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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
7K+ 21.93% |
$613K - $771K
|
38.9K
$4.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
6.91K+ 315.05% |
$605K - $760K
|
9.1K
$1.13M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
6.87K+ 0.86% |
$602K - $756K
|
807K
$100M
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
BUY
|
- |
6.83K+ 2.18% |
$598K - $752K
|
320K
$39.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
6.82KNew |
$597K - $750K
|
6.82K
$845K
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6.67K+ 9.02% |
$584K - $735K
|
80.6K
$9.99M
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
BUY
|
- |
6.64K+ 43.23% |
$582K - $731K
|
22K
$2.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
6.63K+ 66.85% |
$581K - $730K
|
16.6K
$2.05M
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
6.61K+ 21.24% |
$579K - $728K
|
37.7K
$4.68M
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
6.57KNew |
$576K - $724K
|
6.57K
$815K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.57K+ 2.8% |
$576K - $724K
|
242K
$29.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
6.54KNew |
$573K - $720K
|
6.54K
$810K
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
6.5K+ 1.51% |
$570K - $716K
|
438K
$54.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
6.49K+ 8.43% |
$569K - $715K
|
83.5K
$10.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
6.47K+ 12.13% |
$567K - $713K
|
59.8K
$7.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
6.39KNew |
$560K - $704K
|
6.39K
$792K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
6.28K+ 5.21% |
$551K - $692K
|
127K
$15.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
6.27K+ 34.9% |
$550K - $691K
|
24.2K
$3.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
6.27K+ 4.31% |
$549K - $690K
|
152K
$18.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
6.22KNew |
$544K - $684K
|
6.22K
$770K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
6.16K+ 45.05% |
$539K - $678K
|
19.8K
$2.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.16K+ 1.92% |
$539K - $678K
|
326K
$40.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
6.13K+ 19.15% |
$537K - $675K
|
38.2K
$4.73M
|
|
|
Feb 05, 2024
Q4 2023
|
St. Louis Trust CO
|
BUY
|
- |
6.01K+ 1.09% |
$526K - $661K
|
556K
$68.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
6.01K+ 5.53% |
$526K - $661K
|
115K
$14.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
5.99K+ 13.39% |
$525K - $659K
|
50.7K
$6.28M
|
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
5.96KNew |
$522K - $656K
|
5.96K
$739K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
5.94KNew |
$520K - $654K
|
5.94K
$736K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
5.87KNew |
$515K - $647K
|
5.87K
$728K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
5.85K+ 3.72% |
$513K - $644K
|
163K
$20.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
5.78K+ 202.42% |
$506K - $636K
|
8.63K
$1.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
5.78K+ 0.87% |
$506K - $636K
|
670K
$83.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
5.76K+ 14.31% |
$505K - $634K
|
46K
$5.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
5.62KNew |
$492K - $618K
|
5.62K
$696K
|
|
|
Jan 19, 2024
Q4 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
5.61K+ 4.39% |
$491K - $618K
|
134K
$16.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
5.48K+ 23.57% |
$480K - $604K
|
28.7K
$3.56M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.44K+ 1.82% |
$477K - $599K
|
305K
$37.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
5.43KNew |
$476K - $598K
|
5.43K
$673K
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
5.4KNew |
$473K - $595K
|
5.4K
$669K
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
5.32K+ 6.41% |
$466K - $586K
|
88.3K
$10.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
5.28K+ 4.81% |
$462K - $581K
|
115K
$14.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
5.26K+ 14.17% |
$461K - $579K
|
42.4K
$5.25M
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
5.25K+ 3.69% |
$460K - $578K
|
147K
$18.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
5.23K+ 2.54% |
$458K - $575K
|
211K
$26.1M
|
|
|
Feb 20, 2024
Q4 2023
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
5.14KNew |
$450K - $566K
|
5.14K
$637K
|
|
|
Feb 06, 2024
Q4 2023
|
Concentrum Wealth Management
|
BUY
|
- |
5.13K+ 130.39% |
$450K - $565K
|
9.07K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
5.12KNew |
$449K - $564K
|
5.12K
$635K
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
BUY
|
- |
5.12K+ 33.54% |
$449K - $564K
|
20.4K
$2.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
5.08KNew |
$445K - $559K
|
5.08K
$629K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
5.05K+ 194.83% |
$443K - $556K
|
7.65K
$947K
|