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 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
310+ 7.86% |
$27.2K - $34.1K
|
4.26K
$527K
|
|
|
Feb 05, 2024
Q4 2023
|
Parthenon LLC
|
BUY
|
- |
310+ 0.71% |
$27.2K - $34.1K
|
43.9K
$5.44M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
310+ 6.0% |
$27.2K - $34.1K
|
5.48K
$679K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
308+ 1.0% |
$27K - $33.9K
|
31.2K
$3.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
307New |
$26.9K - $33.8K
|
307
$38K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
301+ 2.88% |
$26.4K - $33.1K
|
10.7K
$1.33M
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
300+ 35.93% |
$26.3K - $33K
|
1.14K
$141K
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
BUY
|
- |
300+ 7.51% |
$26.3K - $33K
|
4.29K
$532K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
298+ 2.41% |
$26.1K - $32.8K
|
12.7K
$1.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
298+ 28.46% |
$26.1K - $32.8K
|
1.35K
$167K
|
|
|
Feb 13, 2024
Q4 2023
|
Lansing Street Advisors
|
BUY
|
- |
294+ 2.66% |
$25.8K - $32.4K
|
11.3K
$1.4M
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
293+ 4.9% |
$25.7K - $32.3K
|
6.27K
$777K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
290+ 3.5% |
$25.4K - $31.9K
|
8.58K
$1.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
288+ 3.72% |
$25.2K - $31.7K
|
8.04K
$996K
|
|
|
Feb 09, 2024
Q4 2023
|
Awm Capital, LLC
|
BUY
|
- |
287+ 7.1% |
$25.1K - $31.6K
|
4.33K
$537K
|
|
|
Jan 23, 2024
Q4 2023
|
Schwab Charitable Fund
|
BUY
|
- |
282+ 5.53% |
$24.7K - $31.1K
|
5.39K
$667K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
282+ 0.27% |
$24.7K - $31.1K
|
103K
$12.8M
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
282New |
$24.7K - $31.1K
|
282
$34.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
281+ 1.35% |
$24.6K - $30.9K
|
21K
$2.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
281+ 0.34% |
$24.6K - $30.9K
|
83.5K
$10.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
275+ 2.66% |
$24.1K - $30.3K
|
10.6K
$1.31M
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
275+ 9166.67% |
$24.1K - $30.3K
|
278
$34.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
274+ 0.39% |
$24K - $30.2K
|
70.6K
$8.75M
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
273+ 0.1% |
$23.9K - $30.1K
|
269K
$33.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
BUY
|
- |
269+ 1.58% |
$23.6K - $29.6K
|
17.3K
$2.15M
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
264+ 0.86% |
$23.1K - $29.1K
|
31.1K
$3.86M
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
262+ 8.3% |
$23K - $28.8K
|
3.42K
$423K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
262+ 0.36% |
$23K - $28.8K
|
73.4K
$9.09M
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
260+ 5.44% |
$22.8K - $28.6K
|
5.04K
$625K
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
260New |
$22.8K - $28.6K
|
260
$32.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
259New |
$22.7K - $28.5K
|
259
$32.1K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
256+ 5.46% |
$22.4K - $28.2K
|
4.95K
$613K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
254+ 0.39% |
$22.3K - $28K
|
65.1K
$8.07M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
253+ 10.02% |
$22.2K - $27.9K
|
2.78K
$344K
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
250+ 19.33% |
$21.9K - $27.5K
|
1.54K
$191K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
250+ 0.2% |
$21.9K - $27.5K
|
127K
$15.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
250+ 0.71% |
$21.9K - $27.5K
|
35.2K
$4.37M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
242+ 2.95% |
$21.2K - $26.6K
|
8.46K
$1.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
239New |
$20.9K - $26.3K
|
239
$29.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
237+ 2.09% |
$20.8K - $26.1K
|
11.6K
$1.43M
|
|
|
Feb 01, 2024
Q4 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
235+ 3.18% |
$20.6K - $25.9K
|
7.62K
$944K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
235+ 0.35% |
$20.6K - $25.9K
|
68.3K
$8.46M
|
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
234+ 1.21% |
$20.5K - $25.8K
|
19.5K
$2.42M
|
|
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
234+ 3.87% |
$20.5K - $25.8K
|
6.28K
$779K
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
231+ 0.78% |
$20.2K - $25.4K
|
30K
$3.72M
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
231+ 1.13% |
$20.2K - $25.4K
|
20.7K
$2.57M
|
|
|
Feb 01, 2024
Q4 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
231+ 4.46% |
$20.2K - $25.4K
|
5.41K
$670K
|
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
BUY
|
- |
224+ 0.52% |
$19.6K - $24.7K
|
43.5K
$5.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
221+ 6.42% |
$19.4K - $24.3K
|
3.66K
$454K
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
220+ 0.84% |
$19.3K - $24.2K
|
26.4K
$3.27M
|