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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2023
Q3 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.13K+ 3.74% |
$105K - $119K
|
31.4K
$3.75M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.13K+ 10.5% |
$105K - $119K
|
11.9K
$1.42M
|
|
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.13K+ 10.11% |
$105K - $119K
|
12.3K
$1.47M
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.13K+ 5.63% |
$105K - $119K
|
21.2K
$2.52M
|
|
|
Oct 24, 2023
Q3 2023
|
Lynch & Associates
|
BUY
|
- |
1.13K+ 2.77% |
$105K - $118K
|
41.7K
$4.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.11K+ 3.89% |
$103K - $117K
|
29.8K
$3.55M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.11K+ 19.62% |
$103K - $116K
|
6.75K
$805K
|
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
1.1K+ 0.9% |
$103K - $116K
|
124K
$14.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.1K+ 5.92% |
$102K - $115K
|
19.6K
$2.34M
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.09K+ 4.88% |
$102K - $115K
|
23.5K
$2.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.08K+ 1.96% |
$101K - $114K
|
56.3K
$6.72M
|
|
|
Nov 06, 2023
Q3 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
1.06K+ 1.28% |
$98.2K - $111K
|
83.5K
$9.96M
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.05KNew |
$97.5K - $110K
|
1.05K
$125K
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.05K+ 32.21% |
$97.4K - $110K
|
4.3K
$513K
|
|
|
Nov 09, 2023
Q3 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
1.05K+ 9.13% |
$97.4K - $110K
|
12.5K
$1.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
1.05K+ 18.7% |
$97.2K - $110K
|
6.64K
$792K
|
|
|
Nov 09, 2023
Q3 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
1.04K+ 2.79% |
$96.2K - $109K
|
38.2K
$4.55M
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.03K+ 4.16% |
$96K - $109K
|
25.9K
$3.08M
|
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1K+ 0.64% |
$93.3K - $106K
|
159K
$18.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
1KNew |
$93.3K - $106K
|
1K
$120K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
998+ 1.06% |
$92.7K - $105K
|
94.8K
$11.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
994+ 0.67% |
$92.3K - $105K
|
148K
$17.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
975+ 0.94% |
$90.6K - $103K
|
104K
$12.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
971+ 19.05% |
$90.2K - $102K
|
6.07K
$723K
|
|
|
Nov 08, 2023
Q3 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
970+ 3.69% |
$90.1K - $102K
|
27.3K
$3.25M
|
|
|
Oct 13, 2023
Q3 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
964+ 4.03% |
$89.6K - $101K
|
24.9K
$2.97M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
960+ 8.09% |
$89.2K - $101K
|
12.8K
$1.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
960+ 4.65% |
$89.2K - $101K
|
21.6K
$2.57M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
BUY
|
- |
955+ 1.01% |
$88.7K - $100K
|
95.6K
$11.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
951+ 4.64% |
$88.3K - $100K
|
21.4K
$2.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
946+ 7.9% |
$87.9K - $99.5K
|
12.9K
$1.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
942+ 30.1% |
$87.5K - $99.1K
|
4.07K
$486K
|
|
|
Oct 19, 2023
Q3 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
940+ 2.61% |
$87.3K - $98.9K
|
37K
$4.41M
|
|
|
Oct 10, 2023
Q3 2023
|
Woodstock Corp
|
BUY
|
- |
925+ 7.16% |
$85.9K - $97.3K
|
13.8K
$1.65M
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
925+ 0.73% |
$85.9K - $97.3K
|
127K
$15.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
911+ 9.66% |
$84.6K - $95.8K
|
10.3K
$1.23M
|
|
|
Oct 27, 2023
Q3 2023
|
Parthenon LLC
|
BUY
|
- |
900+ 2.11% |
$83.6K - $94.6K
|
43.6K
$5.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
850+ 24.83% |
$79K - $89.4K
|
4.27K
$510K
|
|
|
Oct 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
849+ 0.97% |
$78.9K - $89.3K
|
88.6K
$10.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Crestmont Private Wealth LLC
|
BUY
|
- |
839+ 0.8% |
$77.9K - $88.2K
|
106K
$12.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
831+ 0.78% |
$77.2K - $87.4K
|
107K
$12.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
823+ 27.13% |
$76.5K - $86.5K
|
3.86K
$460K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
818+ 6.66% |
$76K - $86K
|
13.1K
$1.56M
|
|
|
Oct 19, 2023
Q3 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
813+ 2.98% |
$75.5K - $85.5K
|
28.1K
$3.35M
|
|
|
Sep 26, 2024
Q3 2023
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
802+ 1.73% |
$74.5K - $84.3K
|
47.2K
$5.63M
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
800+ 7.1% |
$74.3K - $84.1K
|
12.1K
$1.44M
|
|
|
Oct 27, 2023
Q3 2023
|
White Pine Investment CO
|
BUY
|
- |
795+ 1.22% |
$73.9K - $83.6K
|
66.1K
$7.88M
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
773+ 31.14% |
$71.8K - $81.3K
|
3.26K
$388K
|
|
|
Oct 16, 2023
Q3 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
770+ 0.96% |
$71.5K - $81K
|
81.3K
$9.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
BUY
|
- |
768+ 1.46% |
$71.3K - $80.8K
|
53.4K
$6.36M
|