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
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.24K+ 2.65% |
$113K - $124K
|
48K
$4.62M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.23K+ 7.01% |
$112K - $123K
|
18.8K
$1.81M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.23K+ 0.49% |
$112K - $123K
|
252K
$24.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
1.22K+ 1.91% |
$111K - $121K
|
64.9K
$6.25M
|
|
|
Jul 18, 2023
Q2 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
1.2KNew |
$109K - $120K
|
1.2K
$116K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
1.19K+ 23.22% |
$108K - $119K
|
6.31K
$607K
|
|
|
Sep 26, 2024
Q2 2023
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
1.18K+ 2.62% |
$108K - $118K
|
46.4K
$4.47M
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.18K+ 108.34% |
$108K - $118K
|
2.27K
$219K
|
|
|
Jul 14, 2023
Q2 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
1.18K+ 12.33% |
$108K - $118K
|
10.8K
$1.04M
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.18K+ 20.08% |
$107K - $117K
|
7.04K
$678K
|
|
|
Aug 10, 2023
Q2 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
1.18K+ 10.93% |
$107K - $117K
|
11.9K
$1.15M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.17K+ 2.81% |
$106K - $117K
|
42.7K
$4.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.15K+ 3.23% |
$105K - $115K
|
36.9K
$3.55M
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
1.12K+ 5.81% |
$102K - $112K
|
20.5K
$1.97M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.1K+ 6.29% |
$99.8K - $109K
|
18.5K
$1.78M
|
|
|
Aug 07, 2023
Q2 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
1.09K+ 1.34% |
$99.3K - $109K
|
82.4K
$7.94M
|
|
|
Jul 18, 2023
Q2 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
1.08K+ 13.37% |
$98.2K - $107K
|
9.13K
$879K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
1.04K+ 8.75% |
$94.4K - $103K
|
12.9K
$1.24M
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.03K+ 1.36% |
$93.9K - $103K
|
77K
$7.42M
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.02K+ 14.88% |
$93.1K - $102K
|
7.89K
$760K
|
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.02K+ 15.47% |
$93K - $102K
|
7.61K
$733K
|
|
|
Jul 10, 2023
Q2 2023
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
1.02K+ 0.76% |
$92.7K - $102K
|
135K
$13M
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.02K+ 32.17% |
$92.5K - $101K
|
4.17K
$402K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.01K+ 6.59% |
$92.2K - $101K
|
16.4K
$1.58M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1K+ 103.94% |
$91.4K - $100K
|
1.97K
$190K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
1K+ 21.2% |
$91.1K - $99.8K
|
5.72K
$550K
|
|
|
Jul 13, 2023
Q2 2023
|
Jvl Associates LLC
|
BUY
|
- |
995+ 0.61% |
$90.7K - $99.3K
|
165K
$15.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
984+ 0.72% |
$89.7K - $98.2K
|
137K
$13.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Orin Green Financial, LLC
|
BUY
|
- |
973+ 2.06% |
$88.7K - $97.1K
|
48.3K
$4.65M
|
|
|
Aug 07, 2023
Q2 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
969+ 3.5% |
$88.3K - $96.7K
|
28.6K
$2.76M
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
965+ 43.45% |
$88K - $96.3K
|
3.19K
$307K
|
|
|
Jul 31, 2023
Q2 2023
|
West Bancorporation Inc
|
BUY
|
- |
965+ 26.43% |
$88K - $96.3K
|
4.62K
$445K
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
BUY
|
- |
963+ 2.68% |
$87.8K - $96.1K
|
36.9K
$3.55M
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
962+ 12.91% |
$87.7K - $96K
|
8.41K
$810K
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Services
|
BUY
|
- |
946+ 33.92% |
$86.2K - $94.4K
|
3.74K
$360K
|
|
|
Aug 03, 2023
Q2 2023
|
Campion Asset Management
|
BUY
|
- |
925+ 3.97% |
$84.3K - $92.3K
|
24.2K
$2.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
915+ 1.25% |
$83.4K - $91.3K
|
74.3K
$7.16M
|
|
|
Jul 18, 2023
Q2 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
906+ 6.45% |
$82.6K - $90.4K
|
15K
$1.44M
|
|
|
Aug 16, 2023
Q2 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
889+ 1.28% |
$81K - $88.7K
|
70.5K
$6.78M
|
|
|
Jul 26, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
887+ 1.95% |
$80.8K - $88.5K
|
46.3K
$4.46M
|
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
BUY
|
- |
876+ 3.72% |
$79.8K - $87.4K
|
24.5K
$2.35M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
873+ 53.26% |
$79.6K - $87.1K
|
2.51K
$242K
|
|
|
Jul 17, 2023
Q2 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
860+ 3.16% |
$78.4K - $85.8K
|
28.1K
$2.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
855+ 8.84% |
$77.9K - $85.3K
|
10.5K
$1.01M
|
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
840+ 25.57% |
$76.6K - $83.8K
|
4.13K
$397K
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
839+ 1.15% |
$76.5K - $83.7K
|
73.9K
$7.12M
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
837+ 23.64% |
$76.3K - $83.5K
|
4.38K
$422K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
833+ 5.2% |
$75.9K - $83.1K
|
16.9K
$1.62M
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
829+ 2.6% |
$75.6K - $82.7K
|
32.7K
$3.15M
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
810+ 2.83% |
$73.8K - $80.8K
|
29.5K
$2.84M
|