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 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.05K- 11.76% |
$96.9K - $113K
|
7.88K
$922K
|
|
|
Apr 04, 2023
Q1 2023
|
Lynch & Associates
|
SELL
|
- |
-1.05K- 2.54% |
$97K - $113K
|
40.3K
$4.72M
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-1.05K- 70.39% |
$97.2K - $113K
|
443
$51.9K
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.06K- 0.22% |
$97.3K - $114K
|
471K
$55.1M
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-1.06K- 8.62% |
$97.9K - $114K
|
11.2K
$1.32M
|
|
|
May 03, 2023
Q1 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.08K- 6.66% |
$99.7K - $116K
|
15.1K
$1.77M
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1.09K- 85.37% |
$100K - $117K
|
186
$21.8K
|
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.09K- 0.22% |
$100K - $117K
|
495K
$58M
|
|
|
Apr 28, 2023
Q1 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.09K- 0.97% |
$101K - $117K
|
112K
$13.1M
|
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-1.1K- 5.7% |
$101K - $118K
|
18.1K
$2.12M
|
|
|
May 15, 2023
Q1 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.1K- 51.07% |
$102K - $119K
|
1.06K
$124K
|
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-1.11K- 5.04% |
$102K - $119K
|
20.9K
$2.45M
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.11K- 22.47% |
$103K - $120K
|
3.84K
$449K
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.12K- 17.34% |
$103K - $121K
|
5.34K
$625K
|
|
|
May 15, 2023
Q1 2023
|
Washington Trust Bank
|
SELL
|
- |
-1.12K- 15.18% |
$104K - $121K
|
6.28K
$735K
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.13K- 1.3% |
$104K - $121K
|
85.2K
$9.98M
|
|
|
May 10, 2023
Q1 2023
|
Innovis Asset Management LLC
Chicago, IL |
SELL
|
- |
-1.13K- 9.56% |
$104K - $122K
|
10.7K
$1.25M
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.15K- 9.37% |
$106K - $124K
|
11.1K
$1.3M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.15K- 9.42% |
$106K - $124K
|
11.1K
$1.3M
|
|
|
Apr 13, 2023
Q1 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-1.18K- 13.95% |
$109K - $127K
|
7.29K
$854K
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.19K- 18.18% |
$110K - $128K
|
5.34K
$625K
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.19K- 4.59% |
$110K - $129K
|
24.8K
$2.9M
|
|
|
May 11, 2023
Q1 2023
|
Bank Ozk
|
SELL
|
- |
-1.2K- 8.95% |
$111K - $129K
|
12.2K
$1.43M
|
|
|
Apr 19, 2023
Q1 2023
|
Ballast, Inc.
|
SELL
|
- |
-1.2K- 19.84% |
$111K - $130K
|
4.86K
$569K
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.21K- 4.6% |
$111K - $130K
|
25.1K
$2.94M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.26K- 90.36% |
$116K - $135K
|
134
$15.7K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.26K- 11.33% |
$116K - $135K
|
9.83K
$1.15M
|
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
SELL
|
- |
-1.27K- 15.53% |
$117K - $136K
|
6.89K
$807K
|
|
|
May 15, 2023
Q1 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-1.27K- 7.18% |
$117K - $137K
|
16.5K
$1.93M
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1.31K- 1.75% |
$121K - $141K
|
73.4K
$8.6M
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.31K- 6.54% |
$121K - $141K
|
18.7K
$2.19M
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
SELL
|
- |
-1.32K- 24.47% |
$121K - $142K
|
4.06K
$475K
|
|
|
Apr 06, 2023
Q1 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-1.33K- 13.48% |
$123K - $143K
|
8.53K
$999K
|
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.35K- 1.56% |
$124K - $145K
|
84.9K
$9.95M
|
|
|
Apr 04, 2023
Q1 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-1.35K- 3.69% |
$125K - $145K
|
35.3K
$4.13M
|
|
|
May 05, 2023
Q1 2023
|
Dagco, Inc.
|
SELL
|
- |
-1.35K- 30.59% |
$125K - $145K
|
3.06K
$359K
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.38K- 12.05% |
$127K - $148K
|
10K
$1.18M
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
SELL
|
- |
-1.38K- 2.9% |
$127K - $148K
|
46K
$5.39M
|
|
|
May 04, 2023
Q1 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-1.39K- 1.14% |
$128K - $149K
|
121K
$14.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-1.44K- 1.58% |
$133K - $155K
|
89.5K
$10.5M
|
|
|
May 16, 2023
Q1 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-1.44K- 26.84% |
$133K - $155K
|
3.93K
$461K
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.45K- 39.68% |
$133K - $156K
|
2.2K
$257K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.45K- 2.96% |
$134K - $156K
|
47.5K
$5.56M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.46K- 0.36% |
$135K - $157K
|
406K
$47.5M
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.46K- 6.2% |
$135K - $157K
|
22.1K
$2.59M
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-1.46K- 32.94% |
$135K - $158K
|
2.98K
$349K
|
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.48K- 13.41% |
$136K - $159K
|
9.55K
$1.12M
|
|
|
May 03, 2023
Q1 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-1.48K- 0.61% |
$137K - $160K
|
240K
$28.1M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.5K- 3.85% |
$138K - $161K
|
37.3K
$4.37M
|
|
|
May 09, 2023
Q1 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.52K- 6.06% |
$140K - $163K
|
23.5K
$2.75M
|