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 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-312- 65.96% |
$27.3K - $34.4K
|
161
$20K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-312- 0.88% |
$27.3K - $34.4K
|
35.2K
$4.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Smart Money Group LLC
|
SELL
|
- |
-312- 8.08% |
$27.3K - $34.4K
|
3.55K
$440K
|
|
|
Jan 26, 2024
Q4 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-313- 1.64% |
$27.4K - $34.5K
|
18.7K
$2.32M
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-313- 4.73% |
$27.4K - $34.5K
|
6.3K
$781K
|
|
|
Jan 31, 2024
Q4 2023
|
Ade, LLC
|
SELL
|
- |
-317- 3.33% |
$27.8K - $34.9K
|
9.2K
$1.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-318- 11.49% |
$27.9K - $35K
|
2.45K
$304K
|
|
|
Feb 16, 2024
Q4 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-321- 7.16% |
$28.1K - $35.3K
|
4.16K
$516K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-323- 9.52% |
$28.3K - $35.6K
|
3.07K
$381K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-325- 4.06% |
$28.5K - $35.8K
|
7.69K
$953K
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-326- 8.72% |
$28.6K - $35.9K
|
3.41K
$423K
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-329- 5.31% |
$28.8K - $36.2K
|
5.87K
$727K
|
|
|
Jan 10, 2024
Q4 2023
|
Leverty Financial Group, LLC
|
SELL
|
- |
-332- 2.53% |
$29.1K - $36.6K
|
12.8K
$1.59M
|
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
SELL
|
- |
-335- 7.7% |
$29.3K - $36.9K
|
4.02K
$498K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
SELL
|
- |
-340- 6.82% |
$29.8K - $37.4K
|
4.64K
$575K
|
|
|
Feb 09, 2024
Q4 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-342- 1.2% |
$30K - $37.7K
|
28.2K
$3.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-347- 0.52% |
$30.4K - $38.2K
|
67K
$8.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-352- 0.83% |
$30.8K - $38.8K
|
42K
$5.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-356- 3.21% |
$31.2K - $39.2K
|
10.7K
$1.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-360- 0.74% |
$31.5K - $39.6K
|
48K
$5.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-361- 9.29% |
$31.6K - $39.7K
|
3.52K
$437K
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-373- 0.33% |
$32.7K - $41.1K
|
111K
$13.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-374- 0.58% |
$32.8K - $41.2K
|
63.9K
$7.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-384- 5.39% |
$33.6K - $42.3K
|
6.74K
$836K
|
|
|
Feb 14, 2024
Q4 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-384- 16.48% |
$33.6K - $42.3K
|
1.95K
$241K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-389- 6.57% |
$34.1K - $42.8K
|
5.54K
$686K
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-392- 1.29% |
$34.3K - $43.2K
|
29.9K
$3.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-392- 7.28% |
$34.3K - $43.2K
|
5K
$619K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-394- 0.47% |
$34.5K - $43.4K
|
83.1K
$10.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-399- 0.49% |
$35K - $43.9K
|
80.5K
$9.98M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-400- 0.81% |
$35K - $44K
|
48.7K
$6.04M
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-402- 9.53% |
$35.2K - $44.3K
|
3.82K
$473K
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-403- 1.32% |
$35.3K - $44.4K
|
30.1K
$3.73M
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
SELL
|
- |
-406- 1.62% |
$35.6K - $44.7K
|
24.7K
$3.06M
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-424- 2.53% |
$37.1K - $46.7K
|
16.3K
$2.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-429- 2.75% |
$37.6K - $47.2K
|
15.2K
$1.88M
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-431- 9.78% |
$37.8K - $47.5K
|
3.97K
$492K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-432- 6.94% |
$37.8K - $47.6K
|
5.79K
$718K
|
|
|
Jan 24, 2024
Q4 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-434- 10.77% |
$38K - $47.8K
|
3.6K
$446K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
SELL
|
- |
-435- 0.84% |
$38.1K - $47.9K
|
51.5K
$6.38M
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-445- 1.09% |
$39K - $49K
|
40.5K
$5.02M
|
|
|
Jan 24, 2024
Q4 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-448- 18.93% |
$39.2K - $49.3K
|
1.92K
$238K
|
|
|
Feb 12, 2024
Q4 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-448- 12.18% |
$39.2K - $49.3K
|
3.23K
$400K
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-449- 0.23% |
$39.3K - $49.4K
|
191K
$23.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-450- 9.67% |
$39.4K - $49.5K
|
4.2K
$521K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-459- 5.82% |
$40.2K - $50.5K
|
7.43K
$921K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-461- 9.62% |
$40.4K - $50.8K
|
4.33K
$537K
|
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-462- 0.12% |
$40.5K - $50.9K
|
396K
$49.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-463- 0.76% |
$40.6K - $51K
|
60.7K
$7.52M
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-469- 2.7% |
$41.1K - $51.6K
|
16.9K
$2.1M
|