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 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-7.41K- 52.02% |
$675K - $740K
|
6.84K
$726K
|
|
|
Jul 18, 2023
Q2 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-7.49K- 24.64% |
$683K - $748K
|
22.9K
$2.43M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-7.73K- 9.68% |
$705K - $772K
|
72.1K
$7.65M
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-7.75K- 13.43% |
$706K - $774K
|
50K
$5.3M
|
|
|
Jul 27, 2023
Q2 2023
|
Colony Family Offices, LLC
|
SELL
|
- |
-7.86K- 3.31% |
$716K - $784K
|
229K
$24.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-7.97K- 18.09% |
$726K - $795K
|
36.1K
$3.83M
|
|
|
Jul 20, 2023
Q2 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-8.23K- 55.61% |
$750K - $822K
|
6.57K
$697K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.27K- 6.74% |
$754K - $826K
|
114K
$12.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-8.42K- 2.07% |
$767K - $840K
|
397K
$42.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-8.42K- 4.89% |
$768K - $841K
|
164K
$17.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-8.45K- 6.05% |
$770K - $843K
|
131K
$13.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-8.59K- 12.09% |
$782K - $857K
|
62.4K
$6.63M
|
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
SELL
|
- |
-8.61K- 48.35% |
$784K - $859K
|
9.19K
$976K
|
|
|
Aug 14, 2023
Q2 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-8.79K- 16.52% |
$801K - $878K
|
44.4K
$4.72M
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-8.79K- 4.01% |
$801K - $878K
|
211K
$22.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-8.85K- 51.06% |
$807K - $883K
|
8.48K
$900K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-8.94K- 3.3% |
$815K - $892K
|
262K
$27.8M
|
|
|
Sep 15, 2023
Q2 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-9.07K- 4.28% |
$826K - $905K
|
203K
$21.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-9.25K- 11.1% |
$843K - $923K
|
74.1K
$7.87M
|
|
|
Jul 07, 2023
Q2 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-9.34K- 0.95% |
$851K - $932K
|
972K
$103M
|
|
|
Jul 11, 2023
Q2 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-9.58K- 48.86% |
$873K - $956K
|
10K
$1.06M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-9.65K- 13.44% |
$880K - $964K
|
62.2K
$6.6M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-9.65K- 13.44% |
$880K - $964K
|
62.2K
$6.6M
|
|
|
Aug 07, 2023
Q2 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-9.96K- 1.78% |
$908K - $994K
|
549K
$58.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.1K- 13.83% |
$920K - $1.01M
|
62.9K
$6.68M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-10.3K- 66.91% |
$938K - $1.03M
|
5.09K
$540K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-10.3K- 7.28% |
$943K - $1.03M
|
132K
$14M
|
|
|
Jul 10, 2023
Q2 2023
|
Kwmg, LLC
|
SELL
|
- |
-10.4K- 42.3% |
$948K - $1.04M
|
14.2K
$1.51M
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-10.7K- 76.28% |
$977K - $1.07M
|
3.33K
$354K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-10.8K- 5.85% |
$987K - $1.08M
|
174K
$18.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-11.1K- 18.15% |
$1.01M - $1.11M
|
50.1K
$5.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-11.2K- 12.96% |
$1.02M - $1.12M
|
75.5K
$8.01M
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-11.3K- 5.28% |
$1.03M - $1.13M
|
203K
$21.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-11.4K- 35.6% |
$1.04M - $1.13M
|
20.6K
$2.18M
|
|
|
Jul 27, 2023
Q2 2023
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-11.6K- 68.4% |
$1.05M - $1.15M
|
5.34K
$567K
|
|
|
Aug 14, 2023
Q2 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-12K- 51.69% |
$1.09M - $1.19M
|
11.2K
$1.19M
|
|
|
Jul 20, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-12K- 25.8% |
$1.09M - $1.19M
|
34.4K
$3.65M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-12K- 31.93% |
$1.09M - $1.2M
|
25.6K
$2.72M
|
|
|
Jul 18, 2023
Q2 2023
|
Financial Life Advisors
|
SELL
|
- |
-12.1K- 69.85% |
$1.1M - $1.21M
|
5.22K
$554K
|
|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-12.5K- 45.41% |
$1.14M - $1.25M
|
15K
$1.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-12.5K- 82.77% |
$1.14M - $1.25M
|
2.61K
$277K
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-12.6K- 62.7% |
$1.14M - $1.25M
|
7.47K
$793K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-12.8K- 3.49% |
$1.17M - $1.28M
|
354K
$37.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-12.8K- 69.38% |
$1.17M - $1.28M
|
5.66K
$601K
|
|
|
Aug 14, 2023
Q2 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-12.9K- 67.23% |
$1.17M - $1.28M
|
6.27K
$665K
|
|
|
Jul 20, 2023
Q2 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-13.1K- 5.83% |
$1.2M - $1.31M
|
212K
$22.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
SELL
|
- |
-13.7K- 60.1% |
$1.25M - $1.37M
|
9.08K
$964K
|
|
|
Jul 21, 2023
Q2 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-13.7K- 3.57% |
$1.25M - $1.37M
|
370K
$39.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-13.7K- 8.96% |
$1.25M - $1.37M
|
140K
$14.8M
|
|
|
Aug 03, 2023
Q2 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-13.8K- 3.75% |
$1.25M - $1.37M
|
353K
$37.5M
|