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 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-897- 28.59% |
$78.6K - $98.8K
|
2.24K
$250K
|
|
|
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
$261K
|
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
SELL
|
- |
-905- 23.51% |
$79.3K - $99.6K
|
2.94K
$329K
|
|
|
Jan 30, 2024
Q4 2023
|
Mtc Wealth Management LLC
|
SELL
|
- |
-917- 0.77% |
$80.3K - $101K
|
118K
$13.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-924- 4.2% |
$81K - $102K
|
21.1K
$2.35M
|
|
|
Jan 19, 2024
Q4 2023
|
Next Capital Management LLC
|
SELL
|
- |
-926- 3.13% |
$81.1K - $102K
|
28.6K
$3.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-927- 8.67% |
$81.2K - $102K
|
9.76K
$1.09M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-935- 4.12% |
$81.9K - $103K
|
21.8K
$2.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-948- 17.26% |
$83.1K - $104K
|
4.55K
$508K
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-954- 0.42% |
$83.6K - $105K
|
227K
$25.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-968- 3.89% |
$84.8K - $107K
|
23.9K
$2.67M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-974- 0.45% |
$85.3K - $107K
|
214K
$23.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-974- 17.03% |
$85.3K - $107K
|
4.74K
$530K
|
|
|
Feb 14, 2024
Q4 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-980- 3.68% |
$85.9K - $108K
|
25.6K
$2.86M
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-981- 2.14% |
$85.9K - $108K
|
44.9K
$5.01M
|
|
|
Jan 09, 2024
Q4 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-982- 3.54% |
$86K - $108K
|
26.7K
$2.99M
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
SELL
|
- |
-991- 24.35% |
$86.8K - $109K
|
3.08K
$344K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-992- 8.34% |
$86.9K - $109K
|
10.9K
$1.22M
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-996- 10.03% |
$87.3K - $110K
|
8.93K
$998K
|
|
|
Dec 19, 2024
Q4 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-998- 2.13% |
$87.4K - $110K
|
45.8K
$5.11M
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.01K- 4.3% |
$88K - $111K
|
22.4K
$2.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.01K- 5.08% |
$88.8K - $112K
|
19K
$2.12M
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.01K- 8.06% |
$88.8K - $112K
|
11.6K
$1.29M
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.02K- 16.96% |
$88.9K - $112K
|
4.97K
$555K
|
|
|
Jan 12, 2024
Q4 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.02K- 2.18% |
$89.1K - $112K
|
45.7K
$5.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-1.02K- 2.16% |
$89.2K - $112K
|
46K
$5.14M
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.02K- 13.17% |
$89.6K - $113K
|
6.74K
$753K
|
|
|
Jan 26, 2024
Q4 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-1.02K- 20.35% |
$89.6K - $113K
|
4K
$447K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.03K- 9.03% |
$90.2K - $113K
|
10.4K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-1.04K- 26.12% |
$90.7K - $114K
|
2.93K
$327K
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.04K- 8.12% |
$90.9K - $114K
|
11.7K
$1.31M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-1.05K- 8.33% |
$91.8K - $115K
|
11.5K
$1.29M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.05K- 0.6% |
$92.1K - $116K
|
175K
$19.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Ellenbecker Investment Group
|
SELL
|
- |
-1.06K- 0.83% |
$92.8K - $117K
|
126K
$14.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-1.06K- 0.51% |
$93K - $117K
|
205K
$22.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.07K- 10.03% |
$93.3K - $117K
|
9.56K
$1.07M
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.07K- 35.18% |
$93.7K - $118K
|
1.97K
$220K
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.09K- 29.71% |
$95.4K - $120K
|
2.58K
$288K
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1.1K- 0.54% |
$96.1K - $121K
|
201K
$22.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.11K- 9.87% |
$96.8K - $122K
|
10.1K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-1.11K- 9.16% |
$97.1K - $122K
|
11K
$1.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.11K- 25.33% |
$97.2K - $122K
|
3.27K
$366K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.11K- 1.45% |
$97.2K - $122K
|
75.5K
$8.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.12K- 1.11% |
$97.8K - $123K
|
99.7K
$11.1M
|
|
|
Apr 01, 2024
Q4 2023
|
Ims Capital Management
|
SELL
|
- |
-1.13K- 13.97% |
$99.3K - $125K
|
6.98K
$780K
|
|
|
Feb 12, 2024
Q4 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-1.14K- 23.22% |
$100K - $126K
|
3.77K
$422K
|
|
|
Jan 04, 2024
Q4 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-1.16K- 64.17% |
$101K - $127K
|
646
$72.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-1.18K- 0.57% |
$104K - $130K
|
207K
$23.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.19K- 0.97% |
$105K - $131K
|
122K
$13.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-1.19K- 20.61% |
$105K - $131K
|
4.6K
$514K
|