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
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-288- 1.07% |
$26.2K - $28.7K
|
26.6K
$2.56M
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-292- 7.17% |
$26.6K - $29.1K
|
3.78K
$364K
|
|
|
Aug 01, 2023
Q2 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-293- 0.53% |
$26.7K - $29.2K
|
54.5K
$5.25M
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-296- 14.56% |
$27K - $29.5K
|
1.74K
$167K
|
|
|
Jul 28, 2023
Q2 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-299- 21.56% |
$27.3K - $29.8K
|
1.09K
$105K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-300- 6.94% |
$27.3K - $29.9K
|
4.02K
$387K
|
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-302- 1.92% |
$27.5K - $30.1K
|
15.4K
$1.49M
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-305- 0.14% |
$27.8K - $30.4K
|
219K
$21.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-307- 8.9% |
$28K - $30.6K
|
3.14K
$303K
|
|
|
Aug 09, 2023
Q2 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-308- 0.27% |
$28.1K - $30.7K
|
112K
$10.8M
|
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-325- 5.06% |
$29.6K - $32.4K
|
6.1K
$588K
|
|
|
Aug 01, 2023
Q2 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-327- 0.15% |
$29.8K - $32.6K
|
213K
$20.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-329- 5.41% |
$30K - $32.8K
|
5.76K
$554K
|
|
|
Aug 10, 2023
Q2 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-330- 13.25% |
$30.1K - $32.9K
|
2.16K
$208K
|
|
|
Aug 04, 2023
Q2 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-343- 0.72% |
$31.3K - $34.2K
|
47K
$4.53M
|
|
|
Aug 07, 2023
Q2 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-346- 13.29% |
$31.5K - $34.5K
|
2.26K
$217K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-354- 5.17% |
$32.3K - $35.3K
|
6.49K
$625K
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-354- 0.69% |
$32.3K - $35.3K
|
50.7K
$4.88M
|
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-358- 0.78% |
$32.6K - $35.7K
|
45.4K
$4.37M
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-358- 10.41% |
$32.6K - $35.7K
|
3.08K
$297K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-364- 0.84% |
$33.2K - $36.3K
|
43.1K
$4.15M
|
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-366- 8.59% |
$33.4K - $36.5K
|
3.89K
$375K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-373- 1.19% |
$34K - $37.2K
|
31.1K
$2.99M
|
|
|
Aug 11, 2023
Q2 2023
|
360 Financial, Inc.
|
SELL
|
- |
-373- 1.18% |
$34K - $37.2K
|
31.2K
$3M
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-374- 5.37% |
$34.1K - $37.3K
|
6.59K
$634K
|
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-379- 4.83% |
$34.5K - $37.8K
|
7.47K
$720K
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-380- 5.95% |
$34.6K - $37.9K
|
6.01K
$579K
|
|
|
Jul 19, 2023
Q2 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-380- 12.88% |
$34.6K - $37.9K
|
2.57K
$247K
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-380- 1.05% |
$34.6K - $37.9K
|
35.9K
$3.45M
|
|
|
Aug 01, 2023
Q2 2023
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-380- 0.52% |
$34.6K - $37.9K
|
72.9K
$7.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-380- 3.67% |
$34.6K - $37.9K
|
9.97K
$960K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-383- 15.43% |
$34.9K - $38.2K
|
2.1K
$202K
|
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-385- 37.75% |
$35.1K - $38.4K
|
635
$61.2K
|
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-389- 1.36% |
$35.5K - $38.8K
|
28.3K
$2.72M
|
|
|
Jul 31, 2023
Q2 2023
|
Dagco, Inc.
|
SELL
|
- |
-397- 12.96% |
$36.2K - $39.6K
|
2.67K
$257K
|
|
|
Jul 17, 2023
Q2 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-401- 1.41% |
$36.5K - $40K
|
28K
$2.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-412- 4.05% |
$37.5K - $41.1K
|
9.76K
$940K
|
|
|
Jul 11, 2023
Q2 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-413- 15.96% |
$37.6K - $41.2K
|
2.17K
$209K
|
|
|
Jul 31, 2023
Q2 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-414- 0.97% |
$37.7K - $41.3K
|
42.2K
$4.06M
|
|
|
Jul 20, 2023
Q2 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-416- 12.53% |
$37.9K - $41.5K
|
2.9K
$280K
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-417- 1.37% |
$38K - $41.6K
|
29.9K
$2.88M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-419- 10.54% |
$38.2K - $41.8K
|
3.56K
$343K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-421- 25.29% |
$38.4K - $42K
|
1.24K
$120K
|
|
|
Aug 14, 2023
Q2 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-421- 6.74% |
$38.4K - $42K
|
5.82K
$561K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-424- 18.31% |
$38.6K - $42.3K
|
1.89K
$182K
|
|
|
Jul 28, 2023
Q2 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-426- 0.4% |
$38.8K - $42.5K
|
105K
$10.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-428- 10.35% |
$39K - $42.7K
|
3.71K
$357K
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
SELL
|
- |
-435- 2.15% |
$39.6K - $43.4K
|
19.8K
$1.91M
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-441- 4.18% |
$40.2K - $44K
|
10.1K
$973K
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-443- 17.19% |
$40.4K - $44.2K
|
2.13K
$206K
|