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 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-3.16K- 9.95% |
$292K - $341K
|
28.6K
$3.58M
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-3.19K- 8.19% |
$294K - $343K
|
35.7K
$4.46M
|
|
|
May 05, 2023
Q1 2023
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-3.23K- 3.03% |
$298K - $347K
|
103K
$12.9M
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-3.26K- 9.5% |
$301K - $351K
|
31K
$3.88M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.28K- 2.2% |
$303K - $353K
|
146K
$18.2M
|
|
|
May 12, 2023
Q1 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-3.31K- 2.11% |
$305K - $356K
|
153K
$19.2M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.33K- 35.5% |
$307K - $358K
|
6.04K
$754K
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-3.35K- 34.5% |
$309K - $361K
|
6.36K
$795K
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-3.36K- 56.84% |
$310K - $362K
|
2.55K
$319K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-3.37K- 1.52% |
$310K - $362K
|
218K
$27.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-3.42K- 1.66% |
$316K - $369K
|
203K
$25.4M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.43K- 3.83% |
$316K - $369K
|
86.1K
$10.7M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-3.43K- 39.96% |
$317K - $370K
|
5.16K
$644K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-3.44K- 1.62% |
$317K - $370K
|
209K
$26.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-3.46K- 1.62% |
$319K - $373K
|
210K
$26.2M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.49K- 6.52% |
$322K - $375K
|
50K
$6.24M
|
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-3.5K- 15.46% |
$323K - $376K
|
19.1K
$2.39M
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-3.54K- 28.3% |
$327K - $381K
|
8.97K
$1.12M
|
|
|
Apr 19, 2023
Q1 2023
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-3.56K- 2.57% |
$328K - $383K
|
135K
$16.8M
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-3.59K- 36.23% |
$331K - $386K
|
6.31K
$788K
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-3.6K- 5.49% |
$333K - $388K
|
62.1K
$7.75M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.75K- 35.94% |
$346K - $403K
|
6.68K
$834K
|
|
|
May 15, 2023
Q1 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-3.78K- 14.63% |
$348K - $406K
|
22K
$2.75M
|
|
|
May 01, 2023
Q1 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-3.78K- 2.22% |
$349K - $407K
|
167K
$20.8M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.78K- 7.69% |
$349K - $407K
|
45.4K
$5.67M
|
|
|
May 15, 2023
Q1 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-3.85K- 47.02% |
$355K - $414K
|
4.33K
$541K
|
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-3.92K- 2.36% |
$362K - $422K
|
162K
$20.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.95K- 26.03% |
$364K - $425K
|
11.2K
$1.4M
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-4K- 14.27% |
$369K - $430K
|
24K
$3M
|
|
|
May 02, 2023
Q1 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-4K- 10.53% |
$369K - $431K
|
34K
$4.25M
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-4.02K- 2.25% |
$371K - $433K
|
174K
$21.8M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-4.02K- 25.43% |
$371K - $433K
|
11.8K
$1.47M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-4.04K- 4.81% |
$372K - $435K
|
79.8K
$9.97M
|
|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-4.06K- 19.47% |
$375K - $438K
|
16.8K
$2.1M
|
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
SELL
|
- |
-4.22K- 13.92% |
$389K - $454K
|
26.1K
$3.26M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-4.28K- 1.97% |
$395K - $461K
|
213K
$26.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-4.29K- 1.56% |
$396K - $462K
|
271K
$33.8M
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-4.29K- 85.07% |
$396K - $462K
|
753
$94K
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
SELL
|
- |
-4.3K- 50.67% |
$397K - $463K
|
4.18K
$523K
|
|
|
Apr 25, 2023
Q1 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-4.34K- 5.67% |
$400K - $467K
|
72.2K
$9.01M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-4.34K- 14.59% |
$401K - $468K
|
25.4K
$3.17M
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-4.36K- 3.56% |
$403K - $470K
|
118K
$14.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-4.38K- 33.72% |
$404K - $472K
|
8.61K
$1.08M
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.45K- 8.02% |
$411K - $479K
|
51.1K
$6.38M
|
|
|
Nov 19, 2024
Q1 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-4.5K- 21.55% |
$416K - $485K
|
16.4K
$2.05M
|
|
|
Jun 20, 2024
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-4.52K- 6.94% |
$417K - $487K
|
60.6K
$7.57M
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-4.62K- 32.7% |
$426K - $497K
|
9.5K
$1.19M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-4.66K- 2.63% |
$430K - $501K
|
172K
$21.5M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.72K- 1.36% |
$435K - $508K
|
343K
$42.8M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-4.74K- 2.14% |
$438K - $511K
|
217K
$27.1M
|