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 02, 2023
Q3 2023
|
St. Louis Trust CO
|
BUY
|
- |
1.98K+ 0.36% |
$183K - $208K
|
550K
$65.6M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.97K+ 1.3% |
$183K - $207K
|
153K
$18.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
1.96K+ 3.32% |
$182K - $207K
|
61.2K
$7.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1.95K+ 5.54% |
$181K - $205K
|
37.1K
$4.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.9K+ 3.13% |
$176K - $199K
|
62.4K
$7.44M
|
|
|
Oct 25, 2023
Q3 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.89K+ 1.5% |
$176K - $199K
|
128K
$15.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.88K+ 6.69% |
$174K - $197K
|
30K
$3.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.87K+ 2.72% |
$174K - $197K
|
70.8K
$8.44M
|
|
|
Oct 19, 2023
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
1.87K+ 2.81% |
$174K - $197K
|
68.6K
$8.18M
|
|
|
Jan 16, 2024
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
1.87K+ 2.81% |
$174K - $197K
|
68.6K
$8.18M
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.86K+ 3.42% |
$173K - $196K
|
56.4K
$6.72M
|
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
BUY
|
- |
1.86K+ 7.62% |
$173K - $196K
|
26.3K
$3.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.86K+ 1.43% |
$173K - $196K
|
132K
$15.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
1.84K+ 2.83% |
$171K - $194K
|
66.9K
$7.98M
|
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
1.84K+ 1.97% |
$171K - $194K
|
95.4K
$11.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
1.81K+ 1.04% |
$168K - $190K
|
175K
$20.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.8K+ 5.1% |
$167K - $189K
|
37.1K
$4.42M
|
|
|
Nov 14, 2023
Q3 2023
|
360 Financial, Inc.
|
BUY
|
- |
1.8K+ 5.76% |
$167K - $189K
|
33K
$3.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.8K+ 621.11% |
$167K - $189K
|
2.08K
$248K
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.79K+ 4.96% |
$166K - $188K
|
38K
$4.53M
|
|
|
Oct 30, 2023
Q3 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.79K+ 1.45% |
$166K - $188K
|
126K
$15M
|
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.73K+ 5.21% |
$161K - $182K
|
35K
$4.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.73K+ 1.33% |
$161K - $182K
|
132K
$15.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
1.72K+ 11.48% |
$160K - $181K
|
16.7K
$2M
|
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
1.68K+ 2.91% |
$156K - $177K
|
59.5K
$7.09M
|
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.68K+ 1.34% |
$156K - $177K
|
127K
$15.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.67K+ 0.94% |
$156K - $176K
|
179K
$21.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.67K+ 23.75% |
$155K - $176K
|
8.71K
$1.04M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.67K+ 0.58% |
$155K - $175K
|
291K
$34.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
1.67K+ 24.73% |
$155K - $175K
|
8.41K
$1M
|
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1.67K+ 9.15% |
$155K - $175K
|
19.9K
$2.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
1.66K+ 20.49% |
$154K - $174K
|
9.74K
$1.16M
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
1.62K+ 2.92% |
$151K - $171K
|
57.3K
$6.83M
|
|
|
Oct 17, 2023
Q3 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
1.62K+ 1.29% |
$151K - $171K
|
127K
$15.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.6K+ 6.18% |
$149K - $168K
|
27.5K
$3.28M
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
BUY
|
- |
1.59K+ 0.78% |
$147K - $167K
|
204K
$24.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
1.58K+ 0.98% |
$147K - $167K
|
163K
$19.5M
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.57K+ 1.61% |
$146K - $165K
|
99K
$11.8M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
1.55K+ 27.03% |
$144K - $162K
|
7.26K
$866K
|
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.53K+ 0.93% |
$142K - $161K
|
166K
$19.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1.52K+ 5.55% |
$141K - $160K
|
28.9K
$3.45M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.52K+ 3.89% |
$141K - $160K
|
40.5K
$4.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Noked Israel LTD
Ramat Hasharon, L3 |
BUY
|
- |
1.5K+ 42.86% |
$139K - $158K
|
5K
$596K
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
1.49K+ 6.58% |
$139K - $157K
|
24.2K
$2.89M
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.47K+ 21.0% |
$136K - $154K
|
8.45K
$1.01M
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.46K+ 2.53% |
$136K - $154K
|
59.1K
$7.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.46K+ 3.99% |
$135K - $153K
|
38K
$4.53M
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
BUY
|
- |
1.45K+ 6.12% |
$135K - $152K
|
25.1K
$3M
|
|
|
Oct 23, 2023
Q3 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
1.43K+ 8.24% |
$133K - $151K
|
18.8K
$2.24M
|
|
|
Oct 11, 2023
Q3 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
1.42K+ 1.81% |
$132K - $149K
|
79.7K
$9.51M
|