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 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-128- 4.95% |
$11.2K - $14.1K
|
2.46K
$305K
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-129- 0.13% |
$11.3K - $14.2K
|
99.9K
$12.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-130- 31.71% |
$11.4K - $14.3K
|
280
$34.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-131- 0.71% |
$11.5K - $14.4K
|
18.3K
$2.27M
|
|
|
Jan 10, 2024
Q4 2023
|
Avondale Wealth Management
|
SELL
|
- |
-134- 4.47% |
$11.7K - $14.8K
|
2.86K
$355K
|
|
|
Jan 23, 2024
Q4 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-134- 3.62% |
$11.7K - $14.8K
|
3.56K
$442K
|
|
|
Feb 09, 2024
Q4 2023
|
Kraft Asset Management, LLC
|
SELL
|
- |
-135- 1.69% |
$11.8K - $14.9K
|
7.83K
$971K
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-136- 60.99% |
$11.9K - $15K
|
87
$10.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-137- 6.05% |
$12K - $15.1K
|
2.13K
$264K
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
SELL
|
- |
-142- 1.43% |
$12.4K - $15.6K
|
9.77K
$1.21M
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-143- 2.46% |
$12.5K - $15.7K
|
5.68K
$704K
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-147- 6.04% |
$12.9K - $16.2K
|
2.29K
$283K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-148- 3.65% |
$13K - $16.3K
|
3.91K
$484K
|
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-150- 66.67% |
$13.1K - $16.5K
|
75
$9.29K
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-150- 5.45% |
$13.1K - $16.5K
|
2.6K
$322K
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-150- 0.8% |
$13.1K - $16.5K
|
18.6K
$2.31M
|
|
|
Jan 31, 2024
Q4 2023
|
Planning Directions Inc
|
SELL
|
- |
-153- 6.14% |
$13.4K - $16.8K
|
2.34K
$290K
|
|
|
Feb 07, 2024
Q4 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-156- 0.16% |
$13.7K - $17.2K
|
100K
$12.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-161- 3.96% |
$14.1K - $17.7K
|
3.9K
$484K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-162- 0.3% |
$14.2K - $17.8K
|
53.4K
$6.62M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-162- 0.7% |
$14.2K - $17.8K
|
22.9K
$2.83M
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-163- 2.63% |
$14.3K - $17.9K
|
6.03K
$747K
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-163- 2.07% |
$14.3K - $17.9K
|
7.71K
$955K
|
|
|
Jan 19, 2024
Q4 2023
|
Capital City Trust CO
|
SELL
|
- |
-172- 3.82% |
$15.1K - $18.9K
|
4.33K
$536K
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-172- 0.85% |
$15.1K - $18.9K
|
20K
$2.48M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-175- 4.51% |
$15.3K - $19.3K
|
3.71K
$459K
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-175- 0.4% |
$15.3K - $19.3K
|
43.1K
$5.34M
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-175- 13.64% |
$15.3K - $19.3K
|
1.11K
$137K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-175- 13.99% |
$15.3K - $19.3K
|
1.08K
$133K
|
|
|
Jan 29, 2024
Q4 2023
|
Moneywise, Inc.
|
SELL
|
- |
-177- 2.17% |
$15.5K - $19.5K
|
7.99K
$990K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-183- 3.45% |
$16K - $20.2K
|
5.12K
$634K
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-185- 5.98% |
$16.2K - $20.4K
|
2.91K
$360K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-187- 0.64% |
$16.4K - $20.6K
|
29.1K
$3.61M
|
|
|
Feb 13, 2024
Q4 2023
|
United Bank
|
SELL
|
- |
-187- 0.67% |
$16.4K - $20.6K
|
27.7K
$3.44M
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-189- 5.1% |
$16.6K - $20.8K
|
3.52K
$436K
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-189- 5.58% |
$16.6K - $20.8K
|
3.2K
$396K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-193- 0.97% |
$16.9K - $21.3K
|
19.6K
$2.43M
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-193- 0.75% |
$16.9K - $21.3K
|
25.5K
$3.16M
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-194- 5.17% |
$17K - $21.4K
|
3.56K
$441K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-194- 3.51% |
$17K - $21.4K
|
5.34K
$662K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-197- 0.79% |
$17.3K - $21.7K
|
24.8K
$3.08M
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-199- 8.02% |
$17.4K - $21.9K
|
2.28K
$283K
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-200- 1.04% |
$17.5K - $22K
|
19.1K
$2.36M
|
|
|
Jan 12, 2024
Q4 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-200- 3.11% |
$17.5K - $22K
|
6.22K
$771K
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-200- 3.53% |
$17.5K - $22K
|
5.47K
$677K
|
|
|
Feb 14, 2024
Q4 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-200- 5.32% |
$17.5K - $22K
|
3.56K
$441K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-207- 3.21% |
$18.1K - $22.8K
|
6.24K
$773K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-212- 5.29% |
$18.6K - $23.3K
|
3.8K
$471K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-214- 5.06% |
$18.7K - $23.6K
|
4.02K
$498K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-216- 8.05% |
$18.9K - $23.8K
|
2.47K
$306K
|