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 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-284- 2.89% |
$26.2K - $30.6K
|
9.56K
$1.19M
|
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-287- 7.7% |
$26.5K - $30.9K
|
3.44K
$430K
|
|
|
Apr 18, 2023
Q1 2023
|
Ellenbecker Investment Group
|
SELL
|
- |
-288- 0.23% |
$26.6K - $31K
|
126K
$15.7M
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
SELL
|
- |
-289- 16.4% |
$26.7K - $31.1K
|
1.47K
$184K
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-290- 8.9% |
$26.8K - $31.2K
|
2.97K
$371K
|
|
|
Apr 12, 2023
Q1 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-291- 0.5% |
$26.9K - $31.3K
|
58K
$7.24M
|
|
|
Apr 28, 2023
Q1 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-292- 2.63% |
$26.9K - $31.4K
|
10.8K
$1.35M
|
|
|
May 04, 2023
Q1 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-293- 0.51% |
$27K - $31.6K
|
57.4K
$7.17M
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-294- 9.38% |
$27.1K - $31.7K
|
2.84K
$355K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-301- 11.27% |
$27.8K - $32.4K
|
2.37K
$296K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-301- 0.2% |
$27.8K - $32.4K
|
152K
$19M
|
|
|
Apr 11, 2023
Q1 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-303- 1.04% |
$28K - $32.6K
|
28.9K
$3.61M
|
|
|
Apr 28, 2023
Q1 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-303- 2.22% |
$28K - $32.6K
|
13.4K
$1.67M
|
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-313- 2.55% |
$28.9K - $33.7K
|
12K
$1.49M
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-314- 2.91% |
$29K - $33.8K
|
10.5K
$1.31M
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-317- 1.87% |
$29.2K - $34.1K
|
16.6K
$2.07M
|
|
|
Apr 06, 2023
Q1 2023
|
Farmers Trust CO
|
SELL
|
- |
-326- 0.96% |
$30.1K - $35.1K
|
33.7K
$4.2M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-326- 7.28% |
$30.1K - $35.1K
|
4.16K
$519K
|
|
|
Apr 26, 2023
Q1 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-328- 11.55% |
$30.3K - $35.3K
|
2.51K
$314K
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
SELL
|
- |
-329- 1.6% |
$30.4K - $35.4K
|
20.3K
$2.53M
|
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-329- 2.01% |
$30.4K - $35.4K
|
16K
$2M
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-336- 8.41% |
$31K - $36.2K
|
3.66K
$457K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-338- 10.58% |
$31.2K - $36.4K
|
2.86K
$357K
|
|
|
Jul 20, 2023
Q1 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-339- 5.0% |
$31.3K - $36.5K
|
6.45K
$805K
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-340- 0.98% |
$31.4K - $36.6K
|
34.3K
$4.28M
|
|
|
May 05, 2023
Q1 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-344- 2.27% |
$31.7K - $37K
|
14.8K
$1.85M
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-344- 1.94% |
$31.7K - $37K
|
17.4K
$2.18M
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-350- 63.75% |
$32.3K - $37.7K
|
199
$24.9K
|
|
|
Apr 10, 2023
Q1 2023
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-352- 0.26% |
$32.5K - $37.9K
|
134K
$16.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-353- 0.09% |
$32.6K - $38K
|
399K
$49.9M
|
|
|
May 02, 2023
Q1 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-358- 0.97% |
$33K - $38.5K
|
36.7K
$4.59M
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-359- 0.63% |
$33.1K - $38.7K
|
56.8K
$7.09M
|
|
|
May 12, 2023
Q1 2023
|
United Bank
|
SELL
|
- |
-359- 1.19% |
$33.1K - $38.7K
|
29.8K
$3.72M
|
|
|
Apr 19, 2023
Q1 2023
|
Gratus Capital LLC
|
SELL
|
- |
-362- 12.3% |
$33.4K - $39K
|
2.58K
$322K
|
|
|
May 12, 2023
Q1 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-362- 1.41% |
$33.4K - $39K
|
25.4K
$3.17M
|
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-366- 9.38% |
$33.8K - $39.4K
|
3.54K
$442K
|
|
|
Apr 24, 2023
Q1 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-368- 1.21% |
$34K - $39.6K
|
30K
$3.74M
|
|
|
Apr 27, 2023
Q1 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-370- 4.31% |
$34.1K - $39.8K
|
8.21K
$1.03M
|
|
|
Apr 19, 2023
Q1 2023
|
Dentgroup LLC
|
SELL
|
- |
-377- 7.14% |
$34.8K - $40.6K
|
4.91K
$613K
|
|
|
Apr 17, 2023
Q1 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-381- 4.29% |
$35.2K - $41K
|
8.49K
$1.06M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-381- 9.42% |
$35.2K - $41K
|
3.66K
$457K
|
|
|
Apr 20, 2023
Q1 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-385- 0.3% |
$35.5K - $41.5K
|
129K
$16M
|
|
|
May 03, 2023
Q1 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-387- 12.99% |
$35.7K - $41.7K
|
2.59K
$324K
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-393- 3.19% |
$36.3K - $42.3K
|
11.9K
$1.49M
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-395- 13.99% |
$36.4K - $42.5K
|
2.43K
$303K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-398- 2.87% |
$36.7K - $42.9K
|
13.4K
$1.68M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-399- 5.42% |
$36.8K - $43K
|
6.96K
$869K
|
|
|
Apr 19, 2023
Q1 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-401- 4.86% |
$37K - $43.2K
|
7.85K
$980K
|
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-417- 9.7% |
$38.5K - $44.9K
|
3.88K
$485K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-425- 0.97% |
$39.2K - $45.8K
|
43.4K
$5.42M
|