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 10, 2023
Q1 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
253+ 9.57% |
$23.3K - $27.2K
|
2.9K
$362K
|
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
BUY
|
- |
252+ 0.43% |
$23.3K - $27.1K
|
59.2K
$7.39M
|
|
|
Apr 28, 2023
Q1 2023
|
Middleton & CO Inc
|
BUY
|
- |
245+ 0.51% |
$22.6K - $26.4K
|
48.3K
$6.03M
|
|
|
May 11, 2023
Q1 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
244+ 2.32% |
$22.5K - $26.3K
|
10.8K
$1.34M
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
241+ 2.27% |
$22.2K - $26K
|
10.9K
$1.36M
|
|
|
Apr 19, 2023
Q1 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
240+ 7.79% |
$22.1K - $25.8K
|
3.32K
$415K
|
|
|
Apr 12, 2023
Q1 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
239+ 3.78% |
$22.1K - $25.7K
|
6.56K
$820K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
239+ 0.26% |
$22.1K - $25.7K
|
93.5K
$11.7M
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
233+ 3.7% |
$21.5K - $25.1K
|
6.54K
$816K
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
228+ 0.07% |
$21K - $24.6K
|
344K
$43M
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
222+ 2.23% |
$20.5K - $23.9K
|
10.2K
$1.27M
|
|
|
Apr 20, 2023
Q1 2023
|
Schwab Charitable Fund
|
BUY
|
- |
216+ 4.59% |
$19.9K - $23.3K
|
4.92K
$614K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
216+ 1.08% |
$19.9K - $23.3K
|
20.2K
$2.52M
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
216+ 3.84% |
$19.9K - $23.3K
|
5.84K
$730K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
213+ 0.68% |
$19.7K - $22.9K
|
31.4K
$3.93M
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
212+ 2.09% |
$19.6K - $22.8K
|
10.3K
$1.29M
|
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
211+ 1.06% |
$19.5K - $22.7K
|
20.1K
$2.51M
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
210+ 1.18% |
$19.4K - $22.6K
|
18K
$2.25M
|
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
BUY
|
- |
210+ 1.73% |
$19.4K - $22.6K
|
12.4K
$1.54M
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
208New |
$19.2K - $22.4K
|
208
$26K
|
|
|
Apr 24, 2023
Q1 2023
|
Peoples Bank
|
BUY
|
- |
207+ 0.37% |
$19.1K - $22.3K
|
56K
$6.99M
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
207+ 4.63% |
$19.1K - $22.3K
|
4.68K
$585K
|
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
207+ 1.57% |
$19.1K - $22.3K
|
13.4K
$1.68M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
205+ 31.35% |
$18.9K - $22.1K
|
859
$107K
|
|
|
Apr 13, 2023
Q1 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
204+ 2.79% |
$18.8K - $22K
|
7.52K
$939K
|
|
|
Apr 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
202+ 3.82% |
$18.6K - $21.8K
|
5.49K
$685K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
200New |
$18.5K - $21.5K
|
200
$25K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
200+ 7.53% |
$18.5K - $21.5K
|
2.86K
$357K
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
197+ 133.11% |
$18.2K - $21.2K
|
345
$43.1K
|
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Services
|
BUY
|
- |
195+ 7.52% |
$18K - $21K
|
2.79K
$348K
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
191+ 0.48% |
$17.6K - $20.6K
|
39.8K
$4.97M
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
190+ 387.76% |
$17.5K - $20.5K
|
239
$29.8K
|
|
|
Apr 19, 2023
Q1 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
188+ 0.26% |
$17.3K - $20.2K
|
73.1K
$9.13M
|
|
|
Apr 19, 2023
Q1 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
187+ 4.45% |
$17.3K - $20.1K
|
4.39K
$548K
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
187+ 0.33% |
$17.3K - $20.1K
|
56.1K
$7M
|
|
|
Aug 13, 2024
Q1 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
185+ 0.29% |
$17.1K - $19.9K
|
64.8K
$8.09M
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
182+ 3.04% |
$16.8K - $19.6K
|
6.17K
$771K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
180+ 2.46% |
$16.6K - $19.4K
|
7.49K
$936K
|
|
|
Apr 24, 2023
Q1 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
179+ 3.58% |
$16.5K - $19.3K
|
5.18K
$646K
|
|
|
May 15, 2023
Q1 2023
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
177+ 0.23% |
$16.3K - $19.1K
|
76.5K
$9.56M
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
175+ 0.89% |
$16.1K - $18.8K
|
19.9K
$2.49M
|
|
|
Apr 18, 2023
Q1 2023
|
Newton One Investments LLC
|
BUY
|
- |
174+ 0.38% |
$16.1K - $18.7K
|
45.5K
$5.68M
|
|
|
May 12, 2023
Q1 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
173New |
$16K - $18.6K
|
173
$21.6K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
171+ 25.33% |
$15.8K - $18.4K
|
846
$106K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
169+ 0.94% |
$15.6K - $18.2K
|
18.2K
$2.28M
|
|
|
Apr 18, 2023
Q1 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
158+ 3.54% |
$14.6K - $17K
|
4.62K
$576K
|
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
157+ 1.41% |
$14.5K - $16.9K
|
11.3K
$1.41M
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
156+ 1.34% |
$14.4K - $16.8K
|
11.8K
$1.47M
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
151+ 1.51% |
$13.9K - $16.3K
|
10.2K
$1.27M
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
149+ 1.15% |
$13.7K - $16K
|
13.1K
$1.63M
|