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 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-17- 0.12% |
$1.49K - $1.87K
|
13.7K
$1.69M
|
|
|
Jan 18, 2024
Q4 2023
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-18- 0.13% |
$1.58K - $1.98K
|
14.4K
$1.78M
|
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-18- 0.29% |
$1.58K - $1.98K
|
6.19K
$767K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-19- 0.02% |
$1.66K - $2.09K
|
95.3K
$11.8M
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-20- 0.31% |
$1.75K - $2.2K
|
6.44K
$798K
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-21- 21.0% |
$1.84K - $2.31K
|
79
$9.79K
|
|
|
Feb 05, 2024
Q4 2023
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-21- 0.71% |
$1.84K - $2.31K
|
2.93K
$362K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-22- 1.28% |
$1.93K - $2.42K
|
1.7K
$211K
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
SELL
|
- |
-23- 0.98% |
$2.02K - $2.53K
|
2.34K
$289K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-24- 4.56% |
$2.1K - $2.64K
|
502
$62.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-24- 9.13% |
$2.1K - $2.64K
|
239
$29.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-25- 0.17% |
$2.19K - $2.75K
|
15.1K
$1.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-25- 0.12% |
$2.19K - $2.75K
|
21K
$2.61M
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-26- 0.63% |
$2.28K - $2.86K
|
4.09K
$506K
|
|
|
Jan 05, 2024
Q4 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-27- 0.08% |
$2.37K - $2.97K
|
35.5K
$4.39M
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-27- 0.25% |
$2.37K - $2.97K
|
10.8K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-27- 25.0% |
$2.37K - $2.97K
|
81
$10K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-29- 0.7% |
$2.54K - $3.19K
|
4.1K
$509K
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-30- 0.09% |
$2.63K - $3.3K
|
31.9K
$3.96M
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
SELL
|
- |
-30- 0.47% |
$2.63K - $3.3K
|
6.31K
$782K
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-31- 0.93% |
$2.72K - $3.41K
|
3.31K
$411K
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-31- 0.35% |
$2.72K - $3.41K
|
8.89K
$1.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-31- 0.18% |
$2.72K - $3.41K
|
16.7K
$2.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-32- 0.05% |
$2.8K - $3.52K
|
70.5K
$8.73M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-33- 0.88% |
$2.89K - $3.63K
|
3.7K
$459K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-33- 0.88% |
$2.89K - $3.63K
|
3.7K
$459K
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-34- 0.29% |
$2.98K - $3.74K
|
11.6K
$1.43M
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-34- 0.07% |
$2.98K - $3.74K
|
45.9K
$5.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-34- 1.59% |
$2.98K - $3.74K
|
2.1K
$260K
|
|
|
Feb 14, 2024
Q4 2023
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-35- 1.49% |
$3.07K - $3.85K
|
2.32K
$287K
|
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-38- 0.74% |
$3.33K - $4.18K
|
5.08K
$630K
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-38- 1.02% |
$3.33K - $4.18K
|
3.7K
$458K
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-40- 1.21% |
$3.5K - $4.4K
|
3.27K
$405K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-41- 0.68% |
$3.59K - $4.51K
|
6.03K
$747K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
SELL
|
- |
-41- 0.9% |
$3.59K - $4.51K
|
4.5K
$558K
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-42- 5.72% |
$3.68K - $4.62K
|
692
$85.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-44- 35.48% |
$3.85K - $4.84K
|
80
$9.91K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-44- 18.41% |
$3.85K - $4.84K
|
195
$24.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-45- 1.87% |
$3.94K - $4.95K
|
2.36K
$293K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-45- 67.16% |
$3.94K - $4.95K
|
22
$2.73K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-47- 59.49% |
$4.12K - $5.18K
|
32
$3.97K
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-47- 1.7% |
$4.12K - $5.18K
|
2.72K
$337K
|
|
|
Jan 10, 2024
Q4 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-48- 0.46% |
$4.21K - $5.29K
|
10.4K
$1.29M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-50- 2.01% |
$4.38K - $5.51K
|
2.44K
$302K
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-50- 0.33% |
$4.38K - $5.51K
|
15.1K
$1.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-50- 1.99% |
$4.38K - $5.51K
|
2.46K
$305K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-51- 0.64% |
$4.47K - $5.62K
|
7.95K
$985K
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-51- 0.17% |
$4.47K - $5.62K
|
29.9K
$3.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-57- 1.18% |
$4.99K - $6.28K
|
4.76K
$590K
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-58- 1.96% |
$5.08K - $6.39K
|
2.9K
$359K
|