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 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
653+ 3.76% |
$57.2K - $71.9K
|
18K
$2.23M
|
|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
647+ 12.86% |
$56.7K - $71.2K
|
5.68K
$704K
|
|
|
Jan 18, 2024
Q4 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
644+ 0.77% |
$56.4K - $70.9K
|
84.6K
$10.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
643New |
$56.3K - $70.8K
|
643
$79.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
641+ 252.36% |
$56.2K - $70.6K
|
895
$111K
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
620+ 0.34% |
$54.3K - $68.3K
|
185K
$23M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
615New |
$53.9K - $67.7K
|
615
$76.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
610+ 3.96% |
$53.4K - $67.2K
|
16K
$1.99M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
600New |
$52.6K - $66.1K
|
600
$74.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
BUY
|
- |
594+ 3.13% |
$52K - $65.4K
|
19.6K
$2.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
592+ 1.22% |
$51.9K - $65.2K
|
49.1K
$6.09M
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
590New |
$51.7K - $65K
|
590
$73.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
579+ 1.95% |
$50.7K - $63.8K
|
30.2K
$3.74M
|
|
|
Feb 02, 2024
Q4 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
575+ 2.06% |
$50.4K - $63.3K
|
28.4K
$3.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
558+ 7.13% |
$48.9K - $61.4K
|
8.38K
$1.04M
|
|
|
Jan 24, 2024
Q4 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
554+ 1.28% |
$48.5K - $61K
|
43.9K
$5.44M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
552+ 0.85% |
$48.4K - $60.8K
|
65.3K
$8.09M
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
551+ 0.8% |
$48.3K - $60.7K
|
69.2K
$8.57M
|
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
551+ 0.8% |
$48.3K - $60.7K
|
69.2K
$8.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
546New |
$47.8K - $60.1K
|
546
$67.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
544+ 6.21% |
$47.7K - $59.9K
|
9.31K
$1.15M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
543+ 2.44% |
$47.6K - $59.8K
|
22.8K
$2.82M
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
534+ 4.56% |
$46.8K - $58.8K
|
12.2K
$1.52M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
530+ 0.18% |
$46.4K - $58.4K
|
294K
$36.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
526+ 0.3% |
$46.1K - $57.9K
|
174K
$21.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
525+ 2.26% |
$46K - $57.8K
|
23.7K
$2.94M
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
525+ 1.26% |
$46K - $57.8K
|
42.1K
$5.22M
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
BUY
|
- |
521+ 4.9% |
$45.6K - $57.4K
|
11.1K
$1.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
520New |
$45.6K - $57.3K
|
520
$64.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
515+ 31.73% |
$45.1K - $56.7K
|
2.14K
$265K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
515+ 15.56% |
$45.1K - $56.7K
|
3.82K
$474K
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
BUY
|
- |
507+ 2.42% |
$44.4K - $55.8K
|
21.5K
$2.66M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
506+ 30.95% |
$44.3K - $55.7K
|
2.14K
$265K
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
504+ 3.04% |
$44.2K - $55.5K
|
17.1K
$2.12M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
502New |
$44K - $55.3K
|
502
$62.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
BUY
|
- |
497+ 20.69% |
$43.5K - $54.7K
|
2.9K
$359K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
489+ 22.57% |
$42.8K - $53.8K
|
2.66K
$329K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
486+ 17.22% |
$42.6K - $53.5K
|
3.31K
$410K
|
|
|
Jan 31, 2024
Q4 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
484+ 3.87% |
$42.4K - $53.3K
|
13K
$1.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
482New |
$42.2K - $53.1K
|
482
$59.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
BUY
|
- |
475+ 0.48% |
$41.6K - $52.3K
|
99.8K
$12.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
475+ 2.8% |
$41.6K - $52.3K
|
17.5K
$2.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Esl Trust Services, LLC
|
BUY
|
- |
475+ 0.28% |
$41.6K - $52.3K
|
172K
$21.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
474New |
$41.5K - $52.2K
|
474
$58.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
468+ 2.11% |
$41K - $51.5K
|
22.6K
$2.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
467+ 4.59% |
$40.9K - $51.4K
|
10.6K
$1.32M
|
|
|
Jan 05, 2024
Q4 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
466+ 0.71% |
$40.8K - $51.3K
|
65.7K
$8.14M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
461+ 4.75% |
$40.4K - $50.8K
|
10.2K
$1.26M
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
459+ 2.1% |
$40.2K - $50.5K
|
22.3K
$2.76M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
BUY
|
- |
457+ 0.19% |
$40K - $50.3K
|
239K
$29.7M
|