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 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
36.2K+ 25.76% |
$3.17M - $3.98M
|
177K
$21.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
35.6K+ 6237.54% |
$3.11M - $3.91M
|
36.1K
$4.48M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
35.1KNew |
$3.07M - $3.86M
|
35.1K
$4.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
34.7KNew |
$3.04M - $3.82M
|
34.7K
$4.3M
|
|
|
Feb 20, 2024
Q4 2023
|
Nepc LLC
Boston, MA |
BUY
|
- |
34.2KNew |
$3M - $3.76M
|
34.2K
$4.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
33.8K+ 56.88% |
$2.96M - $3.73M
|
93.3K
$11.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
33.3K+ 7.49% |
$2.91M - $3.66M
|
477K
$59.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
33.2KNew |
$2.91M - $3.65M
|
33.2K
$4.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
33K+ 253.15% |
$2.89M - $3.63M
|
46K
$5.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
32.8KNew |
$2.87M - $3.61M
|
32.8K
$4.06M
|
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
32.4KNew |
$2.84M - $3.57M
|
32.4K
$4.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
31.7K+ 20.37% |
$2.78M - $3.49M
|
187K
$23.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
31.3K+ 26.28% |
$2.74M - $3.45M
|
150K
$18.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
31KNew |
$2.72M - $3.42M
|
31K
$3.85M
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
31K+ 361.85% |
$2.72M - $3.41M
|
39.6K
$4.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
29.9K+ 710.12% |
$2.62M - $3.29M
|
34.1K
$4.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
29.9K+ 39.04% |
$2.62M - $3.29M
|
106K
$13.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
29K+ 38.43% |
$2.54M - $3.2M
|
105K
$13M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
28.6K+ 6.82% |
$2.5M - $3.15M
|
447K
$55.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
28.1K+ 82.67% |
$2.47M - $3.1M
|
62.2K
$7.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
28.1KNew |
$2.46M - $3.09M
|
28.1K
$3.48M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
27.9K+ 10.28% |
$2.44M - $3.07M
|
299K
$37M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
27.8K+ 82.42% |
$2.43M - $3.06M
|
61.4K
$7.61M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
27.4K+ 6.77% |
$2.4M - $3.02M
|
433K
$53.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
27.1KNew |
$2.37M - $2.98M
|
27.1K
$3.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
26.4KNew |
$2.31M - $2.9M
|
26.4K
$3.27M
|
|
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
26.4K+ 30.91% |
$2.31M - $2.9M
|
112K
$13.8M
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
BUY
|
- |
25.8K+ 4.66% |
$2.26M - $2.84M
|
580K
$71.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
25.7K+ 5.01% |
$2.26M - $2.83M
|
539K
$66.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
25.4KNew |
$2.22M - $2.79M
|
25.4K
$3.15M
|
|
|
Jan 31, 2024
Q4 2023
|
Boyd Wealth Management, LLC
|
BUY
|
- |
25.3K+ 36.09% |
$2.21M - $2.78M
|
95.3K
$11.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
25.3K+ 0.72% |
$2.21M - $2.78M
|
3.55M
$439M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
25.2K+ 2.63% |
$2.21M - $2.78M
|
983K
$122M
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
25.2K+ 5.31% |
$2.21M - $2.78M
|
500K
$62M
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
BUY
|
- |
24.9K+ 6.71% |
$2.18M - $2.75M
|
397K
$49.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
24.9K+ 3.2% |
$2.18M - $2.74M
|
803K
$99.5M
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
BUY
|
- |
24.8K+ 94.43% |
$2.18M - $2.74M
|
51.2K
$6.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
24.8K+ 13.94% |
$2.17M - $2.73M
|
203K
$25.1M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
24.7K+ 53.12% |
$2.16M - $2.72M
|
71.2K
$8.83M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
24.6K+ 9.97% |
$2.16M - $2.71M
|
272K
$33.7M
|
|
|
May 03, 2024
Q4 2023
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
24.4KNew |
$2.14M - $2.69M
|
24.4K
$3.03M
|
|
|
Jan 23, 2024
Q4 2023
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
24.4KNew |
$2.14M - $2.69M
|
24.4K
$3.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
24.1KNew |
$2.11M - $2.65M
|
24.1K
$2.98M
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
24K+ 6.72% |
$2.1M - $2.64M
|
381K
$47.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
23.8K+ 50.82% |
$2.09M - $2.63M
|
70.8K
$8.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
23.6K+ 110.31% |
$2.07M - $2.6M
|
45K
$5.58M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
23.6K+ 3.67% |
$2.07M - $2.6M
|
666K
$82.5M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
23.6KNew |
$2.07M - $2.6M
|
23.6K
$2.92M
|
|
|
Jan 23, 2024
Q4 2023
|
Legacy Wealth Management, Inc
|
BUY
|
- |
23.6K+ 5.71% |
$2.06M - $2.6M
|
436K
$54.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
23.5K+ 6.37% |
$2.06M - $2.59M
|
393K
$48.8M
|