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
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.06K- 12.17% |
$96.6K - $106K
|
7.65K
$914K
|
|
|
Jul 18, 2023
Q2 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-1.07K- 14.62% |
$97.2K - $106K
|
6.23K
$744K
|
|
|
Aug 14, 2023
Q2 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-1.08K- 25.74% |
$98K - $107K
|
3.1K
$371K
|
|
|
Jul 14, 2023
Q2 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-1.09K- 4.57% |
$98.9K - $108K
|
22.7K
$2.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.1K- 1.29% |
$100K - $110K
|
84K
$10M
|
|
|
Aug 08, 2023
Q2 2023
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-1.1K- 16.56% |
$100K - $110K
|
5.54K
$662K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.11K- 20.05% |
$101K - $111K
|
4.44K
$530K
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.11K- 26.79% |
$101K - $111K
|
3.04K
$363K
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.12K- 0.95% |
$102K - $112K
|
117K
$14M
|
|
|
Jul 12, 2023
Q2 2023
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-1.12K- 16.18% |
$102K - $112K
|
5.82K
$695K
|
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-1.12K- 7.98% |
$102K - $112K
|
13K
$1.55M
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.13K- 2.29% |
$103K - $112K
|
48.1K
$5.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.13K- 5.34% |
$103K - $113K
|
20.1K
$2.4M
|
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-1.16K- 22.32% |
$106K - $116K
|
4.04K
$482K
|
|
|
Aug 07, 2023
Q2 2023
|
United Bank
|
SELL
|
- |
-1.17K- 3.94% |
$107K - $117K
|
28.6K
$3.42M
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-1.19K- 0.7% |
$108K - $119K
|
167K
$20M
|
|
|
Dec 19, 2024
Q2 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.19K- 2.5% |
$108K - $119K
|
46.5K
$5.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.2K- 21.94% |
$109K - $120K
|
4.26K
$509K
|
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.2K- 21.0% |
$110K - $120K
|
4.53K
$541K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.2K- 17.68% |
$110K - $120K
|
5.6K
$669K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.21K- 3.98% |
$110K - $120K
|
29.1K
$3.48M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.21K- 2.4% |
$110K - $121K
|
49.3K
$5.89M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.21K- 23.52% |
$111K - $121K
|
3.94K
$471K
|
|
|
Jul 12, 2023
Q2 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.22K- 5.31% |
$111K - $122K
|
21.8K
$2.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-1.23K- 29.22% |
$112K - $123K
|
2.99K
$357K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.24K- 1.11% |
$113K - $123K
|
110K
$13.2M
|
|
|
Jul 12, 2023
Q2 2023
|
Berkshire Bank
|
SELL
|
- |
-1.26K- 19.15% |
$115K - $125K
|
5.31K
$634K
|
|
|
Jul 13, 2023
Q2 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-1.27K- 4.4% |
$116K - $127K
|
27.7K
$3.3M
|
|
|
Jul 07, 2023
Q2 2023
|
Parkside Investments, LLC
|
SELL
|
- |
-1.28K- 18.75% |
$116K - $127K
|
5.52K
$660K
|
|
|
Aug 10, 2023
Q2 2023
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-1.28K- 51.49% |
$116K - $128K
|
1.2K
$144K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.29K- 1.43% |
$117K - $129K
|
89K
$10.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
SELL
|
- |
-1.29K- 2.39% |
$118K - $129K
|
52.6K
$6.28M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.32K- 16.82% |
$120K - $131K
|
6.5K
$777K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.32K- 27.88% |
$120K - $132K
|
3.42K
$408K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.35K- 6.54% |
$123K - $135K
|
19.3K
$2.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-1.37K- 6.59% |
$125K - $137K
|
19.4K
$2.32M
|
|
|
Aug 01, 2023
Q2 2023
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-1.38K- 2.07% |
$125K - $137K
|
65.1K
$7.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.4K- 22.15% |
$128K - $140K
|
4.93K
$589K
|
|
|
Jul 27, 2023
Q2 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-1.41K- 1.43% |
$129K - $141K
|
97.2K
$11.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-1.42K- 2.08% |
$130K - $142K
|
67K
$8M
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
SELL
|
- |
-1.43K- 77.06% |
$130K - $143K
|
426
$50.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-1.44K- 2.35% |
$131K - $144K
|
59.8K
$7.14M
|
|
|
Jul 20, 2023
Q2 2023
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-1.44K- 0.93% |
$132K - $144K
|
153K
$18.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-1.46K- 1.94% |
$133K - $146K
|
73.8K
$8.82M
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.46K- 21.12% |
$133K - $146K
|
5.47K
$653K
|
|
|
Jul 19, 2023
Q2 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.48K- 5.05% |
$135K - $148K
|
27.8K
$3.32M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.49K- 12.13% |
$135K - $148K
|
10.8K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-1.49K- 24.6% |
$136K - $149K
|
4.58K
$547K
|
|
|
Aug 02, 2023
Q2 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-1.52K- 4.15% |
$139K - $152K
|
35.2K
$4.21M
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.52K- 9.28% |
$139K - $152K
|
14.9K
$1.78M
|