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 |
---|---|---|---|---|---|---|---|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-9.65K- 13.44% |
$880K - $964K
|
62.2K
$7.34M
|
|
Aug 07, 2023
Q2 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-9.96K- 1.78% |
$908K - $994K
|
549K
$64.8M
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.1K- 13.83% |
$920K - $1.01M
|
62.9K
$7.43M
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-10.3K- 66.91% |
$938K - $1.03M
|
5.09K
$601K
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-10.3K- 7.28% |
$943K - $1.03M
|
132K
$15.6M
|
|
Jul 10, 2023
Q2 2023
|
Kwmg, LLC
|
SELL
|
- |
-10.4K- 42.3% |
$948K - $1.04M
|
14.2K
$1.68M
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-10.7K- 76.28% |
$977K - $1.07M
|
3.33K
$394K
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-10.8K- 5.85% |
$987K - $1.08M
|
174K
$20.6M
|
|
Jul 20, 2023
Q2 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-11.1K- 18.15% |
$1.01M - $1.11M
|
50.1K
$5.92M
|
|
Aug 14, 2023
Q2 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-11.2K- 12.96% |
$1.02M - $1.12M
|
75.5K
$8.92M
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-11.3K- 5.28% |
$1.03M - $1.13M
|
203K
$24M
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-11.4K- 35.6% |
$1.04M - $1.13M
|
20.6K
$2.43M
|
|
Jul 27, 2023
Q2 2023
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-11.6K- 68.4% |
$1.05M - $1.15M
|
5.34K
$631K
|
|
Aug 14, 2023
Q2 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-12K- 51.69% |
$1.09M - $1.19M
|
11.2K
$1.32M
|
|
Jul 20, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-12K- 25.8% |
$1.09M - $1.19M
|
34.4K
$4.06M
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-12K- 31.93% |
$1.09M - $1.2M
|
25.6K
$3.02M
|
|
Jul 18, 2023
Q2 2023
|
Financial Life Advisors
|
SELL
|
- |
-12.1K- 69.85% |
$1.1M - $1.21M
|
5.22K
$616K
|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-12.5K- 45.41% |
$1.14M - $1.25M
|
15K
$1.78M
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-12.5K- 82.77% |
$1.14M - $1.25M
|
2.61K
$308K
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-12.6K- 62.7% |
$1.14M - $1.25M
|
7.47K
$883K
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-12.8K- 3.49% |
$1.17M - $1.28M
|
354K
$41.8M
|
|
Aug 14, 2023
Q2 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-12.8K- 69.38% |
$1.17M - $1.28M
|
5.66K
$669K
|
|
Aug 14, 2023
Q2 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-12.9K- 67.23% |
$1.17M - $1.28M
|
6.27K
$740K
|
|
Jul 20, 2023
Q2 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-13.1K- 5.83% |
$1.2M - $1.31M
|
212K
$25M
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
SELL
|
- |
-13.7K- 60.1% |
$1.25M - $1.37M
|
9.08K
$1.07M
|
|
Jul 21, 2023
Q2 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-13.7K- 3.57% |
$1.25M - $1.37M
|
370K
$43.7M
|
|
Aug 02, 2023
Q2 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-13.7K- 8.96% |
$1.25M - $1.37M
|
140K
$16.5M
|
|
Aug 03, 2023
Q2 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-13.8K- 3.75% |
$1.25M - $1.37M
|
353K
$41.7M
|
|
Aug 04, 2023
Q2 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-14K- 61.51% |
$1.28M - $1.4M
|
8.77K
$1.04M
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-14.2K- 9.48% |
$1.29M - $1.41M
|
135K
$16M
|
|
Jul 20, 2023
Q2 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-14.2K- 85.34% |
$1.29M - $1.41M
|
2.43K
$287K
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-14.4K- 24.83% |
$1.32M - $1.44M
|
43.7K
$5.16M
|
|
Jul 28, 2023
Q2 2023
|
Defined Wealth Management, LLC
|
SELL
|
- |
-14.6K- 49.8% |
$1.33M - $1.45M
|
14.7K
$1.73M
|
|
Jul 26, 2023
Q2 2023
|
G&S Capital LLC
|
SELL
|
- |
-14.7K- 25.32% |
$1.34M - $1.47M
|
43.4K
$5.13M
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-14.9K- 30.4% |
$1.35M - $1.48M
|
34K
$4.02M
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-15K- 3.17% |
$1.37M - $1.5M
|
458K
$54.1M
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-15.2K- 39.58% |
$1.38M - $1.51M
|
23.1K
$2.73M
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-15.2K- 10.51% |
$1.39M - $1.52M
|
129K
$15.3M
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-15.3K- 58.38% |
$1.4M - $1.53M
|
10.9K
$1.29M
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-15.9K- 13.14% |
$1.45M - $1.58M
|
105K
$12.4M
|
|
Aug 14, 2023
Q2 2023
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-15.9K- 41.75% |
$1.45M - $1.59M
|
22.2K
$2.62M
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-16.1K- 68.33% |
$1.47M - $1.61M
|
7.48K
$883K
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-16.2K- 29.1% |
$1.47M - $1.61M
|
39.4K
$4.65M
|
|
Jul 17, 2023
Q2 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-16.2K- 15.51% |
$1.48M - $1.62M
|
88.4K
$10.4M
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-16.5K- 4.06% |
$1.51M - $1.65M
|
391K
$46.2M
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-16.6K- 3.99% |
$1.52M - $1.66M
|
401K
$47.4M
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-17.1K- 28.34% |
$1.56M - $1.71M
|
43.2K
$5.1M
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-17.2K- 62.03% |
$1.56M - $1.71M
|
10.5K
$1.24M
|
|
Jul 18, 2023
Q2 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-17.3K- 41.07% |
$1.58M - $1.73M
|
24.8K
$2.93M
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-17.6K- 2.66% |
$1.61M - $1.76M
|
645K
$76.2M
|