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 |
|---|---|---|---|---|---|---|---|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-472- 27.54% |
$41.4K - $52K
|
1.24K
$154K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-473- 10.68% |
$41.4K - $52.1K
|
3.95K
$490K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-473- 8.44% |
$41.4K - $52.1K
|
5.13K
$636K
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-480- 20.13% |
$42.1K - $52.9K
|
1.9K
$236K
|
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-488- 2.22% |
$42.8K - $53.7K
|
21.5K
$2.67M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-491- 1.15% |
$43K - $54.1K
|
42.2K
$5.23M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-492- 3.59% |
$43.1K - $54.2K
|
13.2K
$1.64M
|
|
|
Jan 05, 2024
Q4 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-498- 13.72% |
$43.6K - $54.8K
|
3.13K
$388K
|
|
|
Jan 22, 2024
Q4 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-506- 7.94% |
$44.3K - $55.7K
|
5.87K
$727K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-527- 7.14% |
$46.2K - $58K
|
6.85K
$849K
|
|
|
Feb 13, 2024
Q4 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-528- 2.21% |
$46.3K - $58.1K
|
23.4K
$2.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-529- 3.85% |
$46.3K - $58.2K
|
13.2K
$1.64M
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-532- 0.32% |
$46.6K - $58.6K
|
163K
$20.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-533- 1.16% |
$46.7K - $58.7K
|
45.4K
$5.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-535- 15.48% |
$46.9K - $58.9K
|
2.92K
$362K
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-540- 8.37% |
$47.3K - $59.5K
|
5.91K
$733K
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-543- 8.05% |
$47.6K - $59.8K
|
6.21K
$769K
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-544- 10.22% |
$47.7K - $59.9K
|
4.78K
$592K
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-544- 10.22% |
$47.7K - $59.9K
|
4.78K
$592K
|
|
|
Jan 25, 2024
Q4 2023
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-548- 0.47% |
$48K - $60.3K
|
116K
$14.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-560- 4.1% |
$49.1K - $61.7K
|
13.1K
$1.62M
|
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-574- 2.39% |
$50.3K - $63.2K
|
23.5K
$2.91M
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-576- 5.13% |
$50.5K - $63.4K
|
10.6K
$1.32M
|
|
|
Jan 25, 2024
Q4 2023
|
Peoples Bank
|
SELL
|
- |
-581- 1.06% |
$50.9K - $64K
|
54.2K
$6.71M
|
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-583- 5.23% |
$51.1K - $64.2K
|
10.6K
$1.31M
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-586- 3.0% |
$51.3K - $64.5K
|
18.9K
$2.35M
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-600- 1.06% |
$52.6K - $66.1K
|
56.2K
$6.97M
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-600- 4.97% |
$52.6K - $66.1K
|
11.5K
$1.42M
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-605- 2.22% |
$53K - $66.6K
|
26.7K
$3.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-608- 4.73% |
$53.3K - $66.9K
|
12.2K
$1.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-612- 1.57% |
$53.6K - $67.4K
|
38.5K
$4.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-616- 14.39% |
$54K - $67.8K
|
3.66K
$454K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-619- 6.32% |
$54.2K - $68.2K
|
9.18K
$1.14M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-620- 3.33% |
$54.3K - $68.3K
|
18K
$2.23M
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-620- 10.17% |
$54.3K - $68.3K
|
5.48K
$679K
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-640- 1.79% |
$56.1K - $70.5K
|
35.2K
$4.36M
|
|
|
Jan 22, 2024
Q4 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-649- 1.51% |
$56.9K - $71.5K
|
42.4K
$5.26M
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-655- 2.11% |
$57.4K - $72.1K
|
30.3K
$3.76M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-659- 1.02% |
$57.7K - $72.6K
|
63.9K
$7.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-662- 3.09% |
$58K - $72.9K
|
20.8K
$2.57M
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-663- 1.36% |
$58.1K - $73K
|
48.1K
$5.97M
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-664- 12.96% |
$58.2K - $73.1K
|
4.46K
$553K
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-665- 19.74% |
$58.3K - $73.2K
|
2.7K
$335K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-666- 26.09% |
$58.3K - $73.3K
|
1.89K
$234K
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
SELL
|
- |
-668- 7.44% |
$58.5K - $73.6K
|
8.31K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-671- 10.05% |
$58.8K - $73.9K
|
6K
$744K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-672- 14.6% |
$58.9K - $74K
|
3.93K
$487K
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-674- 7.67% |
$59K - $74.2K
|
8.11K
$1.01M
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-689- 1.98% |
$60.4K - $75.9K
|
34.1K
$4.22M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-689- 1.98% |
$60.4K - $75.9K
|
34.1K
$4.22M
|