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 28, 2023
Q2 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-5.43K- 9.29% |
$495K - $542K
|
53K
$5.11M
|
|
|
Aug 08, 2023
Q2 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-5.44K- 8.56% |
$496K - $543K
|
58.2K
$5.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-5.45K- 31.28% |
$497K - $544K
|
12K
$1.15M
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-5.49K- 1.09% |
$500K - $548K
|
499K
$48.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-5.5K- 15.01% |
$502K - $549K
|
31.2K
$3M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-5.51K- 3.12% |
$502K - $550K
|
171K
$16.4M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.52K- 8.04% |
$503K - $551K
|
63.1K
$6.08M
|
|
|
Jun 20, 2024
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-5.62K- 9.26% |
$512K - $561K
|
55K
$5.3M
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-5.64K- 1.05% |
$514K - $563K
|
533K
$51.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
SELL
|
- |
-5.71K- 1.68% |
$520K - $570K
|
333K
$32.1M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-5.73K- 12.37% |
$523K - $572K
|
40.6K
$3.91M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-5.73K- 12.37% |
$523K - $572K
|
40.6K
$3.91M
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.75K- 54.0% |
$524K - $573K
|
4.89K
$471K
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-5.78K- 19.7% |
$527K - $577K
|
23.6K
$2.27M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.79K- 2.11% |
$528K - $578K
|
269K
$25.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-5.81K- 29.33% |
$530K - $580K
|
14K
$1.35M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-5.82K- 3.38% |
$530K - $581K
|
166K
$16M
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-5.86K- 65.34% |
$534K - $585K
|
3.11K
$299K
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-5.94K- 13.22% |
$541K - $592K
|
39K
$3.75M
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-5.95K- 0.78% |
$542K - $593K
|
756K
$72.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-5.97K- 6.05% |
$544K - $596K
|
92.8K
$8.94M
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-6.04K- 21.26% |
$551K - $603K
|
22.4K
$2.16M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-6.08K- 16.69% |
$554K - $607K
|
30.4K
$2.92M
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-6.1K- 60.8% |
$556K - $609K
|
3.94K
$379K
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-6.13K- 2.24% |
$559K - $612K
|
268K
$25.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-6.15K- 6.82% |
$561K - $614K
|
84.1K
$8.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-6.23K- 3.31% |
$568K - $622K
|
182K
$17.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
SELL
|
- |
-6.31K- 28.55% |
$575K - $630K
|
15.8K
$1.52M
|
|
|
Jul 10, 2023
Q2 2023
|
David J Yvars Group
|
SELL
|
- |
-6.31K- 35.57% |
$575K - $630K
|
11.4K
$1.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-6.34K- 60.02% |
$578K - $632K
|
4.22K
$406K
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-6.46K- 59.96% |
$589K - $645K
|
4.31K
$415K
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-6.47K- 61.86% |
$590K - $646K
|
3.99K
$384K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.5K- 3.58% |
$592K - $649K
|
175K
$16.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-6.59K- 55.87% |
$601K - $658K
|
5.2K
$501K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.61K- 85.2% |
$602K - $659K
|
1.15K
$111K
|
|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-6.66K- 10.83% |
$607K - $665K
|
54.8K
$5.28M
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-6.8K- 16.32% |
$620K - $679K
|
34.9K
$3.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-6.82K- 29.03% |
$621K - $680K
|
16.7K
$1.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-6.83K- 9.83% |
$622K - $682K
|
62.6K
$6.03M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-6.89K- 1.68% |
$628K - $688K
|
402K
$38.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-6.89K- 8.19% |
$628K - $688K
|
77.3K
$7.45M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-6.94K- 28.35% |
$632K - $692K
|
17.5K
$1.69M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-6.95K- 1.35% |
$634K - $694K
|
508K
$49M
|
|
|
Aug 15, 2023
Q2 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-7.16K- 28.54% |
$652K - $714K
|
17.9K
$1.73M
|
|
|
Aug 10, 2023
Q2 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-7.19K- 44.01% |
$656K - $718K
|
9.15K
$881K
|
|
|
Aug 02, 2023
Q2 2023
|
St. Louis Trust CO
|
SELL
|
- |
-7.28K- 1.31% |
$663K - $726K
|
548K
$52.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-7.37K- 9.9% |
$672K - $735K
|
67K
$6.46M
|
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-7.41K- 52.02% |
$675K - $740K
|
6.84K
$658K
|
|
|
Jul 18, 2023
Q2 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-7.49K- 24.64% |
$683K - $748K
|
22.9K
$2.21M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-7.73K- 9.68% |
$705K - $772K
|
72.1K
$6.94M
|