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 10, 2023
Q1 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
75+ 0.33% |
$6.92K - $8.08K
|
22.7K
$2.84M
|
|
|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
75New |
$6.92K - $8.08K
|
75
$9.37K
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
75New |
$6.92K - $8.08K
|
75
$9.37K
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
BUY
|
- |
72+ 1.14% |
$6.64K - $7.75K
|
6.41K
$800K
|
|
|
Apr 18, 2023
Q1 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
71+ 1.92% |
$6.55K - $7.65K
|
3.77K
$470K
|
|
|
Apr 11, 2023
Q1 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
68+ 2.1% |
$6.27K - $7.32K
|
3.31K
$413K
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
67+ 1.45% |
$6.18K - $7.21K
|
4.69K
$585K
|
|
|
May 05, 2023
Q1 2023
|
Gfg Capital, LLC
|
BUY
|
- |
66+ 1.44% |
$6.09K - $7.11K
|
4.64K
$579K
|
|
|
Apr 07, 2023
Q1 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
65+ 2.76% |
$6K - $7K
|
2.42K
$302K
|
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
65+ 0.14% |
$6K - $7K
|
48.2K
$6.02M
|
|
|
Apr 21, 2023
Q1 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
63+ 1.31% |
$5.81K - $6.78K
|
4.89K
$610K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
60+ 2.0% |
$5.54K - $6.46K
|
3.06K
$382K
|
|
|
Apr 12, 2023
Q1 2023
|
Greenfield Savings Bank
|
BUY
|
- |
59+ 0.17% |
$5.44K - $6.35K
|
34.4K
$4.29M
|
|
|
Apr 27, 2023
Q1 2023
|
My Wealth Management Inc.
|
BUY
|
- |
59+ 1.06% |
$5.44K - $6.35K
|
5.64K
$704K
|
|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
56+ 1.49% |
$5.17K - $6.03K
|
3.83K
$478K
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
BUY
|
- |
56+ 0.56% |
$5.17K - $6.03K
|
10K
$1.25M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
55+ 2.12% |
$5.07K - $5.92K
|
2.65K
$331K
|
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
52+ 0.58% |
$4.8K - $5.6K
|
9.09K
$1.13M
|
|
|
May 10, 2023
Q1 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
52+ 1.24% |
$4.8K - $5.6K
|
4.25K
$531K
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
51+ 0.24% |
$4.71K - $5.49K
|
21.7K
$2.71M
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
51+ 0.16% |
$4.71K - $5.49K
|
32.4K
$4.04M
|
|
|
May 11, 2023
Q1 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
50+ 0.38% |
$4.61K - $5.38K
|
13.1K
$1.64M
|
|
|
May 01, 2023
Q1 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
48+ 2.11% |
$4.43K - $5.17K
|
2.32K
$290K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
48+ 0.93% |
$4.43K - $5.17K
|
5.24K
$654K
|
|
|
May 10, 2023
Q1 2023
|
Gds Wealth Management
|
BUY
|
- |
48+ 1.31% |
$4.43K - $5.17K
|
3.7K
$462K
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
47+ 1.95% |
$4.34K - $5.06K
|
2.46K
$307K
|
|
|
Apr 20, 2023
Q1 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
45+ 1.2% |
$4.15K - $4.85K
|
3.78K
$473K
|
|
|
May 01, 2023
Q1 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
45+ 1.21% |
$4.15K - $4.85K
|
3.76K
$470K
|
|
|
May 02, 2023
Q1 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
45+ 0.33% |
$4.15K - $4.85K
|
13.5K
$1.69M
|
|
|
May 15, 2023
Q1 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
45+ 0.73% |
$4.15K - $4.85K
|
6.19K
$773K
|
|
|
Apr 14, 2023
Q1 2023
|
Wp Advisors, LLC
|
BUY
|
- |
44+ 0.34% |
$4.06K - $4.74K
|
12.8K
$1.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
40+ 0.75% |
$3.69K - $4.31K
|
5.35K
$668K
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
39+ 0.36% |
$3.6K - $4.2K
|
10.9K
$1.36M
|
|
|
Apr 21, 2023
Q1 2023
|
Leverty Financial Group, LLC
|
BUY
|
- |
37+ 0.28% |
$3.41K - $3.98K
|
13.1K
$1.64M
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
37+ 0.59% |
$3.41K - $3.98K
|
6.33K
$791K
|
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
35+ 0.55% |
$3.23K - $3.77K
|
6.45K
$805K
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
33+ 1.2% |
$3.04K - $3.55K
|
2.78K
$347K
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
BUY
|
- |
31+ 0.68% |
$2.86K - $3.34K
|
4.58K
$572K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
31New |
$2.86K - $3.34K
|
31
$3.87K
|
|
|
May 09, 2023
Q1 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
30+ 0.98% |
$2.77K - $3.23K
|
3.08K
$385K
|
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
30New |
$2.77K - $3.23K
|
30
$3.75K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
29+ 0.1% |
$2.68K - $3.12K
|
29K
$3.62M
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
28+ 0.15% |
$2.58K - $3.02K
|
18.3K
$2.29M
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
28+ 0.51% |
$2.58K - $3.02K
|
5.52K
$689K
|
|
|
Apr 21, 2023
Q1 2023
|
Family Capital Trust CO
|
BUY
|
- |
26+ 16.99% |
$2.4K - $2.8K
|
179
$22.4K
|
|
|
Apr 18, 2023
Q1 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
23+ 0.34% |
$2.12K - $2.48K
|
6.83K
$853K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
21+ 0.01% |
$1.94K - $2.26K
|
256K
$31.9M
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
21+ 4.4% |
$1.94K - $2.26K
|
498
$62.2K
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
21+ 0.22% |
$1.94K - $2.26K
|
9.79K
$1.22M
|
|
|
May 10, 2023
Q1 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
21+ 0.81% |
$1.94K - $2.26K
|
2.61K
$326K
|