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 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
27+ 0.02% |
$2.37K - $2.97K
|
168K
$20.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
27+ 33.33% |
$2.37K - $2.97K
|
108
$13.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
26+ 0.57% |
$2.28K - $2.86K
|
4.58K
$567K
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
26+ 0.0% |
$2.28K - $2.86K
|
2.12M
$262M
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
25+ 0.64% |
$2.19K - $2.75K
|
3.93K
$487K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
25+ 0.35% |
$2.19K - $2.75K
|
7.12K
$883K
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
25+ 0.35% |
$2.19K - $2.75K
|
7.17K
$888K
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
23+ 3.72% |
$2.02K - $2.53K
|
641
$79.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
21New |
$1.84K - $2.31K
|
21
$2.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
20+ 0.32% |
$1.75K - $2.2K
|
6.18K
$766K
|
|
|
Feb 02, 2024
Q4 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
20+ 1.84% |
$1.75K - $2.2K
|
1.11K
$137K
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
19+ 1.79% |
$1.66K - $2.09K
|
1.08K
$134K
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
19+ 0.71% |
$1.66K - $2.09K
|
2.69K
$333K
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
BUY
|
- |
18+ 0.05% |
$1.58K - $1.98K
|
33.6K
$4.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
18+ 0.7% |
$1.58K - $1.98K
|
2.6K
$323K
|
|
|
Feb 14, 2024
Q4 2023
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
18+ 0.73% |
$1.58K - $1.98K
|
2.48K
$308K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
17+ 0.48% |
$1.49K - $1.87K
|
3.56K
$441K
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
17+ 0.32% |
$1.49K - $1.87K
|
5.3K
$657K
|
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
17+ 0.26% |
$1.49K - $1.87K
|
6.64K
$823K
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
16+ 0.41% |
$1.4K - $1.76K
|
3.91K
$484K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
14+ 0.23% |
$1.23K - $1.54K
|
6.22K
$771K
|
|
|
Jan 23, 2024
Q4 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
13New |
$1.14K - $1.43K
|
13
$1.61K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
13+ 0.08% |
$1.14K - $1.43K
|
15.9K
$1.97M
|
|
|
Feb 08, 2024
Q4 2023
|
My Wealth Management Inc.
|
BUY
|
- |
13+ 0.21% |
$1.14K - $1.43K
|
6.31K
$782K
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
13+ 0.6% |
$1.14K - $1.43K
|
2.19K
$271K
|
|
|
Feb 13, 2024
Q4 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
12New |
$1.05K - $1.32K
|
12
$1.49K
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
12+ 0.55% |
$1.05K - $1.32K
|
2.19K
$271K
|
|
|
Jan 09, 2024
Q4 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
12+ 0.38% |
$1.05K - $1.32K
|
3.16K
$391K
|
|
|
Jan 18, 2024
Q4 2023
|
Lincoln Capital Corp
|
BUY
|
- |
12+ 0.19% |
$1.05K - $1.32K
|
6.44K
$798K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
12+ 0.11% |
$1.05K - $1.32K
|
10.8K
$1.34M
|
|
|
Jan 30, 2024
Q4 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
11+ 0.45% |
$964 - $1.21K
|
2.44K
$303K
|
|
|
Jan 11, 2024
Q4 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
10+ 0.17% |
$876 - $1.1K
|
5.96K
$739K
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
10+ 0.13% |
$876 - $1.1K
|
7.49K
$928K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
10+ 0.27% |
$876 - $1.1K
|
3.74K
$463K
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
9+ 0.07% |
$788 - $991
|
12.8K
$1.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
8+ 0.12% |
$701 - $881
|
6.75K
$837K
|
|
|
Jan 18, 2024
Q4 2023
|
Asset Planning Corporation
|
BUY
|
- |
7+ 0.27% |
$613 - $771
|
2.58K
$320K
|
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
7+ 0.24% |
$613 - $771
|
2.89K
$358K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
7New |
$613 - $771
|
7
$868
|
|
|
Jan 16, 2024
Q4 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
6+ 0.15% |
$526 - $661
|
3.95K
$489K
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
6+ 0.23% |
$526 - $661
|
2.6K
$322K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6+ 0.09% |
$526 - $661
|
6.41K
$794K
|
|
|
Feb 13, 2024
Q4 2023
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
6+ 0.21% |
$526 - $661
|
2.86K
$354K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
5+ 0.35% |
$438 - $551
|
1.43K
$177K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
5+ 0.23% |
$438 - $551
|
2.17K
$269K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
5+ 0.06% |
$438 - $551
|
7.85K
$973K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
5+ 0.85% |
$438 - $551
|
596
$73.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
5+ 0.09% |
$438 - $551
|
5.4K
$669K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
4+ 0.17% |
$350 - $440
|
2.31K
$286K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
4+ 0.17% |
$350 - $440
|
2.31K
$286K
|