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 |
|---|---|---|---|---|---|---|---|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
16.8KNew |
$1.47M - $1.85M
|
16.8K
$2.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
16.6K+ 2.18% |
$1.46M - $1.83M
|
781K
$96.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
16.6K+ 16.52% |
$1.46M - $1.83M
|
117K
$14.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
16.6K+ 0.94% |
$1.45M - $1.83M
|
1.78M
$220M
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
16.4K+ 15.42% |
$1.44M - $1.81M
|
123K
$15.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
16.4K+ 4415.09% |
$1.44M - $1.8M
|
16.8K
$2.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
16.3KNew |
$1.43M - $1.79M
|
16.3K
$2.02M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
16.3K+ 10.84% |
$1.43M - $1.79M
|
166K
$20.6M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
16.1K+ 30.54% |
$1.41M - $1.77M
|
68.8K
$8.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
16K+ 11.28% |
$1.4M - $1.76M
|
158K
$19.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
15.8KNew |
$1.38M - $1.74M
|
15.8K
$1.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
15.7KNew |
$1.37M - $1.72M
|
15.7K
$1.94M
|
|
|
Jan 29, 2024
Q4 2023
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
15.4K+ 17.54% |
$1.35M - $1.7M
|
103K
$12.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
15.3K+ 19.61% |
$1.34M - $1.69M
|
93.4K
$11.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
15.3K+ 26.22% |
$1.34M - $1.69M
|
73.7K
$9.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
15.2K+ 9.79% |
$1.33M - $1.67M
|
170K
$21.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
15K+ 5.77% |
$1.31M - $1.65M
|
275K
$34M
|
|
|
Jan 29, 2024
Q4 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
15K+ 40.67% |
$1.31M - $1.65M
|
51.7K
$6.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
14.9KNew |
$1.31M - $1.64M
|
14.9K
$1.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
14.9KNew |
$1.3M - $1.64M
|
14.9K
$1.84M
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
14.7K+ 6.98% |
$1.29M - $1.62M
|
225K
$27.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
14.4KNew |
$1.26M - $1.58M
|
14.4K
$1.78M
|
|
|
May 06, 2024
Q4 2023
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
14.1KNew |
$1.24M - $1.56M
|
14.1K
$1.75M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
BUY
|
- |
14KNew |
$1.23M - $1.55M
|
14K
$1.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
14K+ 71.29% |
$1.23M - $1.55M
|
33.7K
$4.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
14KNew |
$1.23M - $1.54M
|
14K
$1.74M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
14K+ 14.58% |
$1.23M - $1.54M
|
110K
$13.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
14K+ 4.44% |
$1.23M - $1.54M
|
329K
$40.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Sageworth Trust CO
|
BUY
|
- |
13.9K+ 7.41% |
$1.22M - $1.53M
|
202K
$25M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
13.8K+ 14.76% |
$1.21M - $1.52M
|
107K
$13.3M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
13.8K+ 70.78% |
$1.21M - $1.51M
|
33.2K
$4.11M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
13.7K+ 10.17% |
$1.2M - $1.51M
|
148K
$18.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
BUY
|
- |
13.6K+ 5.94% |
$1.19M - $1.5M
|
243K
$30.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
13.6K+ 7.88% |
$1.19M - $1.5M
|
186K
$23.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
13.5K+ 2.88% |
$1.19M - $1.49M
|
483K
$59.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
13.5KNew |
$1.18M - $1.48M
|
13.5K
$1.67M
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
13.4K+ 16.58% |
$1.17M - $1.47M
|
94K
$11.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
13.3K+ 370.99% |
$1.17M - $1.46M
|
16.9K
$2.09M
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
13.1KNew |
$1.15M - $1.44M
|
13.1K
$1.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
13.1KNew |
$1.15M - $1.44M
|
13.1K
$1.62M
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
13K+ 13.21% |
$1.14M - $1.43M
|
111K
$13.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
12.9K+ 13.94% |
$1.13M - $1.42M
|
105K
$13.1M
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
12.8KNew |
$1.12M - $1.41M
|
12.8K
$1.59M
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
BUY
|
- |
12.8K+ 10.37% |
$1.12M - $1.41M
|
136K
$16.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
12.8K+ 319.94% |
$1.12M - $1.41M
|
16.8K
$2.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
12.8K+ 17.59% |
$1.12M - $1.41M
|
85.4K
$10.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
12.7K+ 2.28% |
$1.11M - $1.4M
|
570K
$70.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
12.5K+ 8.87% |
$1.1M - $1.38M
|
154K
$19.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
12.5K+ 23.58% |
$1.1M - $1.38M
|
65.6K
$8.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
12.3KNew |
$1.08M - $1.36M
|
12.3K
$1.53M
|