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 05, 2024
Q4 2023
|
Boltwood Capital Management
|
BUY
|
- |
215+ 0.37% |
$18.8K - $23.7K
|
57.8K
$7.16M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
213+ 1.13% |
$18.7K - $23.5K
|
19.1K
$2.36M
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
212+ 62.17% |
$18.6K - $23.3K
|
553
$68.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
212+ 1.36% |
$18.6K - $23.3K
|
15.7K
$1.95M
|
|
|
Feb 14, 2024
Q4 2023
|
S&T Bank
Indiana, PA |
BUY
|
- |
212+ 1.01% |
$18.6K - $23.3K
|
21.2K
$2.62M
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
210+ 1.83% |
$18.4K - $23.1K
|
11.7K
$1.45M
|
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
210+ 63.25% |
$18.4K - $23.1K
|
542
$67.2K
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
BUY
|
- |
205+ 4.54% |
$18K - $22.6K
|
4.72K
$585K
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
204+ 0.26% |
$17.9K - $22.5K
|
77.5K
$9.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
202+ 28.73% |
$17.7K - $22.2K
|
905
$112K
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
201+ 6.52% |
$17.6K - $22.1K
|
3.29K
$407K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
197+ 0.86% |
$17.3K - $21.7K
|
23.2K
$2.87M
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
195+ 1.33% |
$17.1K - $21.5K
|
14.8K
$1.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
193+ 1.65% |
$16.9K - $21.3K
|
11.9K
$1.48M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
190+ 0.31% |
$16.6K - $20.9K
|
61.8K
$7.65M
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
187+ 2.75% |
$16.4K - $20.6K
|
6.99K
$866K
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
183+ 2.13% |
$16K - $20.2K
|
8.78K
$1.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
179+ 0.57% |
$15.7K - $19.7K
|
31.5K
$3.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
BUY
|
- |
179+ 16.11% |
$15.7K - $19.7K
|
1.29K
$160K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
BUY
|
- |
175+ 16.0% |
$15.3K - $19.3K
|
1.27K
$157K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
171+ 1.2% |
$15K - $18.8K
|
14.4K
$1.79M
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
169+ 1.55% |
$14.8K - $18.6K
|
11.1K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
169New |
$14.8K - $18.6K
|
169
$20.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
168+ 294.74% |
$14.7K - $18.5K
|
225
$27.9K
|
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
164+ 3.98% |
$14.4K - $18.1K
|
4.28K
$531K
|
|
|
Feb 14, 2024
Q4 2023
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
162+ 127.56% |
$14.2K - $17.8K
|
289
$35.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
159+ 5.34% |
$13.9K - $17.5K
|
3.14K
$389K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
158New |
$13.8K - $17.4K
|
158
$19.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
158+ 0.15% |
$13.8K - $17.4K
|
105K
$13M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
155New |
$13.6K - $17.1K
|
155
$19.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
154+ 4.22% |
$13.5K - $17K
|
3.8K
$471K
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
153+ 2.05% |
$13.4K - $16.8K
|
7.63K
$945K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
152+ 5.65% |
$13.3K - $16.7K
|
2.84K
$352K
|
|
|
Jan 26, 2024
Q4 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
144+ 2.65% |
$12.6K - $15.9K
|
5.58K
$692K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
143+ 6.86% |
$12.5K - $15.7K
|
2.23K
$276K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
143New |
$12.5K - $15.7K
|
143
$17.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
142+ 0.7% |
$12.4K - $15.6K
|
20.3K
$2.51M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
140+ 10.77% |
$12.3K - $15.4K
|
1.44K
$178K
|
|
|
Feb 09, 2024
Q4 2023
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
140+ 0.2% |
$12.3K - $15.4K
|
71K
$8.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
139+ 0.05% |
$12.2K - $15.3K
|
255K
$31.6M
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
139New |
$12.2K - $15.3K
|
139
$17.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
138New |
$12.1K - $15.2K
|
138
$17.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
134+ 3.33% |
$11.7K - $14.8K
|
4.16K
$515K
|
|
|
Jan 26, 2024
Q4 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
133+ 1.07% |
$11.7K - $14.6K
|
12.5K
$1.55M
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
133+ 5.53% |
$11.7K - $14.6K
|
2.54K
$315K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
132+ 2.01% |
$11.6K - $14.5K
|
6.7K
$830K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
130New |
$11.4K - $14.3K
|
130
$16.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
128+ 0.09% |
$11.2K - $14.1K
|
149K
$18.4M
|
|
|
Feb 02, 2024
Q4 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
125+ 2.28% |
$11K - $13.8K
|
5.61K
$695K
|
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
BUY
|
- |
124+ 0.96% |
$10.9K - $13.7K
|
13K
$1.61M
|