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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-25- 1.16% |
$2.31K - $2.69K
|
2.14K
$267K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-26- 11.66% |
$2.4K - $2.8K
|
197
$24.6K
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-26- 50.98% |
$2.4K - $2.8K
|
25
$3.12K
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
SELL
|
- |
-27- 1.12% |
$2.49K - $2.91K
|
2.38K
$297K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-27- 0.88% |
$2.49K - $2.91K
|
3.03K
$378K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-28- 0.15% |
$2.58K - $3.02K
|
19.2K
$2.4M
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-28- 0.67% |
$2.58K - $3.02K
|
4.16K
$520K
|
|
|
May 12, 2023
Q1 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-28- 0.37% |
$2.58K - $3.02K
|
7.5K
$936K
|
|
|
Apr 19, 2023
Q1 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-30- 1.3% |
$2.77K - $3.23K
|
2.29K
$285K
|
|
|
Apr 21, 2023
Q1 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-30- 1.15% |
$2.77K - $3.23K
|
2.59K
$323K
|
|
|
May 04, 2023
Q1 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-30- 0.7% |
$2.77K - $3.23K
|
4.27K
$533K
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-30- 0.73% |
$2.77K - $3.23K
|
4.09K
$511K
|
|
|
Apr 11, 2023
Q1 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-31- 1.35% |
$2.86K - $3.34K
|
2.26K
$282K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-32- 8.08% |
$2.95K - $3.45K
|
364
$45.5K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-34- 1.03% |
$3.14K - $3.66K
|
3.28K
$410K
|
|
|
May 03, 2023
Q1 2023
|
Wells Financial Advisors Inc
|
SELL
|
- |
-35- 0.51% |
$3.23K - $3.77K
|
6.81K
$850K
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-37- 0.95% |
$3.41K - $3.98K
|
3.87K
$483K
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-37- 3.76% |
$3.41K - $3.98K
|
948
$118K
|
|
|
May 15, 2023
Q1 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-39- 0.71% |
$3.6K - $4.2K
|
5.46K
$682K
|
|
|
Apr 27, 2023
Q1 2023
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-40- 0.21% |
$3.69K - $4.31K
|
19.2K
$2.4M
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Group, Inc.
|
SELL
|
- |
-40- 1.6% |
$3.69K - $4.31K
|
2.47K
$308K
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-43- 0.32% |
$3.97K - $4.63K
|
13.3K
$1.66M
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-44- 0.39% |
$4.06K - $4.74K
|
11.1K
$1.39M
|
|
|
May 15, 2023
Q1 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-44- 0.28% |
$4.06K - $4.74K
|
15.6K
$1.95M
|
|
|
Apr 17, 2023
Q1 2023
|
First Financial Corp
|
SELL
|
- |
-45- 2.93% |
$4.15K - $4.85K
|
1.49K
$186K
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-46- 0.79% |
$4.24K - $4.95K
|
5.79K
$723K
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-47- 1.75% |
$4.34K - $5.06K
|
2.64K
$329K
|
|
|
Apr 26, 2023
Q1 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-49- 1.76% |
$4.52K - $5.28K
|
2.74K
$342K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-49Closed |
$4.52K - $5.28K
|
0
$0
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-50- 1.67% |
$4.61K - $5.38K
|
2.94K
$367K
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-50- 1.26% |
$4.61K - $5.38K
|
3.92K
$489K
|
|
|
Apr 20, 2023
Q1 2023
|
Lincoln Capital Corp
|
SELL
|
- |
-52- 0.78% |
$4.8K - $5.6K
|
6.65K
$830K
|
|
|
May 12, 2023
Q1 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-52- 0.3% |
$4.8K - $5.6K
|
17.5K
$2.19M
|
|
|
May 12, 2023
Q1 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-52- 0.4% |
$4.8K - $5.6K
|
13.1K
$1.63M
|
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-53- 0.23% |
$4.89K - $5.71K
|
23.2K
$2.9M
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-54- 6.43% |
$4.98K - $5.81K
|
786
$98.2K
|
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-56- 2.18% |
$5.17K - $6.03K
|
2.51K
$314K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-56- 0.37% |
$5.17K - $6.03K
|
15K
$1.87M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-57- 0.27% |
$5.26K - $6.14K
|
20.7K
$2.59M
|
|
|
May 03, 2023
Q1 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-58- 1.05% |
$5.35K - $6.25K
|
5.48K
$684K
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-59- 0.81% |
$5.44K - $6.35K
|
7.23K
$902K
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-61- 0.51% |
$5.63K - $6.57K
|
11.8K
$1.48M
|
|
|
Apr 20, 2023
Q1 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-63- 5.38% |
$5.81K - $6.78K
|
1.11K
$138K
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-64- 1.1% |
$5.91K - $6.89K
|
5.73K
$716K
|
|
|
May 02, 2023
Q1 2023
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-65- 1.55% |
$6K - $7K
|
4.12K
$515K
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-65- 26.0% |
$6K - $7K
|
185
$23.1K
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-65- 0.54% |
$6K - $7K
|
11.9K
$1.49M
|
|
|
Apr 13, 2023
Q1 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-68- 1.19% |
$6.27K - $7.32K
|
5.63K
$704K
|
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-68- 1.05% |
$6.27K - $7.32K
|
6.41K
$800K
|
|
|
May 12, 2023
Q1 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-68- 0.57% |
$6.27K - $7.32K
|
11.8K
$1.48M
|