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
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
106K+ 2806.91% |
$9.83M - $11.5M
|
110K
$12.9M
|
|
|
May 09, 2023
Q1 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
103K+ 1022.82% |
$9.47M - $11.1M
|
113K
$13.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Cumberland Advisors Inc
|
BUY
|
- |
99.2KNew |
$9.15M - $10.7M
|
99.2K
$11.6M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
99.1K+ 2.53% |
$9.14M - $10.7M
|
4.02M
$470M
|
|
|
May 15, 2023
Q1 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
98.2KNew |
$9.06M - $10.6M
|
98.2K
$11.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
97K+ 26.08% |
$8.95M - $10.4M
|
469K
$54.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
94.6KNew |
$8.73M - $10.2M
|
94.6K
$11.1M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
94.4K+ 42.0% |
$8.71M - $10.2M
|
319K
$37.4M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
93KNew |
$8.58M - $10M
|
93K
$10.9M
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
92.9K+ 120692.21% |
$8.57M - $10M
|
93K
$10.9M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
92.2K+ 25.68% |
$8.51M - $9.93M
|
451K
$52.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
91.5K+ 325.45% |
$8.45M - $9.86M
|
120K
$14M
|
|
|
Apr 18, 2023
Q1 2023
|
Sage Financial Group Inc
|
BUY
|
- |
90.1K+ 32.17% |
$8.31M - $9.7M
|
370K
$43.3M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
89.1K+ 4.46% |
$8.22M - $9.59M
|
2.09M
$244M
|
|
|
May 01, 2023
Q1 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
87.4K+ 61.28% |
$8.06M - $9.41M
|
230K
$26.9M
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
83.2K+ 17.47% |
$7.68M - $8.96M
|
560K
$65.5M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
80.8K+ 440.84% |
$7.46M - $8.7M
|
99.1K
$11.6M
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
80.6K+ 26.27% |
$7.44M - $8.68M
|
388K
$45.4M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
79.8K+ 12.58% |
$7.37M - $8.6M
|
714K
$83.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Boyd Wealth Management, LLC
|
BUY
|
- |
77.4K+ 169.51% |
$7.14M - $8.33M
|
123K
$14.4M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
76.2K+ 5.42% |
$7.03M - $8.2M
|
1.48M
$173M
|
|
|
Feb 07, 2025
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
75.4K+ 14.47% |
$6.96M - $8.12M
|
597K
$69.9M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
72.4K+ 7.2% |
$6.68M - $7.8M
|
1.08M
$126M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
72.2K+ 24.29% |
$6.66M - $7.77M
|
369K
$43.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
71.9K+ 4.83% |
$6.63M - $7.74M
|
1.56M
$183M
|
|
|
Apr 27, 2023
Q1 2023
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
67.2KNew |
$6.2M - $7.23M
|
67.2K
$7.86M
|
|
|
May 08, 2023
Q1 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
66.6K+ 261.1% |
$6.15M - $7.17M
|
92.1K
$10.8M
|
|
|
Apr 11, 2023
Q1 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
66.4K+ 31.43% |
$6.13M - $7.15M
|
278K
$32.5M
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
65.6KNew |
$6.05M - $7.06M
|
65.6K
$7.68M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
65.5K+ 19.15% |
$6.05M - $7.06M
|
408K
$47.7M
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
65KNew |
$5.99M - $6.99M
|
65K
$7.61M
|
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
BUY
|
- |
63.2K+ 5.27% |
$5.83M - $6.8M
|
1.26M
$148M
|
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
BUY
|
- |
63K+ 16.7% |
$5.82M - $6.79M
|
441K
$51.6M
|
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
63KNew |
$5.81M - $6.78M
|
63K
$7.38M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
62.4K+ 6.08% |
$5.75M - $6.72M
|
1.09M
$127M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
60.8K+ 205.8% |
$5.61M - $6.55M
|
90.3K
$10.6M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
60.7K+ 82.83% |
$5.6M - $6.54M
|
134K
$15.7M
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
59.9K+ 63.35% |
$5.52M - $6.44M
|
154K
$18.1M
|
|
|
May 15, 2023
Q1 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
59.6KNew |
$5.5M - $6.42M
|
59.6K
$6.98M
|
|
|
May 11, 2023
Q1 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
58.8K+ 32.62% |
$5.42M - $6.33M
|
239K
$28M
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
58.4K+ 8.31% |
$5.39M - $6.29M
|
762K
$89.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
57.4K+ 2.02% |
$5.3M - $6.18M
|
2.9M
$340M
|
|
|
May 12, 2023
Q1 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
57.4K+ 2.02% |
$5.3M - $6.18M
|
2.9M
$340M
|
|
|
May 11, 2023
Q1 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
53K+ 123.26% |
$4.89M - $5.71M
|
96K
$11.2M
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
BUY
|
- |
52.8K+ 19.6% |
$4.87M - $5.69M
|
322K
$37.7M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
51.1K+ 18.36% |
$4.72M - $5.51M
|
330K
$38.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
51K+ 237.94% |
$4.7M - $5.49M
|
72.4K
$8.48M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
50.7K+ 2.43% |
$4.68M - $5.46M
|
2.14M
$251M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
50.4K+ 11.98% |
$4.65M - $5.43M
|
471K
$55.2M
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
49.5K+ 25.9% |
$4.57M - $5.33M
|
241K
$28.2M
|