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 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-5.95K- 0.78% |
$542K - $593K
|
756K
$89.3M
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-5.97K- 6.05% |
$544K - $596K
|
92.8K
$11M
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-6.04K- 21.26% |
$551K - $603K
|
22.4K
$2.64M
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-6.08K- 16.69% |
$554K - $607K
|
30.4K
$3.59M
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-6.1K- 60.8% |
$556K - $609K
|
3.94K
$465K
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-6.13K- 2.24% |
$559K - $612K
|
268K
$31.6M
|
|
Jul 31, 2023
Q2 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-6.15K- 6.82% |
$561K - $614K
|
84.1K
$9.94M
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-6.23K- 3.31% |
$568K - $622K
|
182K
$21.5M
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
SELL
|
- |
-6.31K- 28.55% |
$575K - $630K
|
15.8K
$1.87M
|
|
Jul 10, 2023
Q2 2023
|
David J Yvars Group
|
SELL
|
- |
-6.31K- 35.57% |
$575K - $630K
|
11.4K
$1.35M
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-6.34K- 60.02% |
$578K - $632K
|
4.22K
$499K
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-6.46K- 59.96% |
$589K - $645K
|
4.31K
$509K
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-6.47K- 61.86% |
$590K - $646K
|
3.99K
$472K
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.5K- 3.58% |
$592K - $649K
|
175K
$20.7M
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-6.59K- 55.87% |
$601K - $658K
|
5.2K
$615K
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.61K- 85.2% |
$602K - $659K
|
1.15K
$136K
|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-6.66K- 10.83% |
$607K - $665K
|
54.8K
$6.48M
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-6.8K- 16.32% |
$620K - $679K
|
34.9K
$4.12M
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-6.82K- 29.03% |
$621K - $680K
|
16.7K
$1.97M
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-6.83K- 9.83% |
$622K - $682K
|
62.6K
$7.4M
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-6.89K- 1.68% |
$628K - $688K
|
402K
$47.5M
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-6.89K- 8.19% |
$628K - $688K
|
77.3K
$9.13M
|
|
Aug 03, 2023
Q2 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-6.94K- 28.35% |
$632K - $692K
|
17.5K
$2.07M
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-6.95K- 1.35% |
$634K - $694K
|
508K
$60M
|
|
Aug 15, 2023
Q2 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-7.16K- 28.54% |
$652K - $714K
|
17.9K
$2.12M
|
|
Aug 10, 2023
Q2 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-7.19K- 44.01% |
$656K - $718K
|
9.15K
$1.08M
|
|
Aug 02, 2023
Q2 2023
|
St. Louis Trust CO
|
SELL
|
- |
-7.28K- 1.31% |
$663K - $726K
|
548K
$64.7M
|
|
Jul 27, 2023
Q2 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-7.37K- 9.9% |
$672K - $735K
|
67K
$7.92M
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-7.41K- 52.02% |
$675K - $740K
|
6.84K
$807K
|
|
Jul 18, 2023
Q2 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-7.49K- 24.64% |
$683K - $748K
|
22.9K
$2.71M
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-7.73K- 9.68% |
$705K - $772K
|
72.1K
$8.52M
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-7.75K- 13.43% |
$706K - $774K
|
50K
$5.9M
|
|
Jul 27, 2023
Q2 2023
|
Colony Family Offices, LLC
|
SELL
|
- |
-7.86K- 3.31% |
$716K - $784K
|
229K
$27.1M
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-7.97K- 18.09% |
$726K - $795K
|
36.1K
$4.26M
|
|
Jul 20, 2023
Q2 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-8.23K- 55.61% |
$750K - $822K
|
6.57K
$776K
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.27K- 6.74% |
$754K - $826K
|
114K
$13.5M
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-8.42K- 2.07% |
$767K - $840K
|
397K
$47M
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-8.42K- 4.89% |
$768K - $841K
|
164K
$19.4M
|
|
Jul 13, 2023
Q2 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-8.45K- 6.05% |
$770K - $843K
|
131K
$15.5M
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-8.59K- 12.09% |
$782K - $857K
|
62.4K
$7.38M
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
SELL
|
- |
-8.61K- 48.35% |
$784K - $859K
|
9.19K
$1.09M
|
|
Aug 14, 2023
Q2 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-8.79K- 16.52% |
$801K - $878K
|
44.4K
$5.25M
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-8.79K- 4.01% |
$801K - $878K
|
211K
$24.9M
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-8.85K- 51.06% |
$807K - $883K
|
8.48K
$1M
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-8.94K- 3.3% |
$815K - $892K
|
262K
$30.9M
|
|
Sep 15, 2023
Q2 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-9.07K- 4.28% |
$826K - $905K
|
203K
$24M
|
|
Jul 20, 2023
Q2 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-9.25K- 11.1% |
$843K - $923K
|
74.1K
$8.75M
|
|
Jul 07, 2023
Q2 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-9.34K- 0.95% |
$851K - $932K
|
972K
$115M
|
|
Jul 11, 2023
Q2 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-9.58K- 48.86% |
$873K - $956K
|
10K
$1.18M
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-9.65K- 13.44% |
$880K - $964K
|
62.2K
$7.34M
|