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 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-195- 1.14% |
$17.8K - $19.5K
|
16.9K
$2.02M
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-197- 0.36% |
$18K - $19.7K
|
55.2K
$6.59M
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-199- 1.79% |
$18.1K - $19.9K
|
10.9K
$1.31M
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
SELL
|
- |
-200- 9.04% |
$18.2K - $20K
|
2.01K
$240K
|
|
|
Jul 18, 2023
Q2 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-200- 1.7% |
$18.2K - $20K
|
11.5K
$1.38M
|
|
|
Jul 13, 2023
Q2 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-201- 0.47% |
$18.3K - $20.1K
|
42.4K
$5.06M
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-205- 2.89% |
$18.7K - $20.5K
|
6.89K
$823K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-209- 1.23% |
$19K - $20.9K
|
16.8K
$2.01M
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-211- 0.67% |
$19.2K - $21.1K
|
31.3K
$3.74M
|
|
|
Aug 09, 2023
Q2 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-212- 0.31% |
$19.3K - $21.2K
|
68.3K
$8.16M
|
|
|
Jul 26, 2023
Q2 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-215- 1.61% |
$19.6K - $21.5K
|
13.2K
$1.57M
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
SELL
|
- |
-216- 4.62% |
$19.7K - $21.6K
|
4.46K
$533K
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-217- 5.56% |
$19.8K - $21.7K
|
3.69K
$441K
|
|
|
Aug 11, 2023
Q2 2023
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-217- 0.4% |
$19.8K - $21.7K
|
53.5K
$6.39M
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-220- 0.93% |
$20.1K - $22K
|
23.5K
$2.81M
|
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-222- 0.88% |
$20.2K - $22.2K
|
25.1K
$3M
|
|
|
Aug 07, 2023
Q2 2023
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-223- 1.89% |
$20.3K - $22.3K
|
11.5K
$1.38M
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-232- 1.14% |
$21.1K - $23.2K
|
20.1K
$2.4M
|
|
|
Sep 18, 2023
Q2 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-234- 0.31% |
$21.3K - $23.4K
|
75K
$8.96M
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-237- 1.81% |
$21.6K - $23.7K
|
12.8K
$1.53M
|
|
|
Aug 08, 2023
Q2 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-239- 3.64% |
$21.8K - $23.9K
|
6.32K
$755K
|
|
|
Nov 16, 2023
Q2 2023
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-241- 23.74% |
$22K - $24.1K
|
774
$92.4K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-245- 2.17% |
$22.3K - $24.5K
|
11K
$1.32M
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-247- 2.03% |
$22.5K - $24.7K
|
11.9K
$1.42M
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-250- 0.6% |
$22.8K - $25K
|
41.5K
$4.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-250- 5.17% |
$22.8K - $25K
|
4.59K
$548K
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-251- 14.85% |
$22.9K - $25.1K
|
1.44K
$172K
|
|
|
Aug 22, 2023
Q2 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-252- 1.92% |
$23K - $25.2K
|
12.9K
$1.54M
|
|
|
Aug 02, 2023
Q2 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-254- 0.27% |
$23.1K - $25.4K
|
95.1K
$11.4M
|
|
|
Jul 11, 2023
Q2 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-255- 5.23% |
$23.2K - $25.5K
|
4.63K
$552K
|
|
|
Aug 07, 2023
Q2 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-262- 1.72% |
$23.9K - $26.2K
|
15K
$1.79M
|
|
|
Aug 07, 2023
Q2 2023
|
Kraft Asset Management, LLC
|
SELL
|
- |
-262- 3.14% |
$23.9K - $26.2K
|
8.09K
$966K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-263- 1.06% |
$24K - $26.3K
|
24.5K
$2.93M
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-263- 10.3% |
$24K - $26.3K
|
2.29K
$274K
|
|
|
Jul 14, 2023
Q2 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-267- 6.14% |
$24.3K - $26.6K
|
4.08K
$487K
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-269- 1.22% |
$24.5K - $26.8K
|
21.8K
$2.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-270- 10.56% |
$24.6K - $26.9K
|
2.29K
$273K
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-270- 2.48% |
$24.6K - $26.9K
|
10.6K
$1.27M
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-273- 0.81% |
$24.9K - $27.2K
|
33.5K
$4.01M
|
|
|
Aug 10, 2023
Q2 2023
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-273- 2.17% |
$24.9K - $27.2K
|
12.3K
$1.47M
|
|
|
Jul 19, 2023
Q2 2023
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-280- 0.24% |
$25.5K - $27.9K
|
117K
$14M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-280- 1.87% |
$25.5K - $27.9K
|
14.7K
$1.76M
|
|
|
Aug 02, 2023
Q2 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-285- 7.24% |
$26K - $28.4K
|
3.65K
$436K
|
|
|
Aug 14, 2023
Q2 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-288- 1.07% |
$26.2K - $28.7K
|
26.6K
$3.17M
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-292- 7.17% |
$26.6K - $29.1K
|
3.78K
$452K
|
|
|
Aug 01, 2023
Q2 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-293- 0.53% |
$26.7K - $29.2K
|
54.5K
$6.51M
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-296- 14.56% |
$27K - $29.5K
|
1.74K
$207K
|
|
|
Jul 28, 2023
Q2 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-299- 21.56% |
$27.3K - $29.8K
|
1.09K
$130K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-300- 6.94% |
$27.3K - $29.9K
|
4.02K
$481K
|
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-302- 1.92% |
$27.5K - $30.1K
|
15.4K
$1.85M
|