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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q2 2023
|
Financial Insights, Inc.
|
BUY
|
- |
132+ 2.64% |
$12K - $13.2K
|
5.14K
$608K
|
|
|
Jul 18, 2023
Q2 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
130+ 1.03% |
$11.8K - $13K
|
12.8K
$1.52M
|
|
|
Aug 04, 2023
Q2 2023
|
Iowa State Bank
|
BUY
|
- |
130+ 0.14% |
$11.8K - $13K
|
95.3K
$11.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
129+ 0.27% |
$11.8K - $12.9K
|
47.5K
$5.62M
|
|
|
Jul 27, 2023
Q2 2023
|
Inlet Private Wealth, LLC
|
BUY
|
- |
128+ 4.0% |
$11.7K - $12.8K
|
3.33K
$394K
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
BUY
|
- |
126+ 0.94% |
$11.5K - $12.6K
|
13.6K
$1.61M
|
|
|
Jul 11, 2023
Q2 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
124+ 4.05% |
$11.3K - $12.4K
|
3.19K
$378K
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
124+ 62.0% |
$11.3K - $12.4K
|
324
$38.4K
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
120+ 0.43% |
$10.9K - $12K
|
28K
$3.32M
|
|
|
Jul 19, 2023
Q2 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
119+ 3.11% |
$10.8K - $11.9K
|
3.95K
$467K
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
BUY
|
- |
118+ 1.84% |
$10.8K - $11.8K
|
6.53K
$773K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
113+ 104.63% |
$10.3K - $11.3K
|
221
$26.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
110+ 2.06% |
$10K - $11K
|
5.46K
$647K
|
|
|
Jul 20, 2023
Q2 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
109+ 0.23% |
$9.93K - $10.9K
|
47.1K
$5.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
109+ 11.16% |
$9.93K - $10.9K
|
1.09K
$129K
|
|
|
Aug 10, 2023
Q2 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
108+ 0.45% |
$9.84K - $10.8K
|
24K
$2.85M
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Management Network Inc
|
BUY
|
- |
106+ 0.11% |
$9.66K - $10.6K
|
94.7K
$11.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
104+ 0.62% |
$9.48K - $10.4K
|
17K
$2.01M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
104+ 56.22% |
$9.48K - $10.4K
|
289
$34.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
103+ 2.71% |
$9.39K - $10.3K
|
3.91K
$463K
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
BUY
|
- |
102+ 1.56% |
$9.3K - $10.2K
|
6.63K
$785K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
102+ 2.48% |
$9.3K - $10.2K
|
4.21K
$499K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
101+ 0.88% |
$9.21K - $10.1K
|
11.6K
$1.37M
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
101+ 3.64% |
$9.21K - $10.1K
|
2.88K
$341K
|
|
|
Jul 12, 2023
Q2 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
100+ 0.52% |
$9.11K - $9.98K
|
19.5K
$2.31M
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
98+ 1.4% |
$8.93K - $9.78K
|
7.11K
$842K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
97+ 0.39% |
$8.84K - $9.68K
|
25K
$2.96M
|
|
|
Jun 25, 2024
Q2 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
96+ 0.75% |
$8.75K - $9.58K
|
12.8K
$1.52M
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
95+ 0.22% |
$8.66K - $9.48K
|
43.5K
$5.15M
|
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
94+ 0.97% |
$8.57K - $9.38K
|
9.78K
$1.16M
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
94+ 1.38% |
$8.57K - $9.38K
|
6.93K
$821K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
91+ 325.0% |
$8.29K - $9.08K
|
119
$14.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
90+ 2.91% |
$8.2K - $8.98K
|
3.18K
$377K
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
86+ 0.59% |
$7.84K - $8.58K
|
14.6K
$1.73M
|
|
|
Jul 14, 2023
Q2 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
85+ 1.75% |
$7.75K - $8.48K
|
4.93K
$584K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
84+ 0.72% |
$7.66K - $8.38K
|
11.8K
$1.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
84+ 8.55% |
$7.66K - $8.38K
|
1.07K
$126K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
80+ 3.4% |
$7.29K - $7.98K
|
2.43K
$288K
|
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
BUY
|
- |
78+ 278.57% |
$7.11K - $7.79K
|
106
$12.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
75+ 0.96% |
$6.84K - $7.49K
|
7.91K
$937K
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
71New |
$6.47K - $7.09K
|
71
$8.41K
|
|
|
Aug 03, 2023
Q2 2023
|
Penobscot Wealth Management
|
BUY
|
- |
70+ 2.84% |
$6.38K - $6.99K
|
2.54K
$300K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
68+ 0.43% |
$6.2K - $6.79K
|
16K
$1.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
68+ 51.91% |
$6.2K - $6.79K
|
199
$23.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
66+ 13.25% |
$6.02K - $6.59K
|
564
$66.8K
|
|
|
Jul 06, 2023
Q2 2023
|
Fc Advisory LLC
|
BUY
|
- |
65+ 1.97% |
$5.92K - $6.49K
|
3.36K
$398K
|
|
|
Jul 24, 2023
Q2 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
65+ 2.8% |
$5.92K - $6.49K
|
2.39K
$282K
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
65+ 2.19% |
$5.92K - $6.49K
|
3.03K
$359K
|
|
|
Jul 20, 2023
Q2 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
61+ 0.09% |
$5.56K - $6.09K
|
67.8K
$8.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
61+ 2.12% |
$5.56K - $6.09K
|
2.93K
$348K
|