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 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
2.19K+ 51.75% |
$202K - $235K
|
6.41K
$809K
|
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
BUY
|
- |
2.17KNew |
$200K - $234K
|
2.17K
$274K
|
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
BUY
|
- |
2.16KNew |
$200K - $233K
|
2.16K
$273K
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
2.16K+ 17.13% |
$199K - $233K
|
14.8K
$1.87M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.15K+ 1.12% |
$198K - $231K
|
195K
$24.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
2.14K+ 3.95% |
$198K - $231K
|
56.4K
$7.13M
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
2.14KNew |
$197K - $230K
|
2.14K
$270K
|
|
|
Apr 21, 2023
Q1 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
2.13KNew |
$197K - $229K
|
2.13K
$269K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.13K+ 2.56% |
$197K - $229K
|
85.4K
$10.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
2.13KNew |
$196K - $229K
|
2.13K
$269K
|
|
|
Apr 07, 2023
Q1 2023
|
Eclectic Associates Inc
|
BUY
|
- |
2.12KNew |
$196K - $229K
|
2.12K
$268K
|
|
|
Apr 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2.12K+ 2.81% |
$196K - $228K
|
77.7K
$9.81M
|
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
BUY
|
- |
2.12K+ 48.12% |
$196K - $228K
|
6.53K
$824K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.12K+ 19.24% |
$195K - $228K
|
13.1K
$1.65M
|
|
|
Apr 07, 2023
Q1 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
2.11KNew |
$195K - $228K
|
2.11K
$267K
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
BUY
|
- |
2.11KNew |
$195K - $227K
|
2.11K
$267K
|
|
|
Apr 28, 2023
Q1 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
2.11K+ 2.88% |
$195K - $227K
|
75.3K
$9.51M
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
2.11KNew |
$195K - $227K
|
2.11K
$266K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
2.1KNew |
$194K - $226K
|
2.1K
$265K
|
|
|
Apr 18, 2023
Q1 2023
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
2.09K+ 2.71% |
$193K - $225K
|
79.2K
$10M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.09K+ 3.49% |
$192K - $225K
|
61.8K
$7.81M
|
|
|
Apr 17, 2023
Q1 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
2.08KNew |
$192K - $224K
|
2.08K
$263K
|
|
|
Apr 25, 2023
Q1 2023
|
Amarillo National Bank
|
BUY
|
- |
2.08KNew |
$192K - $224K
|
2.08K
$262K
|
|
|
May 12, 2023
Q1 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
2.08K+ 1.12% |
$191K - $223K
|
187K
$23.6M
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
2.07K+ 18.53% |
$191K - $223K
|
13.2K
$1.67M
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2.06K+ 13.55% |
$190K - $222K
|
17.3K
$2.18M
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
2.03K+ 11.44% |
$188K - $219K
|
19.8K
$2.5M
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.01K+ 3.73% |
$186K - $217K
|
55.9K
$7.06M
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
2.01K+ 7.82% |
$185K - $216K
|
27.7K
$3.49M
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
2K+ 11.19% |
$184K - $215K
|
19.8K
$2.51M
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2K+ 11.07% |
$184K - $215K
|
20K
$2.53M
|
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
1.99K+ 88.9% |
$183K - $214K
|
4.22K
$533K
|
|
|
Apr 04, 2023
Q1 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
1.98K+ 2.65% |
$183K - $213K
|
76.7K
$9.69M
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
1.95K+ 3.65% |
$180K - $210K
|
55.4K
$6.99M
|
|
|
May 04, 2023
Q1 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
1.92K+ 1.64% |
$177K - $207K
|
119K
$15.1M
|
|
|
Apr 10, 2023
Q1 2023
|
360 Financial, Inc.
|
BUY
|
- |
1.9K+ 6.42% |
$175K - $205K
|
31.5K
$3.98M
|
|
|
Apr 19, 2023
Q1 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
1.89K+ 44.84% |
$175K - $204K
|
6.12K
$773K
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Cmt
|
BUY
|
- |
1.89KNew |
$174K - $203K
|
1.89K
$238K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1.87K+ 1.6% |
$173K - $202K
|
119K
$15M
|
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.84K+ 3.94% |
$170K - $199K
|
48.6K
$6.14M
|
|
|
May 04, 2023
Q1 2023
|
Aaf Wealth Management, LLC
|
BUY
|
- |
1.84K+ 3.34% |
$170K - $198K
|
57K
$7.19M
|
|
|
Apr 27, 2023
Q1 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.83K+ 6.2% |
$169K - $197K
|
31.3K
$3.95M
|
|
|
Apr 28, 2023
Q1 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
1.81K+ 9.9% |
$167K - $195K
|
20.1K
$2.54M
|
|
|
May 10, 2023
Q1 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
1.81K+ 1.09% |
$167K - $195K
|
167K
$21.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Next Capital Management LLC
|
BUY
|
- |
1.8K+ 6.8% |
$166K - $194K
|
28.3K
$3.58M
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
BUY
|
- |
1.8K+ 0.53% |
$166K - $194K
|
339K
$42.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Fort Henry Capital, LLC
|
BUY
|
- |
1.78K+ 1.12% |
$164K - $192K
|
161K
$20.3M
|
|
|
May 05, 2023
Q1 2023
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
1.78K+ 33.18% |
$164K - $192K
|
7.14K
$902K
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.77K+ 15.61% |
$163K - $190K
|
13.1K
$1.65M
|
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1.77K+ 8.37% |
$163K - $190K
|
22.9K
$2.89M
|