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 13, 2023
Q1 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
587+ 18.83% |
$54.2K - $63.2K
|
3.71K
$468K
|
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
574+ 3.06% |
$53K - $61.8K
|
19.4K
$2.44M
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
571+ 5.13% |
$52.7K - $61.5K
|
11.7K
$1.48M
|
|
|
May 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
571+ 21.83% |
$52.7K - $61.5K
|
3.19K
$402K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
567+ 2.26% |
$52.3K - $61.1K
|
25.6K
$3.24M
|
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
566+ 2.35% |
$52.2K - $60.9K
|
24.6K
$3.11M
|
|
|
Apr 14, 2023
Q1 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
559+ 1.93% |
$51.6K - $60.2K
|
29.6K
$3.73M
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
BUY
|
- |
558+ 3.72% |
$51.5K - $60.1K
|
15.6K
$1.96M
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
BUY
|
- |
557+ 2.57% |
$51.4K - $60K
|
22.2K
$2.8M
|
|
|
May 11, 2023
Q1 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
549+ 2.07% |
$50.7K - $59.1K
|
27K
$3.42M
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
540+ 3.74% |
$49.8K - $58.1K
|
15K
$1.89M
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
537+ 8.97% |
$49.5K - $57.8K
|
6.52K
$824K
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
536+ 193.5% |
$49.5K - $57.7K
|
813
$103K
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
535+ 26.51% |
$49.4K - $57.6K
|
2.55K
$322K
|
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
527+ 3.41% |
$48.6K - $56.7K
|
16K
$2.02M
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
527+ 3.16% |
$48.6K - $56.7K
|
17.2K
$2.17M
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
520+ 11.82% |
$48K - $56K
|
4.92K
$621K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
510+ 7.93% |
$47.1K - $54.9K
|
6.94K
$877K
|
|
|
May 08, 2023
Q1 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
509+ 11.84% |
$47K - $54.8K
|
4.81K
$607K
|
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
502+ 0.59% |
$46.3K - $54.1K
|
86.3K
$10.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
BUY
|
- |
496+ 3.02% |
$45.8K - $53.4K
|
16.9K
$2.14M
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
496+ 3.11% |
$45.8K - $53.4K
|
16.4K
$2.08M
|
|
|
Apr 20, 2023
Q1 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
492+ 15.67% |
$45.4K - $53K
|
3.63K
$458K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
490+ 7.76% |
$45.2K - $52.8K
|
6.81K
$859K
|
|
|
Apr 17, 2023
Q1 2023
|
Sterling Investment Advisors LLC
|
BUY
|
- |
489+ 1.19% |
$45.1K - $52.7K
|
41.7K
$5.27M
|
|
|
May 11, 2023
Q1 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
483+ 0.65% |
$44.6K - $52K
|
75K
$9.47M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
478+ 155.7% |
$44.1K - $51.5K
|
785
$99.1K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
477+ 2.15% |
$44K - $51.4K
|
22.6K
$2.86M
|
|
|
May 09, 2023
Q1 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
475+ 8.42% |
$43.8K - $51.1K
|
6.12K
$772K
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
471+ 9.14% |
$43.5K - $50.7K
|
5.62K
$710K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
470+ 50.11% |
$43.4K - $50.6K
|
1.41K
$178K
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
464+ 0.38% |
$42.8K - $50K
|
124K
$15.6M
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
462+ 4.58% |
$42.6K - $49.7K
|
10.5K
$1.33M
|
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
461+ 18.79% |
$42.5K - $49.6K
|
2.92K
$368K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
458+ 1.77% |
$42.3K - $49.3K
|
26.4K
$3.33M
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
453+ 0.17% |
$41.8K - $48.8K
|
274K
$34.6M
|
|
|
Apr 20, 2023
Q1 2023
|
G&S Capital LLC
|
BUY
|
- |
450+ 0.78% |
$41.5K - $48.5K
|
58.1K
$7.34M
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
443+ 20.76% |
$40.9K - $47.7K
|
2.58K
$325K
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
BUY
|
- |
442+ 132.73% |
$40.8K - $47.6K
|
775
$97.9K
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
436+ 1.99% |
$40.2K - $46.9K
|
22.3K
$2.82M
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
427+ 2.55% |
$39.4K - $46K
|
17.2K
$2.17M
|
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
426+ 2.31% |
$39.3K - $45.9K
|
18.8K
$2.38M
|
|
|
Apr 13, 2023
Q1 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
425+ 2.16% |
$39.2K - $45.8K
|
20.1K
$2.53M
|
|
|
May 12, 2023
Q1 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
421+ 7.23% |
$38.8K - $45.3K
|
6.24K
$788K
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
419+ 2.33% |
$38.7K - $45.1K
|
18.4K
$2.32M
|
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
BUY
|
- |
417+ 7.1% |
$38.5K - $44.9K
|
6.29K
$795K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
412+ 1.74% |
$38K - $44.4K
|
24.1K
$3.04M
|
|
|
Apr 18, 2023
Q1 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
407+ 4.06% |
$37.6K - $43.8K
|
10.4K
$1.32M
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
404+ 2.28% |
$37.3K - $43.5K
|
18.1K
$2.29M
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
402+ 2.23% |
$37.1K - $43.3K
|
18.4K
$2.32M
|