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 18, 2023
Q2 2023
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-2.21K- 1.72% |
$201K - $220K
|
126K
$15.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-2.21K- 14.6% |
$202K - $221K
|
12.9K
$1.54M
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-2.25K- 7.74% |
$205K - $224K
|
26.7K
$3.19M
|
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-2.25K- 35.03% |
$205K - $224K
|
4.16K
$497K
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.29K- 2.89% |
$208K - $228K
|
77K
$9.19M
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-2.32K- 0.49% |
$211K - $231K
|
468K
$55.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-2.35K- 1.25% |
$214K - $234K
|
185K
$22.1M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.43K- 24.53% |
$221K - $242K
|
7.46K
$891K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.43K- 24.53% |
$221K - $242K
|
7.46K
$891K
|
|
|
Aug 14, 2023
Q2 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-2.46K- 2.28% |
$224K - $245K
|
105K
$12.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-2.49K- 8.75% |
$226K - $248K
|
25.9K
$3.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-2.53K- 29.19% |
$231K - $253K
|
6.14K
$733K
|
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-2.54K- 33.66% |
$231K - $254K
|
5.01K
$598K
|
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-2.55K- 13.81% |
$233K - $255K
|
15.9K
$1.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-2.56K- 6.18% |
$233K - $255K
|
38.8K
$4.64M
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
SELL
|
- |
-2.6K- 34.95% |
$237K - $260K
|
4.84K
$578K
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.61K- 22.45% |
$238K - $260K
|
9.01K
$1.08M
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2.64K- 22.21% |
$241K - $264K
|
9.26K
$1.11M
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-2.65K- 54.52% |
$242K - $265K
|
2.21K
$264K
|
|
|
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
$8.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.71K- 3.85% |
$247K - $270K
|
67.7K
$8.08M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.73K- 40.92% |
$249K - $273K
|
3.95K
$471K
|
|
|
Aug 14, 2023
Q2 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-2.8K- 20.93% |
$255K - $280K
|
10.6K
$1.26M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.81K- 5.62% |
$256K - $281K
|
47.2K
$5.63M
|
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-2.91K- 11.01% |
$265K - $290K
|
23.5K
$2.81M
|
|
|
Jul 10, 2023
Q2 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-2.93K- 34.3% |
$267K - $292K
|
5.6K
$669K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
SELL
|
- |
-2.95K- 95.69% |
$269K - $295K
|
133
$15.9K
|
|
|
Jul 12, 2023
Q2 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.96K- 20.57% |
$269K - $295K
|
11.4K
$1.36M
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-2.98K- 15.22% |
$271K - $297K
|
16.6K
$1.98M
|
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-3.03K- 31.88% |
$276K - $302K
|
6.47K
$773K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-3.06K- 3.07% |
$279K - $305K
|
96.6K
$11.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-3.06K- 34.49% |
$279K - $306K
|
5.82K
$695K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-3.1K- 18.2% |
$282K - $309K
|
13.9K
$1.66M
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-3.14K- 21.12% |
$286K - $313K
|
11.7K
$1.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-3.2K- 7.76% |
$291K - $319K
|
38K
$4.53M
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-3.21K- 2.86% |
$293K - $321K
|
109K
$13M
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-3.22K- 5.31% |
$293K - $321K
|
57.4K
$6.85M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-3.25K- 48.33% |
$296K - $324K
|
3.48K
$415K
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-3.36K- 25.8% |
$306K - $335K
|
9.66K
$1.15M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.37K- 4.0% |
$307K - $336K
|
80.7K
$9.64M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3.37K- 4.23% |
$307K - $337K
|
76.3K
$9.11M
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-3.38K- 13.18% |
$308K - $337K
|
22.3K
$2.66M
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-3.38K- 23.76% |
$308K - $337K
|
10.8K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.41K- 10.8% |
$311K - $340K
|
28.2K
$3.36M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.45K- 7.59% |
$314K - $344K
|
42K
$5.01M
|
|
|
Jul 26, 2023
Q2 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-3.46K- 23.3% |
$315K - $345K
|
11.4K
$1.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-3.56K- 13.22% |
$325K - $355K
|
23.4K
$2.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-3.57K- 3.16% |
$326K - $357K
|
110K
$13.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-3.62K- 2.64% |
$330K - $362K
|
134K
$16M
|