Purchases and Sales Made in Q3 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 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 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.12K+ 0.35% |
$290K - $328K
|
894K
$106M
|
|
|
Oct 25, 2023
Q3 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
3.09K+ 2.13% |
$287K - $325K
|
148K
$17.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
3.07K+ 2.04% |
$285K - $323K
|
153K
$18.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.06K+ 1.77% |
$284K - $322K
|
176K
$20.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
3.05K+ 3.96% |
$283K - $321K
|
80K
$9.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
3.04KNew |
$282K - $320K
|
3.04K
$361K
|
|
|
Oct 30, 2023
Q3 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
3.03K+ 1.17% |
$282K - $319K
|
263K
$31.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
3.03K+ 2.19% |
$281K - $318K
|
141K
$16.8M
|
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
3.03K+ 31.26% |
$281K - $318K
|
12.7K
$1.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
3KNew |
$279K - $315K
|
3K
$356K
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
3KNew |
$278K - $315K
|
3K
$356K
|
|
|
Nov 08, 2023
Q3 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.97K+ 11.97% |
$276K - $313K
|
27.8K
$3.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
2.95K+ 24.71% |
$274K - $310K
|
14.9K
$1.77M
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
2.94K+ 27.21% |
$273K - $310K
|
13.8K
$1.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
2.94K+ 3.96% |
$273K - $309K
|
77.3K
$9.17M
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
2.93K+ 83.24% |
$272K - $308K
|
6.45K
$766K
|
|
|
Oct 31, 2023
Q3 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
2.92K+ 3.94% |
$271K - $307K
|
77K
$9.14M
|
|
|
Oct 31, 2023
Q3 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
2.88KNew |
$268K - $303K
|
2.88K
$342K
|
|
|
Nov 06, 2023
Q3 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
2.88K+ 6.32% |
$267K - $303K
|
48.4K
$5.75M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.87K+ 21.45% |
$266K - $301K
|
16.2K
$1.93M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.82K+ 3.91% |
$262K - $296K
|
74.9K
$8.89M
|
|
|
Oct 31, 2023
Q3 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
2.82K+ 1.89% |
$262K - $296K
|
152K
$18M
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
2.8K+ 7.9% |
$260K - $294K
|
38.2K
$4.53M
|
|
|
Oct 30, 2023
Q3 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
2.79K+ 4.61% |
$259K - $294K
|
63.3K
$7.52M
|
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
2.74KNew |
$255K - $288K
|
2.74K
$325K
|
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
BUY
|
- |
2.72KNew |
$253K - $286K
|
2.72K
$323K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.72K+ 1.28% |
$252K - $286K
|
215K
$25.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.69K+ 1.68% |
$249K - $282K
|
163K
$19.3M
|
|
|
Oct 06, 2023
Q3 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.6K+ 1.87% |
$242K - $274K
|
142K
$16.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
2.59K+ 15.28% |
$241K - $272K
|
19.5K
$2.32M
|
|
|
Nov 01, 2023
Q3 2023
|
Independent Family Office, LLC
|
BUY
|
- |
2.58KNew |
$239K - $271K
|
2.58K
$306K
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2.56K+ 56.13% |
$238K - $269K
|
7.12K
$846K
|
|
|
Oct 23, 2023
Q3 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
2.52K+ 5.99% |
$234K - $265K
|
44.5K
$5.29M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.51K+ 22.46% |
$233K - $264K
|
13.7K
$1.62M
|
|
|
Nov 06, 2023
Q3 2023
|
Souders Financial Advisors
|
BUY
|
- |
2.5K+ 3.6% |
$232K - $263K
|
72K
$8.54M
|
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
2.48K+ 1.54% |
$231K - $261K
|
164K
$19.5M
|
|
|
Oct 16, 2023
Q3 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
2.48KNew |
$231K - $261K
|
2.48K
$295K
|
|
|
Nov 02, 2023
Q3 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
2.48K+ 0.69% |
$230K - $260K
|
362K
$43M
|
|
|
Oct 16, 2023
Q3 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
2.48K+ 1.31% |
$230K - $260K
|
192K
$22.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.47K+ 2.58% |
$229K - $260K
|
98.2K
$11.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.47K+ 3.84% |
$229K - $260K
|
66.7K
$7.92M
|
|
|
Oct 24, 2023
Q3 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
2.46K+ 3.98% |
$228K - $259K
|
64.2K
$7.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2.41K+ 3.71% |
$224K - $254K
|
67.5K
$8.01M
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.41K+ 3.87% |
$224K - $253K
|
64.7K
$7.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
2.41K+ 7.73% |
$224K - $253K
|
33.6K
$3.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
2.39K+ 14.38% |
$222K - $252K
|
19K
$2.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
2.37K+ 53.46% |
$220K - $250K
|
6.81K
$809K
|
|
|
Oct 23, 2023
Q3 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
2.34K+ 2.4% |
$218K - $246K
|
100K
$11.9M
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
2.34K+ 6.86% |
$217K - $246K
|
36.4K
$4.33M
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.33K+ 41.46% |
$217K - $245K
|
7.96K
$945K
|