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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-10.3K- 6.75% |
$906K - $1.14M
|
143K
$14.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-10.4K- 23.83% |
$909K - $1.14M
|
33.2K
$3.45M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-10.8K- 2.77% |
$944K - $1.19M
|
379K
$39.4M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-10.8K- 7.68% |
$948K - $1.19M
|
130K
$13.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-11K- 4.29% |
$967K - $1.22M
|
246K
$25.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-11.1K- 9.27% |
$975K - $1.23M
|
109K
$11.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-11.2K- 15.43% |
$984K - $1.24M
|
61.5K
$6.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-11.3K- 8.65% |
$992K - $1.25M
|
120K
$12.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-11.3K- 2.28% |
$994K - $1.25M
|
487K
$50.6M
|
|
|
Feb 13, 2024
Q4 2023
|
360 Financial, Inc.
|
SELL
|
- |
-11.4K- 34.43% |
$994K - $1.25M
|
21.6K
$2.25M
|
|
|
Jan 30, 2024
Q4 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-11.5K- 99.07% |
$1.01M - $1.27M
|
108
$11.2K
|
|
|
Jan 17, 2024
Q4 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-11.5K- 23.39% |
$1.01M - $1.27M
|
37.8K
$3.93M
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-12.5K- 45.79% |
$1.09M - $1.37M
|
14.7K
$1.53M
|
|
|
Jan 22, 2024
Q4 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-12.5K- 81.87% |
$1.09M - $1.37M
|
2.76K
$287K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-12.5K- 1.08% |
$1.1M - $1.38M
|
1.15M
$120M
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-12.7K- 16.44% |
$1.11M - $1.4M
|
64.6K
$6.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-13.2K- 13.42% |
$1.16M - $1.45M
|
85K
$8.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-13.2K- 27.31% |
$1.16M - $1.46M
|
35.2K
$3.66M
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-13.4K- 14.64% |
$1.17M - $1.47M
|
78K
$8.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-13.4K- 80.19% |
$1.18M - $1.48M
|
3.32K
$345K
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-13.5K- 2.66% |
$1.18M - $1.49M
|
495K
$51.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-13.7K- 12.85% |
$1.2M - $1.51M
|
93.1K
$9.68M
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-13.8K- 4.02% |
$1.21M - $1.52M
|
329K
$34.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-14.5K- 58.72% |
$1.27M - $1.59M
|
10.2K
$1.06M
|
|
|
Jan 16, 2024
Q4 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-14.6K- 8.18% |
$1.28M - $1.6M
|
163K
$17M
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-14.7K- 15.42% |
$1.29M - $1.62M
|
80.7K
$8.39M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-14.8K- 15.66% |
$1.29M - $1.63M
|
79.5K
$8.27M
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-15.2K- 9.44% |
$1.33M - $1.67M
|
146K
$15.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-15.7K- 4.63% |
$1.38M - $1.73M
|
323K
$33.6M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-15.9K- 25.01% |
$1.4M - $1.75M
|
47.8K
$4.97M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-16K- 5.62% |
$1.4M - $1.76M
|
268K
$27.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-16.1K- 12.38% |
$1.41M - $1.77M
|
114K
$11.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-16.8K- 85.95% |
$1.47M - $1.84M
|
2.74K
$285K
|
|
|
Jan 18, 2024
Q4 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-16.8K- 5.21% |
$1.47M - $1.85M
|
305K
$31.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-16.9K- 34.87% |
$1.48M - $1.86M
|
31.5K
$3.28M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-17.3K- 17.78% |
$1.52M - $1.91M
|
80.1K
$8.33M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-17.6K- 3.88% |
$1.54M - $1.94M
|
436K
$45.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-17.8K- 48.29% |
$1.56M - $1.95M
|
19K
$1.98M
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-17.8K- 19.54% |
$1.56M - $1.96M
|
73.1K
$7.61M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-18.3K- 22.77% |
$1.6M - $2.01M
|
61.9K
$6.44M
|
|
|
Jan 11, 2024
Q4 2023
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-18.8K- 17.76% |
$1.65M - $2.07M
|
87.2K
$9.07M
|
|
|
Jan 18, 2024
Q4 2023
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-18.9K- 13.55% |
$1.65M - $2.08M
|
120K
$12.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-19.2K- 37.65% |
$1.68M - $2.11M
|
31.8K
$3.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-19.4K- 11.09% |
$1.7M - $2.14M
|
156K
$16.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-20.1K- 10.25% |
$1.76M - $2.21M
|
176K
$18.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-20.6K- 32.24% |
$1.8M - $2.27M
|
43.3K
$4.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-21.2K- 41.43% |
$1.86M - $2.33M
|
29.9K
$3.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-21.4K- 60.53% |
$1.88M - $2.36M
|
14K
$1.45M
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
SELL
|
- |
-21.5K- 8.02% |
$1.88M - $2.37M
|
246K
$25.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-21.8K- 76.58% |
$1.91M - $2.4M
|
6.66K
$693K
|