Purchases and Sales Made in Q2 2023 in Ishares Core S&P Sm Cap ETF (IJR)

IJR Quotes by TradingView

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 03, 2023 Q2 2023
Scotia Capital Inc.

BUY
 -
236
+ 8.77%
$21.5K - $23.6K
2.93K $347K
Aug 10, 2023 Q2 2023
Nelson Capital Management, LLC

BUY
 -
236
+ 1.93%
$21.5K - $23.6K
12.4K $1.47M
Aug 08, 2023 Q2 2023
Claro Advisors LLC

Boston, MA
BUY
 -
224
+ 2.01%
$20.4K - $22.4K
11.3K $1.34M
Oct 26, 2023 Q2 2023
Sound Stewardship, LLC

Overland Park, KS
BUY
 -
223
+ 0.58%
$20.3K - $22.3K
38.5K $4.56M
Aug 14, 2023 Q2 2023
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
220
+ 10.29%
$20.1K - $22K
2.36K $279K
Jul 21, 2023 Q2 2023
North Crest Asset Manangement, LLC

BUY
 -
219
+ 0.33%
$20K - $21.9K
65.8K $7.8M
Jul 12, 2023 Q2 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
209
+ 2.41%
$19K - $20.9K
8.87K $1.05M
Aug 03, 2023 Q2 2023
Alpha Star Capital Management, LLC

BUY
 -
203
+ 5.51%
$18.5K - $20.3K
3.89K $460K
Jul 31, 2023 Q2 2023
Ramsay, Stattman, Vela & Price, Inc.

BUY
 -
195
+ 3.26%
$17.8K - $19.5K
6.18K $731K
Aug 09, 2023 Q2 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
195
+ 0.32%
$17.8K - $19.5K
60.7K $7.19M
Jul 11, 2023 Q2 2023
180 Wealth Advisors, LLC

BUY
 -
193
+ 3.37%
$17.6K - $19.3K
5.93K $702K
Aug 11, 2023 Q2 2023
Pacific Financial Group Inc

BUY
 -
189
+ 0.23%
$17.2K - $18.9K
83.6K $9.9M
Jul 10, 2023 Q2 2023
Sound Income Strategies, LLC

BUY
 -
186
+ 563.64%
$17K - $18.6K
219 $25.9K
Aug 04, 2023 Q2 2023
Gs Investments, Inc.

BUY
 -
185
+ 4.06%
$16.9K - $18.5K
4.74K $562K
Aug 15, 2023 Q2 2023
First Citizens Bank & Trust CO

BUY
 -
185
+ 0.16%
$16.9K - $18.5K
115K $13.6M
Jul 20, 2023 Q2 2023
Alpha Cubed Investments, LLC

BUY
 -
181
+ 7.52%
$16.5K - $18.1K
2.59K $306K
Aug 07, 2023 Q2 2023
Ieq Capital, LLC

BUY
 -
181
+ 1.15%
$16.5K - $18.1K
15.9K $1.88M
Aug 09, 2023 Q2 2023
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
181
+ 2.66%
$16.5K - $18.1K
7K $829K
Aug 13, 2024 Q2 2023
Meridian Financial, LLC

Holliston, MA
BUY
 -
174
+ 0.27%
$15.9K - $17.4K
64.9K $7.69M
Dec 12, 2024 Q2 2023
Heritage Wealth Advisors

BUY
 -
174
+ 116.0%
$15.9K - $17.4K
324 $38.4K
Aug 14, 2023 Q2 2023
Main Management LLC

San Francisco, CA
BUY
 -
173
New
$15.8K - $17.3K
173 $20.5K
Aug 01, 2023 Q2 2023
Ifrah Financial Services, Inc.

BUY
 -
172
+ 5.18%
$15.7K - $17.2K
3.5K $414K
Jul 11, 2023 Q2 2023
Cypress Financial Planning LLC

BUY
 -
171
+ 1.55%
$15.6K - $17.1K
11.2K $1.33M
Aug 01, 2023 Q2 2023
Wolff Wiese Magana LLC

BUY
 -
170
+ 3.25%
$15.5K - $17K
5.39K $639K
Sep 11, 2024 Q2 2023
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
170
+ 0.99%
$15.5K - $17K
17.3K $2.05M
Aug 08, 2023 Q2 2023
Commerce Bank

Kansas City, MO
BUY
 -
168
+ 0.33%
$15.3K - $16.8K
50.7K $6.01M
Aug 02, 2023 Q2 2023
Great Point Wealth Advisors, LLC

Boston, MA
BUY
 -
167
+ 0.95%
$15.2K - $16.7K
17.7K $2.1M
Aug 14, 2023 Q2 2023
Foster Dykema Cabot & CO Inc

BUY
 -
167
+ 1.75%
$15.2K - $16.7K
9.73K $1.15M
Aug 10, 2023 Q2 2023
Caprock Group, Inc.

BUY
 -
166
+ 2.27%
$15.1K - $16.6K
7.47K $884K
Aug 09, 2023 Q2 2023
Endurance Wealth Management, Inc.

BUY
 -
165
+ 14.47%
$15K - $16.5K
1.31K $155K
Nov 30, 2023 Q2 2023
Pfs Partners, LLC

Mine Hill, NJ
BUY
 -
162
+ 188.37%
$14.8K - $16.2K
248 $29.4K
Jul 13, 2023 Q2 2023
Soundmark Wealth Management, LLC

BUY
 -
158
+ 0.7%
$14.4K - $15.8K
22.9K $2.71M
Aug 14, 2023 Q2 2023
Hardy Reed LLC

BUY
 -
154
+ 0.12%
$14K - $15.4K
132K $15.7M
Jul 10, 2023 Q2 2023
Evanson Asset Management, LLC

BUY
 -
152
+ 0.7%
$13.9K - $15.2K
21.8K $2.58M
Jul 14, 2023 Q2 2023
Resource Consulting Group Inc

BUY
 -
152
+ 6.82%
$13.9K - $15.2K
2.38K $282K
Aug 07, 2023 Q2 2023
Palo Alto Wealth Advisors, LLC

Palo Alto, CA
BUY
 -
152
+ 4.7%
$13.9K - $15.2K
3.39K $401K
Jul 20, 2023 Q2 2023
Cornell Pochily Investment Advisors, Inc.

BUY
 -
151
+ 0.61%
$13.8K - $15.1K
24.8K $2.94M
Jul 27, 2023 Q2 2023
Gds Wealth Management

BUY
 -
151
+ 4.08%
$13.8K - $15.1K
3.85K $456K
Aug 07, 2023 Q2 2023
Leeward Financial Partners, LLC

BUY
 -
150
+ 5.26%
$13.7K - $15K
3K $355K
Aug 11, 2023 Q2 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
150
+ 9.43%
$13.7K - $15K
1.74K $206K
Jul 20, 2023 Q2 2023
Kooman & Associates

Altoona, PA
BUY
 -
145
+ 4.7%
$13.2K - $14.5K
3.23K $383K
Nov 03, 2023 Q2 2023
Kooman & Associates

Altoona, PA
BUY
 -
145
+ 4.7%
$13.2K - $14.5K
3.23K $383K
Aug 01, 2023 Q2 2023
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
141
+ 4.66%
$12.9K - $14.1K
3.17K $375K
Aug 07, 2023 Q2 2023
White Lighthouse Investment Management Inc.

BUY
 -
140
+ 2.1%
$12.8K - $14K
6.79K $805K
Jul 11, 2023 Q2 2023
Atlantic Union Bankshares Corp

BUY
 -
139
+ 3.28%
$12.7K - $13.9K
4.37K $518K
Aug 03, 2023 Q2 2023
Horizon Bancorp Inc /In/

Michigan City, IN
BUY
 -
138
New
$12.6K - $13.8K
138 $16.3K
Jul 12, 2023 Q2 2023
Hoese & CO LLP

BUY
 -
136
+ 80.0%
$12.4K - $13.6K
306 $36.2K
Aug 01, 2023 Q2 2023
Paulson Wealth Management Inc.

BUY
 -
134
+ 4.35%
$12.2K - $13.4K
3.22K $381K
Jul 31, 2023 Q2 2023
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
BUY
 -
133
+ 2.84%
$12.1K - $13.3K
4.82K $571K

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