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 20, 2023
Q2 2023
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-1.44K- 0.93% |
$132K - $144K
|
153K
$14.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-1.46K- 1.94% |
$133K - $146K
|
73.8K
$7.11M
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.46K- 21.12% |
$133K - $146K
|
5.47K
$527K
|
|
|
Jul 19, 2023
Q2 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.48K- 5.05% |
$135K - $148K
|
27.8K
$2.68M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.49K- 12.13% |
$135K - $148K
|
10.8K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-1.49K- 24.6% |
$136K - $149K
|
4.58K
$441K
|
|
|
Aug 02, 2023
Q2 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-1.52K- 4.15% |
$139K - $152K
|
35.2K
$3.39M
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.52K- 9.28% |
$139K - $152K
|
14.9K
$1.43M
|
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.53K- 0.8% |
$140K - $153K
|
189K
$18.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-1.54K- 5.32% |
$141K - $154K
|
27.4K
$2.64M
|
|
|
Jul 10, 2023
Q2 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-1.55K- 29.65% |
$142K - $155K
|
3.69K
$355K
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-1.56K- 5.07% |
$142K - $155K
|
29.1K
$2.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-1.58K- 5.6% |
$144K - $157K
|
26.5K
$2.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1.58K- 27.32% |
$144K - $157K
|
4.2K
$404K
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.59K- 14.67% |
$145K - $158K
|
9.23K
$889K
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-1.6K- 40.72% |
$146K - $160K
|
2.33K
$225K
|
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.62K- 5.39% |
$148K - $162K
|
28.4K
$2.74M
|
|
|
Jul 12, 2023
Q2 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-1.64K- 5.47% |
$149K - $163K
|
28.2K
$2.72M
|
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.64K- 16.78% |
$149K - $163K
|
8.11K
$781K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.64K- 2.61% |
$150K - $164K
|
61.3K
$5.9M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.65K- 0.43% |
$150K - $164K
|
385K
$37.1M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-1.67K- 4.88% |
$152K - $167K
|
32.6K
$3.14M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.69K- 32.16% |
$154K - $168K
|
3.56K
$343K
|
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-1.69K- 6.19% |
$154K - $169K
|
25.7K
$2.47M
|
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-1.7K- 7.93% |
$155K - $169K
|
19.7K
$1.9M
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.72K- 10.7% |
$156K - $171K
|
14.3K
$1.38M
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.72K- 8.43% |
$156K - $171K
|
18.6K
$1.79M
|
|
|
Feb 13, 2025
Q2 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-1.72K- 3.82% |
$157K - $171K
|
43.2K
$4.16M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-1.74K- 1.36% |
$159K - $174K
|
126K
$12.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.76K- 5.67% |
$160K - $176K
|
29.3K
$2.82M
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.76K- 5.67% |
$160K - $176K
|
29.3K
$2.82M
|
|
|
Jul 27, 2023
Q2 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-1.76K- 8.27% |
$161K - $176K
|
19.6K
$1.88M
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.82K- 4.88% |
$165K - $181K
|
35.4K
$3.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.82K- 1.47% |
$165K - $181K
|
122K
$11.7M
|
|
|
Jan 28, 2025
Q2 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-1.88K- 19.85% |
$171K - $188K
|
7.59K
$731K
|
|
|
Jul 24, 2023
Q2 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-1.89K- 9.39% |
$172K - $188K
|
18.2K
$1.75M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
SELL
|
- |
-1.89K- 3.86% |
$172K - $189K
|
47.1K
$4.53M
|
|
|
Jul 27, 2023
Q2 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-1.89K- 9.43% |
$173K - $189K
|
18.2K
$1.75M
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.91K- 79.58% |
$174K - $191K
|
490
$47.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Univest Financial Corp
|
SELL
|
- |
-1.92K- 6.84% |
$175K - $192K
|
26.1K
$2.52M
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.93K- 3.42% |
$176K - $193K
|
54.5K
$5.25M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.93K- 5.22% |
$176K - $193K
|
35.1K
$3.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.95K- 0.32% |
$178K - $195K
|
610K
$58.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.99K- 0.78% |
$182K - $199K
|
254K
$24.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-2.05K- 24.47% |
$187K - $204K
|
6.32K
$609K
|
|
|
Aug 14, 2023
Q2 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-2.06K- 5.51% |
$188K - $206K
|
35.4K
$3.41M
|
|
|
Jul 20, 2023
Q2 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-2.07K- 19.55% |
$189K - $207K
|
8.54K
$822K
|
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-2.11K- 7.29% |
$192K - $210K
|
26.8K
$2.58M
|
|
|
Jul 21, 2023
Q2 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-2.13K- 2.9% |
$194K - $212K
|
71.3K
$6.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-2.14K- 4.83% |
$195K - $213K
|
42.1K
$4.06M
|