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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
4.71K+ 1.59% |
$429K - $470K
|
301K
$36.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.7K+ 2.02% |
$429K - $469K
|
238K
$28.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
4.66K+ 1.2% |
$425K - $465K
|
392K
$47.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
4.64K+ 3.61% |
$423K - $464K
|
133K
$16.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
4.6KNew |
$420K - $459K
|
4.6K
$556K
|
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
4.57K+ 10.41% |
$417K - $456K
|
48.5K
$5.86M
|
|
|
Jul 11, 2023
Q2 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
4.56K+ 36.5% |
$415K - $455K
|
17K
$2.06M
|
|
|
Aug 09, 2023
Q2 2023
|
Resolute Advisors LLC
|
BUY
|
- |
4.55K+ 9.45% |
$414K - $454K
|
52.7K
$6.36M
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
4.55K+ 3.64% |
$414K - $454K
|
129K
$15.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.5K+ 7.01% |
$410K - $449K
|
68.7K
$8.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
4.49K+ 2.69% |
$409K - $448K
|
171K
$20.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.47K+ 2.08% |
$408K - $446K
|
220K
$26.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
4.45K+ 1.43% |
$406K - $444K
|
315K
$38.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
4.44KNew |
$404K - $443K
|
4.44K
$536K
|
|
|
Aug 03, 2023
Q2 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
4.41K+ 36.0% |
$402K - $440K
|
16.6K
$2.01M
|
|
|
Aug 09, 2023
Q2 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
4.4K+ 49.45% |
$401K - $439K
|
13.3K
$1.61M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.39K+ 11.57% |
$400K - $438K
|
42.3K
$5.11M
|
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
4.38K+ 4.31% |
$400K - $438K
|
106K
$12.8M
|
|
|
Jul 12, 2023
Q2 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
4.37KNew |
$398K - $436K
|
4.37K
$527K
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.34K+ 38.68% |
$395K - $433K
|
15.5K
$1.88M
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4.3KNew |
$391K - $429K
|
4.3K
$519K
|
|
|
Jul 13, 2023
Q2 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
4.23K+ 52.94% |
$386K - $422K
|
12.2K
$1.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.23K+ 71.22% |
$385K - $422K
|
10.2K
$1.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.23K+ 83.95% |
$385K - $422K
|
9.26K
$1.12M
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
4.19K+ 37.76% |
$382K - $418K
|
15.3K
$1.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.19K+ 5.83% |
$382K - $418K
|
76K
$9.18M
|
|
|
Aug 08, 2023
Q2 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
4.16KNew |
$379K - $415K
|
4.16K
$502K
|
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
BUY
|
- |
4.15K+ 24.48% |
$378K - $414K
|
21.1K
$2.55M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
4.15K+ 25.22% |
$378K - $414K
|
20.6K
$2.49M
|
|
|
Jul 19, 2023
Q2 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
4.12K+ 4.11% |
$375K - $411K
|
104K
$12.6M
|
|
|
Jul 10, 2023
Q2 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
4.1KNew |
$373K - $409K
|
4.1K
$495K
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
4.08K+ 13.03% |
$372K - $407K
|
35.4K
$4.28M
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
4.08K+ 74.78% |
$372K - $407K
|
9.53K
$1.15M
|
|
|
Aug 23, 2023
Q2 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
4.08KNew |
$372K - $407K
|
4.08K
$493K
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
4.05K+ 4.73% |
$369K - $404K
|
89.5K
$10.8M
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.97K+ 10.2% |
$362K - $396K
|
42.9K
$5.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
3.93KNew |
$358K - $392K
|
3.93K
$475K
|
|
|
Jul 11, 2023
Q2 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
3.9K+ 4.89% |
$355K - $389K
|
83.6K
$10.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.89K+ 2.06% |
$354K - $388K
|
192K
$23.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.88K+ 0.54% |
$353K - $387K
|
717K
$86.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
3.87KNew |
$353K - $387K
|
3.87K
$468K
|
|
|
Jul 19, 2023
Q2 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
3.87K+ 1.51% |
$352K - $386K
|
260K
$31.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.82K+ 5.36% |
$348K - $381K
|
75.1K
$9.07M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.82K+ 107.1% |
$348K - $381K
|
7.38K
$892K
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3.78K+ 4.13% |
$345K - $378K
|
95.4K
$11.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3.76K+ 1.58% |
$343K - $375K
|
242K
$29.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.73K+ 3.34% |
$340K - $373K
|
116K
$14M
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.71K+ 8.05% |
$338K - $370K
|
49.7K
$6.01M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
3.69K+ 3.34% |
$336K - $368K
|
114K
$13.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
3.66K+ 43.3% |
$333K - $365K
|
12.1K
$1.46M
|