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 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
867+ 1.56% |
$80K - $93.4K
|
56.6K
$7.14M
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
867+ 36.13% |
$80K - $93.4K
|
3.27K
$413K
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
851+ 7.9% |
$78.5K - $91.6K
|
11.6K
$1.47M
|
|
|
May 05, 2023
Q1 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
848+ 18.16% |
$78.2K - $91.3K
|
5.52K
$697K
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
845+ 3.94% |
$78K - $91K
|
22.3K
$2.82M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
836+ 1.68% |
$77.1K - $90K
|
50.5K
$6.38M
|
|
|
May 02, 2023
Q1 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
831+ 35.03% |
$76.7K - $89.5K
|
3.2K
$404K
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
824+ 7.02% |
$76K - $88.7K
|
12.6K
$1.59M
|
|
|
Apr 14, 2023
Q1 2023
|
West Bancorporation Inc
|
BUY
|
- |
804+ 28.24% |
$74.2K - $86.6K
|
3.65K
$461K
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
802+ 3.41% |
$74K - $86.4K
|
24.3K
$3.07M
|
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
800+ 1600.0% |
$73.8K - $86.1K
|
850
$107K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
796+ 1.26% |
$73.4K - $85.7K
|
63.9K
$8.07M
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
793+ 2.08% |
$73.2K - $85.4K
|
38.9K
$4.91M
|
|
|
Apr 11, 2023
Q1 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
778+ 1.68% |
$71.8K - $83.8K
|
47K
$5.93M
|
|
|
Apr 19, 2023
Q1 2023
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
776+ 0.57% |
$71.6K - $83.6K
|
137K
$17.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
768+ 10.63% |
$70.9K - $82.7K
|
7.99K
$1.01M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
763+ 0.82% |
$70.4K - $82.2K
|
93.6K
$11.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
761+ 6.84% |
$70.2K - $81.9K
|
11.9K
$1.5M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
748+ 1.83% |
$69K - $80.5K
|
41.6K
$5.25M
|
|
|
Apr 24, 2023
Q1 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
746+ 0.22% |
$68.8K - $80.3K
|
347K
$43.8M
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
738+ 0.34% |
$68.1K - $79.5K
|
219K
$27.7M
|
|
|
Apr 19, 2023
Q1 2023
|
Tufton Capital Management
|
BUY
|
- |
737+ 8.64% |
$68K - $79.4K
|
9.27K
$1.17M
|
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
736+ 20.89% |
$67.9K - $79.3K
|
4.26K
$538K
|
|
|
Apr 24, 2023
Q1 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
728+ 1.2% |
$67.2K - $78.4K
|
61.3K
$7.74M
|
|
|
May 01, 2023
Q1 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
728+ 32.76% |
$67.2K - $78.4K
|
2.95K
$372K
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
712+ 10.57% |
$65.7K - $76.7K
|
7.45K
$941K
|
|
|
May 02, 2023
Q1 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
709+ 104.57% |
$65.4K - $76.3K
|
1.39K
$175K
|
|
|
Apr 28, 2023
Q1 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
706+ 0.45% |
$65.1K - $76K
|
157K
$19.9M
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
705+ 0.4% |
$65.1K - $75.9K
|
177K
$22.4M
|
|
|
May 03, 2023
Q1 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
698+ 7.69% |
$64.4K - $75.2K
|
9.78K
$1.23M
|
|
|
May 04, 2023
Q1 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
693+ 4.34% |
$63.9K - $74.6K
|
16.6K
$2.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
692+ 1.62% |
$63.9K - $74.5K
|
43.5K
$5.5M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
690+ 31.48% |
$63.7K - $74.3K
|
2.88K
$364K
|
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
BUY
|
- |
685+ 2.99% |
$63.2K - $73.8K
|
23.6K
$2.98M
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
BUY
|
- |
681+ 2.7% |
$62.8K - $73.3K
|
25.9K
$3.27M
|
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
674+ 11.39% |
$62.2K - $72.6K
|
6.59K
$832K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
670+ 142.25% |
$61.8K - $72.1K
|
1.14K
$144K
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
651+ 1.29% |
$60.1K - $70.1K
|
51.1K
$6.45M
|
|
|
Apr 05, 2023
Q1 2023
|
Avondale Wealth Management
|
BUY
|
- |
650+ 21.49% |
$60K - $70K
|
3.68K
$464K
|
|
|
Apr 18, 2023
Q1 2023
|
Parkside Investments, LLC
|
BUY
|
- |
650+ 10.57% |
$60K - $70K
|
6.8K
$859K
|
|
|
Aug 07, 2023
Q1 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
649+ 7.54% |
$59.9K - $69.9K
|
9.26K
$1.17M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
643+ 61.95% |
$59.3K - $69.2K
|
1.68K
$212K
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
629+ 1.43% |
$58K - $67.7K
|
44.6K
$5.63M
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
622+ 1.19% |
$57.4K - $67K
|
52.7K
$6.66M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
607+ 23.81% |
$56K - $65.4K
|
3.16K
$399K
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
600+ 21.58% |
$55.4K - $64.6K
|
3.38K
$427K
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
600New |
$55.4K - $64.6K
|
600
$75.8K
|
|
|
May 10, 2023
Q1 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
598+ 22.26% |
$55.2K - $64.4K
|
3.29K
$415K
|
|
|
Apr 14, 2023
Q1 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
589+ 0.62% |
$54.3K - $63.4K
|
95.2K
$12M
|
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
BUY
|
- |
587+ 7.97% |
$54.2K - $63.2K
|
7.95K
$1M
|