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 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
402+ 2.23% |
$37.1K - $43.3K
|
18.4K
$2.15M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
393+ 0.29% |
$36.3K - $42.3K
|
136K
$15.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
389+ 5.78% |
$35.9K - $41.9K
|
7.12K
$833K
|
|
|
Apr 19, 2023
Q1 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
385+ 0.63% |
$35.5K - $41.5K
|
61.2K
$7.17M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
383+ 5.85% |
$35.3K - $41.2K
|
6.93K
$811K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
382+ 0.42% |
$35.2K - $41.1K
|
91.9K
$10.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Moneywise, Inc.
|
BUY
|
- |
381+ 4.69% |
$35.2K - $41K
|
8.5K
$995K
|
|
|
May 09, 2023
Q1 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
380+ 2.58% |
$35.1K - $40.9K
|
15.1K
$1.77M
|
|
|
Jun 25, 2024
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
380+ 5.0% |
$35.1K - $40.9K
|
7.98K
$934K
|
|
|
Apr 26, 2023
Q1 2023
|
Lincoln Capital LLC
|
BUY
|
- |
375+ 4.0% |
$34.6K - $40.4K
|
9.75K
$1.14M
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
371New |
$34.2K - $39.9K
|
371
$43.4K
|
|
|
Apr 14, 2023
Q1 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
366+ 17.22% |
$33.8K - $39.4K
|
2.49K
$292K
|
|
|
May 11, 2023
Q1 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
365+ 1.38% |
$33.7K - $39.3K
|
26.8K
$3.14M
|
|
|
Apr 21, 2023
Q1 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
363+ 6.51% |
$33.5K - $39.1K
|
5.94K
$695K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
363+ 140.7% |
$33.5K - $39.1K
|
621
$72.7K
|
|
|
Apr 13, 2023
Q1 2023
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
359+ 1.94% |
$33.1K - $38.7K
|
18.8K
$2.2M
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
347+ 2.06% |
$32K - $37.4K
|
17.2K
$2.01M
|
|
|
May 04, 2023
Q1 2023
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
345+ 6.71% |
$31.8K - $37.1K
|
5.49K
$642K
|
|
|
May 08, 2023
Q1 2023
|
Ti Trust, Inc
|
BUY
|
- |
345+ 10.58% |
$31.8K - $37.1K
|
3.61K
$422K
|
|
|
May 03, 2023
Q1 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
342+ 0.61% |
$31.6K - $36.8K
|
56.8K
$6.66M
|
|
|
May 08, 2023
Q1 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
342+ 0.58% |
$31.6K - $36.8K
|
59.7K
$7M
|
|
|
Apr 24, 2023
Q1 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
335+ 10.3% |
$30.9K - $36.1K
|
3.59K
$420K
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
BUY
|
- |
326+ 13.44% |
$30.1K - $35.1K
|
2.75K
$322K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
324+ 6.97% |
$29.9K - $34.9K
|
4.97K
$582K
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
319+ 14.08% |
$29.4K - $34.3K
|
2.58K
$303K
|
|
|
May 10, 2023
Q1 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
316+ 2.27% |
$29.2K - $34K
|
14.2K
$1.66M
|
|
|
Apr 27, 2023
Q1 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
314+ 10.45% |
$29K - $33.8K
|
3.32K
$389K
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
BUY
|
- |
311+ 2.36% |
$28.7K - $33.5K
|
13.5K
$1.58M
|
|
|
May 09, 2023
Q1 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
311+ 1.44% |
$28.7K - $33.5K
|
22K
$2.57M
|
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
307+ 3.28% |
$28.3K - $33.1K
|
9.68K
$1.13M
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
300+ 3.33% |
$27.7K - $32.3K
|
9.31K
$1.09M
|
|
|
May 03, 2023
Q1 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
300+ 2.18% |
$27.7K - $32.3K
|
14.1K
$1.65M
|
|
|
Apr 11, 2023
Q1 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
297+ 0.46% |
$27.4K - $32K
|
65.1K
$7.62M
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
295New |
$27.2K - $31.8K
|
295
$34.5K
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
290+ 20.71% |
$26.8K - $31.2K
|
1.69K
$198K
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
288+ 12.14% |
$26.6K - $31K
|
2.66K
$311K
|
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
285+ 7.81% |
$26.3K - $30.7K
|
3.94K
$461K
|
|
|
Sep 26, 2024
Q1 2023
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
285+ 0.63% |
$26.3K - $30.7K
|
45.2K
$5.29M
|
|
|
Apr 26, 2023
Q1 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
284+ 0.26% |
$26.2K - $30.6K
|
107K
$12.6M
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
283+ 63.17% |
$26.1K - $30.5K
|
731
$85.6K
|
|
|
May 08, 2023
Q1 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
281+ 2.9% |
$25.9K - $30.3K
|
9.95K
$1.17M
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
279+ 4.14% |
$25.7K - $30K
|
7.02K
$821K
|
|
|
Apr 06, 2023
Q1 2023
|
Jvl Associates LLC
|
BUY
|
- |
277+ 0.17% |
$25.6K - $29.8K
|
164K
$19.2M
|
|
|
Apr 06, 2023
Q1 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
272+ 3.34% |
$25.1K - $29.3K
|
8.41K
$985K
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
272+ 8.92% |
$25.1K - $29.3K
|
3.32K
$389K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
270+ 7.78% |
$24.9K - $29.1K
|
3.74K
$438K
|
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
264+ 1.55% |
$24.4K - $28.4K
|
17.3K
$2.03M
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
260+ 1300.0% |
$24K - $28K
|
280
$32.8K
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
BUY
|
- |
258+ 1.61% |
$23.8K - $27.8K
|
16.2K
$1.9M
|
|
|
Apr 06, 2023
Q1 2023
|
Btc Capital Management, Inc.
|
BUY
|
- |
255+ 5.51% |
$23.5K - $27.5K
|
4.88K
$571K
|