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 14, 2023
Q3 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
2.33KNew |
$216K - $245K
|
2.33K
$277K
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
2.32K+ 14.59% |
$216K - $244K
|
18.2K
$2.17M
|
|
|
Oct 13, 2023
Q3 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
2.3KNew |
$214K - $242K
|
2.3K
$273K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.3K+ 1.65% |
$213K - $242K
|
142K
$16.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.29K+ 8.63% |
$213K - $241K
|
28.8K
$3.42M
|
|
|
Oct 16, 2023
Q3 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
2.28K+ 55.6% |
$212K - $239K
|
6.37K
$756K
|
|
|
Oct 31, 2023
Q3 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
2.28K+ 12.44% |
$211K - $239K
|
20.6K
$2.44M
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.26K+ 3.85% |
$210K - $238K
|
61K
$7.24M
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.26K+ 1.1% |
$210K - $238K
|
207K
$24.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.26KNew |
$210K - $238K
|
2.26K
$268K
|
|
|
Jan 15, 2025
Q3 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
2.25K+ 9.8% |
$209K - $236K
|
25.2K
$2.99M
|
|
|
Oct 31, 2023
Q3 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
2.24KNew |
$208K - $236K
|
2.24K
$266K
|
|
|
Nov 13, 2023
Q3 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
2.24K+ 0.91% |
$208K - $236K
|
249K
$29.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
2.22K+ 0.95% |
$207K - $234K
|
237K
$28.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
2.22KNew |
$207K - $234K
|
2.22K
$264K
|
|
|
Oct 30, 2023
Q3 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.21K+ 42.44% |
$205K - $233K
|
7.42K
$881K
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.21K+ 26.28% |
$205K - $233K
|
10.6K
$1.26M
|
|
|
Nov 03, 2023
Q3 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
2.21K+ 3.24% |
$205K - $233K
|
70.5K
$8.37M
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.21K+ 10.49% |
$205K - $232K
|
23.3K
$2.76M
|
|
|
Oct 27, 2023
Q3 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
2.21K+ 3.13% |
$205K - $232K
|
72.7K
$8.62M
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.2KNew |
$205K - $232K
|
2.2K
$262K
|
|
|
Nov 09, 2023
Q3 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
2.2K+ 6.89% |
$204K - $231K
|
34.1K
$4.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
2.2KNew |
$204K - $231K
|
2.2K
$261K
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
2.2K+ 32.72% |
$204K - $231K
|
8.92K
$1.06M
|
|
|
Nov 03, 2023
Q3 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
2.19KNew |
$203K - $230K
|
2.19K
$260K
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.19K+ 8.76% |
$203K - $230K
|
27.2K
$3.23M
|
|
|
Nov 07, 2023
Q3 2023
|
Resolute Advisors LLC
|
BUY
|
- |
2.18K+ 4.14% |
$203K - $229K
|
54.8K
$6.51M
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
2.17KNew |
$202K - $228K
|
2.17K
$258K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.15K+ 53.49% |
$200K - $226K
|
6.18K
$733K
|
|
|
Nov 08, 2023
Q3 2023
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
2.15KNew |
$200K - $226K
|
2.15K
$255K
|
|
|
Nov 07, 2023
Q3 2023
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
2.15K+ 16.24% |
$200K - $226K
|
15.4K
$1.83M
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.13K+ 3.4% |
$198K - $224K
|
64.7K
$7.68M
|
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.13KNew |
$198K - $224K
|
2.13K
$253K
|
|
|
Nov 13, 2023
Q3 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
2.13K+ 1.52% |
$198K - $224K
|
142K
$16.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
2.13K+ 19.53% |
$198K - $224K
|
13K
$1.54M
|
|
|
Nov 01, 2023
Q3 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
2.12K+ 14.8% |
$197K - $223K
|
16.4K
$1.95M
|
|
|
Jan 08, 2025
Q3 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
2.09K+ 3.56% |
$195K - $220K
|
60.9K
$7.23M
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.09K+ 1.93% |
$194K - $219K
|
110K
$13.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
2.08K+ 41.85% |
$193K - $219K
|
7.06K
$838K
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.07K+ 1.33% |
$192K - $218K
|
158K
$18.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.07K+ 3.3% |
$192K - $217K
|
64.7K
$7.68M
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.05K+ 30.47% |
$191K - $216K
|
8.79K
$1.04M
|
|
|
Nov 09, 2023
Q3 2023
|
Human Investing LLC
|
BUY
|
- |
2.05K+ 1.72% |
$190K - $216K
|
121K
$14.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2.05K+ 4.67% |
$190K - $215K
|
45.9K
$5.45M
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.02K+ 11.67% |
$188K - $213K
|
19.4K
$2.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
2.02K+ 4.28% |
$187K - $212K
|
49.1K
$5.83M
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2KNew |
$186K - $210K
|
2K
$237K
|
|
|
Oct 31, 2023
Q3 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.99K+ 6.22% |
$185K - $210K
|
34K
$4.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.99K+ 7.26% |
$185K - $210K
|
29.4K
$3.5M
|
|
|
Nov 02, 2023
Q3 2023
|
St. Louis Trust CO
|
BUY
|
- |
1.98K+ 0.36% |
$183K - $208K
|
550K
$65.3M
|