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 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.57K- 3.97% |
$225K - $283K
|
62.1K
$6.94M
|
|
|
Jan 31, 2024
Q4 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-2.63K- 24.33% |
$230K - $290K
|
8.18K
$914K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-2.66K- 0.8% |
$233K - $293K
|
328K
$36.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-2.68K- 53.3% |
$235K - $296K
|
2.35K
$263K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.69K- 3.27% |
$236K - $296K
|
79.7K
$8.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-2.78K- 11.93% |
$243K - $306K
|
20.5K
$2.29M
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-2.78K- 19.08% |
$244K - $306K
|
11.8K
$1.32M
|
|
|
Jun 25, 2024
Q4 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-2.78K- 20.66% |
$244K - $306K
|
10.7K
$1.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.8K- 6.11% |
$245K - $308K
|
43K
$4.81M
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-2.81K- 22.06% |
$246K - $309K
|
9.91K
$1.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-2.81K- 28.86% |
$246K - $310K
|
6.93K
$774K
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-2.83K- 38.97% |
$248K - $311K
|
4.43K
$494K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.83K- 3.84% |
$248K - $312K
|
70.9K
$7.92M
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-2.84K- 6.62% |
$249K - $313K
|
40.1K
$4.48M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-2.89K- 16.39% |
$253K - $318K
|
14.7K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-2.89K- 10.87% |
$253K - $318K
|
23.7K
$2.65M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3K- 2.87% |
$263K - $330K
|
102K
$11.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-3.01K- 40.67% |
$263K - $331K
|
4.39K
$490K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.01K- 0.43% |
$264K - $332K
|
700K
$78.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-3.05K- 3.53% |
$268K - $336K
|
83.5K
$9.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-3.07K- 19.71% |
$269K - $337K
|
12.5K
$1.39M
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-3.07K- 0.53% |
$269K - $338K
|
576K
$64.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-3.1K- 8.97% |
$271K - $341K
|
31.4K
$3.51M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.15K- 2.43% |
$276K - $347K
|
126K
$14.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
SELL
|
- |
-3.17K- 12.97% |
$278K - $349K
|
21.3K
$2.38M
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-3.21K- 11.36% |
$281K - $353K
|
25K
$2.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.21K- 46.06% |
$281K - $354K
|
3.76K
$420K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.27K- 7.26% |
$286K - $360K
|
41.7K
$4.66M
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-3.27K- 2.5% |
$286K - $360K
|
127K
$14.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-3.3K- 7.37% |
$289K - $363K
|
41.5K
$4.63M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.31K- 0.67% |
$290K - $364K
|
493K
$55.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-3.33K- 1.46% |
$292K - $367K
|
225K
$25.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-3.35K- 39.85% |
$294K - $369K
|
5.06K
$565K
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-3.39K- 13.27% |
$297K - $373K
|
22.1K
$2.47M
|
|
|
Feb 05, 2024
Q4 2023
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-3.4K- 29.05% |
$298K - $374K
|
8.3K
$927K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-3.42K- 1.64% |
$300K - $377K
|
205K
$22.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-3.45K- 2.8% |
$303K - $380K
|
120K
$13.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-3.47K- 4.33% |
$304K - $382K
|
76.5K
$8.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-3.53K- 51.96% |
$310K - $389K
|
3.27K
$365K
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-3.56K- 3.78% |
$312K - $392K
|
90.7K
$10.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.64K- 8.99% |
$319K - $401K
|
36.8K
$4.11M
|
|
|
Feb 02, 2024
Q4 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-3.64K- 13.61% |
$319K - $401K
|
23.1K
$2.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-3.7K- 1.2% |
$324K - $408K
|
306K
$34.1M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.74K- 26.79% |
$327K - $411K
|
10.2K
$1.14M
|
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-3.74K- 5.82% |
$328K - $412K
|
60.5K
$6.76M
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-3.77K- 14.89% |
$330K - $415K
|
21.5K
$2.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-3.83K- 44.56% |
$336K - $422K
|
4.77K
$533K
|
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-3.85K- 44.79% |
$337K - $424K
|
4.75K
$530K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.91K- 5.58% |
$343K - $431K
|
66.2K
$7.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-3.95K- 20.41% |
$346K - $435K
|
15.4K
$1.72M
|