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
|
Chesley Taft & Associates LLC
|
BUY
|
- |
112K+ 46.1% |
$9.78M - $12.3M
|
354K
$43.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
111KNew |
$9.72M - $12.2M
|
111K
$13.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
BUY
|
- |
107K+ 4884.05% |
$9.39M - $11.8M
|
109K
$13.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
106K+ 5.69% |
$9.33M - $11.7M
|
1.98M
$245M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
106K+ 408.8% |
$9.31M - $11.7M
|
132K
$16.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
105KNew |
$9.24M - $11.6M
|
105K
$13.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
103K+ 1818.11% |
$9.01M - $11.3M
|
109K
$13.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
102K+ 18.94% |
$8.96M - $11.3M
|
642K
$79.6M
|
|
|
Jan 05, 2024
Q4 2023
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
101KNew |
$8.86M - $11.1M
|
101K
$12.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
101K+ 91.52% |
$8.84M - $11.1M
|
211K
$26.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
98.7KNew |
$8.65M - $10.9M
|
98.7K
$12.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
98.7K+ 55.41% |
$8.64M - $10.9M
|
277K
$34.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
96.8K+ 34.56% |
$8.48M - $10.7M
|
377K
$46.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
96.1K+ 576.84% |
$8.42M - $10.6M
|
113K
$14M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
91K+ 177.03% |
$7.97M - $10M
|
142K
$17.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
90.5K+ 69.77% |
$7.93M - $9.97M
|
220K
$27.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
89.5KNew |
$7.84M - $9.86M
|
89.5K
$11.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
89.4K+ 10.0% |
$7.83M - $9.85M
|
984K
$122M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
88.6K+ 11.87% |
$7.76M - $9.75M
|
835K
$103M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
88.5K+ 0.54% |
$7.75M - $9.74M
|
16.6M
$2.05B
|
|
|
Jan 29, 2024
Q4 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
87.6K+ 128.76% |
$7.67M - $9.64M
|
156K
$19.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
87.1KNew |
$7.63M - $9.59M
|
87.1K
$10.8M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
86.9K+ 353.41% |
$7.62M - $9.57M
|
112K
$13.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
86.8K+ 3.75% |
$7.61M - $9.56M
|
2.4M
$298M
|
|
|
Jan 12, 2024
Q4 2023
|
Heron Bay Capital Management
|
BUY
|
- |
84.3KNew |
$7.39M - $9.29M
|
84.3K
$10.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
83.8KNew |
$7.34M - $9.23M
|
83.8K
$10.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
83.5K+ 1584.41% |
$7.31M - $9.19M
|
88.7K
$11M
|
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
81.2K+ 241.89% |
$7.11M - $8.94M
|
115K
$14.2M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
80.3K+ 13.11% |
$7.03M - $8.84M
|
693K
$85.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
78.9KNew |
$6.91M - $8.68M
|
78.9K
$9.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
77.4K+ 441.4% |
$6.78M - $8.52M
|
94.9K
$11.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
75.3K+ 16.28% |
$6.6M - $8.29M
|
538K
$66.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
74.8K+ 273.24% |
$6.55M - $8.24M
|
102K
$12.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
74.7K+ 15.03% |
$6.54M - $8.22M
|
571K
$70.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
74.3KNew |
$6.51M - $8.19M
|
74.3K
$9.21M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
72.8K+ 10.29% |
$6.38M - $8.02M
|
780K
$96.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
72.2K+ 3.0% |
$6.33M - $7.96M
|
2.48M
$307M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
72K+ 236.25% |
$6.31M - $7.93M
|
103K
$12.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
71.3K+ 16.8% |
$6.24M - $7.85M
|
495K
$61.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
70.8K+ 1.38% |
$6.21M - $7.8M
|
5.22M
$647M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
68.8K+ 21.26% |
$6.03M - $7.58M
|
393K
$48.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
67.2KNew |
$5.89M - $7.4M
|
67.2K
$8.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Twenty Acre Capital LP
Newtown, PA |
BUY
|
- |
66.5KNew |
$5.83M - $7.32M
|
66.5K
$8.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
63.7K+ 4.94% |
$5.58M - $7.01M
|
1.35M
$168M
|
|
|
Feb 12, 2024
Q4 2023
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
62.4KNew |
$5.47M - $6.87M
|
62.4K
$7.74M
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
62.2KNew |
$5.45M - $6.85M
|
62.2K
$7.71M
|
|
|
Jan 31, 2024
Q4 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
61.8K+ 61.14% |
$5.41M - $6.8M
|
163K
$20.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
61.7K+ 5.11% |
$5.4M - $6.79M
|
1.27M
$157M
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
61.1KNew |
$5.35M - $6.73M
|
61.1K
$7.57M
|
|
|
Apr 24, 2024
Q4 2023
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
58.9KNew |
$5.16M - $6.49M
|
58.9K
$7.3M
|