Purchases and Sales Made in Q1 2023 in Ishares Core S&P Sm Cap ETF (IJR)

IJR Quotes by TradingView

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 21, 2023 Q1 2023
Defined Wealth Management, LLC

BUY
 -
5.77K
+ 24.59%
$532K - $621K
29.2K $3.1M
May 03, 2023 Q1 2023
Rebalance, LLC

Palo Alto, CA
BUY
 -
5.71K
+ 1.69%
$526K - $614K
342K $36.3M
May 24, 2023 Q1 2023
Garde Capital, Inc.

Seattle, WA
BUY
 -
5.7K
+ 14.53%
$525K - $613K
44.9K $4.77M
Sep 06, 2023 Q1 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
5.68K
New
$524K - $612K
5.68K $603K
May 10, 2023 Q1 2023
Bip Wealth, LLC

Atlanta, GA
BUY
 -
5.68K
New
$524K - $611K
5.68K $602K
May 11, 2023 Q1 2023
Kovitz Investment Group Partners, LLC

BUY
 -
5.65K
+ 10.51%
$521K - $608K
59.4K $6.3M
May 15, 2023 Q1 2023
Walleye Capital LLC

Plymouth, MN
BUY
 -
5.62K
+ 235.51%
$519K - $606K
8.01K $850K
Apr 21, 2023 Q1 2023
Long Run Wealth Advisors, LLC

BUY
 -
5.62K
+ 5.68%
$519K - $605K
105K $11.1M
May 10, 2023 Q1 2023
Baron Wealth Management LLC

Troy, MI
BUY
 -
5.57K
+ 3.44%
$513K - $599K
167K $17.7M
May 15, 2023 Q1 2023
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
5.56K
New
$513K - $599K
5.56K $590K
May 02, 2023 Q1 2023
Sky Oak Wealth, LLC

BUY
 -
5.52K
+ 10.1%
$509K - $595K
60.2K $6.39M
May 08, 2023 Q1 2023
New York Life Investment Management LLC

New York, NY
BUY
 -
5.52K
+ 4.12%
$509K - $594K
139K $14.8M
May 10, 2023 Q1 2023
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
5.48K
+ 1.07%
$506K - $590K
515K $54.7M
May 16, 2023 Q1 2023
Pacific Center For Financial Services

San Ramon, CA
BUY
 -
5.47K
+ 3.66%
$505K - $589K
155K $16.5M
May 15, 2023 Q1 2023
Retirement Investment Advisors, Inc.

Oklahoma City, OK
BUY
 -
5.45K
+ 11.41%
$503K - $587K
53.2K $5.65M
Apr 10, 2023 Q1 2023
Dynamic Advisor Solutions LLC

BUY
 -
5.44K
+ 4.63%
$501K - $585K
123K $13M
May 15, 2023 Q1 2023
Northeast Financial Consultants Inc

Westport, CT
BUY
 -
5.43K
+ 6.53%
$501K - $584K
88.5K $9.39M
May 10, 2023 Q1 2023
Keeley Teton Advisors, LLC

Chicago, IL
BUY
 -
5.43K
New
$501K - $584K
5.43K $576K
May 15, 2023 Q1 2023
Joel Greenblatt Gotham Asset Management, LLC | New York, Ny
BUY
 -
5.41K
New
$499K - $583K
5.41K $574K
Apr 26, 2023 Q1 2023
Mv Capital Management, Inc.

BUY
 -
5.33K
+ 347.27%
$492K - $574K
6.87K $729K
Apr 11, 2023 Q1 2023
Harbor Group, Inc.

BUY
 -
5.33K
+ 2.85%
$492K - $574K
193K $20.4M
May 05, 2023 Q1 2023
Sp Asset Management LLC

Cupertino, CA
BUY
 -
5.32K
New
$491K - $573K
5.32K $565K
Jun 27, 2023 Q1 2023
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
5.29K
New
$488K - $570K
5.29K $561K
May 17, 2023 Q1 2023
Apexium Financial, LP

BUY
 -
5.23K
+ 5.67%
$483K - $563K
97.5K $10.4M
Apr 13, 2023 Q1 2023
Hb Wealth Management, LLC

BUY
 -
5.12K
+ 5.49%
$473K - $552K
98.5K $10.5M
May 12, 2023 Q1 2023
Doliver Advisors, LP

Houston, TX
BUY
 -
5.08K
New
$468K - $547K
5.08K $539K
May 01, 2023 Q1 2023
Rkl Wealth Management LLC

BUY
 -
4.99K
+ 1.63%
$461K - $538K
312K $33.1M
Apr 04, 2023 Q1 2023
Future Financial Wealth Managment LLC

BUY
 -
4.95K
+ 41.12%
$457K - $533K
17K $1.8M
Apr 26, 2023 Q1 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
4.92K
+ 20.93%
$454K - $530K
28.4K $3.02M
Apr 11, 2023 Q1 2023
Massmutual Trust CO Fsb

BUY
 -
4.84K
+ 1.34%
$447K - $522K
367K $39M
Apr 25, 2023 Q1 2023
4 Thought Financial Group Inc.

BUY
 -
4.8K
+ 7.63%
$442K - $516K
67.6K $7.18M
May 12, 2023 Q1 2023
Prio Wealth Limited Partnership

Boston, MA
BUY
 -
4.79K
+ 3.36%
$442K - $516K
147K $15.6M
Apr 10, 2023 Q1 2023
Lbmc Investment Advisors, LLC

BUY
 -
4.77K
+ 3.6%
$440K - $514K
137K $14.6M
Apr 17, 2023 Q1 2023
Burns J W & CO Inc

BUY
 -
4.76K
+ 103.52%
$439K - $513K
9.36K $994K
May 19, 2025 Q1 2023
Heck Capital Advisors, LLC

Rhinelander, WI
BUY
 -
4.7K
+ 1.9%
$434K - $506K
252K $26.7M
Apr 25, 2023 Q1 2023
ETF Portfolio Partners, Inc.

BUY
 -
4.67K
+ 6.22%
$431K - $503K
79.7K $8.46M
May 03, 2023 Q1 2023
Crescent Grove Advisors, LLC

BUY
 -
4.67K
+ 3.35%
$431K - $503K
144K $15.3M
Apr 27, 2023 Q1 2023
Marietta Wealth Management, LLC

BUY
 -
4.66K
+ 4.5%
$430K - $502K
108K $11.5M
May 11, 2023 Q1 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
4.59K
New
$423K - $494K
4.59K $487K
May 11, 2023 Q1 2023
Intelligence Driven Advisers, LLC

BUY
 -
4.48K
+ 11.89%
$413K - $482K
42.1K $4.47M
Apr 27, 2023 Q1 2023
Pb Mares Wealth Management LLC

BUY
 -
4.42K
+ 62.47%
$408K - $476K
11.5K $1.22M
Apr 14, 2023 Q1 2023
Sweet Financial Partners, LLC

BUY
 -
4.4K
+ 19.02%
$406K - $474K
27.6K $2.92M
Apr 21, 2023 Q1 2023
Financial Management Network Inc

BUY
 -
4.4K
+ 4.88%
$406K - $474K
94.6K $10M
May 09, 2023 Q1 2023
Sws Partners

BUY
 -
4.4K
+ 10.7%
$406K - $473K
45.5K $4.83M
May 02, 2023 Q1 2023
Park Place Capital Corp

Birmingham, AL
BUY
 -
4.39K
+ 8.23%
$405K - $473K
57.7K $6.12M
May 02, 2023 Q1 2023
Heritage Investment Group, Inc.

BUY
 -
4.3K
+ 5.3%
$397K - $463K
85.4K $9.07M
May 11, 2023 Q1 2023
Resources Management Corp

West Hartford, CT
BUY
 -
4.27K
+ 5270.37%
$394K - $460K
4.35K $462K
Apr 13, 2023 Q1 2023
Transparent Wealth Partners LLC

Little Rock, AR
BUY
 -
4.23K
+ 3.15%
$390K - $455K
139K $14.7M
Apr 06, 2023 Q1 2023
Foster Group, Inc.

BUY
 -
4.21K
New
$388K - $453K
4.21K $447K

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