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
|
South State Corp
|
SELL
|
- |
-253- 2.95% |
$22.2K - $27.9K
|
8.32K
$923K
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-254- 1.09% |
$22.3K - $28K
|
23.1K
$2.56M
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-256- 8.82% |
$22.4K - $28.2K
|
2.65K
$293K
|
|
|
Feb 01, 2024
Q4 2023
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-259- 2.65% |
$22.7K - $28.5K
|
9.5K
$1.05M
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-260- 6.55% |
$22.8K - $28.6K
|
3.71K
$412K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-260- 3.98% |
$22.8K - $28.6K
|
6.27K
$695K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-260- 13.56% |
$22.8K - $28.6K
|
1.66K
$184K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-265- 4.71% |
$23.2K - $29.2K
|
5.36K
$595K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-265- 45.38% |
$23.2K - $29.2K
|
319
$35.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-270- 10.74% |
$23.7K - $29.7K
|
2.24K
$249K
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-270- 5.15% |
$23.7K - $29.7K
|
4.97K
$552K
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-270- 0.71% |
$23.7K - $29.7K
|
37.7K
$4.18M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-272- 5.3% |
$23.8K - $29.9K
|
4.86K
$540K
|
|
|
Jan 09, 2024
Q4 2023
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-273- 1.17% |
$23.9K - $30.1K
|
23K
$2.55M
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
SELL
|
- |
-274- 0.75% |
$24K - $30.2K
|
36.1K
$4M
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-275- 4.09% |
$24.1K - $30.3K
|
6.45K
$716K
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-276- 3.99% |
$24.2K - $30.4K
|
6.64K
$737K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-279- 0.38% |
$24.4K - $30.7K
|
72.7K
$8.07M
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-284- 0.22% |
$24.9K - $31.3K
|
127K
$14.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-286- 1.11% |
$25.1K - $31.5K
|
25.6K
$2.84M
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-287- 2.82% |
$25.1K - $31.6K
|
9.88K
$1.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-287- 0.96% |
$25.1K - $31.6K
|
29.7K
$3.29M
|
|
|
Jan 17, 2024
Q4 2023
|
Ddd Partners, LLC
|
SELL
|
- |
-290- 8.93% |
$25.4K - $31.9K
|
2.96K
$328K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-303- 51.88% |
$26.5K - $33.4K
|
281
$31.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-303- 7.44% |
$26.5K - $33.4K
|
3.77K
$418K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-303- 3.33% |
$26.5K - $33.4K
|
8.81K
$977K
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-305- 12.1% |
$26.7K - $33.6K
|
2.22K
$246K
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-305- 2.55% |
$26.7K - $33.6K
|
11.6K
$1.29M
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-306- 1.74% |
$26.8K - $33.7K
|
17.3K
$1.92M
|
|
|
Feb 08, 2024
Q4 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-308- 5.64% |
$27K - $33.9K
|
5.15K
$572K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-312- 65.96% |
$27.3K - $34.4K
|
161
$17.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-312- 0.88% |
$27.3K - $34.4K
|
35.2K
$3.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Smart Money Group LLC
|
SELL
|
- |
-312- 8.08% |
$27.3K - $34.4K
|
3.55K
$394K
|
|
|
Jan 26, 2024
Q4 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-313- 1.64% |
$27.4K - $34.5K
|
18.7K
$2.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-313- 4.73% |
$27.4K - $34.5K
|
6.3K
$699K
|
|
|
Jan 31, 2024
Q4 2023
|
Ade, LLC
|
SELL
|
- |
-317- 3.33% |
$27.8K - $34.9K
|
9.2K
$1.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-318- 11.49% |
$27.9K - $35K
|
2.45K
$272K
|
|
|
Feb 16, 2024
Q4 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-321- 7.16% |
$28.1K - $35.3K
|
4.16K
$462K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-323- 9.52% |
$28.3K - $35.6K
|
3.07K
$341K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-325- 4.06% |
$28.5K - $35.8K
|
7.69K
$853K
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-326- 8.72% |
$28.6K - $35.9K
|
3.41K
$379K
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-329- 5.31% |
$28.8K - $36.2K
|
5.87K
$651K
|
|
|
Jan 10, 2024
Q4 2023
|
Leverty Financial Group, LLC
|
SELL
|
- |
-332- 2.53% |
$29.1K - $36.6K
|
12.8K
$1.42M
|
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
SELL
|
- |
-335- 7.7% |
$29.3K - $36.9K
|
4.02K
$446K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
SELL
|
- |
-340- 6.82% |
$29.8K - $37.4K
|
4.64K
$515K
|
|
|
Feb 09, 2024
Q4 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-342- 1.2% |
$30K - $37.7K
|
28.2K
$3.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-347- 0.52% |
$30.4K - $38.2K
|
67K
$7.43M
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-352- 0.83% |
$30.8K - $38.8K
|
42K
$4.66M
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-356- 3.21% |
$31.2K - $39.2K
|
10.7K
$1.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-360- 0.74% |
$31.5K - $39.6K
|
48K
$5.33M
|