Purchases and Sales Made in Q2 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 Q2 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
Feb 05, 2024 Q2 2023
Provida Pension Fund Administrator

Santiago, F3
BUY
 -
4.01M
New
$365M - $400M
4.01M $484M
Feb 07, 2024 Q2 2023
Provida Pension Fund Administrator

Santiago, F3
BUY
 -
4.01M
New
$365M - $400M
4.01M $484M
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
1.37M
+ 4.82%
$125M - $137M
29.9M $3.61B
Aug 14, 2023 Q2 2023
Clark Capital Management Group, Inc.

Philadelphia, PA
BUY
 -
1.3M
+ 35530.48%
$118M - $129M
1.3M $157M
Jul 24, 2023 Q2 2023
Annex Advisory Services, LLC

BUY
 -
1.07M
+ 1259.78%
$97.8M - $107M
1.16M $140M
Aug 14, 2023 Q2 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
1.02M
+ 55.26%
$92.8M - $102M
2.86M $345M
Aug 14, 2023 Q2 2023
Horizon Investments, LLC

Charlotte, NC
BUY
 -
797K
+ 175.79%
$72.6M - $79.5M
1.25M $151M
Jul 27, 2023 Q2 2023
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
787K
New
$71.7M - $78.6M
787K $95.1M
Aug 01, 2023 Q2 2023
First National Trust CO

BUY
 -
554K
+ 618.95%
$50.5M - $55.3M
644K $77.7M
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
509K
+ 23.07%
$46.4M - $50.8M
2.71M $328M
Aug 17, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
481K
+ 102.05%
$43.8M - $48M
952K $115M
Aug 14, 2023 Q2 2023
Jane Street Group, LLC

New York, NY
BUY
 -
480K
+ 867.0%
$43.7M - $47.9M
535K $64.6M
Aug 11, 2023 Q2 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
420K
+ 6.09%
$38.3M - $41.9M
7.31M $883M
Aug 14, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
400K
+ 558.72%
$36.4M - $39.9M
471K $56.9M
Jul 26, 2023 Q2 2023
Arcataur Capital Management LLC

Milwaukee, WI
BUY
 -
354K
New
$32.2M - $35.3M
354K $42.7M
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
293K
+ 11.17%
$26.7M - $29.2M
2.92M $352M
Jul 28, 2023 Q2 2023
Oakworth Capital, Inc.

BUY
 -
276K
+ 84.8%
$25.2M - $27.6M
602K $72.7M
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
267K
+ 4.16%
$24.4M - $26.7M
6.69M $808M
Aug 14, 2023 Q2 2023
Guidance Capital, Inc

Lousville, KY
BUY
 -
262K
New
$23.9M - $26.2M
262K $31.7M
Sep 08, 2023 Q2 2023
Dechtman Wealth Management, LLC

Centennial, CO
BUY
 -
238K
New
$21.7M - $23.7M
238K $28.7M
Aug 07, 2023 Q2 2023
Modera Wealth Management, LLC

BUY
 -
228K
+ 46.89%
$20.8M - $22.7M
714K $86.2M
Aug 09, 2023 Q2 2023
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
212K
+ 19.71%
$19.3M - $21.1M
1.29M $155M
Jul 11, 2023 Q2 2023
Members Trust CO

BUY
 -
210K
+ 11.65%
$19.1M - $21M
2.01M $243M
Jul 10, 2023 Q2 2023
Sg Americas Securities, LLC

BUY
 -
204K
+ 398.72%
$18.6M - $20.3M
255K $30.8M
Aug 14, 2023 Q2 2023
Prostatis Group LLC

Hanover, MD
BUY
 -
195K
+ 1515.88%
$17.7M - $19.4M
207K $25M
Jul 20, 2023 Q2 2023
Veracity Capital LLC

BUY
 -
189K
+ 3950.55%
$17.3M - $18.9M
194K $23.4M
Jul 18, 2023 Q2 2023
Allworth Financial LP

BUY
 -
172K
+ 36.78%
$15.7M - $17.2M
641K $77.4M
Aug 02, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
168K
+ 833.85%
$15.3M - $16.8M
188K $22.7M
Jul 21, 2023 Q2 2023
First Command Advisory Services, Inc.

BUY
 -
168K
+ 1.84%
$15.3M - $16.8M
9.29M $1.12B
Aug 10, 2023 Q2 2023
Acorns Advisers, LLC

Irvine, CA
BUY
 -
164K
+ 7.8%
$14.9M - $16.4M
2.27M $274M
Aug 11, 2023 Q2 2023
Pfs Investments Inc.

Duluth, GA
BUY
 -
149K
+ 107.19%
$13.6M - $14.8M
288K $34.7M
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
148K
+ 13.23%
$13.5M - $14.8M
1.27M $153M
Aug 14, 2023 Q2 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
147K
+ 1.53%
$13.4M - $14.7M
9.8M $1.18B
May 14, 2024 Q2 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
147K
+ 1.53%
$13.4M - $14.7M
9.8M $1.18B
Aug 14, 2023 Q2 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
145K
+ 6.96%
$13.2M - $14.5M
2.23M $270M
Aug 09, 2023 Q2 2023
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys

Harrisburg, PA
BUY
 -
139K
+ 170.31%
$12.7M - $13.9M
221K $26.6M
Aug 14, 2023 Q2 2023
Ergoteles LLC

New York, NY
BUY
 -
131K
New
$11.9M - $13.1M
131K $15.8M
Aug 11, 2023 Q2 2023
Ubs Group Ag

BUY
 -
130K
+ 1.37%
$11.9M - $13M
9.68M $1.17B
Aug 09, 2023 Q2 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
129K
New
$11.7M - $12.8M
129K $15.5M
Jul 31, 2023 Q2 2023
Estate Counselors, LLC

BUY
 -
127K
+ 62.62%
$11.6M - $12.7M
331K $39.9M
Aug 14, 2023 Q2 2023
Cerity Partners LLC

New York, NY
BUY
 -
108K
+ 8.63%
$9.86M - $10.8M
1.36M $165M
Jul 13, 2023 Q2 2023
Consilio Wealth Advisors, LLC

BUY
 -
103K
New
$9.37M - $10.3M
103K $12.4M
Jul 14, 2023 Q2 2023
Valeo Financial Advisors, LLC

BUY
 -
102K
+ 6.55%
$9.32M - $10.2M
1.66M $201M
Jul 28, 2023 Q2 2023
Pachira Investments Inc.

BUY
 -
97.7K
+ 1269.22%
$8.9M - $9.75M
105K $12.7M
Aug 02, 2023 Q2 2023
Mai Capital Management

BUY
 -
96.2K
+ 10.26%
$8.77M - $9.6M
1.03M $125M
Jul 21, 2023 Q2 2023
Millburn Ridgefield Corp

BUY
 -
95.3K
+ 3.28%
$8.69M - $9.51M
3M $362M
Aug 08, 2023 Q2 2023
Catalyst Capital Advisors LLC

Huntington, NY
BUY
 -
95.3K
+ 3.28%
$8.69M - $9.51M
3M $362M
Aug 01, 2023 Q2 2023
Keybank National Association

BUY
 -
95K
+ 2.57%
$8.66M - $9.48M
3.79M $458M
Aug 03, 2023 Q2 2023
Barclays PLC

London, X0
BUY
 -
92.9K
+ 140.33%
$8.46M - $9.27M
159K $19.2M

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