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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.19K+ 1.55% |
$110K - $128K
|
77.6K
$9.7M
|
|
|
May 15, 2023
Q1 2023
|
Aristotle Capital Boston, LLC
Boston, MA |
BUY
|
- |
1.18K+ 2.08% |
$109K - $127K
|
58K
$7.24M
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1.18K+ 8.32% |
$109K - $127K
|
15.4K
$1.92M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.18K+ 8.04% |
$109K - $127K
|
15.8K
$1.98M
|
|
|
May 04, 2023
Q1 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1.16K+ 1.04% |
$107K - $125K
|
113K
$14.1M
|
|
|
May 12, 2023
Q1 2023
|
Campion Asset Management
|
BUY
|
- |
1.14K+ 5.14% |
$105K - $123K
|
23.3K
$2.91M
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.11K+ 1.1% |
$102K - $119K
|
102K
$12.7M
|
|
|
Oct 19, 2023
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
1.1K+ 1.72% |
$101K - $118K
|
65.2K
$8.14M
|
|
|
Jan 16, 2024
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
1.1K+ 1.72% |
$101K - $118K
|
65.2K
$8.14M
|
|
|
May 09, 2023
Q1 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.1K+ 3.21% |
$101K - $118K
|
35.3K
$4.4M
|
|
|
May 15, 2023
Q1 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
1.1K+ 7.53% |
$101K - $118K
|
15.7K
$1.96M
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.08K+ 24.23% |
$99.9K - $117K
|
5.55K
$693K
|
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.08K+ 0.62% |
$99.8K - $117K
|
176K
$22M
|
|
|
Sep 01, 2023
Q1 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
1.07K+ 5.28% |
$99.1K - $116K
|
21.4K
$2.67M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.06K+ 9.52% |
$98.2K - $115K
|
12.2K
$1.53M
|
|
|
May 11, 2023
Q1 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.06K+ 5.67% |
$98.1K - $114K
|
19.8K
$2.47M
|
|
|
May 10, 2023
Q1 2023
|
Daniels&Tansey,Llp
|
BUY
|
- |
1.05K+ 0.55% |
$97K - $113K
|
191K
$23.9M
|
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1.05K+ 0.51% |
$96.7K - $113K
|
206K
$25.7M
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
1.04K+ 2.59% |
$96K - $112K
|
41.2K
$5.14M
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
BUY
|
- |
1.04K+ 23.14% |
$95.6K - $112K
|
5.51K
$689K
|
|
|
May 12, 2023
Q1 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
1.04K+ 1.96% |
$95.5K - $111K
|
53.7K
$6.71M
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.03K+ 93.97% |
$94.9K - $111K
|
2.12K
$265K
|
|
|
May 05, 2023
Q1 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
1.02K+ 9.45% |
$93.7K - $109K
|
11.8K
$1.47M
|
|
|
May 05, 2023
Q1 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1K+ 3.6% |
$92.5K - $108K
|
28.8K
$3.6M
|
|
|
Apr 21, 2023
Q1 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
992+ 7.37% |
$91.5K - $107K
|
14.4K
$1.8M
|
|
|
Apr 21, 2023
Q1 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
988+ 41.56% |
$91.2K - $106K
|
3.37K
$420K
|
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
BUY
|
- |
976+ 5.8% |
$90.1K - $105K
|
17.8K
$2.22M
|
|
|
May 12, 2023
Q1 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
965+ 1.01% |
$89K - $104K
|
96.1K
$12M
|
|
|
May 12, 2023
Q1 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
962+ 18.84% |
$88.8K - $104K
|
6.07K
$758K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
959+ 14.48% |
$88.5K - $103K
|
7.58K
$947K
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
950+ 1.31% |
$87.7K - $102K
|
73.3K
$9.15M
|
|
|
Apr 24, 2023
Q1 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
947+ 8.08% |
$87.4K - $102K
|
12.7K
$1.58M
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
947+ 21.66% |
$87.4K - $102K
|
5.32K
$664K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
947+ 3.62% |
$87.4K - $102K
|
27.1K
$3.39M
|
|
|
Apr 07, 2023
Q1 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
942+ 6.39% |
$86.9K - $101K
|
15.7K
$1.96M
|
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
939+ 6.32% |
$86.6K - $101K
|
15.8K
$1.97M
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
BUY
|
- |
933+ 16.84% |
$86.1K - $100K
|
6.47K
$808K
|
|
|
Apr 06, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
928+ 2.62% |
$85.6K - $99.9K
|
36.3K
$4.54M
|
|
|
Apr 18, 2023
Q1 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
919+ 9.07% |
$84.8K - $99K
|
11K
$1.38M
|
|
|
May 08, 2023
Q1 2023
|
Northern Capital Management, Inc.
|
BUY
|
- |
914+ 1.52% |
$84.3K - $98.4K
|
61K
$7.62M
|
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
904+ 2.1% |
$83.4K - $97.3K
|
44K
$5.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
899+ 3.75% |
$83K - $96.8K
|
24.9K
$3.11M
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
894+ 4.67% |
$82.5K - $96.3K
|
20K
$2.5M
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
893+ 0.97% |
$82.4K - $96.2K
|
93.3K
$11.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
880+ 0.7% |
$81.2K - $94.8K
|
127K
$15.9M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
879+ 8.53% |
$81.1K - $94.7K
|
11.2K
$1.4M
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Financial Planning LLC
|
BUY
|
- |
875+ 8.61% |
$80.7K - $94.2K
|
11K
$1.38M
|
|
|
Apr 27, 2023
Q1 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
871+ 14.35% |
$80.4K - $93.8K
|
6.94K
$867K
|
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
869+ 9.57% |
$80.2K - $93.6K
|
9.95K
$1.24M
|
|
|
Apr 21, 2023
Q1 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
867+ 922.34% |
$80K - $93.4K
|
961
$120K
|