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 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-200- 3.85% |
$18.5K - $21.5K
|
5K
$624K
|
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-200- 30.77% |
$18.5K - $21.5K
|
450
$56.2K
|
|
|
May 02, 2023
Q1 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-205- 0.57% |
$18.9K - $22.1K
|
35.8K
$4.47M
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-205- 3.18% |
$18.9K - $22.1K
|
6.25K
$780K
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-205- 2.3% |
$18.9K - $22.1K
|
8.71K
$1.09M
|
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-209- 0.5% |
$19.3K - $22.5K
|
41.4K
$5.17M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-210- 0.52% |
$19.4K - $22.6K
|
40.4K
$5.05M
|
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
SELL
|
- |
-210- 31.58% |
$19.4K - $22.6K
|
455
$56.8K
|
|
|
May 02, 2023
Q1 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-210- 0.69% |
$19.4K - $22.6K
|
30.3K
$3.79M
|
|
|
May 15, 2023
Q1 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-210- 0.18% |
$19.4K - $22.6K
|
119K
$14.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-213- 11.34% |
$19.7K - $22.9K
|
1.67K
$208K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-213- 70.76% |
$19.7K - $22.9K
|
88
$11K
|
|
|
Jun 27, 2023
Q1 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-214- 1.47% |
$19.7K - $23K
|
14.4K
$1.79M
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-215- 7.97% |
$19.8K - $23.2K
|
2.48K
$310K
|
|
|
Apr 24, 2023
Q1 2023
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-215- 3.37% |
$19.8K - $23.2K
|
6.17K
$771K
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-218- 40.45% |
$20.1K - $23.5K
|
321
$40.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-218- 2.02% |
$20.1K - $23.5K
|
10.6K
$1.32M
|
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-221- 1.66% |
$20.4K - $23.8K
|
13.1K
$1.64M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-222- 5.09% |
$20.5K - $23.9K
|
4.14K
$517K
|
|
|
Apr 19, 2023
Q1 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-225- 0.31% |
$20.8K - $24.2K
|
73.4K
$9.17M
|
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-230- 38.08% |
$21.2K - $24.8K
|
374
$46.7K
|
|
|
May 05, 2023
Q1 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-230- 4.88% |
$21.2K - $24.8K
|
4.48K
$560K
|
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-231- 0.86% |
$21.3K - $24.9K
|
26.6K
$3.33M
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-235- 0.03% |
$21.7K - $25.3K
|
871K
$109M
|
|
|
Apr 25, 2023
Q1 2023
|
Norwood Financial Corp
|
SELL
|
- |
-235- 11.22% |
$21.7K - $25.3K
|
1.86K
$232K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-236- 8.49% |
$21.8K - $25.4K
|
2.54K
$318K
|
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-236- 1.19% |
$21.8K - $25.4K
|
19.6K
$2.45M
|
|
|
May 11, 2023
Q1 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-238- 3.11% |
$22K - $25.6K
|
7.41K
$925K
|
|
|
Apr 24, 2023
Q1 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-239- 4.26% |
$22.1K - $25.7K
|
5.37K
$670K
|
|
|
Oct 24, 2023
Q1 2023
|
Lynch & Associates
|
SELL
|
- |
-242- 0.6% |
$22.3K - $26.1K
|
40.3K
$5.04M
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-245- 2.5% |
$22.6K - $26.4K
|
9.56K
$1.19M
|
|
|
May 15, 2023
Q1 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-246- 1.2% |
$22.7K - $26.5K
|
20.3K
$2.54M
|
|
|
Apr 18, 2023
Q1 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-250- 7.18% |
$23.1K - $26.9K
|
3.23K
$404K
|
|
|
May 02, 2023
Q1 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-255- 5.71% |
$23.5K - $27.5K
|
4.21K
$525K
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-261- 6.04% |
$24.1K - $28.1K
|
4.06K
$507K
|
|
|
May 08, 2023
Q1 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-261- 7.11% |
$24.1K - $28.1K
|
3.41K
$426K
|
|
|
Aug 28, 2024
Q1 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-262- 0.68% |
$24.2K - $28.2K
|
38.4K
$4.79M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-263- 6.87% |
$24.3K - $28.3K
|
3.57K
$445K
|
|
|
May 08, 2023
Q1 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-271- 1.59% |
$25K - $29.2K
|
16.7K
$2.09M
|
|
|
May 05, 2023
Q1 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-272- 0.49% |
$25.1K - $29.3K
|
54.8K
$6.84M
|
|
|
Apr 05, 2023
Q1 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-273- 0.2% |
$25.2K - $29.4K
|
137K
$17.1M
|
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
SELL
|
- |
-275- 7.59% |
$25.4K - $29.6K
|
3.35K
$418K
|
|
|
Apr 10, 2023
Q1 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-276- 2.34% |
$25.5K - $29.7K
|
11.5K
$1.44M
|
|
|
May 08, 2023
Q1 2023
|
Smart Money Group LLC
|
SELL
|
- |
-277- 6.71% |
$25.6K - $29.8K
|
3.85K
$481K
|
|
|
Apr 13, 2023
Q1 2023
|
Bowman & CO S.C.
|
SELL
|
- |
-278- 6.03% |
$25.7K - $29.9K
|
4.33K
$541K
|
|
|
Apr 26, 2023
Q1 2023
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-278- 8.38% |
$25.7K - $29.9K
|
3.04K
$380K
|
|
|
Apr 28, 2023
Q1 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-278- 2.61% |
$25.7K - $29.9K
|
10.4K
$1.29M
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-280- 0.36% |
$25.8K - $30.2K
|
78.3K
$9.78M
|
|
|
Apr 13, 2023
Q1 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-282- 10.76% |
$26K - $30.4K
|
2.34K
$292K
|
|
|
Apr 14, 2023
Q1 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-282- 4.07% |
$26K - $30.4K
|
6.64K
$830K
|