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 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1.77K+ 8.37% |
$163K - $190K
|
22.9K
$2.68M
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.76K+ 2.22% |
$162K - $190K
|
80.9K
$9.47M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.72K+ 15.83% |
$159K - $186K
|
12.6K
$1.48M
|
|
|
May 11, 2023
Q1 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
1.72K+ 1.44% |
$159K - $185K
|
121K
$14.2M
|
|
|
Oct 26, 2023
Q1 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
1.72K+ 4.71% |
$159K - $185K
|
38.2K
$4.48M
|
|
|
May 08, 2023
Q1 2023
|
Parthenon LLC
|
BUY
|
- |
1.72K+ 4.21% |
$158K - $185K
|
42.4K
$4.97M
|
|
|
May 15, 2023
Q1 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.69K+ 0.78% |
$156K - $182K
|
220K
$25.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
1.69K+ 20.8% |
$156K - $182K
|
9.8K
$1.15M
|
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.65K+ 12.78% |
$153K - $178K
|
14.6K
$1.71M
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.65K+ 12.48% |
$152K - $178K
|
14.9K
$1.74M
|
|
|
Apr 06, 2023
Q1 2023
|
Woodstock Corp
|
BUY
|
- |
1.64K+ 14.92% |
$151K - $176K
|
12.6K
$1.48M
|
|
|
Apr 14, 2023
Q1 2023
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
1.64K+ 1.29% |
$151K - $176K
|
128K
$15M
|
|
|
May 01, 2023
Q1 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
1.61K+ 4.78% |
$149K - $174K
|
35.4K
$4.14M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.61K+ 4.47% |
$149K - $173K
|
37.6K
$4.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
1.61KNew |
$149K - $173K
|
1.61K
$189K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
1.61K+ 4.14% |
$148K - $173K
|
40.4K
$4.74M
|
|
|
May 11, 2023
Q1 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
1.6K+ 4.92% |
$148K - $173K
|
34.2K
$4.01M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.59K+ 15.81% |
$147K - $171K
|
11.7K
$1.37M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.58K+ 0.84% |
$145K - $170K
|
188K
$22M
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.56K+ 4.81% |
$144K - $168K
|
34K
$3.98M
|
|
|
May 08, 2023
Q1 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
1.55K+ 11.32% |
$143K - $167K
|
15.3K
$1.79M
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.53K+ 66.86% |
$141K - $165K
|
3.83K
$448K
|
|
|
May 04, 2023
Q1 2023
|
Planning Alternatives LTD
|
BUY
|
- |
1.53K+ 0.52% |
$141K - $165K
|
298K
$34.9M
|
|
|
May 03, 2023
Q1 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.48K+ 2.22% |
$137K - $160K
|
68.2K
$7.99M
|
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.48K+ 9.93% |
$136K - $159K
|
16.4K
$1.92M
|
|
|
May 12, 2023
Q1 2023
|
Esl Trust Services, LLC
|
BUY
|
- |
1.47K+ 0.91% |
$135K - $158K
|
163K
$19.1M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.45K+ 1.32% |
$134K - $156K
|
112K
$13.1M
|
|
|
May 01, 2023
Q1 2023
|
Compton Financial Group, LLC
|
BUY
|
- |
1.45K+ 1.09% |
$134K - $156K
|
134K
$15.7M
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
BUY
|
- |
1.45K+ 6.79% |
$134K - $156K
|
22.8K
$2.67M
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.41K+ 0.19% |
$130K - $152K
|
757K
$88.6M
|
|
|
May 10, 2023
Q1 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.39K+ 0.88% |
$128K - $149K
|
158K
$18.6M
|
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.38K+ 3.56% |
$127K - $148K
|
40K
$4.68M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.37K+ 13.71% |
$126K - $147K
|
11.3K
$1.33M
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
BUY
|
- |
1.36K+ 4.44% |
$125K - $146K
|
32K
$3.75M
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.36K+ 6.84% |
$125K - $146K
|
21.2K
$2.49M
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.31K+ 5.86% |
$121K - $141K
|
23.7K
$2.78M
|
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.31K+ 17.0% |
$121K - $141K
|
9.03K
$1.06M
|
|
|
May 08, 2023
Q1 2023
|
Front Barnett Associates LLC
Chicago, IL |
BUY
|
- |
1.31K+ 0.71% |
$121K - $141K
|
187K
$21.9M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.29K+ 12.8% |
$119K - $139K
|
11.4K
$1.33M
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.28K+ 1.03% |
$118K - $138K
|
126K
$14.7M
|
|
|
May 12, 2023
Q1 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
1.28K+ 5.63% |
$118K - $137K
|
23.9K
$2.8M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.27K+ 1.49% |
$117K - $137K
|
86.7K
$10.2M
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
1.26K+ 4.12% |
$116K - $136K
|
31.9K
$3.73M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.26K+ 937.31% |
$116K - $135K
|
1.39K
$163K
|
|
|
May 01, 2023
Q1 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1.25K+ 8.27% |
$115K - $134K
|
16.3K
$1.91M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.24K+ 0.86% |
$114K - $133K
|
145K
$17M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.24KNew |
$114K - $133K
|
1.24K
$145K
|
|
|
May 09, 2023
Q1 2023
|
Resolute Advisors LLC
|
BUY
|
- |
1.24K+ 2.64% |
$114K - $133K
|
48.1K
$5.63M
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
BUY
|
- |
1.23K+ 8.48% |
$114K - $133K
|
15.8K
$1.85M
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1.23K+ 644.74% |
$113K - $132K
|
1.42K
$166K
|