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 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1+ 0.04% |
$91.1 - $99.8
|
2.58K
$249K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
1+ 0.42% |
$91.1 - $99.8
|
237
$22.8K
|
|
|
Jul 24, 2023
Q2 2023
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
1+ 0.04% |
$91.1 - $99.8
|
2.51K
$241K
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$91.1 - $99.8
|
2.34K
$225K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.07% |
$91.1 - $99.8
|
1.41K
$136K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$91.1 - $99.8
|
4.97K
$479K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$91.1 - $99.8
|
2.27K
$219K
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
1+ 0.01% |
$91.1 - $99.8
|
16.1K
$1.55M
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1+ 0.12% |
$91.1 - $99.8
|
814
$78.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
1New |
$91.1 - $99.8
|
1
$96.3
|
|
|
Aug 07, 2023
Q2 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
1+ 0.03% |
$91.1 - $99.8
|
3.23K
$311K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1+ 0.03% |
$91.1 - $99.8
|
3.87K
$372K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$91.1 - $99.8
|
9.83K
$947K
|
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1+ 0.03% |
$91.1 - $99.8
|
3.31K
$318K
|
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1+ 0.02% |
$91.1 - $99.8
|
4.5K
$434K
|
|
|
Aug 25, 2023
Q2 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
1+ 0.01% |
$91.1 - $99.8
|
7.13K
$686K
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1+ 0.02% |
$91.1 - $99.8
|
6.33K
$610K
|
|
|
Feb 26, 2025
Q2 2023
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
1+ 0.04% |
$91.1 - $99.8
|
2.29K
$220K
|
|
|
Jul 07, 2023
Q2 2023
|
Savior LLC
|
SELL
|
- |
-1- 1.96% |
$91.1 - $99.8
|
50
$4.82K
|
|
|
Aug 01, 2023
Q2 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1- 0.04% |
$91.1 - $99.8
|
2.41K
$232K
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-2- 0.25% |
$182 - $200
|
784
$75.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-2- 0.07% |
$182 - $200
|
3.05K
$294K
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-3- 0.87% |
$273 - $299
|
341
$32.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Ti Trust, Inc
|
SELL
|
- |
-3- 0.08% |
$273 - $299
|
3.6K
$347K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3- 13.64% |
$273 - $299
|
19
$1.83K
|
|
|
Jul 10, 2023
Q2 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-4- 0.15% |
$365 - $399
|
2.66K
$257K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-4- 0.05% |
$365 - $399
|
8.2K
$789K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-5- 0.07% |
$456 - $499
|
7.56K
$728K
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
SELL
|
- |
-5- 0.17% |
$456 - $499
|
3.01K
$290K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-5- 0.21% |
$456 - $499
|
2.39K
$230K
|
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-6- 0.18% |
$547 - $599
|
3.31K
$319K
|
|
|
Aug 07, 2023
Q2 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-6- 0.14% |
$547 - $599
|
4.33K
$417K
|
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-7- 0.74% |
$638 - $699
|
941
$90.6K
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-7- 3.55% |
$638 - $699
|
190
$18.3K
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-8- 0.23% |
$729 - $798
|
3.46K
$333K
|
|
|
Aug 04, 2023
Q2 2023
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-8- 0.16% |
$729 - $798
|
5.03K
$485K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-8- 0.08% |
$729 - $798
|
10K
$965K
|
|
|
Jul 21, 2023
Q2 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-9- 0.17% |
$820 - $898
|
5.31K
$511K
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
SELL
|
- |
-9- 0.09% |
$820 - $898
|
10K
$964K
|
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-10- 0.37% |
$911 - $998
|
2.7K
$260K
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-10- 0.2% |
$911 - $998
|
5.1K
$491K
|
|
|
Jul 25, 2023
Q2 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-11- 1.13% |
$1K - $1.1K
|
963
$92.7K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-11- 4.93% |
$1K - $1.1K
|
212
$20.4K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-11- 0.06% |
$1K - $1.1K
|
17K
$1.64M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
SELL
|
- |
-12- 0.18% |
$1.09K - $1.2K
|
6.75K
$650K
|
|
|
Aug 08, 2023
Q2 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-12- 0.57% |
$1.09K - $1.2K
|
2.09K
$202K
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-14- 0.24% |
$1.28K - $1.4K
|
5.94K
$572K
|
|
|
Jul 27, 2023
Q2 2023
|
Norwood Financial Corp
|
SELL
|
- |
-15- 0.81% |
$1.37K - $1.5K
|
1.85K
$178K
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-16- 0.07% |
$1.46K - $1.6K
|
22K
$2.12M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-16- 0.57% |
$1.46K - $1.6K
|
2.78K
$267K
|