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 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
123+ 13.62% |
$10.8K - $13.5K
|
1.03K
$127K
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
120+ 2.81% |
$10.5K - $13.2K
|
4.39K
$544K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
119New |
$10.4K - $13.1K
|
119
$14.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
119+ 31.99% |
$10.4K - $13.1K
|
491
$60.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
118+ 0.42% |
$10.3K - $13K
|
27.9K
$3.46M
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
117+ 2.3% |
$10.3K - $12.9K
|
5.2K
$645K
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
117+ 0.89% |
$10.3K - $12.9K
|
13.2K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
117+ 0.39% |
$10.3K - $12.9K
|
30.1K
$3.72M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
115+ 0.73% |
$10.1K - $12.7K
|
15.9K
$1.97M
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
114+ 0.93% |
$9.99K - $12.6K
|
12.3K
$1.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
114+ 4.92% |
$9.99K - $12.6K
|
2.43K
$302K
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
110+ 2.18% |
$9.64K - $12.1K
|
5.16K
$640K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
110+ 611.11% |
$9.64K - $12.1K
|
128
$15.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
110+ 1.69% |
$9.64K - $12.1K
|
6.63K
$822K
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
109+ 2.01% |
$9.55K - $12K
|
5.54K
$686K
|
|
|
Feb 08, 2024
Q4 2023
|
Gs Investments, Inc.
|
BUY
|
- |
108+ 2.3% |
$9.46K - $11.9K
|
4.8K
$595K
|
|
|
Jan 09, 2024
Q4 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
103+ 4.82% |
$9.02K - $11.3K
|
2.24K
$277K
|
|
|
Jan 11, 2024
Q4 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
103+ 1.08% |
$9.02K - $11.3K
|
9.6K
$1.19M
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
103+ 1.63% |
$9.02K - $11.3K
|
6.44K
$797K
|
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
102+ 1.11% |
$8.94K - $11.2K
|
9.32K
$1.16M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
102+ 15.77% |
$8.94K - $11.2K
|
749
$92.8K
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
BUY
|
- |
101+ 2.42% |
$8.85K - $11.1K
|
4.27K
$529K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
100+ 0.57% |
$8.76K - $11K
|
17.8K
$2.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
99+ 4.97% |
$8.67K - $10.9K
|
2.09K
$259K
|
|
|
Jan 29, 2024
Q4 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
99+ 0.43% |
$8.67K - $10.9K
|
22.9K
$2.84M
|
|
|
Feb 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
98+ 3.13% |
$8.59K - $10.8K
|
3.23K
$401K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
97+ 2.09% |
$8.5K - $10.7K
|
4.75K
$588K
|
|
|
Feb 12, 2024
Q4 2023
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
97+ 2.32% |
$8.5K - $10.7K
|
4.29K
$531K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
92+ 2.39% |
$8.06K - $10.1K
|
3.95K
$489K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
91+ 1.72% |
$7.97K - $10K
|
5.39K
$668K
|
|
|
Feb 05, 2024
Q4 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
90+ 0.36% |
$7.88K - $9.91K
|
25.1K
$3.11M
|
|
|
Jan 02, 2024
Q4 2023
|
Dentgroup LLC
|
BUY
|
- |
87+ 1.75% |
$7.62K - $9.58K
|
5.06K
$627K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
86+ 2.25% |
$7.53K - $9.47K
|
3.91K
$485K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
86New |
$7.53K - $9.47K
|
86
$10.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
85+ 0.39% |
$7.45K - $9.36K
|
21.8K
$2.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
83+ 0.66% |
$7.27K - $9.14K
|
12.7K
$1.58M
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
81+ 14.39% |
$7.1K - $8.92K
|
644
$79.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Bowman & CO S.C.
|
BUY
|
- |
80+ 1.79% |
$7.01K - $8.81K
|
4.54K
$562K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
80+ 0.1% |
$7.01K - $8.81K
|
77.8K
$9.64M
|
|
|
Feb 06, 2024
Q4 2023
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
79+ 0.09% |
$6.92K - $8.7K
|
88.3K
$10.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
79+ 1.75% |
$6.92K - $8.7K
|
4.6K
$570K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
79+ 0.47% |
$6.92K - $8.7K
|
16.9K
$2.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
77+ 3.57% |
$6.75K - $8.48K
|
2.23K
$276K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
76+ 3.69% |
$6.66K - $8.37K
|
2.13K
$264K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
76+ 0.24% |
$6.66K - $8.37K
|
31.9K
$3.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
76+ 2.11% |
$6.66K - $8.37K
|
3.67K
$455K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
75New |
$6.57K - $8.26K
|
75
$9.29K
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
74+ 2.11% |
$6.48K - $8.15K
|
3.59K
$445K
|
|
|
Feb 06, 2024
Q4 2023
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
74+ 1.2% |
$6.48K - $8.15K
|
6.25K
$774K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
72+ 0.96% |
$6.31K - $7.93K
|
7.56K
$936K
|