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 02, 2023
Q1 2023
|
Maple Capital Management, Inc.
|
SELL
|
- |
-426- 4.26% |
$39.3K - $45.9K
|
9.58K
$1.2M
|
|
|
May 17, 2023
Q1 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-426- 0.51% |
$39.3K - $45.9K
|
83.4K
$10.4M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-427- 9.02% |
$39.4K - $46K
|
4.31K
$538K
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-429- 5.92% |
$39.6K - $46.2K
|
6.82K
$851K
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-442- 14.11% |
$40.8K - $47.6K
|
2.69K
$336K
|
|
|
May 12, 2023
Q1 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-443- 7.46% |
$40.9K - $47.7K
|
5.49K
$686K
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-448- 1.06% |
$41.3K - $48.2K
|
41.7K
$5.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-450- 7.91% |
$41.5K - $48.5K
|
5.24K
$655K
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-459- 11.69% |
$42.4K - $49.4K
|
3.47K
$433K
|
|
|
May 10, 2023
Q1 2023
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-459- 3.19% |
$42.4K - $49.4K
|
13.9K
$1.74M
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-461- 0.96% |
$42.5K - $49.6K
|
47.3K
$5.91M
|
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-461- 2.05% |
$42.5K - $49.6K
|
22.1K
$2.75M
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-464- 5.85% |
$42.8K - $50K
|
7.46K
$932K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-465- 16.72% |
$42.9K - $50.1K
|
2.32K
$289K
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-466- 6.17% |
$43K - $50.2K
|
7.09K
$886K
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-467- 0.38% |
$43.1K - $50.3K
|
121K
$15.1M
|
|
|
Apr 04, 2023
Q1 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-468- 4.63% |
$43.2K - $50.4K
|
9.64K
$1.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-468- 1.09% |
$43.2K - $50.4K
|
42.6K
$5.32M
|
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-472- 1.29% |
$43.6K - $50.8K
|
36.2K
$4.53M
|
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-478- 5.17% |
$44.1K - $51.5K
|
8.77K
$1.1M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-482- 8.74% |
$44.5K - $51.9K
|
5.04K
$629K
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-483- 10.22% |
$44.6K - $52K
|
4.24K
$530K
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-484- 2.49% |
$44.7K - $52.1K
|
19K
$2.37M
|
|
|
Apr 19, 2023
Q1 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-489- 17.75% |
$45.1K - $52.7K
|
2.27K
$283K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-489- 1.27% |
$45.1K - $52.7K
|
38K
$4.74M
|
|
|
Apr 28, 2023
Q1 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-491- 1.98% |
$45.3K - $52.9K
|
24.3K
$3.04M
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-492- 1.65% |
$45.4K - $53K
|
29.4K
$3.67M
|
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-494- 3.72% |
$45.6K - $53.2K
|
12.8K
$1.6M
|
|
|
May 11, 2023
Q1 2023
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-494- 16.6% |
$45.6K - $53.2K
|
2.48K
$310K
|
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-496- 10.85% |
$45.8K - $53.4K
|
4.07K
$509K
|
|
|
May 01, 2023
Q1 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-496- 4.38% |
$45.8K - $53.4K
|
10.8K
$1.35M
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-498- 0.58% |
$46K - $53.6K
|
85.1K
$10.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-502- 16.02% |
$46.3K - $54.1K
|
2.63K
$329K
|
|
|
May 02, 2023
Q1 2023
|
Ltg Capital LLC
|
SELL
|
- |
-505- 0.45% |
$46.6K - $54.4K
|
111K
$13.9M
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-511- 18.7% |
$47.1K - $55K
|
2.22K
$277K
|
|
|
Apr 10, 2023
Q1 2023
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-515- 1.5% |
$47.5K - $55.5K
|
33.8K
$4.22M
|
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-523- 7.29% |
$48.3K - $56.3K
|
6.65K
$831K
|
|
|
Apr 24, 2023
Q1 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-523- 3.62% |
$48.3K - $56.3K
|
13.9K
$1.74M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-531- 19.25% |
$49K - $57.2K
|
2.23K
$278K
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-532- 17.92% |
$49.1K - $57.3K
|
2.44K
$304K
|
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-534- 0.83% |
$49.3K - $57.5K
|
63.6K
$7.95M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-537- 1.3% |
$49.5K - $57.8K
|
40.6K
$5.07M
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-540- 24.78% |
$49.8K - $58.1K
|
1.64K
$205K
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-541- 13.2% |
$49.9K - $58.3K
|
3.56K
$444K
|
|
|
May 03, 2023
Q1 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-545- 4.13% |
$50.3K - $58.7K
|
12.6K
$1.58M
|
|
|
May 09, 2023
Q1 2023
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-546- 11.27% |
$50.4K - $58.8K
|
4.3K
$537K
|
|
|
Apr 12, 2023
Q1 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-551- 18.3% |
$50.8K - $59.3K
|
2.46K
$307K
|
|
|
May 15, 2023
Q1 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-564- 9.72% |
$52K - $60.7K
|
5.24K
$654K
|
|
|
May 15, 2023
Q1 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-567- 10.49% |
$52.3K - $61.1K
|
4.84K
$604K
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-573- 7.93% |
$52.9K - $61.7K
|
6.66K
$831K
|