Purchases and Sales Made in Q2 2023 in Ishares Core S&P Sm Cap ETF (IJR)

IJR Quotes by TradingView

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
Aug 04, 2023 Q2 2023
Adviser Investments LLC

BUY
 -
15.4K
+ 278.69%
$1.4M - $1.53M
20.9K $2.51M
Aug 07, 2023 Q2 2023
Pinnacle Financial Partners Inc

BUY
 -
15.2K
+ 10.47%
$1.38M - $1.51M
160K $19.3M
Aug 10, 2023 Q2 2023
D.A. Davidson & Co.

BUY
 -
14.8K
+ 6.03%
$1.35M - $1.48M
260K $31.3M
Aug 04, 2023 Q2 2023
Lincoln National Corp

BUY
 -
14.6K
+ 15.84%
$1.33M - $1.45M
106K $12.8M
Jul 28, 2023 Q2 2023
Capital Investment Advisory Services, LLC

BUY
 -
14.5K
+ 34.82%
$1.32M - $1.45M
56.1K $6.76M
Jul 13, 2023 Q2 2023
Rtd Financial Advisors, Inc.

BUY
 -
14.4K
+ 5.97%
$1.32M - $1.44M
256K $30.8M
Jul 20, 2023 Q2 2023
Birch Hill Investment Advisors LLC

BUY
 -
14.3K
+ 11.12%
$1.31M - $1.43M
143K $17.2M
Aug 16, 2024 Q2 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
14.3K
+ 10.43%
$1.3M - $1.43M
151K $18.2M
Aug 14, 2023 Q2 2023
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
14.1K
New
$1.29M - $1.41M
14.1K $1.7M
Aug 11, 2023 Q2 2023
Cibc World Market Inc.

Toronto, A6
BUY
 -
14.1K
+ 109.99%
$1.28M - $1.4M
26.9K $3.23M
Jul 20, 2023 Q2 2023
Csenge Advisory Group

BUY
 -
13.1K
+ 25.67%
$1.19M - $1.31M
64.1K $7.72M
Aug 14, 2023 Q2 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
13K
+ 1.15%
$1.18M - $1.3M
1.15M $138M
Jul 26, 2023 Q2 2023
Cahaba Wealth Management, Inc.

BUY
 -
12.8K
+ 3.86%
$1.17M - $1.28M
346K $41.6M
Aug 11, 2023 Q2 2023
Fairhaven Wealth Management, LLC

BUY
 -
12.8K
+ 6.66%
$1.16M - $1.27M
205K $24.6M
Aug 10, 2023 Q2 2023
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
12.7K
+ 228.47%
$1.16M - $1.27M
18.3K $2.2M
Jul 12, 2023 Q2 2023
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
12.5K
+ 30.75%
$1.14M - $1.25M
53.3K $6.41M
Aug 15, 2023 Q2 2023
Natixis Advisors, L.P.

Boston, MA
BUY
 -
12.5K
+ 2.93%
$1.14M - $1.25M
440K $52.9M
Aug 10, 2023 Q2 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
12.5K
+ 54.88%
$1.14M - $1.25M
35.3K $4.25M
Dec 13, 2023 Q2 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
12.5K
+ 54.88%
$1.14M - $1.25M
35.3K $4.25M
Jul 17, 2023 Q2 2023
Carl P. Sherr & Co., LLC

BUY
 -
12.3K
+ 384.64%
$1.12M - $1.23M
15.5K $1.87M
Jul 13, 2023 Q2 2023
Hb Wealth Management, LLC

BUY
 -
12.2K
+ 12.39%
$1.11M - $1.22M
111K $13.3M
Aug 10, 2023 Q2 2023
Able Financial Group, LLC

Scottsdale, AZ
BUY
 -
12.1K
+ 27.42%
$1.11M - $1.21M
56.4K $6.79M
Aug 03, 2023 Q2 2023
Headlands Technologies LLC

Chicago, IL
BUY
 -
12.1K
+ 275.83%
$1.1M - $1.21M
16.5K $1.99M
Aug 07, 2023 Q2 2023
Fortune Financial Advisors, LLC

Overland Park, KS
BUY
 -
12K
New
$1.1M - $1.2M
12K $1.45M
Aug 01, 2023 Q2 2023
Community Bank, N.A.

BUY
 -
12K
+ 7.35%
$1.09M - $1.2M
175K $21.1M
Jul 18, 2023 Q2 2023
Smithbridge Asset Management Inc

BUY
 -
11.9K
+ 34.66%
$1.09M - $1.19M
46.4K $5.58M
Jul 13, 2023 Q2 2023
Crescent Grove Advisors, LLC

BUY
 -
11.9K
+ 8.27%
$1.09M - $1.19M
156K $18.8M
Jul 17, 2023 Q2 2023
Heritage Investment Group, Inc.

BUY
 -
11.9K
+ 13.91%
$1.08M - $1.19M
97.3K $11.7M
Aug 10, 2023 Q2 2023
Hancock Whitney Corp

BUY
 -
11.8K
+ 4.73%
$1.07M - $1.18M
261K $31.4M
Nov 13, 2023 Q2 2023
Hancock Whitney Corp

BUY
 -
11.8K
+ 4.73%
$1.07M - $1.18M
261K $31.4M
Aug 15, 2023 Q2 2023
Raymond James Trust N.A.

BUY
 -
11.7K
+ 4.63%
$1.06M - $1.17M
264K $31.8M
Jul 21, 2023 Q2 2023
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
11.7K
New
$1.06M - $1.16M
11.7K $1.41M
Aug 02, 2023 Q2 2023
Fountainhead Am, LLC

Warren, NJ
BUY
 -
11.6K
+ 6.19%
$1.06M - $1.16M
199K $23.9M
Jul 07, 2023 Q2 2023
Bangor Savings Bank

Bangor, ME
BUY
 -
11.5K
+ 2.88%
$1.05M - $1.15M
412K $49.6M
Jul 20, 2023 Q2 2023
Sky Oak Wealth, LLC

BUY
 -
11.5K
+ 19.06%
$1.04M - $1.14M
71.6K $8.62M
Jul 24, 2023 Q2 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
11.2K
+ 4.18%
$1.02M - $1.12M
280K $33.7M
Jul 27, 2023 Q2 2023
Colton Groome Financial Advisors, LLC

BUY
 -
11.1K
+ 70.95%
$1.01M - $1.1M
26.7K $3.21M
Jul 28, 2023 Q2 2023
Independent Advisor Alliance

BUY
 -
10.8K
+ 81.66%
$984K - $1.08M
24K $2.89M
Jul 12, 2023 Q2 2023
Summit Financial Wealth Advisors, LLC

BUY
 -
10.6K
+ 9.49%
$969K - $1.06M
123K $14.8M
Aug 03, 2023 Q2 2023
Harbor Advisory Corp

BUY
 -
10.5K
+ 20.1%
$955K - $1.05M
62.6K $7.54M
Apr 22, 2024 Q2 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
10.5K
+ 6.11%
$955K - $1.05M
182K $21.9M
Aug 10, 2023 Q2 2023
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
10.5K
+ 7.5%
$954K - $1.04M
150K $18.1M
Jul 18, 2023 Q2 2023
Ifg Advisors, LLC

BUY
 -
10.5K
+ 6.91%
$953K - $1.04M
162K $19.5M
Aug 09, 2023 Q2 2023
Pittenger & Anderson Inc

BUY
 -
10.1K
+ 6.55%
$921K - $1.01M
164K $19.8M
Jul 26, 2023 Q2 2023
Oakwell Private Wealth Management, LLC

BUY
 -
10.1K
+ 8.44%
$918K - $1M
129K $15.6M
Aug 07, 2023 Q2 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
9.93K
+ 19.88%
$905K - $991K
59.9K $7.21M
Aug 09, 2023 Q2 2023
Edgemoor Investment Advisors, Inc.

BUY
 -
9.86K
+ 12.44%
$899K - $984K
89.2K $10.7M
Aug 04, 2023 Q2 2023
Sandy Spring Bank

BUY
 -
9.82K
+ 1.66%
$895K - $980K
600K $72.2M
Jul 14, 2023 Q2 2023
Enzi Wealth

Austin, TX
BUY
 -
9.73K
+ 6.37%
$887K - $971K
162K $19.6M

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