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 |
|---|---|---|---|---|---|---|---|
|
Apr 05, 2023
Q1 2023
|
Roth Financial Partners LLC
|
BUY
|
- |
2.85K+ 1.84% |
$263K - $307K
|
158K
$19.7M
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
2.84KNew |
$262K - $306K
|
2.84K
$355K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
2.83K+ 18.86% |
$261K - $305K
|
17.9K
$2.23M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.82K+ 4.09% |
$260K - $304K
|
71.8K
$8.97M
|
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
2.82K+ 10.1% |
$260K - $303K
|
30.7K
$3.84M
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
2.8K+ 0.56% |
$259K - $302K
|
501K
$62.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Verde Capital Management
|
BUY
|
- |
2.79K+ 2.28% |
$258K - $301K
|
125K
$15.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.79KNew |
$258K - $301K
|
2.79K
$349K
|
|
|
May 08, 2023
Q1 2023
|
Allie Family Office LLC
|
BUY
|
- |
2.77KNew |
$255K - $298K
|
2.77K
$346K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.75K+ 90.81% |
$253K - $296K
|
5.77K
$721K
|
|
|
May 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
2.74K+ 20.42% |
$253K - $295K
|
16.2K
$2.02M
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
2.72K+ 4.81% |
$251K - $293K
|
59.3K
$7.4M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
2.69K+ 9.72% |
$248K - $289K
|
30.3K
$3.79M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.69KNew |
$248K - $289K
|
2.69K
$335K
|
|
|
Nov 20, 2023
Q1 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.66KNew |
$246K - $287K
|
2.66K
$332K
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.66K+ 9.88% |
$245K - $286K
|
29.6K
$3.69M
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
2.66K+ 15.76% |
$245K - $286K
|
19.5K
$2.44M
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
2.66K+ 34.65% |
$245K - $286K
|
10.3K
$1.29M
|
|
|
Apr 10, 2023
Q1 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
2.62K+ 14.57% |
$242K - $282K
|
20.6K
$2.57M
|
|
|
May 05, 2023
Q1 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
2.55K+ 10.75% |
$235K - $274K
|
26.2K
$3.28M
|
|
|
May 09, 2023
Q1 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
2.55K+ 1.09% |
$235K - $274K
|
237K
$29.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2.54K+ 7.26% |
$234K - $274K
|
37.5K
$4.69M
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.52K+ 3.48% |
$232K - $271K
|
74.8K
$9.34M
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.52K+ 5.69% |
$232K - $271K
|
46.8K
$5.84M
|
|
|
Apr 27, 2023
Q1 2023
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
2.49K+ 3.21% |
$230K - $268K
|
80K
$9.99M
|
|
|
May 11, 2023
Q1 2023
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
2.47KNew |
$228K - $266K
|
2.47K
$308K
|
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
2.47K+ 45.85% |
$228K - $266K
|
7.85K
$981K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
2.46K+ 1.93% |
$227K - $265K
|
130K
$16.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.41KNew |
$222K - $259K
|
2.41K
$300K
|
|
|
Apr 14, 2023
Q1 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
2.41KNew |
$222K - $259K
|
2.41K
$300K
|
|
|
May 12, 2023
Q1 2023
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
2.39K+ 11.98% |
$220K - $257K
|
22.3K
$2.79M
|
|
|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
2.38K+ 6.02% |
$220K - $257K
|
42K
$5.24M
|
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
2.38KNew |
$220K - $256K
|
2.38K
$297K
|
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
BUY
|
- |
2.37K+ 4.6% |
$219K - $255K
|
53.9K
$6.73M
|
|
|
May 15, 2023
Q1 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
2.36KNew |
$218K - $254K
|
2.36K
$294K
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.34KNew |
$216K - $252K
|
2.34K
$293K
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.33K+ 6.92% |
$215K - $251K
|
36K
$4.5M
|
|
|
May 15, 2023
Q1 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
2.32K+ 6.61% |
$214K - $250K
|
37.5K
$4.68M
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
2.32K+ 3.92% |
$214K - $250K
|
61.5K
$7.68M
|
|
|
Apr 11, 2023
Q1 2023
|
Norway Savings Bank
|
BUY
|
- |
2.32K+ 7.36% |
$214K - $250K
|
33.8K
$4.22M
|
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
2.32KNew |
$214K - $250K
|
2.32K
$289K
|
|
|
Apr 07, 2023
Q1 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
2.31KNew |
$213K - $248K
|
2.31K
$288K
|
|
|
May 04, 2023
Q1 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
2.31K+ 88.45% |
$213K - $248K
|
4.91K
$613K
|
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.29KNew |
$211K - $246K
|
2.29K
$286K
|
|
|
May 04, 2023
Q1 2023
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
2.27KNew |
$209K - $244K
|
2.27K
$284K
|
|
|
Apr 18, 2023
Q1 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.26K+ 3.27% |
$208K - $243K
|
71.3K
$8.9M
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.25K+ 53.53% |
$208K - $243K
|
6.47K
$807K
|
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
2.24K+ 2.47% |
$207K - $242K
|
92.9K
$11.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.21KNew |
$204K - $238K
|
2.21K
$277K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.2K+ 115.36% |
$203K - $237K
|
4.11K
$513K
|