Purchases and Sales Made in Q4 2023 in Ishares Core S&P Sm Cap ETF (IJR)

IJR Quotes by TradingView

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
Invera Wealth Advisors, LLC

Bend, OR
BUY
 -
23.5K
New
$2.06M - $2.58M
23.5K $2.91M
Apr 22, 2024 Q4 2023
Invera Wealth Advisors, LLC

Bend, OR
BUY
 -
23.5K
New
$2.06M - $2.58M
23.5K $2.91M
Feb 13, 2024 Q4 2023
Manufacturers Life Insurance Company, The

Toronto, A6
BUY
 -
23.2K
+ 19.51%
$2.04M - $2.56M
142K $17.6M
Feb 09, 2024 Q4 2023
Congress Wealth Management LLC

Boston, MA
BUY
 -
23.2K
+ 30.92%
$2.03M - $2.55M
98.1K $12.2M
Feb 06, 2024 Q4 2023
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
22.9K
+ 16.01%
$2.01M - $2.52M
166K $20.6M
Mar 15, 2024 Q4 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
22.3K
+ 39.87%
$1.96M - $2.46M
78.3K $9.7M
Jan 30, 2024 Q4 2023
Crescent Grove Advisors, LLC

BUY
 -
22.3K
+ 14.09%
$1.95M - $2.45M
180K $22.4M
Feb 06, 2024 Q4 2023
Founders Financial Securities LLC

BUY
 -
22.1K
+ 10.06%
$1.94M - $2.44M
242K $30M
Feb 21, 2024 Q4 2023
Garde Capital, Inc.

Seattle, WA
BUY
 -
21.7K
+ 54.89%
$1.9M - $2.39M
61.2K $7.59M
Feb 12, 2024 Q4 2023
Glenview Trust CO

Louisville, KY
BUY
 -
21.7K
+ 3.81%
$1.9M - $2.39M
591K $73.2M
Jan 23, 2024 Q4 2023
Lvz, Inc.

BUY
 -
21.7K
+ 3.25%
$1.9M - $2.39M
688K $85.3M
Jan 29, 2024 Q4 2023
Romano Brothers And Company

Evanston, IL
BUY
 -
21.6K
+ 110.85%
$1.89M - $2.38M
41.1K $5.09M
Feb 12, 2024 Q4 2023
Mount Yale Investment Advisors, LLC

BUY
 -
21.3K
+ 49.56%
$1.86M - $2.34M
64.2K $7.95M
Feb 13, 2024 Q4 2023
Black Rock Inc.

New York, NY
BUY
 -
21K
+ 0.28%
$1.84M - $2.31M
7.5M $930M
Feb 21, 2024 Q4 2023
Novak & Powell Financial Services, Inc.

St. Petersburg, FL
BUY
 -
21K
New
$1.84M - $2.31M
21K $2.6M
Feb 14, 2024 Q4 2023
Hancock Whitney Corp

BUY
 -
20.9K
+ 8.65%
$1.83M - $2.3M
263K $32.6M
Feb 13, 2024 Q4 2023
Keybank National Association

BUY
 -
20.9K
+ 0.55%
$1.83M - $2.3M
3.81M $472M
Feb 13, 2024 Q4 2023
Csenge Advisory Group

BUY
 -
20.6K
+ 35.59%
$1.81M - $2.27M
78.6K $9.75M
Jan 23, 2024 Q4 2023
Ballentine Partners, LLC

Waltham, MA
BUY
 -
20.6K
+ 7.07%
$1.8M - $2.27M
312K $38.6M
Feb 14, 2024 Q4 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
20.6K
+ 0.67%
$1.8M - $2.27M
3.1M $384M
Jan 12, 2024 Q4 2023
Fortitude Family Office, LLC

Scottsdale, AZ
BUY
 -
20.4K
New
$1.79M - $2.25M
20.4K $2.53M
Jan 05, 2024 Q4 2023
Capital Investment Advisors, LLC

BUY
 -
20.3K
+ 7.47%
$1.78M - $2.23M
292K $36.1M
Jan 26, 2024 Q4 2023
Sandy Spring Bank

BUY
 -
20.2K
+ 3.29%
$1.77M - $2.22M
632K $78.3M
Feb 13, 2024 Q4 2023
Baker Avenue Asset Management, LP

BUY
 -
20K
+ 214.3%
$1.76M - $2.21M
29.4K $3.64M
Feb 14, 2024 Q4 2023
Midland Wealth Advisors LLC

Rockford, IL
BUY
 -
19.9K
New
$1.75M - $2.2M
19.9K $2.47M
Apr 09, 2024 Q4 2023
Lane & Associates LLC

Moorestown, NJ
BUY
 -
19.4K
New
$1.7M - $2.14M
19.4K $2.41M
Jan 10, 2024 Q4 2023
Park Avenue Securities LLC

BUY
 -
19.4K
+ 49.78%
$1.7M - $2.14M
58.4K $7.23M
Jan 30, 2024 Q4 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
19.2K
+ 12.79%
$1.68M - $2.11M
169K $20.9M
Jan 04, 2024 Q4 2023
Baron Wealth Management LLC

Troy, MI
BUY
 -
19.1K
+ 10.92%
$1.68M - $2.11M
194K $24.1M
Jan 29, 2024 Q4 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
19.1K
+ 16.63%
$1.67M - $2.1M
134K $16.6M
May 06, 2024 Q4 2023
Camelot Technology Advisors, Inc.

San Francisco, CA
BUY
 -
18.8K
New
$1.65M - $2.07M
18.8K $2.33M
Jan 23, 2024 Q4 2023
Farmers & Merchants Investments Inc

BUY
 -
18.6K
+ 2.08%
$1.63M - $2.05M
914K $113M
Jan 24, 2024 Q4 2023
Gfs Advisors, LLC

BUY
 -
18.5K
+ 32.34%
$1.62M - $2.03M
75.6K $9.37M
Feb 12, 2024 Q4 2023
Journey Advisory Group, LLC

BUY
 -
18.4K
+ 8.68%
$1.61M - $2.03M
230K $28.5M
Feb 14, 2024 Q4 2023
Quadcap Wealth Management, LLC

Frisco, TX
BUY
 -
18.4K
New
$1.61M - $2.02M
18.4K $2.27M
Feb 06, 2024 Q4 2023
Rmr Wealth Builders

BUY
 -
18.3K
+ 13.25%
$1.61M - $2.02M
157K $19.4M
Jan 31, 2024 Q4 2023
Wetzel Investment Advisors, Inc.

Indianapolis, IN
BUY
 -
18.2K
New
$1.6M - $2.01M
18.2K $2.26M
Feb 01, 2024 Q4 2023
Stockman Wealth Management, Inc.

BUY
 -
18.2K
+ 5.47%
$1.6M - $2.01M
351K $43.5M
Jan 29, 2024 Q4 2023
Cumberland Advisors Inc

BUY
 -
18.1K
+ 10.91%
$1.58M - $1.99M
184K $22.8M
Jan 17, 2024 Q4 2023
Centennial Wealth Advisory LLC

BUY
 -
18K
New
$1.58M - $1.98M
18K $2.23M
Feb 13, 2024 Q4 2023
Pine Ridge Advisers LLC

New York, NY
BUY
 -
17.9K
+ 22.64%
$1.56M - $1.97M
96.7K $12M
Jan 16, 2024 Q4 2023
Bangor Savings Bank

Bangor, ME
BUY
 -
17.9K
+ 4.29%
$1.56M - $1.97M
434K $53.7M
Feb 13, 2024 Q4 2023
Ehrlich Financial Group

Laguna Niguel, CA
BUY
 -
17.8K
New
$1.56M - $1.96M
17.8K $2.21M
Feb 12, 2024 Q4 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
17.7K
+ 10.75%
$1.55M - $1.95M
182K $22.6M
Jan 30, 2024 Q4 2023
Dakota Wealth Management

BUY
 -
17.2K
+ 11.23%
$1.51M - $1.9M
171K $21.2M
Feb 01, 2024 Q4 2023
Fountainhead Am, LLC

Warren, NJ
BUY
 -
17.1K
+ 8.21%
$1.5M - $1.89M
226K $28M
Jan 29, 2024 Q4 2023
Klingman & Associates, LLC

BUY
 -
17.1K
+ 3.7%
$1.5M - $1.88M
480K $59.5M
Jan 23, 2024 Q4 2023
Arcus Capital Partners, LLC

BUY
 -
17K
+ 493.55%
$1.49M - $1.87M
20.4K $2.53M
Feb 06, 2024 Q4 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
16.8K
+ 9.01%
$1.48M - $1.85M
204K $25.2M

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