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
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
246+ 6.86% |
$22.4K - $24.6K
|
3.83K
$369K
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
244+ 6.73% |
$22.2K - $24.4K
|
3.87K
$373K
|
|
|
Jul 13, 2023
Q2 2023
|
Lynch & Associates
|
BUY
|
- |
242+ 0.6% |
$22.1K - $24.2K
|
40.6K
$3.91M
|
|
|
Oct 24, 2023
Q2 2023
|
Lynch & Associates
|
BUY
|
- |
242+ 0.6% |
$22.1K - $24.2K
|
40.6K
$3.91M
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
241+ 3.79% |
$22K - $24.1K
|
6.6K
$636K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
236+ 8.77% |
$21.5K - $23.6K
|
2.93K
$282K
|
|
|
Aug 10, 2023
Q2 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
236+ 1.93% |
$21.5K - $23.6K
|
12.4K
$1.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
224+ 2.01% |
$20.4K - $22.4K
|
11.3K
$1.09M
|
|
|
Oct 26, 2023
Q2 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
223+ 0.58% |
$20.3K - $22.3K
|
38.5K
$3.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
220+ 10.29% |
$20.1K - $22K
|
2.36K
$227K
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
219+ 0.33% |
$20K - $21.9K
|
65.8K
$6.34M
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
209+ 2.41% |
$19K - $20.9K
|
8.87K
$854K
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
203+ 5.51% |
$18.5K - $20.3K
|
3.89K
$374K
|
|
|
Jul 31, 2023
Q2 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
195+ 3.26% |
$17.8K - $19.5K
|
6.18K
$595K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
195+ 0.32% |
$17.8K - $19.5K
|
60.7K
$5.84M
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
195New |
$17.8K - $19.5K
|
195
$18.8K
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
193+ 3.37% |
$17.6K - $19.3K
|
5.93K
$571K
|
|
|
Aug 11, 2023
Q2 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
189+ 0.23% |
$17.2K - $18.9K
|
83.6K
$8.05M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
186+ 563.64% |
$17K - $18.6K
|
219
$21.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Gs Investments, Inc.
|
BUY
|
- |
185+ 4.06% |
$16.9K - $18.5K
|
4.74K
$457K
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
185+ 0.16% |
$16.9K - $18.5K
|
115K
$11.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
181+ 7.52% |
$16.5K - $18.1K
|
2.59K
$249K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
181+ 1.15% |
$16.5K - $18.1K
|
15.9K
$1.53M
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
181+ 2.66% |
$16.5K - $18.1K
|
7K
$674K
|
|
|
Aug 13, 2024
Q2 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
174+ 0.27% |
$15.9K - $17.4K
|
64.9K
$6.25M
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
174+ 116.0% |
$15.9K - $17.4K
|
324
$31.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
173New |
$15.8K - $17.3K
|
173
$16.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
172+ 5.18% |
$15.7K - $17.2K
|
3.5K
$337K
|
|
|
Jul 11, 2023
Q2 2023
|
Cypress Financial Planning LLC
|
BUY
|
- |
171+ 1.55% |
$15.6K - $17.1K
|
11.2K
$1.08M
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
170+ 3.25% |
$15.5K - $17K
|
5.39K
$519K
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
170+ 0.99% |
$15.5K - $17K
|
17.3K
$1.67M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
168+ 0.33% |
$15.3K - $16.8K
|
50.7K
$4.88M
|
|
|
Aug 02, 2023
Q2 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
167+ 0.95% |
$15.2K - $16.7K
|
17.7K
$1.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
167+ 1.75% |
$15.2K - $16.7K
|
9.73K
$937K
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
166+ 2.27% |
$15.1K - $16.6K
|
7.47K
$719K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
165+ 14.47% |
$15K - $16.5K
|
1.31K
$126K
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
162+ 188.37% |
$14.8K - $16.2K
|
248
$23.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
158+ 0.7% |
$14.4K - $15.8K
|
22.9K
$2.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Hardy Reed LLC
|
BUY
|
- |
154+ 0.12% |
$14K - $15.4K
|
132K
$12.8M
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
152+ 0.7% |
$13.9K - $15.2K
|
21.8K
$2.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
152+ 6.82% |
$13.9K - $15.2K
|
2.38K
$229K
|
|
|
Aug 07, 2023
Q2 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
152+ 4.7% |
$13.9K - $15.2K
|
3.39K
$326K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
151+ 0.61% |
$13.8K - $15.1K
|
24.8K
$2.39M
|
|
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
BUY
|
- |
151+ 4.08% |
$13.8K - $15.1K
|
3.85K
$371K
|
|
|
Aug 07, 2023
Q2 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
150+ 5.26% |
$13.7K - $15K
|
3K
$289K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
150+ 9.43% |
$13.7K - $15K
|
1.74K
$168K
|
|
|
Jul 20, 2023
Q2 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
145+ 4.7% |
$13.2K - $14.5K
|
3.23K
$311K
|
|
|
Nov 03, 2023
Q2 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
145+ 4.7% |
$13.2K - $14.5K
|
3.23K
$311K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
141+ 4.66% |
$12.9K - $14.1K
|
3.17K
$305K
|
|
|
Aug 07, 2023
Q2 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
140+ 2.1% |
$12.8K - $14K
|
6.79K
$654K
|