.85K
$229K
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.85K+ 10.0% |
$162K - $203K
|
20.3K
$2.52M
|
|
|
Feb 07, 2024
Q4 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.84K+ 1.61% |
$161K - $202K
|
116K
$14.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.84K+ 0.64% |
$161K - $202K
|
290K
$36M
|