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 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
452New |
$39.6K - $49.8K
|
452
$56K
|
|
|
Feb 14, 2024
Q4 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
450New |
$39.4K - $49.5K
|
450
$55.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
448+ 3.01% |
$39.2K - $49.3K
|
15.3K
$1.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
446+ 2.52% |
$39.1K - $49.1K
|
18.2K
$2.25M
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
BUY
|
- |
445+ 16.34% |
$39K - $49K
|
3.17K
$393K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
442+ 6.16% |
$38.7K - $48.7K
|
7.62K
$944K
|
|
|
Feb 13, 2024
Q4 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
442+ 5.54% |
$38.7K - $48.7K
|
8.41K
$1.04M
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
439+ 6.14% |
$38.5K - $48.3K
|
7.59K
$941K
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
438+ 3.79% |
$38.4K - $48.2K
|
12K
$1.49M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
435+ 1.6% |
$38.1K - $47.9K
|
27.7K
$3.43M
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
435+ 1.89% |
$38.1K - $47.9K
|
23.5K
$2.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
435+ 3.0% |
$38.1K - $47.9K
|
14.9K
$1.85M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
430+ 1.9% |
$37.7K - $47.3K
|
23.1K
$2.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
430+ 2.04% |
$37.7K - $47.3K
|
21.5K
$2.66M
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
427New |
$37.4K - $47K
|
427
$52.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
425+ 2.27% |
$37.2K - $46.8K
|
19.2K
$2.37M
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
424+ 1.46% |
$37.1K - $46.7K
|
29.4K
$3.64M
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
417+ 1544.44% |
$36.5K - $45.9K
|
444
$55K
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
410+ 0.05% |
$35.9K - $45.1K
|
842K
$104M
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
409New |
$35.8K - $45K
|
409
$50.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
408+ 3.84% |
$35.7K - $44.9K
|
11K
$1.37M
|
|
|
Jan 12, 2024
Q4 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
402+ 5.28% |
$35.2K - $44.3K
|
8.02K
$994K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
394+ 7.68% |
$34.5K - $43.4K
|
5.53K
$685K
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
392+ 40.79% |
$34.3K - $43.2K
|
1.35K
$168K
|
|
|
Jan 29, 2024
Q4 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
390+ 11.18% |
$34.2K - $42.9K
|
3.88K
$480K
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
378+ 10.86% |
$33.1K - $41.6K
|
3.86K
$478K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
373+ 35.9% |
$32.7K - $41.1K
|
1.41K
$175K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
373+ 2.71% |
$32.7K - $41.1K
|
14.1K
$1.75M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
371+ 1.58% |
$32.5K - $40.9K
|
23.8K
$2.96M
|
|
|
Feb 21, 2024
Q4 2023
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
367+ 6.43% |
$32.2K - $40.4K
|
6.07K
$753K
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
366+ 0.06% |
$32.1K - $40.3K
|
586K
$72.7M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
364New |
$31.9K - $40.1K
|
364
$45.1K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
363+ 0.39% |
$31.8K - $40K
|
93.9K
$11.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
361New |
$31.6K - $39.7K
|
361
$44.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
358+ 4.59% |
$31.4K - $39.4K
|
8.15K
$1.01M
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
350+ 280.0% |
$30.7K - $38.5K
|
475
$58.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
344+ 12.86% |
$30.1K - $37.9K
|
3.02K
$374K
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
344+ 11.47% |
$30.1K - $37.9K
|
3.34K
$414K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
342+ 0.22% |
$30K - $37.7K
|
154K
$19M
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
338+ 7.68% |
$29.6K - $37.2K
|
4.74K
$587K
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
337New |
$29.5K - $37.1K
|
337
$41.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
335+ 90.05% |
$29.3K - $36.9K
|
707
$87.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
333+ 3.25% |
$29.2K - $36.7K
|
10.6K
$1.31M
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
332+ 17.15% |
$29.1K - $36.6K
|
2.27K
$281K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
327+ 0.97% |
$28.6K - $36K
|
33.9K
$4.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
324+ 13.18% |
$28.4K - $35.7K
|
2.78K
$345K
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
323+ 34.92% |
$28.3K - $35.6K
|
1.25K
$155K
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
BUY
|
- |
320+ 4.48% |
$28K - $35.2K
|
7.47K
$925K
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
319+ 1.48% |
$27.9K - $35.1K
|
21.9K
$2.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Gfg Capital, LLC
|
BUY
|
- |
314+ 12.48% |
$27.5K - $34.6K
|
2.83K
$351K
|