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 21, 2023
Q1 2023
|
Family Capital Trust CO
|
BUY
|
- |
26+ 16.99% |
$2.4K - $2.8K
|
179
$18.6K
|
|
|
Apr 18, 2023
Q1 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
23+ 0.34% |
$2.12K - $2.48K
|
6.83K
$710K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
21+ 0.01% |
$1.94K - $2.26K
|
256K
$26.6M
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
21+ 4.4% |
$1.94K - $2.26K
|
498
$51.8K
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
21+ 0.22% |
$1.94K - $2.26K
|
9.79K
$1.02M
|
|
|
May 10, 2023
Q1 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
21+ 0.81% |
$1.94K - $2.26K
|
2.61K
$272K
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
21New |
$1.94K - $2.26K
|
21
$2.18K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
20+ 0.16% |
$1.85K - $2.15K
|
12.8K
$1.33M
|
|
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
18+ 0.17% |
$1.66K - $1.94K
|
10.4K
$1.08M
|
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
18+ 0.06% |
$1.66K - $1.94K
|
30.7K
$3.19M
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
18+ 0.25% |
$1.66K - $1.94K
|
7.11K
$740K
|
|
|
Apr 24, 2023
Q1 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
17+ 0.33% |
$1.57K - $1.83K
|
5.22K
$543K
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
16+ 0.35% |
$1.48K - $1.72K
|
4.56K
$474K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
16+ 0.16% |
$1.48K - $1.72K
|
10K
$1.04M
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
14+ 1.69% |
$1.29K - $1.51K
|
843
$87.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Capital Planning LLC
|
BUY
|
- |
14+ 0.12% |
$1.29K - $1.51K
|
12.1K
$1.26M
|
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
BUY
|
- |
13+ 0.45% |
$1.2K - $1.4K
|
2.9K
$301K
|
|
|
May 11, 2023
Q1 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
13+ 0.05% |
$1.2K - $1.4K
|
28.4K
$2.96M
|
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
12+ 0.02% |
$1.11K - $1.29K
|
66.5K
$6.91M
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
12+ 0.06% |
$1.11K - $1.29K
|
21.6K
$2.25M
|
|
|
May 04, 2023
Q1 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
12+ 0.21% |
$1.11K - $1.29K
|
5.81K
$604K
|
|
|
May 09, 2023
Q1 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
12+ 0.32% |
$1.11K - $1.29K
|
3.76K
$391K
|
|
|
May 11, 2023
Q1 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
12+ 0.31% |
$1.11K - $1.29K
|
3.9K
$405K
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
11+ 0.03% |
$1.01K - $1.18K
|
32.1K
$3.34M
|
|
|
Apr 17, 2023
Q1 2023
|
F&V Capital Management, LLC
|
BUY
|
- |
10+ 0.41% |
$923 - $1.08K
|
2.43K
$252K
|
|
|
Apr 21, 2023
Q1 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
10+ 0.33% |
$923 - $1.08K
|
3.09K
$321K
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
10+ 9.71% |
$923 - $1.08K
|
113
$11.8K
|
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
10+ 0.32% |
$923 - $1.08K
|
3.12K
$324K
|
|
|
Nov 03, 2023
Q1 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
10+ 0.33% |
$923 - $1.08K
|
3.09K
$321K
|
|
|
Apr 10, 2023
Q1 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
9+ 0.37% |
$830 - $969
|
2.44K
$254K
|
|
|
May 10, 2023
Q1 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
9+ 0.41% |
$830 - $969
|
2.22K
$231K
|
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
9New |
$830 - $969
|
9
$936
|
|
|
May 15, 2023
Q1 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
9+ 0.38% |
$830 - $969
|
2.35K
$244K
|
|
|
Apr 28, 2023
Q1 2023
|
Penobscot Wealth Management
|
BUY
|
- |
8+ 0.33% |
$738 - $861
|
2.47K
$257K
|
|
|
May 11, 2023
Q1 2023
|
Planning Directions Inc
|
BUY
|
- |
8+ 0.31% |
$738 - $861
|
2.6K
$270K
|
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
BUY
|
- |
8+ 0.13% |
$738 - $861
|
6.25K
$650K
|
|
|
May 15, 2023
Q1 2023
|
Garner Asset Management Corp
|
BUY
|
- |
8+ 0.19% |
$738 - $861
|
4.32K
$450K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
7New |
$646 - $754
|
7
$728
|
|
|
May 02, 2023
Q1 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
7New |
$646 - $754
|
7
$728
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
7+ 0.23% |
$646 - $754
|
3.08K
$321K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
6+ 0.13% |
$554 - $646
|
4.77K
$496K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
6+ 0.38% |
$554 - $646
|
1.59K
$165K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
6+ 0.32% |
$554 - $646
|
1.86K
$193K
|
|
|
Apr 28, 2023
Q1 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
5+ 0.08% |
$461 - $538
|
5.95K
$619K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
5+ 0.09% |
$461 - $538
|
5.86K
$609K
|
|
|
May 05, 2023
Q1 2023
|
Wealth Advisors, Inc.
|
BUY
|
- |
5+ 0.07% |
$461 - $538
|
7.57K
$787K
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
5+ 0.04% |
$461 - $538
|
11.7K
$1.21M
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
5+ 0.04% |
$461 - $538
|
11.7K
$1.21M
|
|
|
Apr 10, 2023
Q1 2023
|
Parkside Advisors LLC
|
BUY
|
- |
4+ 0.15% |
$369 - $431
|
2.67K
$277K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
4+ 0.41% |
$369 - $431
|
974
$101K
|