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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-699- 19.0% |
$61.2K - $77K
|
2.98K
$369K
|
|
|
Jan 18, 2024
Q4 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-704- 12.03% |
$61.7K - $77.5K
|
5.15K
$638K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-704- 5.8% |
$61.7K - $77.5K
|
11.4K
$1.42M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-707- 0.35% |
$61.9K - $77.8K
|
202K
$25M
|
|
|
Mar 04, 2024
Q4 2023
|
Congress Asset Management CO
|
SELL
|
- |
-722- 2.47% |
$63.3K - $79.5K
|
28.5K
$3.54M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-723- 3.36% |
$63.3K - $79.6K
|
20.8K
$2.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-723- 9.33% |
$63.3K - $79.6K
|
7.03K
$871K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-726- 66.24% |
$63.6K - $79.9K
|
370
$45.9K
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-728- 11.87% |
$63.8K - $80.2K
|
5.41K
$670K
|
|
|
Jan 23, 2024
Q4 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-729- 7.11% |
$63.9K - $80.3K
|
9.52K
$1.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-734- 33.24% |
$64.3K - $80.8K
|
1.47K
$183K
|
|
|
Mar 19, 2024
Q4 2023
|
Financial Life Advisors
|
SELL
|
- |
-741- 17.62% |
$64.9K - $81.6K
|
3.47K
$429K
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-746- 18.88% |
$65.4K - $82.1K
|
3.21K
$397K
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-747- 1.12% |
$65.4K - $82.3K
|
66.1K
$8.19M
|
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-753- 7.45% |
$66K - $82.9K
|
9.36K
$1.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-765- 3.92% |
$67K - $84.2K
|
18.8K
$2.33M
|
|
|
Jan 09, 2024
Q4 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-768- 2.66% |
$67.3K - $84.6K
|
28.1K
$3.48M
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-769- 0.73% |
$67.4K - $84.7K
|
105K
$13M
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-782- 17.21% |
$68.5K - $86.1K
|
3.76K
$466K
|
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
SELL
|
- |
-784- 0.72% |
$68.7K - $86.3K
|
108K
$13.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-802- 5.15% |
$70.3K - $88.3K
|
14.8K
$1.83M
|
|
|
Feb 07, 2024
Q4 2023
|
Ltg Capital LLC
|
SELL
|
- |
-803- 0.71% |
$70.4K - $88.4K
|
113K
$14M
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
SELL
|
- |
-817- 1.97% |
$71.6K - $90K
|
40.6K
$5.03M
|
|
|
Jan 19, 2024
Q4 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-820- 13.91% |
$71.8K - $90.3K
|
5.07K
$629K
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-824- 0.23% |
$72.2K - $90.7K
|
364K
$45.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-827- 0.87% |
$72.5K - $91.1K
|
94K
$11.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-828- 0.59% |
$72.5K - $91.2K
|
140K
$17.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-865- 28.95% |
$75.8K - $95.2K
|
2.12K
$263K
|
|
|
Feb 02, 2024
Q4 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-868- 40.35% |
$76K - $95.6K
|
1.28K
$159K
|
|
|
Jan 23, 2024
Q4 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-873- 20.43% |
$76.5K - $96.1K
|
3.4K
$421K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-873- 7.4% |
$76.5K - $96.1K
|
10.9K
$1.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
SELL
|
- |
-889- 12.12% |
$77.9K - $97.9K
|
6.45K
$799K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-892- 1.82% |
$78.1K - $98.2K
|
48.2K
$5.98M
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-897- 28.59% |
$78.6K - $98.8K
|
2.24K
$278K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-899- 27.81% |
$78.8K - $99K
|
2.33K
$289K
|
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
SELL
|
- |
-905- 23.51% |
$79.3K - $99.6K
|
2.94K
$365K
|
|
|
Jan 30, 2024
Q4 2023
|
Mtc Wealth Management LLC
|
SELL
|
- |
-917- 0.77% |
$80.3K - $101K
|
118K
$14.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-924- 4.2% |
$81K - $102K
|
21.1K
$2.61M
|
|
|
Jan 19, 2024
Q4 2023
|
Next Capital Management LLC
|
SELL
|
- |
-926- 3.13% |
$81.1K - $102K
|
28.6K
$3.55M
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-927- 8.67% |
$81.2K - $102K
|
9.76K
$1.21M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-935- 4.12% |
$81.9K - $103K
|
21.8K
$2.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-948- 17.26% |
$83.1K - $104K
|
4.55K
$563K
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-954- 0.42% |
$83.6K - $105K
|
227K
$28.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-968- 3.89% |
$84.8K - $107K
|
23.9K
$2.96M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-974- 0.45% |
$85.3K - $107K
|
214K
$26.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-974- 17.03% |
$85.3K - $107K
|
4.74K
$588K
|
|
|
Feb 14, 2024
Q4 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-980- 3.68% |
$85.9K - $108K
|
25.6K
$3.18M
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-981- 2.14% |
$85.9K - $108K
|
44.9K
$5.56M
|
|
|
Jan 09, 2024
Q4 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-982- 3.54% |
$86K - $108K
|
26.7K
$3.31M
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
SELL
|
- |
-991- 24.35% |
$86.8K - $109K
|
3.08K
$382K
|