Purchases and Sales Made in Q2 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 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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
2.83KNew |
$258K - $282K
|
2.83K
$349K
|
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
2.82KNew |
$257K - $282K
|
2.82K
$348K
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
2.81KNew |
$256K - $280K
|
2.81K
$347K
|
|
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
2.8K+ 7.29% |
$255K - $279K
|
41.2K
$5.09M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
2.78K+ 4.93% |
$253K - $277K
|
59.2K
$7.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Mangham Associates,Llc
Charlottesville, VA |
BUY
|
- |
2.78K+ 12.22% |
$253K - $277K
|
25.5K
$3.15M
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
2.77K+ 7.69% |
$252K - $276K
|
38.8K
$4.79M
|
|
|
Jul 21, 2023
Q2 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
2.76K+ 21.59% |
$252K - $276K
|
15.6K
$1.92M
|
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
2.75K+ 3.67% |
$251K - $275K
|
77.8K
$9.61M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.74K+ 4.9% |
$250K - $274K
|
58.8K
$7.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.74K+ 2.6% |
$250K - $274K
|
108K
$13.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
2.73K+ 0.43% |
$248K - $272K
|
638K
$78.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
2.7KNew |
$246K - $270K
|
2.7K
$334K
|
|
|
Aug 10, 2023
Q2 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
2.7KNew |
$246K - $269K
|
2.7K
$333K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
2.69K+ 2.21% |
$245K - $268K
|
125K
$15.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
2.67K+ 5.19% |
$243K - $266K
|
54K
$6.67M
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
2.65K+ 126.21% |
$242K - $265K
|
4.76K
$587K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.65K+ 1.27% |
$242K - $265K
|
212K
$26.2M
|
|
|
Jul 27, 2023
Q2 2023
|
ETF Store, Inc.
|
BUY
|
- |
2.65K+ 6.75% |
$241K - $264K
|
41.9K
$5.18M
|
|
|
Aug 03, 2023
Q2 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
2.65K+ 6.55% |
$241K - $264K
|
43.1K
$5.32M
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
2.64KNew |
$241K - $263K
|
2.64K
$326K
|
|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2.64KNew |
$241K - $263K
|
2.64K
$326K
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2.64K+ 0.3% |
$240K - $263K
|
874K
$108M
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
2.63K+ 100.08% |
$240K - $263K
|
5.27K
$651K
|
|
|
Jul 06, 2023
Q2 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
2.62KNew |
$239K - $262K
|
2.62K
$324K
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
BUY
|
- |
2.61K+ 6.51% |
$238K - $261K
|
42.7K
$5.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.58K+ 7.16% |
$235K - $258K
|
38.6K
$4.77M
|
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
2.55K+ 8.3% |
$233K - $255K
|
33.3K
$4.11M
|
|
|
Jul 17, 2023
Q2 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
2.55K+ 9.17% |
$232K - $254K
|
30.3K
$3.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Aristotle Capital Boston, LLC
Boston, MA |
BUY
|
- |
2.54K+ 4.37% |
$231K - $253K
|
60.5K
$7.47M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.52K+ 0.77% |
$230K - $252K
|
328K
$40.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
2.52K+ 2.81% |
$229K - $251K
|
92K
$11.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
2.5KNew |
$227K - $249K
|
2.5K
$308K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
2.47K+ 3.37% |
$225K - $247K
|
75.9K
$9.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
2.47KNew |
$225K - $246K
|
2.47K
$305K
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
2.47K+ 2.5% |
$225K - $246K
|
101K
$12.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Ltg Capital LLC
|
BUY
|
- |
2.44K+ 2.19% |
$223K - $244K
|
114K
$14.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
2.44K+ 4.27% |
$222K - $244K
|
59.6K
$7.36M
|
|
|
Jul 31, 2023
Q2 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
2.44K+ 0.61% |
$222K - $243K
|
402K
$49.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.44K+ 3.94% |
$222K - $243K
|
64.3K
$7.94M
|
|
|
Jul 18, 2023
Q2 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
2.44K+ 4.94% |
$222K - $243K
|
51.7K
$6.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.43K+ 1.45% |
$221K - $243K
|
171K
$21.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2.41KNew |
$220K - $241K
|
2.41K
$298K
|
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
2.41KNew |
$220K - $241K
|
2.41K
$298K
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2.41KNew |
$219K - $240K
|
2.41K
$297K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.39K+ 130.32% |
$218K - $239K
|
4.22K
$522K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.36KNew |
$215K - $236K
|
2.36K
$292K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.36K+ 3.49% |
$215K - $235K
|
69.9K
$8.63M
|
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.35K+ 1.9% |
$214K - $234K
|
126K
$15.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
2.33K+ 89.86% |
$212K - $233K
|
4.92K
$608K
|