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 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
145+ 0.46% |
$13.4K - $15.6K
|
31.5K
$3.98M
|
|
May 08, 2023
Q1 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
145+ 0.2% |
$13.4K - $15.6K
|
72.4K
$9.14M
|
|
Apr 21, 2023
Q1 2023
|
Pachira Investments Inc.
|
BUY
|
- |
143+ 1.89% |
$13.2K - $15.4K
|
7.69K
$972K
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
142New |
$13.1K - $15.3K
|
142
$17.9K
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
141+ 1.07% |
$13K - $15.2K
|
13.3K
$1.68M
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
136+ 23.45% |
$12.5K - $14.6K
|
716
$90.4K
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
136+ 4.97% |
$12.5K - $14.6K
|
2.87K
$363K
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
132+ 0.5% |
$12.2K - $14.2K
|
26.7K
$3.38M
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
131+ 6.03% |
$12.1K - $14.1K
|
2.3K
$291K
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
130+ 3.77% |
$12K - $14K
|
3.58K
$452K
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
129+ 0.51% |
$11.9K - $13.9K
|
25.6K
$3.23M
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
127+ 11.42% |
$11.7K - $13.7K
|
1.24K
$156K
|
|
Apr 19, 2023
Q1 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
125+ 1.31% |
$11.5K - $13.5K
|
9.69K
$1.22M
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
125+ 22.48% |
$11.5K - $13.5K
|
681
$86K
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
125+ 0.17% |
$11.5K - $13.5K
|
71.9K
$9.07M
|
|
May 31, 2023
Q1 2023
|
Fc Advisory LLC
|
BUY
|
- |
124+ 3.91% |
$11.4K - $13.4K
|
3.3K
$417K
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
123+ 0.09% |
$11.3K - $13.2K
|
142K
$17.9M
|
|
May 04, 2023
Q1 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
119+ 0.84% |
$11K - $12.8K
|
14.4K
$1.81M
|
|
Apr 17, 2023
Q1 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
116+ 5.06% |
$10.7K - $12.5K
|
2.41K
$304K
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
BUY
|
- |
116+ 2.52% |
$10.7K - $12.5K
|
4.72K
$595K
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
116+ 0.8% |
$10.7K - $12.5K
|
14.6K
$1.85M
|
|
Apr 26, 2023
Q1 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
114+ 2.32% |
$10.5K - $12.3K
|
5.04K
$636K
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
114+ 1.05% |
$10.5K - $12.3K
|
11K
$1.39M
|
|
Apr 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
113+ 0.37% |
$10.4K - $12.2K
|
30.8K
$3.89M
|
|
May 09, 2023
Q1 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
112+ 3.4% |
$10.3K - $12.1K
|
3.41K
$430K
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
112+ 0.26% |
$10.3K - $12.1K
|
43.5K
$5.49M
|
|
May 08, 2023
Q1 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
109+ 2.82% |
$10.1K - $11.7K
|
3.97K
$502K
|
|
May 10, 2023
Q1 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
109+ 0.15% |
$10.1K - $11.7K
|
73.3K
$9.25M
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
108New |
$9.97K - $11.6K
|
108
$13.6K
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
102+ 7.94% |
$9.41K - $11K
|
1.39K
$175K
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
101+ 2.87% |
$9.32K - $10.9K
|
3.63K
$458K
|
|
May 15, 2023
Q1 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
101+ 0.33% |
$9.32K - $10.9K
|
30.3K
$3.83M
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
BUY
|
- |
100+ 3.78% |
$9.23K - $10.8K
|
2.74K
$346K
|
|
May 15, 2023
Q1 2023
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
100+ 3.7% |
$9.23K - $10.8K
|
2.8K
$354K
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
97+ 0.53% |
$8.95K - $10.4K
|
18.4K
$2.32M
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
97New |
$8.95K - $10.4K
|
97
$12.2K
|
|
May 05, 2023
Q1 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
96+ 0.31% |
$8.86K - $10.3K
|
30.7K
$3.87M
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
95+ 1.85% |
$8.77K - $10.2K
|
5.22K
$660K
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
92+ 0.23% |
$8.49K - $9.91K
|
39.7K
$5.02M
|
|
Apr 25, 2023
Q1 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
92+ 0.33% |
$8.49K - $9.91K
|
27.7K
$3.5M
|
|
May 15, 2023
Q1 2023
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
91+ 2.07% |
$8.4K - $9.8K
|
4.48K
$566K
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
91+ 8.97% |
$8.4K - $9.8K
|
1.11K
$140K
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
90+ 0.29% |
$8.3K - $9.69K
|
31.3K
$3.96M
|
|
Apr 20, 2023
Q1 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
89+ 0.08% |
$8.21K - $9.58K
|
106K
$13.3M
|
|
May 03, 2023
Q1 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
86+ 0.89% |
$7.94K - $9.26K
|
9.75K
$1.23M
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
83+ 0.41% |
$7.66K - $8.94K
|
20.6K
$2.6M
|
|
May 09, 2023
Q1 2023
|
Motco
|
BUY
|
- |
81+ 1.61% |
$7.47K - $8.72K
|
5.12K
$646K
|
|
May 05, 2023
Q1 2023
|
Carson Advisory Inc.
|
BUY
|
- |
79+ 3.51% |
$7.29K - $8.51K
|
2.33K
$294K
|
|
May 09, 2023
Q1 2023
|
Gs Investments, Inc.
|
BUY
|
- |
76+ 1.7% |
$7.01K - $8.18K
|
4.56K
$575K
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
76New |
$7.01K - $8.18K
|
76
$9.6K
|