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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-67- 1.23% |
$6.11K - $6.69K
|
5.4K
$644K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-68- 0.53% |
$6.2K - $6.79K
|
12.7K
$1.52M
|
|
|
Jul 27, 2023
Q2 2023
|
Leverty Financial Group, LLC
|
SELL
|
- |
-68- 0.52% |
$6.2K - $6.79K
|
13.1K
$1.56M
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-69- 0.97% |
$6.29K - $6.89K
|
7.02K
$839K
|
|
|
Aug 03, 2023
Q2 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-69- 1.26% |
$6.29K - $6.89K
|
5.41K
$646K
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-69- 0.99% |
$6.29K - $6.89K
|
6.87K
$821K
|
|
|
Aug 09, 2023
Q2 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-70- 1.58% |
$6.38K - $6.99K
|
4.36K
$521K
|
|
|
Aug 10, 2023
Q2 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-70- 2.79% |
$6.38K - $6.99K
|
2.44K
$292K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-70- 0.51% |
$6.38K - $6.99K
|
13.8K
$1.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-71- 0.78% |
$6.47K - $7.09K
|
9.02K
$1.08M
|
|
|
Jul 20, 2023
Q2 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-72- 1.47% |
$6.56K - $7.19K
|
4.81K
$575K
|
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
SELL
|
- |
-74- 1.51% |
$6.74K - $7.39K
|
4.83K
$577K
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-74- 1.17% |
$6.74K - $7.39K
|
6.24K
$745K
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-76- 1.94% |
$6.93K - $7.59K
|
3.84K
$459K
|
|
|
Jul 14, 2023
Q2 2023
|
Steph & CO
|
SELL
|
- |
-78- 0.47% |
$7.11K - $7.79K
|
16.5K
$1.98M
|
|
|
Aug 30, 2023
Q2 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-78- 1.47% |
$7.11K - $7.79K
|
5.21K
$623K
|
|
|
Aug 03, 2023
Q2 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-80- 0.34% |
$7.29K - $7.98K
|
23.4K
$2.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-81- 1.29% |
$7.38K - $8.08K
|
6.18K
$738K
|
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-81- 0.23% |
$7.38K - $8.08K
|
35.4K
$4.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-81- 46.82% |
$7.38K - $8.08K
|
92
$11K
|
|
|
Jul 12, 2023
Q2 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-86- 3.5% |
$7.84K - $8.58K
|
2.37K
$284K
|
|
|
Jul 17, 2023
Q2 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-87- 0.42% |
$7.93K - $8.68K
|
20.7K
$2.47M
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-87- 2.21% |
$7.93K - $8.68K
|
3.85K
$459K
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-87- 0.35% |
$7.93K - $8.68K
|
25K
$2.99M
|
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
SELL
|
- |
-90- 2.83% |
$8.2K - $8.98K
|
3.09K
$369K
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-90- 3.36% |
$8.2K - $8.98K
|
2.59K
$309K
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-90- 2.16% |
$8.2K - $8.98K
|
4.07K
$486K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-96- 1.62% |
$8.75K - $9.58K
|
5.82K
$695K
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-98- 1.68% |
$8.93K - $9.78K
|
5.75K
$686K
|
|
|
Jul 14, 2023
Q2 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-100- 0.81% |
$9.11K - $9.98K
|
12.3K
$1.47M
|
|
|
Aug 10, 2023
Q2 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-100- 1.71% |
$9.11K - $9.98K
|
5.74K
$685K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-102- 0.94% |
$9.3K - $10.2K
|
10.8K
$1.28M
|
|
|
Jul 14, 2023
Q2 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-103- 4.85% |
$9.39K - $10.3K
|
2.02K
$241K
|
|
|
Jul 27, 2023
Q2 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-105- 0.15% |
$9.57K - $10.5K
|
72.1K
$8.61M
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-107- 5.15% |
$9.75K - $10.7K
|
1.97K
$236K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-108- 2.31% |
$9.84K - $10.8K
|
4.56K
$545K
|
|
|
Jul 31, 2023
Q2 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-109- 4.9% |
$9.93K - $10.9K
|
2.12K
$253K
|
|
|
Aug 02, 2023
Q2 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-111- 2.02% |
$10.1K - $11.1K
|
5.37K
$642K
|
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-111- 0.2% |
$10.1K - $11.1K
|
56.7K
$6.77M
|
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-113- 3.82% |
$10.3K - $11.3K
|
2.85K
$340K
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-115- 0.38% |
$10.5K - $11.5K
|
30.2K
$3.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Ellenbecker Investment Group
|
SELL
|
- |
-115- 0.09% |
$10.5K - $11.5K
|
126K
$15M
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-116- 0.34% |
$10.6K - $11.6K
|
34.2K
$4.08M
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-116- 0.06% |
$10.6K - $11.6K
|
206K
$24.6M
|
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-118- 3.51% |
$10.8K - $11.8K
|
3.25K
$388K
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-118- 0.55% |
$10.8K - $11.8K
|
21.3K
$2.54M
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-119- 15.8% |
$10.8K - $11.9K
|
634
$75.7K
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-119- 1.84% |
$10.8K - $11.9K
|
6.35K
$759K
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-121- 0.83% |
$11K - $12.1K
|
14.5K
$1.73M
|
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-122- 0.58% |
$11.1K - $12.2K
|
20.8K
$2.48M
|