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 31, 2023
Q2 2023
|
Daniels&Tansey,Llp
|
BUY
|
- |
346+ 0.18% |
$31.5K - $34.5K
|
192K
$23.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
345+ 9.17% |
$31.4K - $34.4K
|
4.11K
$511K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
342+ 29.61% |
$31.2K - $34.1K
|
1.5K
$186K
|
|
|
Jul 06, 2023
Q2 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
341+ 3.72% |
$31.1K - $34K
|
9.5K
$1.18M
|
|
|
Aug 08, 2023
Q2 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
336+ 5.49% |
$30.6K - $33.5K
|
6.45K
$802K
|
|
|
Aug 03, 2023
Q2 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
330+ 4.4% |
$30.1K - $32.9K
|
7.83K
$973K
|
|
|
Aug 14, 2023
Q2 2023
|
Adams Wealth Management
|
BUY
|
- |
330+ 2.8% |
$30.1K - $32.9K
|
12.1K
$1.51M
|
|
|
Jul 24, 2023
Q2 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
329+ 1.11% |
$30K - $32.8K
|
29.9K
$3.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
327+ 2.74% |
$29.8K - $32.6K
|
12.2K
$1.52M
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
326+ 1.79% |
$29.7K - $32.5K
|
18.6K
$2.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
319+ 12.1% |
$29.1K - $31.8K
|
2.96K
$367K
|
|
|
Aug 28, 2023
Q2 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
310+ 5.02% |
$28.3K - $30.9K
|
6.48K
$805K
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
BUY
|
- |
305+ 14.44% |
$27.8K - $30.4K
|
2.42K
$300K
|
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
302+ 0.36% |
$27.5K - $30.1K
|
85.2K
$10.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
301+ 2.68% |
$27.4K - $30K
|
11.5K
$1.43M
|
|
|
Aug 01, 2023
Q2 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
300+ 1.61% |
$27.3K - $29.9K
|
19K
$2.36M
|
|
|
Jul 07, 2023
Q2 2023
|
Woodstock Corp
|
BUY
|
- |
297+ 2.35% |
$27.1K - $29.6K
|
12.9K
$1.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
296+ 1.37% |
$27K - $29.5K
|
21.8K
$2.71M
|
|
|
Jul 20, 2023
Q2 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
292+ 4.93% |
$26.6K - $29.1K
|
6.22K
$772K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
288+ 8.97% |
$26.2K - $28.7K
|
3.5K
$435K
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
286+ 2.81% |
$26.1K - $28.5K
|
10.5K
$1.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
BUY
|
- |
283+ 1.19% |
$25.8K - $28.2K
|
24K
$2.98M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
280+ 1.46% |
$25.5K - $27.9K
|
19.5K
$2.42M
|
|
|
Jul 13, 2023
Q2 2023
|
Schwab Charitable Fund
|
BUY
|
- |
279+ 5.67% |
$25.4K - $27.8K
|
5.2K
$646K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
277+ 35.33% |
$25.2K - $27.6K
|
1.06K
$132K
|
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
276+ 16.04% |
$25.2K - $27.5K
|
2K
$248K
|
|
|
Jul 26, 2023
Q2 2023
|
Parthenon LLC
|
BUY
|
- |
275+ 0.65% |
$25.1K - $27.4K
|
42.7K
$5.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
275+ 4.25% |
$25.1K - $27.4K
|
6.74K
$837K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
273+ 12.25% |
$24.9K - $27.2K
|
2.5K
$311K
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
273+ 0.44% |
$24.9K - $27.2K
|
62.3K
$7.74M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
271+ 3.62% |
$24.7K - $27K
|
7.76K
$964K
|
|
|
Aug 07, 2023
Q2 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
270+ 0.99% |
$24.6K - $26.9K
|
27.4K
$3.41M
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
269+ 2.6% |
$24.5K - $26.8K
|
10.6K
$1.32M
|
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
266+ 3.42% |
$24.2K - $26.5K
|
8.04K
$999K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
261+ 3.44% |
$23.8K - $26.1K
|
7.84K
$975K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
260+ 1300.0% |
$23.7K - $26K
|
280
$34.8K
|
|
|
Jul 18, 2023
Q2 2023
|
Security National Bank
|
BUY
|
- |
258+ 5.92% |
$23.5K - $25.8K
|
4.62K
$574K
|
|
|
Jul 13, 2023
Q2 2023
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
255+ 3.01% |
$23.2K - $25.5K
|
8.74K
$1.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
255+ 7.77% |
$23.2K - $25.5K
|
3.54K
$439K
|
|
|
Aug 10, 2023
Q2 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
254+ 29.2% |
$23.1K - $25.4K
|
1.12K
$140K
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
253+ 5.28% |
$23.1K - $25.3K
|
5.04K
$627K
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
246+ 6.86% |
$22.4K - $24.6K
|
3.83K
$476K
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
244+ 6.73% |
$22.2K - $24.4K
|
3.87K
$481K
|
|
|
Jul 13, 2023
Q2 2023
|
Lynch & Associates
|
BUY
|
- |
242+ 0.6% |
$22.1K - $24.2K
|
40.6K
$5.04M
|
|
|
Oct 24, 2023
Q2 2023
|
Lynch & Associates
|
BUY
|
- |
242+ 0.6% |
$22.1K - $24.2K
|
40.6K
$5.04M
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
241+ 3.79% |
$22K - $24.1K
|
6.6K
$821K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
236+ 8.77% |
$21.5K - $23.6K
|
2.93K
$364K
|
|
|
Aug 10, 2023
Q2 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
236+ 1.93% |
$21.5K - $23.6K
|
12.4K
$1.55M
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
224+ 2.01% |
$20.4K - $22.4K
|
11.3K
$1.41M
|
|
|
Oct 26, 2023
Q2 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
223+ 0.58% |
$20.3K - $22.3K
|
38.5K
$4.78M
|