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 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
957+ 7.62% |
$83.8K - $105K
|
13.5K
$1.68M
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
946+ 1.01% |
$82.9K - $104K
|
94.9K
$11.8M
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
927+ 2.53% |
$81.2K - $102K
|
37.5K
$4.65M
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
905New |
$79.3K - $99.6K
|
905
$112K
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
899+ 34.33% |
$78.8K - $99K
|
3.52K
$436K
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
896+ 2.18% |
$78.5K - $98.7K
|
42K
$5.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
886+ 0.62% |
$77.6K - $97.6K
|
143K
$17.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
877+ 10.67% |
$76.8K - $96.6K
|
9.1K
$1.13M
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
876+ 5.93% |
$76.7K - $96.5K
|
15.6K
$1.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
866+ 13.04% |
$75.9K - $95.4K
|
7.51K
$930K
|
|
|
Jan 17, 2024
Q4 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
864+ 4.44% |
$75.7K - $95.1K
|
20.3K
$2.52M
|
|
|
Feb 02, 2024
Q4 2023
|
Penobscot Wealth Management
|
BUY
|
- |
856+ 34.59% |
$75K - $94.3K
|
3.33K
$413K
|
|
|
Feb 13, 2024
Q4 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
855+ 30.65% |
$74.9K - $94.1K
|
3.65K
$452K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
851+ 35.27% |
$74.6K - $93.7K
|
3.26K
$405K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
848+ 2.25% |
$74.3K - $93.4K
|
38.6K
$4.79M
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
843+ 5.36% |
$73.9K - $92.8K
|
16.6K
$2.05M
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
843+ 3.98% |
$73.9K - $92.8K
|
22K
$2.73M
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
BUY
|
- |
839+ 17.33% |
$73.5K - $92.4K
|
5.68K
$704K
|
|
|
Feb 09, 2024
Q4 2023
|
Resolute Advisors LLC
|
BUY
|
- |
824+ 1.5% |
$72.2K - $90.7K
|
55.7K
$6.9M
|
|
|
Jan 08, 2024
Q4 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
822+ 9.78% |
$72K - $90.5K
|
9.23K
$1.14M
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
809New |
$70.9K - $89.1K
|
809
$100K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
807+ 1.32% |
$70.7K - $88.9K
|
61.8K
$7.66M
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
804+ 4.16% |
$70.4K - $88.5K
|
20.1K
$2.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
803+ 24.28% |
$70.4K - $88.4K
|
4.11K
$509K
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
803+ 1.89% |
$70.4K - $88.4K
|
43.3K
$5.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
802+ 21.79% |
$70.3K - $88.3K
|
4.48K
$555K
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
789+ 6.3% |
$69.1K - $86.9K
|
13.3K
$1.65M
|
|
|
Feb 15, 2024
Q4 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
786+ 0.72% |
$68.9K - $86.5K
|
111K
$13.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
780New |
$68.3K - $85.9K
|
780
$96.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Middleton & CO Inc
|
BUY
|
- |
778+ 1.55% |
$68.2K - $85.7K
|
50.9K
$6.31M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
758+ 2.3% |
$66.4K - $83.5K
|
33.7K
$4.18M
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
753+ 11.36% |
$66K - $82.9K
|
7.38K
$915K
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
749+ 33.98% |
$65.6K - $82.5K
|
2.95K
$366K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
745+ 18.3% |
$65.3K - $82K
|
4.82K
$597K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
744+ 6.53% |
$65.2K - $81.9K
|
12.1K
$1.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
738+ 1.75% |
$64.7K - $81.3K
|
43K
$5.32M
|
|
|
Jan 26, 2024
Q4 2023
|
White Pine Investment CO
|
BUY
|
- |
729+ 1.1% |
$63.9K - $80.3K
|
66.8K
$8.28M
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
727+ 30.91% |
$63.7K - $80K
|
3.08K
$382K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
726New |
$63.6K - $79.9K
|
726
$90K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
BUY
|
- |
714+ 1.56% |
$62.6K - $78.6K
|
46.5K
$5.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
704+ 1.75% |
$61.7K - $77.5K
|
40.9K
$5.07M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
701+ 5.01% |
$61.4K - $77.2K
|
14.7K
$1.82M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
695+ 0.66% |
$60.9K - $76.5K
|
106K
$13.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
689+ 0.93% |
$60.4K - $75.9K
|
74.9K
$9.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
688+ 1.22% |
$60.3K - $75.8K
|
57K
$7.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
686+ 18.79% |
$60.1K - $75.5K
|
4.34K
$537K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
681New |
$59.7K - $75K
|
681
$84.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
675+ 4.66% |
$59.1K - $74.3K
|
15.2K
$1.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
673New |
$59K - $74.1K
|
673
$83.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
671+ 9.41% |
$58.8K - $73.9K
|
7.8K
$967K
|