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 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
209+ 2.41% |
$19K - $20.9K
|
8.87K
$1.03M
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
203+ 5.51% |
$18.5K - $20.3K
|
3.89K
$450K
|
|
Jul 31, 2023
Q2 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
195+ 3.26% |
$17.8K - $19.5K
|
6.18K
$715K
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
195+ 0.32% |
$17.8K - $19.5K
|
60.7K
$7.02M
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
195New |
$17.8K - $19.5K
|
195
$22.6K
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
193+ 3.37% |
$17.6K - $19.3K
|
5.93K
$686K
|
|
Aug 11, 2023
Q2 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
189+ 0.23% |
$17.2K - $18.9K
|
83.6K
$9.67M
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
186+ 563.64% |
$17K - $18.6K
|
219
$25.3K
|
|
Aug 04, 2023
Q2 2023
|
Gs Investments, Inc.
|
BUY
|
- |
185+ 4.06% |
$16.9K - $18.5K
|
4.74K
$549K
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
185+ 0.16% |
$16.9K - $18.5K
|
115K
$13.3M
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
181+ 7.52% |
$16.5K - $18.1K
|
2.59K
$299K
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
181+ 1.15% |
$16.5K - $18.1K
|
15.9K
$1.84M
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
181+ 2.66% |
$16.5K - $18.1K
|
7K
$810K
|
|
Aug 13, 2024
Q2 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
174+ 0.27% |
$15.9K - $17.4K
|
64.9K
$7.51M
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
173New |
$15.8K - $17.3K
|
173
$20K
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
172+ 5.18% |
$15.7K - $17.2K
|
3.5K
$404K
|
|
Jul 11, 2023
Q2 2023
|
Cypress Financial Planning LLC
|
BUY
|
- |
171+ 1.55% |
$15.6K - $17.1K
|
11.2K
$1.3M
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
170+ 3.25% |
$15.5K - $17K
|
5.39K
$624K
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
170+ 0.99% |
$15.5K - $17K
|
17.3K
$2.01M
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
168+ 0.33% |
$15.3K - $16.8K
|
50.7K
$5.87M
|
|
Aug 02, 2023
Q2 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
167+ 0.95% |
$15.2K - $16.7K
|
17.7K
$2.05M
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
167+ 1.75% |
$15.2K - $16.7K
|
9.73K
$1.13M
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
166+ 2.27% |
$15.1K - $16.6K
|
7.47K
$864K
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
165+ 14.47% |
$15K - $16.5K
|
1.31K
$151K
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
162+ 188.37% |
$14.8K - $16.2K
|
248
$28.7K
|
|
Jul 13, 2023
Q2 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
158+ 0.7% |
$14.4K - $15.8K
|
22.9K
$2.64M
|
|
Aug 14, 2023
Q2 2023
|
Hardy Reed LLC
|
BUY
|
- |
154+ 0.12% |
$14K - $15.4K
|
132K
$15.3M
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
152+ 0.7% |
$13.9K - $15.2K
|
21.8K
$2.52M
|
|
Jul 14, 2023
Q2 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
152+ 6.82% |
$13.9K - $15.2K
|
2.38K
$275K
|
|
Aug 07, 2023
Q2 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
152+ 4.7% |
$13.9K - $15.2K
|
3.39K
$392K
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
151+ 0.61% |
$13.8K - $15.1K
|
24.8K
$2.87M
|
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
BUY
|
- |
151+ 4.08% |
$13.8K - $15.1K
|
3.85K
$446K
|
|
Aug 07, 2023
Q2 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
150+ 5.26% |
$13.7K - $15K
|
3K
$347K
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
150+ 9.43% |
$13.7K - $15K
|
1.74K
$201K
|
|
Jul 20, 2023
Q2 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
145+ 4.7% |
$13.2K - $14.5K
|
3.23K
$374K
|
|
Nov 03, 2023
Q2 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
145+ 4.7% |
$13.2K - $14.5K
|
3.23K
$374K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
141+ 4.66% |
$12.9K - $14.1K
|
3.17K
$366K
|
|
Aug 07, 2023
Q2 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
140+ 2.1% |
$12.8K - $14K
|
6.79K
$786K
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
139+ 3.28% |
$12.7K - $13.9K
|
4.37K
$506K
|
|
Aug 03, 2023
Q2 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
138New |
$12.6K - $13.8K
|
138
$16K
|
|
Jul 12, 2023
Q2 2023
|
Hoese & CO LLP
|
BUY
|
- |
136+ 80.0% |
$12.4K - $13.6K
|
306
$35.4K
|
|
Aug 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
134+ 4.35% |
$12.2K - $13.4K
|
3.22K
$372K
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
133+ 2.84% |
$12.1K - $13.3K
|
4.82K
$558K
|
|
Jan 24, 2024
Q2 2023
|
Financial Insights, Inc.
|
BUY
|
- |
132+ 2.64% |
$12K - $13.2K
|
5.14K
$594K
|
|
Jul 18, 2023
Q2 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
130+ 1.03% |
$11.8K - $13K
|
12.8K
$1.48M
|
|
Aug 04, 2023
Q2 2023
|
Iowa State Bank
|
BUY
|
- |
130+ 0.14% |
$11.8K - $13K
|
95.3K
$11M
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
129+ 0.27% |
$11.8K - $12.9K
|
47.5K
$5.49M
|
|
Jul 27, 2023
Q2 2023
|
Inlet Private Wealth, LLC
|
BUY
|
- |
128+ 4.0% |
$11.7K - $12.8K
|
3.33K
$385K
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
BUY
|
- |
126+ 0.94% |
$11.5K - $12.6K
|
13.6K
$1.57M
|
|
Jul 11, 2023
Q2 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
124+ 4.05% |
$11.3K - $12.4K
|
3.19K
$369K
|