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
|
James Investment Research Inc
|
SELL
|
- |
-217- 2.0% |
$19K - $23.9K
|
10.6K
$1.31M
|
|
|
Jan 22, 2024
Q4 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-225- 1.29% |
$19.7K - $24.8K
|
17.2K
$2.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-227- 1.41% |
$19.9K - $25K
|
15.9K
$1.97M
|
|
|
Jan 19, 2024
Q4 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-228- 1.08% |
$20K - $25.1K
|
21K
$2.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-229- 0.83% |
$20.1K - $25.2K
|
27.4K
$3.4M
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
SELL
|
- |
-230- 2.89% |
$20.2K - $25.3K
|
7.72K
$956K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-230- 9.32% |
$20.2K - $25.3K
|
2.24K
$277K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-231- 7.71% |
$20.2K - $25.4K
|
2.76K
$343K
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-234- 1.14% |
$20.5K - $25.8K
|
20.3K
$2.52M
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-236- 2.08% |
$20.7K - $26K
|
11.1K
$1.38M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-238- 0.07% |
$20.9K - $26.2K
|
331K
$41.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-238- 0.07% |
$20.9K - $26.2K
|
331K
$41.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-239- 2.49% |
$20.9K - $26.3K
|
9.37K
$1.16M
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-241- 1.23% |
$21.1K - $26.5K
|
19.3K
$2.39M
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-242- 4.07% |
$21.2K - $26.6K
|
5.7K
$706K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-245- 15.96% |
$21.5K - $27K
|
1.29K
$160K
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-245- 0.05% |
$21.5K - $27K
|
468K
$58M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-247- 2.81% |
$21.6K - $27.2K
|
8.56K
$1.06M
|
|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-250- 4.36% |
$21.9K - $27.5K
|
5.49K
$680K
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-252- 1.38% |
$22.1K - $27.7K
|
18K
$2.23M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-253- 2.95% |
$22.2K - $27.9K
|
8.32K
$1.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-254- 1.09% |
$22.3K - $28K
|
23.1K
$2.86M
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-256- 8.82% |
$22.4K - $28.2K
|
2.65K
$328K
|
|
|
Feb 01, 2024
Q4 2023
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-259- 2.65% |
$22.7K - $28.5K
|
9.5K
$1.18M
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-260- 6.55% |
$22.8K - $28.6K
|
3.71K
$460K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-260- 3.98% |
$22.8K - $28.6K
|
6.27K
$777K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-260- 13.56% |
$22.8K - $28.6K
|
1.66K
$205K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-265- 4.71% |
$23.2K - $29.2K
|
5.36K
$665K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-265- 45.38% |
$23.2K - $29.2K
|
319
$39.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-270- 10.74% |
$23.7K - $29.7K
|
2.24K
$278K
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-270- 5.15% |
$23.7K - $29.7K
|
4.97K
$616K
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-270- 0.71% |
$23.7K - $29.7K
|
37.7K
$4.67M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-272- 5.3% |
$23.8K - $29.9K
|
4.86K
$603K
|
|
|
Jan 09, 2024
Q4 2023
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-273- 1.17% |
$23.9K - $30.1K
|
23K
$2.85M
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
SELL
|
- |
-274- 0.75% |
$24K - $30.2K
|
36.1K
$4.47M
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-275- 4.09% |
$24.1K - $30.3K
|
6.45K
$799K
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-276- 3.99% |
$24.2K - $30.4K
|
6.64K
$823K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-279- 0.38% |
$24.4K - $30.7K
|
72.7K
$9.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-284- 0.22% |
$24.9K - $31.3K
|
127K
$15.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-286- 1.11% |
$25.1K - $31.5K
|
25.6K
$3.17M
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-287- 2.82% |
$25.1K - $31.6K
|
9.88K
$1.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-287- 0.96% |
$25.1K - $31.6K
|
29.7K
$3.68M
|
|
|
Jan 17, 2024
Q4 2023
|
Ddd Partners, LLC
|
SELL
|
- |
-290- 8.93% |
$25.4K - $31.9K
|
2.96K
$367K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-303- 51.88% |
$26.5K - $33.4K
|
281
$34.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-303- 7.44% |
$26.5K - $33.4K
|
3.77K
$467K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-303- 3.33% |
$26.5K - $33.4K
|
8.81K
$1.09M
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-305- 12.1% |
$26.7K - $33.6K
|
2.22K
$275K
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-305- 2.55% |
$26.7K - $33.6K
|
11.6K
$1.44M
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-306- 1.74% |
$26.8K - $33.7K
|
17.3K
$2.15M
|
|
|
Feb 08, 2024
Q4 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-308- 5.64% |
$27K - $33.9K
|
5.15K
$639K
|