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 17, 2023
Q3 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
766+ 26.6% |
$71.2K - $80.6K
|
3.65K
$433K
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
755+ 1.64% |
$70.1K - $79.4K
|
46.9K
$5.57M
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
720+ 9.87% |
$66.9K - $75.7K
|
8.01K
$951K
|
|
|
Oct 18, 2023
Q3 2023
|
Holland Advisory Services, Inc.
|
BUY
|
- |
719+ 1.04% |
$66.8K - $75.6K
|
69.9K
$8.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
717+ 1.47% |
$66.6K - $75.4K
|
49.4K
$5.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
717+ 8.3% |
$66.6K - $75.4K
|
9.35K
$1.11M
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
711+ 0.75% |
$66.1K - $74.8K
|
96.1K
$11.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
689+ 1.36% |
$64K - $72.5K
|
51.4K
$6.1M
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
689+ 1.15% |
$64K - $72.5K
|
60.6K
$7.19M
|
|
|
Oct 18, 2023
Q3 2023
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
683+ 0.5% |
$63.5K - $71.8K
|
136K
$16.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
683+ 8.87% |
$63.5K - $71.8K
|
8.39K
$995K
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
679+ 0.83% |
$63.1K - $71.4K
|
82.2K
$9.76M
|
|
|
Nov 07, 2023
Q3 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
679+ 2.67% |
$63.1K - $71.4K
|
26.1K
$3.09M
|
|
|
Oct 27, 2023
Q3 2023
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
675+ 2.43% |
$62.7K - $71K
|
28.5K
$3.38M
|
|
|
Oct 24, 2023
Q3 2023
|
Vera Bank, N.A.
|
BUY
|
- |
658+ 2.9% |
$61.1K - $69.2K
|
23.3K
$2.77M
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
BUY
|
- |
652+ 3.96% |
$60.6K - $68.6K
|
17.1K
$2.03M
|
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
BUY
|
- |
643+ 5.41% |
$59.7K - $67.6K
|
12.5K
$1.49M
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
640+ 0.87% |
$59.5K - $67.3K
|
74.2K
$8.81M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
627+ 0.23% |
$58.2K - $65.9K
|
268K
$31.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
626+ 6.37% |
$58.2K - $65.8K
|
10.5K
$1.24M
|
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
BUY
|
- |
623+ 3.21% |
$57.9K - $65.5K
|
20K
$2.38M
|
|
|
Jun 25, 2024
Q3 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
619+ 4.82% |
$57.5K - $65.1K
|
13.5K
$1.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Jvl Associates LLC
|
BUY
|
- |
610+ 0.37% |
$56.7K - $64.1K
|
165K
$19.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
608+ 0.53% |
$56.5K - $63.9K
|
115K
$13.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
591+ 12.86% |
$54.9K - $62.1K
|
5.19K
$615K
|
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
BUY
|
- |
580+ 1.02% |
$53.9K - $61K
|
57.6K
$6.84M
|
|
|
Oct 25, 2023
Q3 2023
|
ETF Store, Inc.
|
BUY
|
- |
578+ 1.38% |
$53.7K - $60.8K
|
42.5K
$5.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
575+ 9.66% |
$53.4K - $60.5K
|
6.53K
$775K
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
570New |
$53K - $59.9K
|
570
$67.7K
|
|
|
Oct 20, 2023
Q3 2023
|
Capital Planning LLC
|
BUY
|
- |
569+ 4.19% |
$52.9K - $59.8K
|
14.1K
$1.68M
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
567+ 7.08% |
$52.7K - $59.6K
|
8.57K
$1.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
565+ 1.48% |
$52.5K - $59.4K
|
38.8K
$4.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
563+ 3.58% |
$52.3K - $59.2K
|
16.3K
$1.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
555+ 1.37% |
$51.6K - $58.4K
|
41.1K
$4.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
555+ 3.26% |
$51.6K - $58.4K
|
17.6K
$2.09M
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
552+ 38.36% |
$51.3K - $58K
|
1.99K
$236K
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
549+ 1.41% |
$51K - $57.7K
|
39.5K
$4.69M
|
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
544+ 11.39% |
$50.5K - $57.2K
|
5.32K
$632K
|
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
536+ 1.65% |
$49.8K - $56.4K
|
33K
$3.91M
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
532+ 1.22% |
$49.4K - $55.9K
|
44K
$5.23M
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
532+ 1.11% |
$49.4K - $55.9K
|
48.5K
$5.76M
|
|
|
Dec 08, 2023
Q3 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
528+ 3.28% |
$49.1K - $55.5K
|
16.6K
$1.97M
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
526+ 3.18% |
$48.9K - $55.3K
|
17.1K
$2.03M
|
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
525+ 0.53% |
$48.8K - $55.2K
|
100K
$11.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
524+ 3.76% |
$48.7K - $55.1K
|
14.5K
$1.72M
|
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
BUY
|
- |
519+ 7.83% |
$48.2K - $54.6K
|
7.15K
$848K
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
515+ 13.31% |
$47.8K - $54.2K
|
4.38K
$520K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
515+ 10.12% |
$47.8K - $54.2K
|
5.61K
$665K
|
|
|
Nov 01, 2023
Q3 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
512+ 2.73% |
$47.6K - $53.8K
|
19.3K
$2.29M
|
|
|
Oct 23, 2023
Q3 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
511+ 2.44% |
$47.5K - $53.7K
|
21.4K
$2.54M
|