Purchases and Sales Made in Q1 2023 in Ishares Core S&P Sm Cap ETF (IJR)

IJR Quotes by TradingView

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 16, 2023 Q1 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
270
+ 7.78%
$24.9K - $29.1K
3.74K $397K
Apr 28, 2023 Q1 2023
Kohmann Bosshard Financial Services, LLC

BUY
 -
264
+ 1.55%
$24.4K - $28.4K
17.3K $1.84M
Oct 28, 2024 Q1 2023
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
260
+ 1300.0%
$24K - $28K
280 $29.7K
May 02, 2023 Q1 2023
Tfg Advisers LLC

BUY
 -
258
+ 1.61%
$23.8K - $27.8K
16.2K $1.72M
Apr 06, 2023 Q1 2023
Btc Capital Management, Inc.

BUY
 -
255
+ 5.51%
$23.5K - $27.5K
4.88K $518K
Apr 17, 2023 Q1 2023
Security National Bank

BUY
 -
253
+ 6.16%
$23.3K - $27.2K
4.36K $463K
May 10, 2023 Q1 2023
Clarity Wealth Advisors, LLC

BUY
 -
253
+ 9.57%
$23.3K - $27.2K
2.9K $307K
Apr 03, 2023 Q1 2023
Boltwood Capital Management

BUY
 -
252
+ 0.43%
$23.3K - $27.1K
59.2K $6.28M
Apr 28, 2023 Q1 2023
Middleton & CO Inc

BUY
 -
245
+ 0.51%
$22.6K - $26.4K
48.3K $5.13M
May 11, 2023 Q1 2023
Talisman Wealth Advisors LLC

Mountainside, NJ
BUY
 -
244
+ 2.32%
$22.5K - $26.3K
10.8K $1.14M
Apr 19, 2023 Q1 2023
Nadler Financial Group, Inc.

BUY
 -
240
+ 7.79%
$22.1K - $25.8K
3.32K $352K
Apr 12, 2023 Q1 2023
Mc Naughton Wealth Management, LLC

BUY
 -
239
+ 3.78%
$22.1K - $25.7K
6.56K $696K
May 09, 2023 Q1 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
239
+ 0.26%
$22.1K - $25.7K
93.5K $9.93M
May 08, 2023 Q1 2023
Bradley Foster & Sargent Inc

Hartford, CT
BUY
 -
233
+ 3.7%
$21.5K - $25.1K
6.54K $694K
May 12, 2023 Q1 2023
Wellspring Financial Advisors, LLC

Cleveland, OH
BUY
 -
228
+ 0.07%
$21K - $24.6K
344K $36.5M
May 09, 2023 Q1 2023
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
222
+ 2.23%
$20.5K - $23.9K
10.2K $1.08M
Apr 20, 2023 Q1 2023
Schwab Charitable Fund

BUY
 -
216
+ 4.59%
$19.9K - $23.3K
4.92K $522K
Apr 25, 2023 Q1 2023
Baystate Wealth Management LLC

BUY
 -
216
+ 1.08%
$19.9K - $23.3K
20.2K $2.14M
May 03, 2023 Q1 2023
Cassaday & CO Wealth Management LLC

Mclean, VA
BUY
 -
216
+ 3.84%
$19.9K - $23.3K
5.84K $620K
Apr 18, 2023 Q1 2023
Hm Payson & CO

Portland, ME
BUY
 -
213
+ 0.68%
$19.7K - $22.9K
31.4K $3.34M
Apr 19, 2023 Q1 2023
Strateg Iq Financial Group, LLC

BUY
 -
212
+ 2.09%
$19.6K - $22.8K
10.3K $1.1M
May 10, 2023 Q1 2023
Alpha Financial Partners, LLC

Lexington, KY
BUY
 -
211
+ 1.06%
$19.5K - $22.7K
20.1K $2.13M
Apr 04, 2023 Q1 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
210
+ 1.18%
$19.4K - $22.6K
18K $1.91M
Apr 27, 2023 Q1 2023
First National Corp

BUY
 -
210
+ 1.73%
$19.4K - $22.6K
12.4K $1.31M
Dec 19, 2024 Q1 2023
Arcadia Investment Advisors LLC

Eagle, ID
BUY
 -
210
+ 0.37%
$19.4K - $22.6K
56.5K $5.99M
Jan 08, 2025 Q1 2023
Arcadia Investment Advisors LLC

Eagle, ID
BUY
 -
210
+ 0.37%
$19.4K - $22.6K
56.5K $5.99M
May 10, 2023 Q1 2023
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
208
New
$19.2K - $22.4K
208 $22.1K
Apr 24, 2023 Q1 2023
Peoples Bank

BUY
 -
207
+ 0.37%
$19.1K - $22.3K
56K $5.94M
May 02, 2023 Q1 2023
Advisory Alpha, LLC

BUY
 -
207
+ 4.63%
$19.1K - $22.3K
4.68K $497K
Apr 12, 2024 Q1 2023
Lane & Associates LLC

Moorestown, NJ
BUY
 -
207
+ 1.57%
$19.1K - $22.3K
13.4K $1.42M
May 09, 2023 Q1 2023
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
205
+ 31.35%
$18.9K - $22.1K
859 $91.2K
Apr 13, 2023 Q1 2023
David Katz Matrix Asset Advisors Inc
BUY
 -
204
+ 2.79%
$18.8K - $22K
7.52K $798K
Apr 26, 2023 Q1 2023
Gw Henssler & Associates LTD

BUY
 -
202
+ 3.82%
$18.6K - $21.8K
5.49K $582K
May 04, 2023 Q1 2023
Heritage Wealth Advisors

BUY
 -
200
New
$18.5K - $21.5K
200 $21.2K
Jan 09, 2024 Q1 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
200
+ 7.53%
$18.5K - $21.5K
2.86K $303K
Apr 11, 2023 Q1 2023
Pacifica Partners Inc.

BUY
 -
197
+ 133.11%
$18.2K - $21.2K
345 $36.6K
Apr 06, 2023 Q1 2023
Peterson Wealth Services

BUY
 -
195
+ 7.52%
$18K - $21K
2.79K $296K
Apr 13, 2023 Q1 2023
Romano Brothers And Company

Evanston, IL
BUY
 -
191
+ 0.48%
$17.6K - $20.6K
39.8K $4.22M
Aug 06, 2024 Q1 2023
Hantz Financial Services, Inc.

BUY
 -
190
+ 387.76%
$17.5K - $20.5K
239 $25.4K
Apr 19, 2023 Q1 2023
Legacy Trust

Grand Rapids, MI
BUY
 -
188
+ 0.26%
$17.3K - $20.2K
73.1K $7.76M
Apr 19, 2023 Q1 2023
Seelaus Asset Management LLC

BUY
 -
187
+ 4.45%
$17.3K - $20.1K
4.39K $465K
May 03, 2023 Q1 2023
Element Wealth, LLC

BUY
 -
187
+ 0.33%
$17.3K - $20.1K
56.1K $5.95M
Aug 13, 2024 Q1 2023
Meridian Financial, LLC

Holliston, MA
BUY
 -
185
+ 0.29%
$17.1K - $19.9K
64.8K $6.87M
May 11, 2023 Q1 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
182
+ 3.04%
$16.8K - $19.6K
6.17K $655K
Apr 12, 2023 Q1 2023
Baker Tilly Wealth Management, LLC

BUY
 -
180
+ 2.46%
$16.6K - $19.4K
7.49K $795K
Apr 24, 2023 Q1 2023
Ipswich Investment Management Co., Inc.

BUY
 -
179
+ 3.58%
$16.5K - $19.3K
5.18K $549K
May 15, 2023 Q1 2023
Liquid Strategies, LLC

Atlanta, GA
BUY
 -
177
+ 0.23%
$16.3K - $19.1K
76.5K $8.12M
May 11, 2023 Q1 2023
River Wealth Advisors LLC

Camp Hill, PA
BUY
 -
175
+ 0.89%
$16.1K - $18.8K
19.9K $2.12M
Apr 18, 2023 Q1 2023
Newton One Investments LLC

BUY
 -
174
+ 0.38%
$16.1K - $18.7K
45.5K $4.83M

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