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
|
Albion Financial Group
|
SELL
|
- |
-5.71K- 1.68% |
$520K - $570K
|
333K
$39.8M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-5.73K- 12.37% |
$523K - $572K
|
40.6K
$4.85M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-5.73K- 12.37% |
$523K - $572K
|
40.6K
$4.85M
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.75K- 54.0% |
$524K - $573K
|
4.89K
$585K
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-5.78K- 19.7% |
$527K - $577K
|
23.6K
$2.82M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.79K- 2.11% |
$528K - $578K
|
269K
$32.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-5.81K- 29.33% |
$530K - $580K
|
14K
$1.67M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-5.82K- 3.38% |
$530K - $581K
|
166K
$19.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-5.86K- 65.34% |
$534K - $585K
|
3.11K
$371K
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-5.94K- 13.22% |
$541K - $592K
|
39K
$4.65M
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-5.95K- 0.78% |
$542K - $593K
|
756K
$90.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-5.97K- 6.05% |
$544K - $596K
|
92.8K
$11.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-6.04K- 21.26% |
$551K - $603K
|
22.4K
$2.67M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-6.08K- 16.69% |
$554K - $607K
|
30.4K
$3.63M
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-6.1K- 60.8% |
$556K - $609K
|
3.94K
$470K
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-6.13K- 2.24% |
$559K - $612K
|
268K
$32M
|
|
|
Jul 31, 2023
Q2 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-6.15K- 6.82% |
$561K - $614K
|
84.1K
$10M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-6.23K- 3.31% |
$568K - $622K
|
182K
$21.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
SELL
|
- |
-6.31K- 28.55% |
$575K - $630K
|
15.8K
$1.89M
|
|
|
Jul 10, 2023
Q2 2023
|
David J Yvars Group
|
SELL
|
- |
-6.31K- 35.57% |
$575K - $630K
|
11.4K
$1.37M
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-6.34K- 60.02% |
$578K - $632K
|
4.22K
$504K
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-6.46K- 59.96% |
$589K - $645K
|
4.31K
$515K
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-6.47K- 61.86% |
$590K - $646K
|
3.99K
$477K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.5K- 3.58% |
$592K - $649K
|
175K
$20.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-6.59K- 55.87% |
$601K - $658K
|
5.2K
$622K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.61K- 85.2% |
$602K - $659K
|
1.15K
$137K
|
|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-6.66K- 10.83% |
$607K - $665K
|
54.8K
$6.55M
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-6.8K- 16.32% |
$620K - $679K
|
34.9K
$4.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-6.82K- 29.03% |
$621K - $680K
|
16.7K
$1.99M
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-6.83K- 9.83% |
$622K - $682K
|
62.6K
$7.48M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-6.89K- 1.68% |
$628K - $688K
|
402K
$48.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-6.89K- 8.19% |
$628K - $688K
|
77.3K
$9.23M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-6.94K- 28.35% |
$632K - $692K
|
17.5K
$2.09M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-6.95K- 1.35% |
$634K - $694K
|
508K
$60.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-7.16K- 28.54% |
$652K - $714K
|
17.9K
$2.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-7.19K- 44.01% |
$656K - $718K
|
9.15K
$1.09M
|
|
|
Aug 02, 2023
Q2 2023
|
St. Louis Trust CO
|
SELL
|
- |
-7.28K- 1.31% |
$663K - $726K
|
548K
$65.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-7.37K- 9.9% |
$672K - $735K
|
67K
$8.01M
|
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-7.41K- 52.02% |
$675K - $740K
|
6.84K
$816K
|
|
|
Jul 18, 2023
Q2 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-7.49K- 24.64% |
$683K - $748K
|
22.9K
$2.74M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-7.73K- 9.68% |
$705K - $772K
|
72.1K
$8.61M
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-7.75K- 13.43% |
$706K - $774K
|
50K
$5.97M
|
|
|
Jul 27, 2023
Q2 2023
|
Colony Family Offices, LLC
|
SELL
|
- |
-7.86K- 3.31% |
$716K - $784K
|
229K
$27.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-7.97K- 18.09% |
$726K - $795K
|
36.1K
$4.31M
|
|
|
Jul 20, 2023
Q2 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-8.23K- 55.61% |
$750K - $822K
|
6.57K
$785K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.27K- 6.74% |
$754K - $826K
|
114K
$13.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-8.42K- 2.07% |
$767K - $840K
|
397K
$47.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-8.42K- 4.89% |
$768K - $841K
|
164K
$19.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-8.45K- 6.05% |
$770K - $843K
|
131K
$15.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-8.59K- 12.09% |
$782K - $857K
|
62.4K
$7.46M
|