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
|
Professional Financial Advisors, LLC
|
BUY
|
- |
4+ 0.07% |
$350 - $440
|
5.56K
$689K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
4+ 0.82% |
$350 - $440
|
491
$60.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
3+ 0.06% |
$263 - $330
|
4.7K
$582K
|
|
|
Feb 15, 2024
Q4 2023
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
3+ 0.03% |
$263 - $330
|
8.83K
$1.09M
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
3New |
$263 - $330
|
3
$372
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
3+ 0.14% |
$263 - $330
|
2.17K
$269K
|
|
|
Jan 05, 2024
Q4 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
2+ 0.41% |
$175 - $220
|
494
$61.2K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
2+ 0.15% |
$175 - $220
|
1.36K
$168K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.14% |
$175 - $220
|
1.41K
$175K
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2+ 0.05% |
$175 - $220
|
3.66K
$454K
|
|
|
Feb 02, 2024
Q4 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
2+ 0.25% |
$175 - $220
|
816
$101K
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.09% |
$175 - $220
|
2.27K
$282K
|
|
|
Feb 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.02% |
$175 - $220
|
13.3K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.43% |
$87.6 - $110
|
231
$28.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1+ 0.04% |
$87.6 - $110
|
2.58K
$320K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
1+ 0.05% |
$87.6 - $110
|
2.17K
$269K
|
|
|
Jan 16, 2024
Q4 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.01% |
$87.6 - $110
|
7.68K
$951K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 1.52% |
$87.6 - $110
|
67
$8.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
1+ 0.01% |
$87.6 - $110
|
16.1K
$2M
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.88% |
$87.6 - $110
|
114
$14.1K
|
|
|
Feb 28, 2024
Q4 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
1+ 0.34% |
$87.6 - $110
|
299
$37.1K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1+ 1.19% |
$87.6 - $110
|
85
$10.5K
|
|
|
Jan 08, 2024
Q4 2023
|
Woodstock Corp
|
SELL
|
- |
-1- 0.01% |
$87.6 - $110
|
13.8K
$1.71M
|
|
|
Jan 23, 2024
Q4 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-1- -0.0% |
$87.6 - $110
|
21.1K
$2.62M
|
|
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-1- 0.38% |
$87.6 - $110
|
262
$32.5K
|
|
|
Jan 31, 2024
Q4 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-2- 0.03% |
$175 - $220
|
5.86K
$726K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-3- 0.03% |
$263 - $330
|
10K
$1.24M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-3- 0.05% |
$263 - $330
|
6.59K
$817K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-3- 0.79% |
$263 - $330
|
379
$47K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-4- 3.67% |
$350 - $440
|
105
$13K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-4- 0.31% |
$350 - $440
|
1.27K
$158K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-5- 3.31% |
$438 - $551
|
146
$18.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-6- 0.1% |
$526 - $661
|
6.3K
$781K
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-6- 0.21% |
$526 - $661
|
2.81K
$348K
|
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-7- 0.27% |
$613 - $771
|
2.62K
$325K
|
|
|
Feb 06, 2024
Q4 2023
|
Petix & Botte CO
|
SELL
|
- |
-7- 0.25% |
$613 - $771
|
2.81K
$348K
|
|
|
Jan 29, 2024
Q4 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-8- 0.21% |
$701 - $881
|
3.8K
$471K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-8- 0.13% |
$701 - $881
|
5.98K
$741K
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-8- 0.06% |
$701 - $881
|
12.8K
$1.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-9- 0.02% |
$788 - $991
|
53.1K
$6.58M
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-10- 0.54% |
$876 - $1.1K
|
1.84K
$227K
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-10- 0.13% |
$876 - $1.1K
|
7.66K
$950K
|
|
|
Mar 04, 2024
Q4 2023
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-10- 20.0% |
$876 - $1.1K
|
40
$4.96K
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-12- 0.11% |
$1.05K - $1.32K
|
11.2K
$1.39M
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-13- 0.15% |
$1.14K - $1.43K
|
8.92K
$1.1M
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-13- 0.4% |
$1.14K - $1.43K
|
3.26K
$405K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-14- 0.85% |
$1.23K - $1.54K
|
1.63K
$202K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-14- 0.21% |
$1.23K - $1.54K
|
6.59K
$817K
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-15- 10.27% |
$1.31K - $1.65K
|
131
$16.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Ti Trust, Inc
|
SELL
|
- |
-16- 0.45% |
$1.4K - $1.76K
|
3.57K
$443K
|