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 04, 2023
Q1 2023
|
Wealth Effects LLC
|
SELL
|
- |
-798- 10.56% |
$73.6K - $85.9K
|
6.76K
$791K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-806- 10.64% |
$74.4K - $86.8K
|
6.77K
$793K
|
|
|
May 02, 2023
Q1 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-810- 1.09% |
$74.7K - $87.2K
|
73.4K
$8.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-811- 0.33% |
$74.8K - $87.3K
|
242K
$28.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-814- 2.64% |
$75.1K - $87.7K
|
30.1K
$3.52M
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-818- 12.25% |
$75.5K - $88.1K
|
5.86K
$686K
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-821- 4.88% |
$75.8K - $88.4K
|
16K
$1.88M
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-828- 1.12% |
$76.4K - $89.2K
|
73.3K
$8.59M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-842- 4.74% |
$77.7K - $90.7K
|
16.9K
$1.98M
|
|
|
May 12, 2023
Q1 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-844- 1.75% |
$77.9K - $90.9K
|
47.3K
$5.54M
|
|
|
May 03, 2023
Q1 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-849- 26.96% |
$78.3K - $91.4K
|
2.3K
$269K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-861- 16.4% |
$79.4K - $92.7K
|
4.39K
$514K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-861- 26.79% |
$79.4K - $92.7K
|
2.35K
$276K
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-876- 1.49% |
$80.8K - $94.3K
|
57.9K
$6.78M
|
|
|
May 08, 2023
Q1 2023
|
Univest Financial Corp
|
SELL
|
- |
-878- 3.03% |
$81K - $94.5K
|
28.1K
$3.29M
|
|
|
May 10, 2023
Q1 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-883- 16.91% |
$81.5K - $95.1K
|
4.34K
$508K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-889- 20.48% |
$82K - $95.7K
|
3.45K
$404K
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-891- 7.97% |
$82.2K - $95.9K
|
10.3K
$1.2M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-891- 5.78% |
$82.2K - $95.9K
|
14.5K
$1.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-898- 3.91% |
$82.9K - $96.7K
|
22.1K
$2.58M
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-904- 1.0% |
$83.4K - $97.3K
|
89.5K
$10.5M
|
|
|
May 01, 2023
Q1 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-920- 3.84% |
$84.9K - $99.1K
|
23.1K
$2.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Elm Partners Management LLC
|
SELL
|
- |
-925- 4.32% |
$85.3K - $99.6K
|
20.5K
$2.4M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-925- 57.17% |
$85.3K - $99.6K
|
693
$81.1K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-932- 33.69% |
$86K - $100K
|
1.83K
$215K
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-934- 1.05% |
$86.2K - $101K
|
88.1K
$10.3M
|
|
|
Apr 06, 2023
Q1 2023
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-938- 2.17% |
$86.5K - $101K
|
42.3K
$4.95M
|
|
|
May 05, 2023
Q1 2023
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-939- 13.73% |
$86.6K - $101K
|
5.9K
$691K
|
|
|
Apr 12, 2023
Q1 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-943- 13.09% |
$87K - $102K
|
6.26K
$733K
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-946- 19.39% |
$87.3K - $102K
|
3.93K
$460K
|
|
|
Apr 14, 2023
Q1 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-947- 0.81% |
$87.4K - $102K
|
116K
$13.6M
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-950- 0.77% |
$87.7K - $102K
|
123K
$14.4M
|
|
|
May 04, 2023
Q1 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-960- 6.08% |
$88.6K - $103K
|
14.8K
$1.74M
|
|
|
May 02, 2023
Q1 2023
|
Magnolia Capital Management LTD
|
SELL
|
- |
-983- 2.25% |
$90.7K - $106K
|
42.7K
$5M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-985- 0.09% |
$90.9K - $106K
|
1.08M
$126M
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-987- 8.03% |
$91.1K - $106K
|
11.3K
$1.32M
|
|
|
May 09, 2023
Q1 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-989- 3.49% |
$91.3K - $106K
|
27.4K
$3.2M
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-996- 0.87% |
$91.9K - $107K
|
113K
$13.2M
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
SELL
|
- |
-996- 4.31% |
$91.9K - $107K
|
22.1K
$2.59M
|
|
|
Apr 24, 2023
Q1 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-1K- 9.04% |
$92.3K - $108K
|
10.1K
$1.18M
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1K- 97.28% |
$92.4K - $108K
|
28
$3.28K
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-1.02K- 2.75% |
$93.8K - $110K
|
36K
$4.22M
|
|
|
May 11, 2023
Q1 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-1.02K- 0.92% |
$94.2K - $110K
|
110K
$12.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-1.02K- 1.51% |
$94.3K - $110K
|
66.5K
$7.79M
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-1.02K- 32.98% |
$94.4K - $110K
|
2.08K
$243K
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.03K- 2.18% |
$94.6K - $110K
|
46K
$5.39M
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.04K- 6.87% |
$95.6K - $112K
|
14.1K
$1.65M
|
|
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.04K- 2.84% |
$95.8K - $112K
|
35.5K
$4.16M
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-1.04K- 25.67% |
$96.1K - $112K
|
3.02K
$353K
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.05K- 2.47% |
$96.8K - $113K
|
41.4K
$4.85M
|