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 12, 2023 Q1 2023
Atlantic Private Wealth, LLC

BUY
 -
173
New
$16K - $18.6K
173 $18.4K
Apr 19, 2023 Q1 2023
Stephens Consulting, LLC

Flint, MI
BUY
 -
171
+ 25.33%
$15.8K - $18.4K
846 $89.8K
Apr 14, 2023 Q1 2023
Pinnacle Bancorp, Inc.

BUY
 -
169
+ 0.94%
$15.6K - $18.2K
18.2K $1.93M
Apr 18, 2023 Q1 2023
Helen Stephens Group, LLC

BUY
 -
158
+ 3.54%
$14.6K - $17K
4.62K $490K
Apr 19, 2023 Q1 2023
Alpha Omega Wealth Management LLC

BUY
 -
157
+ 1.41%
$14.5K - $16.9K
11.3K $1.2M
Apr 21, 2023 Q1 2023
Wesbanco Bank Inc

BUY
 -
156
+ 1.34%
$14.4K - $16.8K
11.8K $1.25M
May 10, 2023 Q1 2023
Tilia Fiduciary Partners, Inc.

BUY
 -
151
+ 1.51%
$13.9K - $16.3K
10.2K $1.08M
Apr 17, 2023 Q1 2023
Annapolis Financial Services, LLC

BUY
 -
149
+ 1.15%
$13.7K - $16K
13.1K $1.39M
Apr 25, 2023 Q1 2023
Pettyjohn, Wood & White, Inc

Lynchburg, VA
BUY
 -
145
+ 0.46%
$13.4K - $15.6K
31.5K $3.35M
May 08, 2023 Q1 2023
Cahill Wealth Management, LLC

Portage, MI
BUY
 -
145
+ 0.2%
$13.4K - $15.6K
72.4K $7.69M
May 12, 2023 Q1 2023
Pointe Capital Management LLC

BUY
 -
142
New
$13.1K - $15.3K
142 $15.1K
May 12, 2023 Q1 2023
Eldridge Investment Advisors, Inc.

Manchester, NH
BUY
 -
141
+ 1.07%
$13K - $15.2K
13.3K $1.41M
May 09, 2023 Q1 2023
Silicon Valley Capital Partners

BUY
 -
136
+ 23.45%
$12.5K - $14.6K
716 $76K
May 15, 2023 Q1 2023
Jackson Hole Capital Partners, LLC

BUY
 -
136
+ 4.97%
$12.5K - $14.6K
2.87K $305K
May 12, 2023 Q1 2023
Biltmore Family Office, LLC

BUY
 -
132
+ 0.5%
$12.2K - $14.2K
26.7K $2.84M
May 02, 2023 Q1 2023
Bedel Financial Consulting, Inc.

BUY
 -
131
+ 6.03%
$12.1K - $14.1K
2.3K $245K
May 11, 2023 Q1 2023
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
130
+ 3.77%
$12K - $14K
3.58K $380K
Apr 06, 2023 Q1 2023
Cra Financial Services, LLC

BUY
 -
129
+ 0.51%
$11.9K - $13.9K
25.6K $2.71M
May 12, 2023 Q1 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
127
+ 11.42%
$11.7K - $13.7K
1.24K $132K
Apr 19, 2023 Q1 2023
Kg&L Capital Management,Llc

BUY
 -
125
+ 1.31%
$11.5K - $13.5K
9.69K $1.03M
Apr 24, 2023 Q1 2023
Hexagon Capital Partners LLC

BUY
 -
125
+ 22.48%
$11.5K - $13.5K
681 $72.3K
May 15, 2023 Q1 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
125
+ 0.17%
$11.5K - $13.5K
71.9K $7.63M
May 31, 2023 Q1 2023
Fc Advisory LLC

BUY
 -
124
+ 3.91%
$11.4K - $13.4K
3.3K $350K
May 10, 2023 Q1 2023
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
123
+ 0.09%
$11.3K - $13.2K
142K $15.1M
May 04, 2023 Q1 2023
Star Financial Bank

Fort Wayne, IN
BUY
 -
119
+ 0.84%
$11K - $12.8K
14.4K $1.53M
Feb 13, 2025 Q1 2023
Ategra Capital Management, LLC

Vienna, VA
BUY
 -
119
+ 1.41%
$11K - $12.8K
8.57K $910K
Apr 17, 2023 Q1 2023
Stanley Laman Group, Ltd.

Berwyn, PA
BUY
 -
116
+ 5.06%
$10.7K - $12.5K
2.41K $256K
Apr 24, 2023 Q1 2023
Rothschild Investment Corp

BUY
 -
116
+ 2.52%
$10.7K - $12.5K
4.72K $501K
May 11, 2023 Q1 2023
Castle Rock Wealth Management, LLC

BUY
 -
116
+ 0.8%
$10.7K - $12.5K
14.6K $1.55M
Apr 26, 2023 Q1 2023
New Potomac Partners, LLC

BUY
 -
114
+ 2.32%
$10.5K - $12.3K
5.04K $535K
Apr 28, 2023 Q1 2023
Lansing Street Advisors

BUY
 -
114
+ 1.05%
$10.5K - $12.3K
11K $1.17M
Apr 20, 2023 Q1 2023
Stone Point Wealth LLC

BUY
 -
113
+ 0.37%
$10.4K - $12.2K
30.8K $3.27M
May 09, 2023 Q1 2023
Circle Wealth Management, LLC

Summit, NJ
BUY
 -
112
+ 3.4%
$10.3K - $12.1K
3.41K $362K
May 15, 2023 Q1 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
112
+ 0.26%
$10.3K - $12.1K
43.5K $4.62M
May 08, 2023 Q1 2023
Mitchell Capital Management CO

BUY
 -
109
+ 2.82%
$10.1K - $11.7K
3.97K $422K
May 10, 2023 Q1 2023
Boston Research & Management Inc

Manchester, MA
BUY
 -
109
+ 0.15%
$10.1K - $11.7K
73.3K $7.78M
May 09, 2023 Q1 2023
25 LLC

St. Louis, MO
BUY
 -
108
New
$9.97K - $11.6K
108 $11.5K
May 03, 2023 Q1 2023
Family Asset Management, LLC

Charleston, SC
BUY
 -
102
+ 7.94%
$9.41K - $11K
1.39K $147K
Apr 03, 2023 Q1 2023
M&R Capital Management Inc

BUY
 -
101
+ 2.87%
$9.32K - $10.9K
3.63K $385K
May 15, 2023 Q1 2023
Asset Management Group, Inc.

Stamford, CT
BUY
 -
101
+ 0.33%
$9.32K - $10.9K
30.3K $3.22M
Apr 12, 2023 Q1 2023
Collective Family Office LLC

BUY
 -
100
+ 3.78%
$9.23K - $10.8K
2.74K $291K
May 15, 2023 Q1 2023
Weik Capital Management

Wyomissing, PA
BUY
 -
100
+ 3.7%
$9.23K - $10.8K
2.8K $297K
May 15, 2023 Q1 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
97
+ 0.53%
$8.95K - $10.4K
18.4K $1.95M
May 15, 2023 Q1 2023
Chilton Capital Management LLC

Houston, TX
BUY
 -
97
New
$8.95K - $10.4K
97 $10.3K
May 05, 2023 Q1 2023
Horizon Family Wealth, Inc.

BUY
 -
96
+ 0.31%
$8.86K - $10.3K
30.7K $3.26M
Apr 18, 2023 Q1 2023
Wolff Wiese Magana LLC

BUY
 -
95
+ 1.85%
$8.77K - $10.2K
5.22K $554K
Apr 13, 2023 Q1 2023
Leavell Investment Management, Inc.

BUY
 -
92
+ 0.23%
$8.49K - $9.91K
39.7K $4.22M
Apr 25, 2023 Q1 2023
Madden Advisory Services, Inc.

BUY
 -
92
+ 0.33%
$8.49K - $9.91K
27.7K $2.94M
May 15, 2023 Q1 2023
Innealta Capital, LLC

Austin, TX
BUY
 -
91
+ 2.07%
$8.4K - $9.8K
4.48K $476K

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