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 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-49.4K- 10.88% |
$4.56M - $5.32M
|
405K
$50.5M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-51.2K- 99.81% |
$4.73M - $5.52M
|
97
$12.1K
|
|
|
Apr 18, 2023
Q1 2023
|
Hudson Capital Management LLC
|
SELL
|
- |
-51.4K- 47.37% |
$4.74M - $5.54M
|
57.1K
$7.13M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-53.3K- 17.24% |
$4.92M - $5.74M
|
256K
$31.9M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-56.2K- 43.47% |
$5.18M - $6.05M
|
73K
$9.12M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-56.6K- 29.06% |
$5.22M - $6.09M
|
138K
$17.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-58K- 78.8% |
$5.35M - $6.25M
|
15.6K
$1.95M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-59.4K- 1.15% |
$5.48M - $6.4M
|
5.09M
$636M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-61.7K- 43.17% |
$5.69M - $6.64M
|
81.2K
$10.1M
|
|
|
May 02, 2023
Q1 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-62.8K- 84.97% |
$5.8M - $6.76M
|
11.1K
$1.39M
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-63.1K- 8.29% |
$5.82M - $6.79M
|
698K
$87.1M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-64.8K- 14.18% |
$5.98M - $6.97M
|
392K
$49M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-67.3K- 16.45% |
$6.21M - $7.25M
|
342K
$42.7M
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-67.5K- 21.3% |
$6.23M - $7.27M
|
249K
$31.1M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-67.5K- 21.3% |
$6.23M - $7.27M
|
249K
$31.1M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-68.4K- 28.51% |
$6.31M - $7.36M
|
172K
$21.4M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-71.9K- 0.39% |
$6.64M - $7.75M
|
18.4M
$2.3B
|
|
|
Apr 26, 2023
Q1 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-74K- 11.28% |
$6.83M - $7.97M
|
583K
$72.8M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-74.3K- 64.13% |
$6.85M - $8M
|
41.5K
$5.19M
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-75.6K- 62.4% |
$6.98M - $8.15M
|
45.6K
$5.69M
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-81.2K- 49.88% |
$7.49M - $8.74M
|
81.6K
$10.2M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-85.7K- 8.25% |
$7.91M - $9.23M
|
953K
$119M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-93.8K- 16.56% |
$8.65M - $10.1M
|
473K
$59M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-95K- 19.72% |
$8.77M - $10.2M
|
387K
$48.3M
|
|
|
May 04, 2023
Q1 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-96.4K- 76.03% |
$8.9M - $10.4M
|
30.4K
$3.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-99.4K- 82.02% |
$9.17M - $10.7M
|
21.8K
$2.72M
|
|
|
May 09, 2023
Q1 2023
|
Alaska Permanent Capital Management
|
SELL
|
- |
-102K- 19.09% |
$9.38M - $11M
|
431K
$53.8M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-109K- 60.48% |
$10M - $11.7M
|
71K
$8.87M
|
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
SELL
|
- |
-110K- 97.18% |
$10.1M - $11.8M
|
3.18K
$397K
|
|
|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-114KClosed |
$10.5M - $12.3M
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-117K- 99.89% |
$10.8M - $12.6M
|
124
$15.5K
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-119K- 48.1% |
$11M - $12.8M
|
128K
$16M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-122K- 92.52% |
$11.3M - $13.2M
|
9.89K
$1.24M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-129K- 11.47% |
$11.9M - $13.9M
|
998K
$125M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-134K- 9.39% |
$12.4M - $14.4M
|
1.29M
$161M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-140K- 4.93% |
$12.9M - $15.1M
|
2.71M
$338M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-142K- 14.47% |
$13.1M - $15.3M
|
841K
$105M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-146K- 6.55% |
$13.5M - $15.8M
|
2.09M
$260M
|
|
|
May 12, 2023
Q1 2023
|
Cercano Management LLC
Bellevue, WA |
SELL
|
- |
-150K- 75.43% |
$13.8M - $16.1M
|
48.8K
$6.1M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-154K- 1.58% |
$14.2M - $16.5M
|
9.55M
$1.19B
|
|
|
Apr 19, 2023
Q1 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-167K- 70.27% |
$15.4M - $17.9M
|
70.5K
$8.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-191K- 77.58% |
$17.6M - $20.5M
|
55.1K
$6.88M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-198K- 47.77% |
$18.2M - $21.3M
|
216K
$27M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-202K- 78.51% |
$18.7M - $21.8M
|
55.3K
$6.91M
|
|
|
Apr 18, 2023
Q1 2023
|
Members Trust CO
|
SELL
|
- |
-210K- 10.44% |
$19.4M - $22.6M
|
1.8M
$225M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-221K- 25.91% |
$20.4M - $23.8M
|
632K
$78.9M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-238K- 17.54% |
$22M - $25.7M
|
1.12M
$140M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-248K- 5.27% |
$22.9M - $26.7M
|
4.45M
$556M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-248K- 73.32% |
$22.9M - $26.7M
|
90.2K
$11.3M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-270K- 15.49% |
$24.9M - $29M
|
1.47M
$184M
|