Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
15.2MNew |
$1.4B - $1.63B
|
15.2M
$1.74B
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.46M+ 31.13% |
$412M - $481M
|
18.8M
$2.15B
|
|
|
Jan 09, 2024
Q1 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
4.29MNew |
$396M - $462M
|
4.29M
$490M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.65M+ 93675.71% |
$152M - $178M
|
1.65M
$189M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.37M+ 5.04% |
$126M - $148M
|
28.5M
$3.26B
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.18M+ 15.68% |
$109M - $127M
|
8.73M
$998M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.09M+ 14.22% |
$100M - $117M
|
8.73M
$998M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
885K+ 618.33% |
$81.7M - $95.3M
|
1.03M
$118M
|
|
|
May 15, 2023
Q1 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
815KNew |
$75.2M - $87.8M
|
815K
$93.2M
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
765K+ 116.98% |
$70.6M - $82.3M
|
1.42M
$162M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
655K+ 660.81% |
$60.4M - $70.5M
|
754K
$86.2M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
599K+ 91.33% |
$55.2M - $64.5M
|
1.25M
$143M
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
494KNew |
$45.6M - $53.2M
|
494K
$56.5M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
451K+ 1280.6% |
$41.6M - $48.5M
|
486K
$55.5M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
435K+ 32.35% |
$40.1M - $46.8M
|
1.78M
$203M
|
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
400K+ 40.54% |
$36.9M - $43.1M
|
1.39M
$159M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
360K+ 41.2% |
$33.2M - $38.8M
|
1.23M
$141M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
346K+ 3.71% |
$31.9M - $37.2M
|
9.65M
$1.1B
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
346K+ 3.71% |
$31.9M - $37.2M
|
9.65M
$1.1B
|
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
319K+ 4648.65% |
$29.4M - $34.3M
|
326K
$37.2M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
254K+ 3.79% |
$23.4M - $27.3M
|
6.94M
$793M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
251K+ 6.51% |
$23.1M - $27M
|
4.1M
$469M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
250K+ 4.59% |
$23M - $26.9M
|
5.68M
$650M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
229K+ 33.08% |
$21.1M - $24.7M
|
921K
$105M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
211K+ 3.4% |
$19.5M - $22.7M
|
6.43M
$734M
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
208KNew |
$19.2M - $22.4M
|
208K
$23.7M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
172K+ 17.92% |
$15.9M - $18.5M
|
1.13M
$130M
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
164KNew |
$15.2M - $17.7M
|
164K
$18.8M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
154K+ 26.18% |
$14.2M - $16.6M
|
742K
$84.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
151K+ 404.59% |
$13.9M - $16.3M
|
188K
$21.5M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
144K+ 133.2% |
$13.3M - $15.5M
|
252K
$28.8M
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
142K+ 821.57% |
$13.1M - $15.3M
|
160K
$18.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
142K+ 57.3% |
$13.1M - $15.3M
|
389K
$44.5M
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
128K+ 27.34% |
$11.8M - $13.8M
|
597K
$68.2M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
127K+ 5.11% |
$11.8M - $13.7M
|
2.62M
$300M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
127K+ 21.08% |
$11.7M - $13.7M
|
728K
$83.2M
|
|
|
May 01, 2023
Q1 2023
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
127K+ 71.61% |
$11.7M - $13.7M
|
304K
$34.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
126K+ 921.26% |
$11.6M - $13.6M
|
140K
$16M
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
126K+ 30.47% |
$11.6M - $13.5M
|
539K
$61.6M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
123K+ 99521.77% |
$11.4M - $13.3M
|
124K
$14.1M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
121KNew |
$11.2M - $13M
|
121K
$13.8M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
118K+ 6.98% |
$10.9M - $12.7M
|
1.81M
$207M
|
|
|
Apr 05, 2023
Q1 2023
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
118KNew |
$10.9M - $12.7M
|
118K
$13.5M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
117KNew |
$10.8M - $12.6M
|
117K
$13.4M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
116K+ 987.57% |
$10.7M - $12.5M
|
128K
$14.7M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
116K+ 1.52% |
$10.7M - $12.4M
|
7.72M
$882M
|
|
|
May 15, 2023
Q1 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
113K+ 42.55% |
$10.5M - $12.2M
|
380K
$43.4M
|
|
|
May 15, 2023
Q1 2023
|
Land & Buildings Investment Management, LLC
Stamford, CT |
BUY
|
- |
110KNew |
$10.1M - $11.8M
|
110K
$12.6M
|
|
|
May 04, 2023
Q1 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
109K+ 5.46% |
$10M - $11.7M
|
2.1M
$240M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
107K+ 214.8% |
$9.91M - $11.6M
|
157K
$18M
|