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 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
4+ 0.13% |
$369 - $431
|
3.09K
$321K
|
|
|
May 15, 2023
Q1 2023
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
4+ 0.11% |
$369 - $431
|
3.8K
$396K
|
|
|
Apr 11, 2023
Q1 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
3+ 0.11% |
$277 - $323
|
2.71K
$282K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Planning Corporation
|
BUY
|
- |
3+ 0.12% |
$277 - $323
|
2.57K
$268K
|
|
|
Apr 17, 2023
Q1 2023
|
Vigilare Wealth Management
|
BUY
|
- |
3+ 0.12% |
$277 - $323
|
2.6K
$270K
|
|
|
May 04, 2023
Q1 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
3+ 0.07% |
$277 - $323
|
4.33K
$451K
|
|
|
May 09, 2023
Q1 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
3+ 0.09% |
$277 - $323
|
3.17K
$330K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2+ 28.57% |
$185 - $215
|
9
$936
|
|
|
Apr 05, 2023
Q1 2023
|
Savior LLC
|
BUY
|
- |
1+ 2.0% |
$92.3 - $108
|
51
$5.3K
|
|
|
Apr 06, 2023
Q1 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
1+ 0.2% |
$92.3 - $108
|
491
$51.1K
|
|
|
Apr 12, 2023
Q1 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1+ 0.02% |
$92.3 - $108
|
4.23K
$440K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$92.3 - $108
|
6.68K
$695K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
1+ 0.43% |
$92.3 - $108
|
236
$24.5K
|
|
|
May 01, 2023
Q1 2023
|
Narwhal Capital Management
|
BUY
|
- |
1+ 0.01% |
$92.3 - $108
|
19K
$1.98M
|
|
|
May 03, 2023
Q1 2023
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
1+ 0.0% |
$92.3 - $108
|
29.6K
$3.08M
|
|
|
May 04, 2023
Q1 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
1+ 0.02% |
$92.3 - $108
|
6.43K
$668K
|
|
|
May 05, 2023
Q1 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
1+ 0.0% |
$92.3 - $108
|
21.4K
$2.22M
|
|
|
May 08, 2023
Q1 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
1+ 0.01% |
$92.3 - $108
|
19K
$1.98M
|
|
|
May 08, 2023
Q1 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
1+ 0.03% |
$92.3 - $108
|
3.23K
$336K
|
|
|
May 10, 2023
Q1 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1+ 0.02% |
$92.3 - $108
|
4.5K
$468K
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1+ 0.06% |
$92.3 - $108
|
1.82K
$189K
|
|
|
May 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 3.85% |
$92.3 - $108
|
27
$2.81K
|
|
|
Jun 25, 2024
Q1 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.01% |
$92.3 - $108
|
12.8K
$1.33M
|
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1+ 0.02% |
$92.3 - $108
|
6.33K
$658K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-1- 0.01% |
$92.3 - $108
|
17.1K
$1.77M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1- 0.03% |
$92.3 - $108
|
3.41K
$355K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 4.35% |
$92.3 - $108
|
22
$2.29K
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-2- 0.03% |
$185 - $215
|
7.23K
$752K
|
|
|
Aug 10, 2023
Q1 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-3- 0.13% |
$277 - $323
|
2.27K
$237K
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-4- 0.15% |
$369 - $431
|
2.74K
$285K
|
|
|
May 02, 2023
Q1 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-4- 0.14% |
$369 - $431
|
2.91K
$302K
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
SELL
|
- |
-4- 9.09% |
$369 - $431
|
40
$4.16K
|
|
|
Apr 20, 2023
Q1 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-7- 0.12% |
$646 - $754
|
5.96K
$619K
|
|
|
May 10, 2023
Q1 2023
|
Bfsg, LLC
|
SELL
|
- |
-8- 0.34% |
$738 - $861
|
2.33K
$242K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-8- 0.69% |
$738 - $861
|
1.16K
$120K
|
|
|
May 11, 2023
Q1 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-9- 0.03% |
$830 - $969
|
34.5K
$3.59M
|
|
|
May 15, 2023
Q1 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-9- 0.18% |
$830 - $969
|
4.91K
$511K
|
|
|
Apr 18, 2023
Q1 2023
|
Steph & CO
|
SELL
|
- |
-10- 0.06% |
$923 - $1.08K
|
16.6K
$1.73M
|
|
|
May 01, 2023
Q1 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-10- 0.26% |
$923 - $1.08K
|
3.81K
$396K
|
|
|
Apr 11, 2023
Q1 2023
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-11- 0.13% |
$1.01K - $1.18K
|
8.48K
$882K
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-12- 0.28% |
$1.11K - $1.29K
|
4.23K
$440K
|
|
|
Apr 26, 2023
Q1 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-13- 0.55% |
$1.2K - $1.4K
|
2.37K
$247K
|
|
|
May 09, 2023
Q1 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-13- 0.11% |
$1.2K - $1.4K
|
12.2K
$1.27M
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-13- 0.35% |
$1.2K - $1.4K
|
3.67K
$382K
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-14- 0.29% |
$1.29K - $1.51K
|
4.79K
$498K
|
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-14- 0.04% |
$1.29K - $1.51K
|
31.3K
$3.26M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-14- 0.57% |
$1.29K - $1.51K
|
2.44K
$254K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-15- 1.84% |
$1.38K - $1.62K
|
800
$83.2K
|
|
|
May 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-16- 0.18% |
$1.48K - $1.72K
|
8.67K
$902K
|
|
|
May 01, 2023
Q1 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-17- 0.45% |
$1.57K - $1.83K
|
3.76K
$391K
|