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 10, 2023
Q2 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-2.49K- 8.75% |
$226K - $248K
|
25.9K
$3.06M
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-2.53K- 29.19% |
$231K - $253K
|
6.14K
$725K
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-2.54K- 33.66% |
$231K - $254K
|
5.01K
$591K
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-2.55K- 13.81% |
$233K - $255K
|
15.9K
$1.88M
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-2.56K- 6.18% |
$233K - $255K
|
38.8K
$4.59M
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
SELL
|
- |
-2.6K- 34.95% |
$237K - $260K
|
4.84K
$572K
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.61K- 22.45% |
$238K - $260K
|
9.01K
$1.06M
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2.64K- 22.21% |
$241K - $264K
|
9.26K
$1.09M
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-2.65K- 54.52% |
$242K - $265K
|
2.21K
$261K
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-2.66KClosed |
$243K - $266K
|
0
$0
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-2.67K- 3.43% |
$243K - $266K
|
75K
$8.86M
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.71K- 3.85% |
$247K - $270K
|
67.7K
$7.99M
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.73K- 40.92% |
$249K - $273K
|
3.95K
$466K
|
|
Aug 14, 2023
Q2 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-2.8K- 20.93% |
$255K - $280K
|
10.6K
$1.25M
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.81K- 5.62% |
$256K - $281K
|
47.2K
$5.57M
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-2.91K- 11.01% |
$265K - $290K
|
23.5K
$2.77M
|
|
Jul 10, 2023
Q2 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-2.93K- 34.3% |
$267K - $292K
|
5.6K
$662K
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
SELL
|
- |
-2.95K- 95.69% |
$269K - $295K
|
133
$15.7K
|
|
Jul 12, 2023
Q2 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.96K- 20.57% |
$269K - $295K
|
11.4K
$1.35M
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-2.98K- 15.22% |
$271K - $297K
|
16.6K
$1.96M
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-3.03K- 31.88% |
$276K - $302K
|
6.47K
$764K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-3.06K- 3.07% |
$279K - $305K
|
96.6K
$11.4M
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-3.06K- 34.49% |
$279K - $306K
|
5.82K
$687K
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-3.1K- 18.2% |
$282K - $309K
|
13.9K
$1.65M
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-3.14K- 21.12% |
$286K - $313K
|
11.7K
$1.39M
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-3.2K- 7.76% |
$291K - $319K
|
38K
$4.48M
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-3.21K- 2.86% |
$293K - $321K
|
109K
$12.9M
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-3.22K- 5.31% |
$293K - $321K
|
57.4K
$6.77M
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-3.25K- 48.33% |
$296K - $324K
|
3.48K
$411K
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-3.36K- 25.8% |
$306K - $335K
|
9.66K
$1.14M
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.37K- 4.0% |
$307K - $336K
|
80.7K
$9.54M
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3.37K- 4.23% |
$307K - $337K
|
76.3K
$9.01M
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-3.38K- 13.18% |
$308K - $337K
|
22.3K
$2.63M
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-3.38K- 23.76% |
$308K - $337K
|
10.8K
$1.28M
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.41K- 10.8% |
$311K - $340K
|
28.2K
$3.33M
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.45K- 7.59% |
$314K - $344K
|
42K
$4.96M
|
|
Jul 26, 2023
Q2 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-3.46K- 23.3% |
$315K - $345K
|
11.4K
$1.34M
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-3.56K- 13.22% |
$325K - $355K
|
23.4K
$2.76M
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-3.57K- 3.16% |
$326K - $357K
|
110K
$12.9M
|
|
Jul 17, 2023
Q2 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-3.62K- 2.64% |
$330K - $362K
|
134K
$15.8M
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-3.72K- 26.41% |
$339K - $371K
|
10.4K
$1.22M
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-3.91K- 1.17% |
$356K - $390K
|
329K
$38.9M
|
|
Aug 03, 2023
Q2 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-3.92K- 31.29% |
$357K - $391K
|
8.61K
$1.02M
|
|
Jul 11, 2023
Q2 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-3.94K- 4.13% |
$359K - $394K
|
91.5K
$10.8M
|
|
Jul 21, 2023
Q2 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-3.97K- 5.74% |
$361K - $396K
|
65.1K
$7.69M
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3.98K- 31.57% |
$363K - $398K
|
8.63K
$1.02M
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-4K- 13.44% |
$364K - $399K
|
25.7K
$3.04M
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-4.08K- 0.82% |
$372K - $408K
|
491K
$58M
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
SELL
|
- |
-4.09K- 1.05% |
$372K - $408K
|
385K
$45.5M
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-4.1K- 24.38% |
$374K - $410K
|
12.7K
$1.5M
|