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
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-59- 0.62% |
$5.17K - $6.5K
|
9.44K
$1.17M
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-59- 1.3% |
$5.17K - $6.5K
|
4.48K
$556K
|
|
|
Jan 19, 2024
Q4 2023
|
Nova R Wealth, Inc.
|
SELL
|
- |
-60- 0.58% |
$5.26K - $6.61K
|
10.3K
$1.28M
|
|
|
Jan 18, 2024
Q4 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-62- 0.61% |
$5.43K - $6.83K
|
10K
$1.24M
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-63- 0.19% |
$5.52K - $6.94K
|
32.3K
$4M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-64- 2.18% |
$5.61K - $7.05K
|
2.87K
$355K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-66- 0.67% |
$5.78K - $7.27K
|
9.81K
$1.22M
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-67- 0.4% |
$5.87K - $7.38K
|
16.7K
$2.07M
|
|
|
Jan 30, 2024
Q4 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-69- 13.07% |
$6.05K - $7.6K
|
459
$56.9K
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-70- 0.9% |
$6.13K - $7.71K
|
7.73K
$958K
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-70- 0.2% |
$6.13K - $7.71K
|
35.3K
$4.38M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-72- 2.45% |
$6.31K - $7.93K
|
2.87K
$355K
|
|
|
Jan 17, 2024
Q4 2023
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-74- 0.31% |
$6.48K - $8.15K
|
23.9K
$2.96M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-74- 0.34% |
$6.48K - $8.15K
|
21.7K
$2.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
SELL
|
- |
-79- 0.82% |
$6.92K - $8.7K
|
9.52K
$1.18M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-80- 5.34% |
$7.01K - $8.81K
|
1.42K
$176K
|
|
|
Feb 05, 2024
Q4 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-81- 1.8% |
$7.1K - $8.92K
|
4.42K
$548K
|
|
|
Jan 11, 2024
Q4 2023
|
Epiq Partners, LLC
|
SELL
|
- |
-82- 2.85% |
$7.18K - $9.03K
|
2.8K
$347K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-82- 0.73% |
$7.18K - $9.03K
|
11.2K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-82- 1.3% |
$7.18K - $9.03K
|
6.22K
$770K
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
SELL
|
- |
-90- 1.45% |
$7.88K - $9.91K
|
6.12K
$759K
|
|
|
Jan 23, 2024
Q4 2023
|
First Bancorp, Inc
|
SELL
|
- |
-91- 1.14% |
$7.97K - $10K
|
7.88K
$976K
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-91- 0.41% |
$7.97K - $10K
|
22K
$2.72M
|
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-92- 3.26% |
$8.06K - $10.1K
|
2.73K
$338K
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
SELL
|
- |
-93- 3.15% |
$8.15K - $10.2K
|
2.86K
$355K
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-96- 4.21% |
$8.41K - $10.6K
|
2.19K
$271K
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
SELL
|
- |
-99- 48.29% |
$8.67K - $10.9K
|
106
$13.1K
|
|
|
Jan 03, 2024
Q4 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-100- 1.94% |
$8.76K - $11K
|
5.05K
$625K
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-100- 2.94% |
$8.76K - $11K
|
3.3K
$409K
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-100- 2.36% |
$8.76K - $11K
|
4.14K
$512K
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-102- 1.62% |
$8.94K - $11.2K
|
6.2K
$768K
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-104- 1.31% |
$9.11K - $11.5K
|
7.83K
$971K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-106- 2.3% |
$9.29K - $11.7K
|
4.5K
$558K
|
|
|
Feb 14, 2024
Q4 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-106- 3.42% |
$9.29K - $11.7K
|
3K
$371K
|
|
|
Jan 19, 2024
Q4 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-108- 2.15% |
$9.46K - $11.9K
|
4.92K
$609K
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-108- 4.89% |
$9.46K - $11.9K
|
2.1K
$261K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-110- 2.03% |
$9.64K - $12.1K
|
5.3K
$657K
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-111- 0.17% |
$9.72K - $12.2K
|
64K
$7.94M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-113- 3.01% |
$9.9K - $12.4K
|
3.64K
$451K
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-114- 0.61% |
$9.99K - $12.6K
|
18.5K
$2.29M
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-115- 2.57% |
$10.1K - $12.7K
|
4.36K
$541K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Ozk
|
SELL
|
- |
-116- 1.13% |
$10.2K - $12.8K
|
10.2K
$1.26M
|
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-120- 0.1% |
$10.5K - $13.2K
|
126K
$15.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-121- 3.64% |
$10.6K - $13.3K
|
3.2K
$397K
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-122- 2.81% |
$10.7K - $13.4K
|
4.22K
$523K
|
|
|
Jan 24, 2024
Q4 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-124- 0.95% |
$10.9K - $13.7K
|
12.9K
$1.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
SELL
|
- |
-125- 4.23% |
$11K - $13.8K
|
2.83K
$350K
|
|
|
Feb 14, 2024
Q4 2023
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-125- 3.14% |
$11K - $13.8K
|
3.86K
$479K
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-127- 1.21% |
$11.1K - $14K
|
10.4K
$1.29M
|
|
|
Jan 29, 2024
Q4 2023
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-127- 2.63% |
$11.1K - $14K
|
4.69K
$582K
|