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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
3+ 0.09% |
$277 - $323
|
3.17K
$396K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2+ 28.57% |
$185 - $215
|
9
$1.12K
|
|
|
Apr 05, 2023
Q1 2023
|
Savior LLC
|
BUY
|
- |
1+ 2.0% |
$92.3 - $108
|
51
$6.37K
|
|
|
Apr 06, 2023
Q1 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
1+ 0.2% |
$92.3 - $108
|
491
$61.3K
|
|
|
Apr 12, 2023
Q1 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1+ 0.02% |
$92.3 - $108
|
4.23K
$528K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$92.3 - $108
|
6.68K
$834K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
1+ 0.43% |
$92.3 - $108
|
236
$29.5K
|
|
|
May 01, 2023
Q1 2023
|
Narwhal Capital Management
|
BUY
|
- |
1+ 0.01% |
$92.3 - $108
|
19K
$2.38M
|
|
|
May 03, 2023
Q1 2023
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
1+ 0.0% |
$92.3 - $108
|
29.6K
$3.7M
|
|
|
May 04, 2023
Q1 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
1+ 0.02% |
$92.3 - $108
|
6.43K
$802K
|
|
|
May 05, 2023
Q1 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
1+ 0.0% |
$92.3 - $108
|
21.4K
$2.67M
|
|
|
May 08, 2023
Q1 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
1+ 0.01% |
$92.3 - $108
|
19K
$2.37M
|
|
|
May 08, 2023
Q1 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
1+ 0.03% |
$92.3 - $108
|
3.23K
$404K
|
|
|
May 10, 2023
Q1 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1+ 0.02% |
$92.3 - $108
|
4.5K
$562K
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1+ 0.06% |
$92.3 - $108
|
1.82K
$227K
|
|
|
May 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 3.85% |
$92.3 - $108
|
27
$3.37K
|
|
|
Jun 25, 2024
Q1 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.01% |
$92.3 - $108
|
12.8K
$1.59M
|
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1+ 0.02% |
$92.3 - $108
|
6.33K
$791K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-1- 0.01% |
$92.3 - $108
|
17.1K
$2.13M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1- 0.03% |
$92.3 - $108
|
3.41K
$426K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 4.35% |
$92.3 - $108
|
22
$2.75K
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-2- 0.03% |
$185 - $215
|
7.23K
$903K
|
|
|
Aug 10, 2023
Q1 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-3- 0.13% |
$277 - $323
|
2.27K
$284K
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-4- 0.15% |
$369 - $431
|
2.74K
$342K
|
|
|
May 02, 2023
Q1 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-4- 0.14% |
$369 - $431
|
2.91K
$363K
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
SELL
|
- |
-4- 9.09% |
$369 - $431
|
40
$5K
|
|
|
Apr 20, 2023
Q1 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-7- 0.12% |
$646 - $754
|
5.96K
$744K
|
|
|
May 10, 2023
Q1 2023
|
Bfsg, LLC
|
SELL
|
- |
-8- 0.34% |
$738 - $861
|
2.33K
$291K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-8- 0.69% |
$738 - $861
|
1.16K
$144K
|
|
|
May 11, 2023
Q1 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-9- 0.03% |
$830 - $969
|
34.5K
$4.31M
|
|
|
May 15, 2023
Q1 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-9- 0.18% |
$830 - $969
|
4.91K
$614K
|
|
|
Apr 18, 2023
Q1 2023
|
Steph & CO
|
SELL
|
- |
-10- 0.06% |
$923 - $1.08K
|
16.6K
$2.08M
|
|
|
May 01, 2023
Q1 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-10- 0.26% |
$923 - $1.08K
|
3.81K
$475K
|
|
|
Apr 11, 2023
Q1 2023
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-11- 0.13% |
$1.01K - $1.18K
|
8.48K
$1.06M
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-12- 0.28% |
$1.11K - $1.29K
|
4.23K
$529K
|
|
|
Apr 26, 2023
Q1 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-13- 0.55% |
$1.2K - $1.4K
|
2.37K
$296K
|
|
|
May 09, 2023
Q1 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-13- 0.11% |
$1.2K - $1.4K
|
12.2K
$1.52M
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-13- 0.35% |
$1.2K - $1.4K
|
3.67K
$459K
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-14- 0.29% |
$1.29K - $1.51K
|
4.79K
$598K
|
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-14- 0.04% |
$1.29K - $1.51K
|
31.3K
$3.91M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-14- 0.57% |
$1.29K - $1.51K
|
2.44K
$305K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-15- 1.84% |
$1.38K - $1.62K
|
800
$99.9K
|
|
|
May 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-16- 0.18% |
$1.48K - $1.72K
|
8.67K
$1.08M
|
|
|
May 01, 2023
Q1 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-17- 0.45% |
$1.57K - $1.83K
|
3.76K
$470K
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
SELL
|
- |
-19- 0.12% |
$1.75K - $2.05K
|
16.1K
$2.01M
|
|
|
May 12, 2023
Q1 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-21- 1.11% |
$1.94K - $2.26K
|
1.87K
$234K
|
|
|
May 12, 2023
Q1 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-22- 0.33% |
$2.03K - $2.37K
|
6.56K
$819K
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-23- 0.49% |
$2.12K - $2.48K
|
4.67K
$583K
|
|
|
May 09, 2023
Q1 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-25- 0.6% |
$2.31K - $2.69K
|
4.15K
$518K
|
|
|
May 12, 2023
Q1 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-25- 0.7% |
$2.31K - $2.69K
|
3.55K
$443K
|