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 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
1.41K+ 22.21% |
$131K - $148K
|
7.75K
$924K
|
|
|
Nov 09, 2023
Q3 2023
|
Econ Financial Services Corp
|
BUY
|
- |
1.4K+ 2.23% |
$130K - $147K
|
64.2K
$7.66M
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.4K+ 25.59% |
$130K - $147K
|
6.86K
$818K
|
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.4K+ 3.13% |
$130K - $147K
|
46K
$5.49M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.39K+ 59.45% |
$130K - $147K
|
3.74K
$446K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.39K+ 4.14% |
$129K - $146K
|
35K
$4.17M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.39K+ 1.18% |
$129K - $146K
|
119K
$14.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Sws Partners
|
BUY
|
- |
1.38K+ 2.98% |
$128K - $145K
|
47.7K
$5.69M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
1.35K+ 1.18% |
$126K - $142K
|
116K
$13.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
1.34K+ 0.38% |
$125K - $141K
|
355K
$42.3M
|
|
|
Jan 28, 2025
Q3 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
1.34K+ 17.6% |
$124K - $140K
|
8.93K
$1.06M
|
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.33K+ 1.56% |
$124K - $140K
|
86.6K
$10.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
1.33K+ 7.34% |
$124K - $140K
|
19.4K
$2.32M
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
1.33K+ 60.14% |
$123K - $139K
|
3.53K
$421K
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.32K+ 22.67% |
$122K - $139K
|
7.13K
$851K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.32K+ 7.0% |
$122K - $138K
|
20.1K
$2.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
1.3K+ 15.83% |
$121K - $137K
|
9.51K
$1.13M
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
1.3KNew |
$121K - $137K
|
1.3K
$155K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1.3K+ 2.96% |
$120K - $136K
|
45K
$5.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Allie Family Office LLC
|
BUY
|
- |
1.28K+ 46.3% |
$119K - $135K
|
4.05K
$483K
|
|
|
Nov 03, 2023
Q3 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
1.28K+ 0.74% |
$118K - $134K
|
173K
$20.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
1.27K+ 7.57% |
$118K - $133K
|
18K
$2.15M
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.26K+ 0.45% |
$117K - $132K
|
281K
$33.5M
|
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
1.25K+ 36.61% |
$116K - $132K
|
4.68K
$558K
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.25K+ 13.84% |
$116K - $131K
|
10.3K
$1.22M
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.24K+ 16.89% |
$115K - $131K
|
8.6K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.24K+ 27.97% |
$115K - $131K
|
5.68K
$677K
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.24K+ 11.84% |
$115K - $130K
|
11.7K
$1.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
1.24K+ 49.42% |
$115K - $130K
|
3.74K
$446K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.23K+ 9.67% |
$114K - $129K
|
13.9K
$1.66M
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.23K+ 5.71% |
$114K - $129K
|
22.7K
$2.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.22K+ 8.43% |
$114K - $129K
|
15.7K
$1.88M
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.22K+ 6.0% |
$113K - $128K
|
21.5K
$2.56M
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
1.21K+ 2.03% |
$112K - $127K
|
60.8K
$7.25M
|
|
|
Oct 27, 2023
Q3 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
1.21K+ 19.53% |
$112K - $127K
|
7.38K
$880K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.2KNew |
$111K - $126K
|
1.2K
$143K
|
|
|
Nov 08, 2023
Q3 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
1.2K+ 13.22% |
$111K - $126K
|
10.3K
$1.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Aaf Wealth Management, LLC
|
BUY
|
- |
1.19K+ 2.02% |
$111K - $126K
|
60.2K
$7.18M
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.18K+ 2.82% |
$109K - $124K
|
42.9K
$5.12M
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
1.17K+ 11.56% |
$109K - $123K
|
11.3K
$1.35M
|
|
|
Oct 23, 2023
Q3 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
1.17K+ 1.2% |
$109K - $123K
|
98.4K
$11.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
1.16K+ 4.85% |
$108K - $122K
|
25.2K
$3M
|
|
|
Oct 18, 2023
Q3 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
1.16K+ 1.11% |
$108K - $122K
|
106K
$12.6M
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.16KNew |
$108K - $122K
|
1.16K
$138K
|
|
|
Oct 16, 2023
Q3 2023
|
Fc Advisory LLC
|
BUY
|
- |
1.16K+ 34.33% |
$107K - $121K
|
4.52K
$539K
|
|
|
Nov 15, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
1.15K+ 3.49% |
$107K - $121K
|
34.1K
$4.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.15K+ 1.67% |
$107K - $121K
|
69.8K
$8.33M
|
|
|
Oct 19, 2023
Q3 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.15K+ 2.72% |
$107K - $121K
|
43.3K
$5.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.14K+ 6.04% |
$106K - $120K
|
20K
$2.38M
|
|
|
Oct 10, 2023
Q3 2023
|
Cypress Financial Planning LLC
|
BUY
|
- |
1.14K+ 10.14% |
$106K - $119K
|
12.3K
$1.47M
|