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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
540+ 2.88% |
$49.2K - $53.9K
|
19.3K
$2.38M
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
535+ 1.66% |
$48.8K - $53.4K
|
32.7K
$4.04M
|
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
533+ 18.28% |
$48.6K - $53.2K
|
3.45K
$426K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
530+ 0.55% |
$48.3K - $52.9K
|
96.7K
$12M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
530+ 2.05% |
$48.3K - $52.9K
|
26.4K
$3.26M
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
527+ 14.82% |
$48K - $52.6K
|
4.08K
$504K
|
|
|
Aug 10, 2023
Q2 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
527+ 0.46% |
$48K - $52.6K
|
116K
$14.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
517+ 138.24% |
$47.1K - $51.6K
|
891
$110K
|
|
|
Jul 14, 2023
Q2 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
516+ 22.57% |
$47K - $51.5K
|
2.8K
$346K
|
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
515+ 1.07% |
$46.9K - $51.4K
|
48.7K
$6.02M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
510+ 2.86% |
$46.5K - $50.9K
|
18.4K
$2.27M
|
|
|
Aug 08, 2023
Q2 2023
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
509+ 0.67% |
$46.4K - $50.8K
|
77K
$9.52M
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
502+ 0.48% |
$45.8K - $50.1K
|
105K
$12.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Everett Harris & CO
|
BUY
|
- |
500+ 14.31% |
$45.6K - $49.9K
|
3.99K
$493K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
500New |
$45.6K - $49.9K
|
500
$61.8K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
498+ 2.72% |
$45.4K - $49.7K
|
18.8K
$2.32M
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
497+ 2.54% |
$45.3K - $49.6K
|
20K
$2.47M
|
|
|
Aug 15, 2023
Q2 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
497+ 15.95% |
$45.3K - $49.6K
|
3.61K
$446K
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
496+ 0.93% |
$45.2K - $49.5K
|
53.6K
$6.62M
|
|
|
Aug 01, 2023
Q2 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
486+ 1.82% |
$44.3K - $48.5K
|
27.2K
$3.37M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
481+ 1.19% |
$43.8K - $48K
|
40.9K
$5.06M
|
|
|
Jul 27, 2023
Q2 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
481+ 9.29% |
$43.8K - $48K
|
5.66K
$699K
|
|
|
Aug 04, 2023
Q2 2023
|
Performa LTD (Us), LLC
|
BUY
|
- |
479+ 1.35% |
$43.7K - $47.8K
|
35.9K
$4.43M
|
|
|
Jul 26, 2023
Q2 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
476+ 0.78% |
$43.4K - $47.5K
|
61.8K
$7.63M
|
|
|
Jul 18, 2023
Q2 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
475+ 19.75% |
$43.3K - $47.4K
|
2.88K
$356K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln Capital LLC
|
BUY
|
- |
469+ 4.81% |
$42.7K - $46.8K
|
10.2K
$1.26M
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
468+ 2.58% |
$42.7K - $46.7K
|
18.6K
$2.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
468+ 11.78% |
$42.7K - $46.7K
|
4.44K
$549K
|
|
|
Jul 20, 2023
Q2 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
448+ 3.21% |
$40.8K - $44.7K
|
14.4K
$1.78M
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
443+ 18.16% |
$40.4K - $44.2K
|
2.88K
$356K
|
|
|
Jul 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
437+ 2.79% |
$39.8K - $43.6K
|
16.1K
$1.99M
|
|
|
Aug 11, 2023
Q2 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
430+ 18.38% |
$39.2K - $42.9K
|
2.77K
$342K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
429+ 0.4% |
$39.1K - $42.8K
|
107K
$13.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
428+ 6.94% |
$39K - $42.7K
|
6.6K
$815K
|
|
|
Aug 11, 2023
Q2 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
425+ 4.35% |
$38.7K - $42.4K
|
10.2K
$1.26M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
421+ 7.02% |
$38.4K - $42K
|
6.42K
$793K
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
421+ 4.46% |
$38.4K - $42K
|
9.86K
$1.22M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
420+ 36.81% |
$38.3K - $41.9K
|
1.56K
$193K
|
|
|
Aug 08, 2023
Q2 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
418+ 2.13% |
$38.1K - $41.7K
|
20K
$2.47M
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
418+ 19.7% |
$38.1K - $41.7K
|
2.54K
$314K
|
|
|
Jul 27, 2023
Q2 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
413+ 19.41% |
$37.6K - $41.2K
|
2.54K
$314K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
405+ 2.99% |
$36.9K - $40.4K
|
14K
$1.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Spears Abacus Advisors LLC
|
BUY
|
- |
404+ 11.94% |
$36.8K - $40.3K
|
3.79K
$468K
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
401+ 1.8% |
$36.5K - $40K
|
22.7K
$2.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
378+ 13.74% |
$34.5K - $37.7K
|
3.13K
$387K
|
|
|
Jul 31, 2023
Q2 2023
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
375+ 6.84% |
$34.2K - $37.4K
|
5.86K
$724K
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
358+ 18.15% |
$32.6K - $35.7K
|
2.33K
$288K
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
BUY
|
- |
356+ 5.56% |
$32.4K - $35.5K
|
6.76K
$835K
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
352+ 0.48% |
$32.1K - $35.1K
|
73.6K
$9.09M
|
|
|
Jul 14, 2023
Q2 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
346+ 2.4% |
$31.5K - $34.5K
|
14.8K
$1.83M
|