Purchases and Sales Made in Q3 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 Q3 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
Nov 03, 2023 Q3 2023
Fiducient Advisors LLC

BUY
 -
3.13K
+ 15.0%
$291K - $329K
24K $2.31M
Nov 13, 2023 Q3 2023
Stokes Family Office, LLC

BUY
 -
3.13K
+ 73.45%
$291K - $329K
7.39K $712K
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
3.12K
+ 0.35%
$290K - $328K
894K $86.1M
Oct 25, 2023 Q3 2023
Paradigm, Strategies In Wealth Management, LLC

BUY
 -
3.09K
+ 2.13%
$287K - $325K
148K $14.3M
Oct 26, 2023 Q3 2023
Comerica Securities,Inc.

BUY
 -
3.07K
+ 2.04%
$285K - $323K
153K $14.8M
Oct 23, 2023 Q3 2023
Yhb Investment Advisors, Inc.

BUY
 -
3.06K
+ 1.77%
$284K - $322K
176K $17M
Nov 13, 2023 Q3 2023
Hsbc Holdings PLC

London, X0
BUY
 -
3.05K
+ 3.96%
$283K - $321K
80K $7.71M
Oct 13, 2023 Q3 2023
Advance Capital Management, Inc.

Southfield, MI
BUY
 -
3.04K
New
$282K - $320K
3.04K $293K
Oct 30, 2023 Q3 2023
Wallington Asset Management, LLC

BUY
 -
3.03K
+ 1.17%
$282K - $319K
263K $25.3M
Oct 18, 2023 Q3 2023
Whitcomb & Hess, Inc.

BUY
 -
3.03K
+ 2.19%
$281K - $318K
141K $13.6M
Nov 13, 2023 Q3 2023
Sawgrass Asset Management LLC

BUY
 -
3K
New
$279K - $315K
3K $289K
Oct 13, 2023 Q3 2023
One Ascent Wealth Management LLC

Birmingham, AL
BUY
 -
3K
New
$278K - $315K
3K $288K
Nov 08, 2023 Q3 2023
Greenup Street Wealth Management LLC

BUY
 -
2.97K
+ 11.97%
$276K - $313K
27.8K $2.68M
Nov 13, 2023 Q3 2023
Talisman Wealth Advisors LLC

Mountainside, NJ
BUY
 -
2.95K
+ 24.71%
$274K - $310K
14.9K $1.43M
Nov 15, 2023 Q3 2023
First Foundation Advisors

Irvine, CA
BUY
 -
2.94K
+ 27.21%
$273K - $310K
13.8K $1.33M
Nov 13, 2023 Q3 2023
Rossmore Private Capital

Glastonbury, CT
BUY
 -
2.94K
+ 3.96%
$273K - $309K
77.3K $7.44M
Nov 21, 2023 Q3 2023
Invst, LLC

Indianapolis, IN
BUY
 -
2.93K
+ 83.24%
$272K - $308K
6.45K $621K
Oct 31, 2023 Q3 2023
Cahill Wealth Management, LLC

Portage, MI
BUY
 -
2.92K
+ 3.94%
$271K - $307K
77K $7.42M
Oct 31, 2023 Q3 2023
Peregrine Asset Advisers, Inc.

Portland, OR
BUY
 -
2.88K
New
$268K - $303K
2.88K $278K
Nov 06, 2023 Q3 2023
Accretive Wealth Partners, LLC

Parsippany, NJ
BUY
 -
2.88K
+ 6.32%
$267K - $303K
48.4K $4.66M
Oct 05, 2023 Q3 2023
Foundations Investment Advisors, LLC

BUY
 -
2.87K
+ 21.45%
$266K - $301K
16.2K $1.56M
Oct 30, 2023 Q3 2023
Congress Wealth Management LLC

Boston, MA
BUY
 -
2.82K
+ 3.91%
$262K - $296K
74.9K $7.22M
Oct 31, 2023 Q3 2023
Prio Wealth Limited Partnership

Boston, MA
BUY
 -
2.82K
+ 1.89%
$262K - $296K
152K $14.6M
Oct 17, 2023 Q3 2023
1900 Wealth Management LLC

BUY
 -
2.8K
+ 7.9%
$260K - $294K
38.2K $3.68M
Oct 30, 2023 Q3 2023
Pathway Financial Advisors LLC

BUY
 -
2.79K
+ 4.61%
$259K - $294K
63.3K $6.1M
Oct 05, 2023 Q3 2023
Wallace Advisory Group, LLC

Lafayette, CA
BUY
 -
2.74K
New
$255K - $288K
2.74K $264K
Nov 13, 2023 Q3 2023
Forte Capital LLC

BUY
 -
2.72K
New
$253K - $286K
2.72K $262K
Nov 14, 2023 Q3 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
2.72K
+ 1.28%
$252K - $286K
215K $20.7M
Oct 31, 2023 Q3 2023
Baron Silver Stevens Financial Advisors, LLC

BUY
 -
2.69K
+ 1.68%
$249K - $282K
163K $15.7M
Oct 06, 2023 Q3 2023
Wiley Bros. Aintree Capital, LLC

BUY
 -
2.6K
+ 1.87%
$242K - $274K
142K $13.6M
Oct 25, 2023 Q3 2023
Waypoint Capital Advisors, LLC

BUY
 -
2.59K
+ 15.28%
$241K - $272K
19.5K $1.88M
Nov 01, 2023 Q3 2023
Independent Family Office, LLC

BUY
 -
2.58K
New
$239K - $271K
2.58K $248K
Nov 09, 2023 Q3 2023
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
2.56K
+ 56.13%
$238K - $269K
7.12K $686K
Oct 23, 2023 Q3 2023
Litman Gregory Wealth Management LLC

BUY
 -
2.52K
+ 5.99%
$234K - $265K
44.5K $4.29M
Oct 11, 2023 Q3 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
2.51K
+ 22.46%
$233K - $264K
13.7K $1.32M
Nov 06, 2023 Q3 2023
Souders Financial Advisors

BUY
 -
2.5K
+ 3.6%
$232K - $263K
72K $6.93M
Nov 09, 2023 Q3 2023
King Wealth

Saratoga Springs, NY
BUY
 -
2.48K
+ 1.54%
$231K - $261K
164K $15.8M
Oct 16, 2023 Q3 2023
Madrona Financial Services, LLC

BUY
 -
2.48K
New
$231K - $261K
2.48K $239K
Nov 02, 2023 Q3 2023
Rebalance, LLC

Palo Alto, CA
BUY
 -
2.48K
+ 0.69%
$230K - $260K
362K $34.9M
Oct 16, 2023 Q3 2023
Round Rock Advisors, LLC

BUY
 -
2.48K
+ 1.31%
$230K - $260K
192K $18.4M
Oct 31, 2023 Q3 2023
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
2.47K
+ 2.58%
$229K - $260K
98.2K $9.46M
Nov 07, 2023 Q3 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
2.47K
+ 3.84%
$229K - $260K
66.7K $6.43M
Oct 24, 2023 Q3 2023
Peak Financial Management, Inc.

BUY
 -
2.46K
+ 3.98%
$228K - $259K
64.2K $6.19M
Nov 14, 2023 Q3 2023
Creative Financial Designs Inc

BUY
 -
2.41K
+ 3.71%
$224K - $254K
67.5K $6.5M
Nov 08, 2023 Q3 2023
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
2.41K
+ 3.87%
$224K - $253K
64.7K $6.23M
Nov 13, 2023 Q3 2023
Vantage Financial Partners Ltd., Inc.

BUY
 -
2.41K
+ 7.73%
$224K - $253K
33.6K $3.23M
Nov 13, 2023 Q3 2023
Paragon Private Wealth Management, LLC

BUY
 -
2.39K
+ 14.38%
$222K - $252K
19K $1.83M
Nov 13, 2023 Q3 2023
Eagle Bay Advisors LLC

New York, NY
BUY
 -
2.37K
+ 53.46%
$220K - $250K
6.81K $656K
Feb 13, 2025 Q3 2023
Msh Capital Advisors LLC

Scottsdale, AZ
BUY
 -
2.35K
+ 5.43%
$218K - $247K
45.6K $4.39M

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