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 12, 2023
Q2 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-1.64K- 5.47% |
$149K - $163K
|
28.2K
$3.34M
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.64K- 16.78% |
$149K - $163K
|
8.11K
$958K
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.64K- 2.61% |
$150K - $164K
|
61.3K
$7.24M
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.65K- 0.43% |
$150K - $164K
|
385K
$45.5M
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-1.67K- 4.88% |
$152K - $167K
|
32.6K
$3.85M
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.69K- 32.16% |
$154K - $168K
|
3.56K
$420K
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-1.69K- 6.19% |
$154K - $169K
|
25.7K
$3.03M
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-1.7K- 7.93% |
$155K - $169K
|
19.7K
$2.33M
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.72K- 10.7% |
$156K - $171K
|
14.3K
$1.69M
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.72K- 8.43% |
$156K - $171K
|
18.6K
$2.2M
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-1.74K- 1.36% |
$159K - $174K
|
126K
$14.9M
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.76K- 5.67% |
$160K - $176K
|
29.3K
$3.46M
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.76K- 5.67% |
$160K - $176K
|
29.3K
$3.46M
|
|
Jul 27, 2023
Q2 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-1.76K- 8.27% |
$161K - $176K
|
19.6K
$2.31M
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.82K- 4.88% |
$165K - $181K
|
35.4K
$4.18M
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.82K- 1.47% |
$165K - $181K
|
122K
$14.4M
|
|
Jul 24, 2023
Q2 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-1.89K- 9.39% |
$172K - $188K
|
18.2K
$2.15M
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
SELL
|
- |
-1.89K- 3.86% |
$172K - $189K
|
47.1K
$5.56M
|
|
Jul 27, 2023
Q2 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-1.89K- 9.43% |
$173K - $189K
|
18.2K
$2.15M
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.91K- 79.58% |
$174K - $191K
|
490
$57.9K
|
|
Aug 07, 2023
Q2 2023
|
Univest Financial Corp
|
SELL
|
- |
-1.92K- 6.84% |
$175K - $192K
|
26.1K
$3.09M
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.93K- 3.42% |
$176K - $193K
|
54.5K
$6.44M
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.93K- 5.22% |
$176K - $193K
|
35.1K
$4.15M
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.95K- 0.32% |
$178K - $195K
|
610K
$72.1M
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.99K- 0.78% |
$182K - $199K
|
254K
$30M
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-2.05K- 24.47% |
$187K - $204K
|
6.32K
$747K
|
|
Aug 14, 2023
Q2 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-2.06K- 5.51% |
$188K - $206K
|
35.4K
$4.18M
|
|
Jul 20, 2023
Q2 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-2.07K- 19.55% |
$189K - $207K
|
8.54K
$1.01M
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-2.11K- 7.29% |
$192K - $210K
|
26.8K
$3.17M
|
|
Jul 21, 2023
Q2 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-2.13K- 2.9% |
$194K - $212K
|
71.3K
$8.42M
|
|
Aug 14, 2023
Q2 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-2.14K- 4.83% |
$195K - $213K
|
42.1K
$4.98M
|
|
Jul 31, 2023
Q2 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-2.15K- 0.62% |
$195K - $214K
|
345K
$40.7M
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-2.15K- 7.61% |
$196K - $214K
|
26.1K
$3.08M
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-2.16K- 4.99% |
$196K - $215K
|
41K
$4.84M
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.16K- 3.38% |
$197K - $215K
|
61.7K
$7.29M
|
|
Apr 24, 2024
Q2 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-2.16K- 1.87% |
$197K - $216K
|
113K
$13.4M
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
SELL
|
- |
-2.18K- 3.68% |
$198K - $217K
|
57K
$6.73M
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.18K- 4.6% |
$199K - $218K
|
45.3K
$5.35M
|
|
Jul 06, 2023
Q2 2023
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-2.19K- 1.86% |
$200K - $219K
|
116K
$13.7M
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-2.19K- 16.76% |
$200K - $219K
|
10.9K
$1.29M
|
|
Jul 18, 2023
Q2 2023
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-2.21K- 1.72% |
$201K - $220K
|
126K
$14.9M
|
|
Jul 28, 2023
Q2 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-2.21K- 14.6% |
$202K - $221K
|
12.9K
$1.53M
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-2.25K- 7.74% |
$205K - $224K
|
26.7K
$3.16M
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-2.25K- 35.03% |
$205K - $224K
|
4.16K
$492K
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.29K- 2.89% |
$208K - $228K
|
77K
$9.09M
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-2.32K- 0.49% |
$211K - $231K
|
468K
$55.3M
|
|
Aug 11, 2023
Q2 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-2.35K- 1.25% |
$214K - $234K
|
185K
$21.8M
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.43K- 24.53% |
$221K - $242K
|
7.46K
$882K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.43K- 24.53% |
$221K - $242K
|
7.46K
$882K
|
|
Aug 14, 2023
Q2 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-2.46K- 2.28% |
$224K - $245K
|
105K
$12.4M
|