Purchases and Sales Made in Q4 2023 in Ishares Core S&P Sm Cap ETF (IJR)

IJR Quotes by TradingView

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 05, 2024 Q4 2023
Total Wealth Planning, LLC

BUY
 -
72
+ 1.09%
$6.31K - $7.93K
6.65K $825K
Jan 09, 2024 Q4 2023
Aua Capital Management, LLC

Camp Hill, PA
BUY
 -
71
+ 0.38%
$6.22K - $7.82K
18.9K $2.34M
Feb 12, 2024 Q4 2023
Scotia Capital Inc.

BUY
 -
71
+ 3.23%
$6.22K - $7.82K
2.27K $281K
Jan 23, 2024 Q4 2023
Kg&L Capital Management,Llc

BUY
 -
68
+ 0.71%
$5.96K - $7.49K
9.61K $1.19M
Jan 30, 2024 Q4 2023
Marino, Stram & Associates LLC

BUY
 -
67
+ 0.05%
$5.87K - $7.38K
130K $16.1M
Jan 26, 2024 Q4 2023
Janiczek Wealth Management, LLC

BUY
 -
66
+ 26.51%
$5.78K - $7.27K
315 $39K
Feb 09, 2024 Q4 2023
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
66
+ 0.93%
$5.78K - $7.27K
7.19K $891K
Feb 09, 2024 Q4 2023
Balentine LLC

Atlanta, GA
BUY
 -
65
+ 32.66%
$5.69K - $7.16K
264 $32.7K
Jan 25, 2024 Q4 2023
Ruedi Wealth Management, Inc.

Champaign, IL
BUY
 -
63
New
$5.52K - $6.94K
63 $7.81K
Jan 30, 2024 Q4 2023
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
61
+ 0.37%
$5.34K - $6.72K
16.5K $2.04M
Feb 09, 2024 Q4 2023
Heritage Trust CO

Oklahoma City, OK
BUY
 -
60
+ 1.93%
$5.26K - $6.61K
3.17K $393K
Jan 19, 2024 Q4 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
59
+ 0.42%
$5.17K - $6.5K
14.2K $1.76M
Feb 13, 2024 Q4 2023
Gsb Wealth Management, LLC

BUY
 -
59
+ 0.33%
$5.17K - $6.5K
17.7K $2.19M
Feb 09, 2024 Q4 2023
Frazier Financial Advisors, LLC

Columbus, OH
BUY
 -
58
New
$5.08K - $6.39K
58 $7.19K
Feb 06, 2024 Q4 2023
Sawgrass Asset Management LLC

BUY
 -
57
+ 1.9%
$4.99K - $6.28K
3.06K $379K
Feb 12, 2024 Q4 2023
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
56
+ 0.85%
$4.91K - $6.17K
6.67K $827K
Jan 18, 2024 Q4 2023
Investment Research & Advisory Group, Inc.

BUY
 -
55
+ 3.2%
$4.82K - $6.06K
1.78K $220K
Jan 29, 2024 Q4 2023
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
55
+ 1.94%
$4.82K - $6.06K
2.9K $359K
Feb 06, 2024 Q4 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
55
+ 12.97%
$4.82K - $6.06K
479 $59.4K
Feb 09, 2024 Q4 2023
Hoyle Cohen, LLC

BUY
 -
55
+ 0.32%
$4.82K - $6.06K
17.1K $2.13M
Feb 09, 2024 Q4 2023
Brady Family Wealth, LLC

Saint Louis, MO
BUY
 -
54
+ 0.26%
$4.73K - $5.95K
21K $2.6M
Jan 05, 2024 Q4 2023
Harbour Capital Advisors, LLC

BUY
 -
53
+ 0.34%
$4.64K - $5.84K
15.6K $1.93M
Jan 24, 2024 Q4 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
53
+ 0.75%
$4.64K - $5.84K
7.08K $878K
Jan 09, 2024 Q4 2023
Silvia Mccoll Wealth Management, LLC

San Diego, CA
BUY
 -
51
+ 0.35%
$4.47K - $5.62K
14.5K $1.8M
Jan 12, 2024 Q4 2023
Greenhouse Wealth Management, LLC

BUY
 -
49
+ 0.72%
$4.29K - $5.4K
6.9K $855K
Jan 26, 2024 Q4 2023
Seelaus Asset Management LLC

BUY
 -
49
+ 1.13%
$4.29K - $5.4K
4.39K $544K
Feb 09, 2024 Q4 2023
Cassaday & CO Wealth Management LLC

Mclean, VA
BUY
 -
49
+ 0.99%
$4.29K - $5.4K
5.01K $621K
Jan 11, 2024 Q4 2023
Grey Street Capital, LLC

Chicago, IL
BUY
 -
47
+ 0.75%
$4.12K - $5.18K
6.28K $778K
Jan 12, 2024 Q4 2023
Independent Wealth Network Inc.

BUY
 -
47
+ 1.33%
$4.12K - $5.18K
3.59K $444K
Jan 23, 2024 Q4 2023
Lmg Wealth Partners, LLC

Shreveport, LA
BUY
 -
47
+ 2.11%
$4.12K - $5.18K
2.27K $281K
Feb 06, 2024 Q4 2023
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
47
+ 0.48%
$4.12K - $5.18K
9.86K $1.22M
Jan 16, 2024 Q4 2023
Kaydan Wealth Management, Inc.

Fenton, MI
BUY
 -
46
+ 2.06%
$4.03K - $5.07K
2.28K $283K
Feb 08, 2024 Q4 2023
Stelac Advisory Services LLC

New York, NY
BUY
 -
45
+ 1.29%
$3.94K - $4.95K
3.53K $438K
Jan 10, 2024 Q4 2023
Peterson Wealth Advisors, LLC

BUY
 -
44
+ 0.2%
$3.85K - $4.84K
21.9K $2.71M
Jan 11, 2024 Q4 2023
Corepath Wealth Partners LLC

Scottsdale, AZ
BUY
 -
42
+ 1.68%
$3.68K - $4.62K
2.55K $315K
Jan 12, 2024 Q4 2023
Summit Financial Group, Inc.

BUY
 -
42
+ 0.06%
$3.68K - $4.62K
67.1K $8.31M
Jan 22, 2024 Q4 2023
Mcrae Capital Management Inc

BUY
 -
42
+ 0.77%
$3.68K - $4.62K
5.46K $677K
Feb 01, 2024 Q4 2023
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
42
+ 0.54%
$3.68K - $4.62K
7.81K $968K
Feb 08, 2024 Q4 2023
Sheaff Brock Investment Advisors, LLC

BUY
 -
41
+ 1.39%
$3.59K - $4.51K
2.98K $370K
Feb 06, 2024 Q4 2023
Tci Wealth Advisors, Inc.

BUY
 -
39
+ 1.32%
$3.42K - $4.29K
3K $371K
Feb 07, 2024 Q4 2023
Sp Asset Management LLC

Cupertino, CA
BUY
 -
39
+ 0.73%
$3.42K - $4.29K
5.38K $667K
Feb 14, 2024 Q4 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
39
+ 0.55%
$3.42K - $4.29K
7.17K $888K
Feb 08, 2024 Q4 2023
Davidson Capital Management Inc.

Corpus Christi, TX
BUY
 -
37
+ 0.16%
$3.24K - $4.07K
23.5K $2.91M
Jan 16, 2024 Q4 2023
Hubbell Strickland Wealth Management, LLC

BUY
 -
36
+ 0.13%
$3.15K - $3.96K
28.4K $3.53M
Jan 17, 2024 Q4 2023
F&V Capital Management, LLC

BUY
 -
35
+ 1.43%
$3.07K - $3.85K
2.48K $307K
Jan 08, 2024 Q4 2023
Baldwin Brothers LLC

BUY
 -
30
+ 0.62%
$2.63K - $3.3K
4.89K $607K
Feb 23, 2024 Q4 2023
Beacon Financial Group

BUY
 -
30
+ 1.0%
$2.63K - $3.3K
3.04K $377K
Jan 31, 2024 Q4 2023
Tufton Capital Management

BUY
 -
28
+ 0.3%
$2.45K - $3.08K
9.34K $1.16M
Feb 13, 2024 Q4 2023
Paulson Wealth Management Inc.

BUY
 -
28
+ 0.88%
$2.45K - $3.08K
3.22K $399K

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