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
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
3.62KNew |
$330K - $361K
|
3.62K
$430K
|
|
|
Jul 07, 2023
Q2 2023
|
Divergent Wealth Advisors
|
BUY
|
- |
3.55K+ 2.63% |
$323K - $354K
|
138K
$16.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.52K+ 9.19% |
$321K - $351K
|
41.8K
$4.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Noked Israel LTD
Ramat Hasharon, L3 |
BUY
|
- |
3.5KNew |
$319K - $349K
|
3.5K
$415K
|
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
3.49K+ 3.55% |
$318K - $348K
|
102K
$12.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
3.45K+ 13812.0% |
$315K - $345K
|
3.48K
$413K
|
|
|
Aug 07, 2023
Q2 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
3.43K+ 15.64% |
$313K - $343K
|
25.4K
$3.01M
|
|
|
Aug 04, 2023
Q2 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
3.43K+ 2.84% |
$312K - $342K
|
124K
$14.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
3.42K+ 16.6% |
$312K - $341K
|
24K
$2.85M
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.39K+ 1.26% |
$309K - $339K
|
272K
$32.3M
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3.38K+ 7.14% |
$308K - $338K
|
50.8K
$6.03M
|
|
|
Jul 21, 2023
Q2 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
3.36K+ 1.21% |
$306K - $336K
|
281K
$33.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.36K+ 3.5% |
$306K - $335K
|
99.4K
$11.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
3.3K+ 11.93% |
$301K - $329K
|
31K
$3.67M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
3.29K+ 0.79% |
$300K - $329K
|
418K
$49.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.29K+ 2.7% |
$300K - $328K
|
125K
$14.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Newport Capital Group, LLC
|
BUY
|
- |
3.28KNew |
$299K - $328K
|
3.28K
$390K
|
|
|
Jul 14, 2023
Q2 2023
|
Roth Financial Partners LLC
|
BUY
|
- |
3.28K+ 2.08% |
$299K - $327K
|
161K
$19.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
3.27K+ 3.46% |
$298K - $327K
|
97.7K
$11.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
3.27K+ 14.65% |
$298K - $326K
|
25.6K
$3.04M
|
|
|
Jul 18, 2023
Q2 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
3.26K+ 16.64% |
$297K - $325K
|
22.8K
$2.71M
|
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.25KNew |
$297K - $325K
|
3.25K
$386K
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3.24K+ 7.56% |
$296K - $324K
|
46.2K
$5.48M
|
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.21K+ 7.74% |
$292K - $320K
|
44.6K
$5.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
3.21K+ 18.76% |
$292K - $320K
|
20.3K
$2.41M
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
3.2K+ 0.49% |
$291K - $319K
|
656K
$77.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
3.19KNew |
$291K - $319K
|
3.19K
$379K
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.18K+ 4.97% |
$290K - $318K
|
67.3K
$7.98M
|
|
|
Jul 14, 2023
Q2 2023
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
3.16K+ 3.98% |
$288K - $315K
|
82.4K
$9.78M
|
|
|
Jul 31, 2023
Q2 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
3.16K+ 12.11% |
$288K - $315K
|
29.2K
$3.47M
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.15K+ 3.32% |
$287K - $315K
|
98.2K
$11.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
3.15K+ 2.39% |
$287K - $315K
|
135K
$16.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Evergreen Advisors, LLC
|
BUY
|
- |
3.07K+ 2.05% |
$280K - $307K
|
153K
$18.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
3.05K+ 5.81% |
$278K - $304K
|
55.5K
$6.59M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
3.04K+ 17.67% |
$277K - $303K
|
20.2K
$2.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.03K+ 118.57% |
$276K - $302K
|
5.58K
$662K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3.02K+ 57.66% |
$275K - $302K
|
8.26K
$981K
|
|
|
Jul 20, 2023
Q2 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
3.02KNew |
$275K - $301K
|
3.02K
$358K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.01K+ 16.66% |
$274K - $300K
|
21K
$2.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
BUY
|
- |
3K+ 14.47% |
$273K - $299K
|
23.7K
$2.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
2.97K+ 21.28% |
$270K - $296K
|
16.9K
$2.01M
|
|
|
Aug 10, 2023
Q2 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
2.97K+ 1.87% |
$270K - $296K
|
161K
$19.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Shelter Mutual Insurance CO
|
BUY
|
- |
2.96KNew |
$270K - $295K
|
2.96K
$351K
|
|
|
Jul 14, 2023
Q2 2023
|
Navalign, LLC
|
BUY
|
- |
2.95K+ 2.47% |
$269K - $294K
|
122K
$14.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
2.94K+ 8.6% |
$268K - $294K
|
37.2K
$4.41M
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.94K+ 3.17% |
$268K - $294K
|
95.7K
$11.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Capital Advantage, Inc.
|
BUY
|
- |
2.94K+ 2.07% |
$268K - $294K
|
145K
$17.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.89K+ 49.25% |
$263K - $288K
|
8.75K
$1.04M
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
BUY
|
- |
2.88K+ 1.21% |
$263K - $288K
|
241K
$28.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
2.87K+ 4.97% |
$261K - $286K
|
60.5K
$7.19M
|