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 18, 2023
Q2 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
1.58K+ 15.82% |
$144K - $157K
|
11.5K
$1.11M
|
|
|
Apr 10, 2025
Q2 2023
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
1.57K+ 13.38% |
$143K - $157K
|
13.3K
$1.28M
|
|
|
Jul 13, 2023
Q2 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1.57K+ 4.54% |
$143K - $156K
|
36K
$3.47M
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
1.56K+ 3.5% |
$142K - $156K
|
46.1K
$4.44M
|
|
|
Aug 08, 2023
Q2 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
1.54K+ 31.26% |
$140K - $153K
|
6.45K
$621K
|
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
1.53K+ 71.34% |
$139K - $152K
|
3.67K
$353K
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
BUY
|
- |
1.52K+ 0.58% |
$139K - $152K
|
262K
$25.3M
|
|
|
Oct 19, 2023
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
1.52K+ 2.33% |
$139K - $152K
|
66.7K
$6.43M
|
|
|
Jan 16, 2024
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
1.52K+ 2.33% |
$139K - $152K
|
66.7K
$6.43M
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.51K+ 1.57% |
$138K - $151K
|
97.4K
$9.38M
|
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1.51K+ 11.32% |
$138K - $151K
|
14.8K
$1.43M
|
|
|
Jul 27, 2023
Q2 2023
|
Next Capital Management LLC
|
BUY
|
- |
1.5K+ 5.31% |
$137K - $150K
|
29.8K
$2.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.5K+ 6.16% |
$137K - $150K
|
25.9K
$2.49M
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.5K+ 3.76% |
$136K - $149K
|
41.3K
$3.98M
|
|
|
Jul 14, 2023
Q2 2023
|
Capital Planning LLC
|
BUY
|
- |
1.49K+ 12.31% |
$136K - $148K
|
13.6K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
1.49K+ 10.34% |
$135K - $148K
|
15.9K
$1.53M
|
|
|
Aug 02, 2023
Q2 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
1.48K+ 6.6% |
$135K - $148K
|
23.9K
$2.3M
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.47K+ 3.63% |
$134K - $146K
|
41.8K
$4.03M
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.46K+ 9.55% |
$133K - $146K
|
16.8K
$1.61M
|
|
|
Aug 09, 2023
Q2 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
1.46K+ 1.35% |
$133K - $146K
|
110K
$10.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.45K+ 5.45% |
$132K - $145K
|
28.1K
$2.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1.45K+ 1.68% |
$132K - $145K
|
87.7K
$8.45M
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.43K+ 3.37% |
$130K - $143K
|
43.9K
$4.22M
|
|
|
Jul 18, 2023
Q2 2023
|
Planning Alternatives LTD
|
BUY
|
- |
1.42K+ 0.48% |
$130K - $142K
|
300K
$28.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.41K+ 0.76% |
$129K - $141K
|
186K
$18M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.4K+ 2.18% |
$127K - $140K
|
65.5K
$6.31M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1.39K+ 0.97% |
$127K - $139K
|
145K
$14M
|
|
|
Jul 28, 2023
Q2 2023
|
Middleton & CO Inc
|
BUY
|
- |
1.39K+ 2.87% |
$126K - $138K
|
49.7K
$4.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.37K+ 3.76% |
$124K - $136K
|
37.6K
$3.62M
|
|
|
Jul 07, 2023
Q2 2023
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
1.36K+ 1.0% |
$124K - $136K
|
138K
$13.3M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1.35KNew |
$123K - $135K
|
1.35K
$130K
|
|
|
Jul 25, 2023
Q2 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
1.35K+ 3.81% |
$123K - $134K
|
36.7K
$3.54M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.35K+ 2.07% |
$123K - $134K
|
66.3K
$6.38M
|
|
|
Aug 08, 2023
Q2 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
1.35K+ 5.01% |
$123K - $134K
|
28.2K
$2.71M
|
|
|
Jul 13, 2023
Q2 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
1.34K+ 18.88% |
$122K - $134K
|
8.46K
$815K
|
|
|
Jul 19, 2023
Q2 2023
|
Elm Partners Management LLC
|
BUY
|
- |
1.34K+ 6.53% |
$122K - $133K
|
21.8K
$2.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.34K+ 2.51% |
$122K - $133K
|
54.5K
$5.25M
|
|
|
Jul 11, 2023
Q2 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
1.34K+ 2.35% |
$122K - $133K
|
58.2K
$5.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
BUY
|
- |
1.33K+ 21.17% |
$121K - $133K
|
7.61K
$733K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.31K+ 7.01% |
$120K - $131K
|
20K
$1.93M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.31K+ 3.28% |
$119K - $130K
|
41K
$3.95M
|
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
1.3K+ 7.75% |
$119K - $130K
|
18.1K
$1.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.29K+ 7.94% |
$117K - $128K
|
17.5K
$1.68M
|
|
|
Jul 25, 2023
Q2 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.28K+ 6.49% |
$116K - $127K
|
20.9K
$2.02M
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.27K+ 7.37% |
$116K - $127K
|
18.5K
$1.79M
|
|
|
Jul 12, 2023
Q2 2023
|
Burns J W & CO Inc
|
BUY
|
- |
1.27K+ 13.57% |
$116K - $127K
|
10.6K
$1.02M
|
|
|
Jul 27, 2023
Q2 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
1.26K+ 12.86% |
$115K - $126K
|
11.1K
$1.07M
|
|
|
Jul 27, 2023
Q2 2023
|
Bank Ozk
|
BUY
|
- |
1.26K+ 10.29% |
$115K - $126K
|
13.5K
$1.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.25K+ 0.43% |
$114K - $125K
|
289K
$27.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.25K+ 3.85% |
$114K - $124K
|
33.6K
$3.24M
|