Purchases and Sales Made in Q3 2023 in Ishares Core S&P Sm Cap ETF (IJR)

IJR Quotes by TradingView

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 25, 2023 Q3 2023
Snider Financial Group

Bellevue, WA
BUY
 -
510
+ 1.43%
$47.4K - $53.6K
36.1K $4.29M
Nov 02, 2023 Q3 2023
Advisor Os, LLC

BUY
 -
508
+ 2.55%
$47.2K - $53.4K
20.4K $2.42M
Nov 13, 2023 Q3 2023
Portland Global Advisors LLC

BUY
 -
504
+ 3.34%
$46.8K - $53K
15.6K $1.85M
Nov 14, 2023 Q3 2023
Wedbush Securities Inc

BUY
 -
501
+ 1.72%
$46.5K - $52.7K
29.6K $3.52M
Nov 09, 2023 Q3 2023
Truepoint, Inc.

BUY
 -
500
+ 7.31%
$46.5K - $52.6K
7.34K $871K
Nov 06, 2023 Q3 2023
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
496
New
$46.1K - $52.2K
496 $58.9K
Nov 13, 2023 Q3 2023
Interchange Capital Partners, LLC

BUY
 -
494
+ 4.56%
$45.9K - $51.9K
11.3K $1.35M
Oct 11, 2023 Q3 2023
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
491
+ 9.27%
$45.6K - $51.6K
5.79K $687K
Oct 10, 2023 Q3 2023
Pacifica Partners Inc.

BUY
 -
490
+ 142.03%
$45.5K - $51.5K
835 $99.1K
Nov 13, 2023 Q3 2023
Riggs Asset Managment Co. Inc.

BUY
 -
490
+ 521.28%
$45.5K - $51.5K
584 $69.3K
Nov 13, 2023 Q3 2023
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
477
+ 8.72%
$44.3K - $50.2K
5.95K $706K
Oct 24, 2023 Q3 2023
Morris Financial Concepts, Inc.

BUY
 -
463
+ 0.44%
$43K - $48.7K
107K $12.7M
Oct 24, 2023 Q3 2023
4 J Wealth Management LLC

BUY
 -
457
+ 3.09%
$42.5K - $48.1K
15.2K $1.81M
Oct 05, 2023 Q3 2023
High Net Worth Advisory Group LLC

Naples, FL
BUY
 -
453
+ 3.16%
$42.1K - $47.6K
14.8K $1.75M
Nov 13, 2023 Q3 2023
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
452
+ 2.2%
$42K - $47.5K
21K $2.5M
Nov 14, 2023 Q3 2023
Industrial Alliance Investment Management Inc.

Quebec, A8
BUY
 -
445
New
$41.3K - $46.8K
445 $52.8K
Oct 26, 2023 Q3 2023
Traverso Chambers Private Wealth Management, LLC

BUY
 -
443
+ 1.54%
$41.2K - $46.6K
29.2K $3.46M
Oct 19, 2023 Q3 2023
Investment Advisory Services Inc

The Woodlands, TX
BUY
 -
442
+ 2.61%
$41.1K - $46.5K
17.4K $2.06M
Oct 30, 2023 Q3 2023
Capital Advantage, Inc.

BUY
 -
441
+ 0.3%
$41K - $46.4K
146K $17.3M
Oct 10, 2023 Q3 2023
Soundmark Wealth Management, LLC

BUY
 -
435
+ 1.9%
$40.4K - $45.7K
23.3K $2.76M
Oct 24, 2023 Q3 2023
Mechanics Financial Corp

BUY
 -
433
+ 0.79%
$40.2K - $45.5K
54.9K $6.52M
Aug 28, 2024 Q3 2023
Centennial Bank/Ar/

Conway, AR
BUY
 -
432
+ 1.05%
$40.1K - $45.4K
41.6K $4.94M
Aug 13, 2024 Q3 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
427
+ 2.21%
$39.7K - $44.9K
19.7K $2.34M
Oct 25, 2023 Q3 2023
Miracle Mile Advisors, LLC

BUY
 -
426
+ 2.74%
$39.6K - $44.8K
16K $1.9M
Nov 03, 2023 Q3 2023
Summit X, LLC

Chesterfield, MO
BUY
 -
422
+ 3.47%
$39.2K - $44.4K
12.6K $1.49M
Nov 13, 2023 Q3 2023
Commerce Bank

Kansas City, MO
BUY
 -
419
+ 0.83%
$38.9K - $44.1K
51.1K $6.07M
Oct 17, 2023 Q3 2023
Aspiriant, LLC

BUY
 -
407
+ 1.87%
$37.8K - $42.8K
22.2K $2.64M
Nov 01, 2023 Q3 2023
Renasant Bank

BUY
 -
407
+ 4.43%
$37.8K - $42.8K
9.6K $1.14M
Oct 19, 2023 Q3 2023
Gds Wealth Management

BUY
 -
401
+ 10.41%
$37.3K - $42.2K
4.25K $505K
Nov 13, 2023 Q3 2023
Truvestments Capital LLC

Sarasota, FL
BUY
 -
400
+ 9.51%
$37.2K - $42.1K
4.61K $547K
Nov 13, 2023 Q3 2023
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
397
+ 2.85%
$36.9K - $41.7K
14.3K $1.7M
Oct 26, 2023 Q3 2023
Middleton & CO Inc

BUY
 -
396
+ 0.8%
$36.8K - $41.6K
50.1K $5.95M
Nov 07, 2023 Q3 2023
Security Financial Services, Inc.

BUY
 -
396
+ 12.73%
$36.8K - $41.6K
3.51K $416K
Oct 23, 2023 Q3 2023
Joel Isaacson & Co., LLC

BUY
 -
395
+ 2.9%
$36.7K - $41.5K
14K $1.66M
May 20, 2024 Q3 2023
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
394
+ 4.13%
$36.6K - $41.4K
9.93K $1.18M
Oct 27, 2023 Q3 2023
Smith, Salley & Associates

BUY
 -
389
+ 5.75%
$36.1K - $40.9K
7.15K $849K
Nov 13, 2023 Q3 2023
Twin Focus Capital Partners, LLC

Boston, MA
BUY
 -
383
+ 2.34%
$35.6K - $40.3K
16.8K $1.99M
Mar 11, 2024 Q3 2023
Nepc LLC

Boston, MA
BUY
 -
382
+ 1.1%
$35.5K - $40.2K
35K $4.16M
Oct 10, 2023 Q3 2023
Stokes Capital Advisors, LLC

BUY
 -
377
+ 3.76%
$35K - $39.6K
10.4K $1.23M
Oct 04, 2023 Q3 2023
Fulton Bank, N.A.

BUY
 -
376
+ 3.63%
$34.9K - $39.5K
10.7K $1.27M
Oct 30, 2023 Q3 2023
Blue Bell Private Wealth Management, LLC

BUY
 -
375
+ 24.02%
$34.8K - $39.4K
1.94K $230K
Nov 13, 2023 Q3 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
369
+ 3.35%
$34.3K - $38.8K
11.4K $1.35M
Nov 13, 2023 Q3 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
367
+ 0.85%
$34.1K - $38.6K
43.5K $5.16M
Jul 17, 2024 Q3 2023
Kelly Financial Services LLC

Braintree, MA
BUY
 -
367
+ 74.9%
$34.1K - $38.6K
857 $102K
Oct 20, 2023 Q3 2023
Security National Bank

BUY
 -
363
+ 7.86%
$33.7K - $38.2K
4.98K $591K
Nov 13, 2023 Q3 2023
Parkside Financial Bank & Trust

BUY
 -
359
+ 8.53%
$33.4K - $37.8K
4.57K $542K
Oct 19, 2023 Q3 2023
Country Club Bank

BUY
 -
358
+ 0.79%
$33.3K - $37.6K
45.8K $5.43M
Oct 13, 2023 Q3 2023
Courier Capital LLC

BUY
 -
356
+ 0.66%
$33.1K - $37.4K
53.9K $6.4M
Oct 10, 2023 Q3 2023
National Bank Of Canada

BUY
 -
353
+ 0.83%
$32.8K - $37.1K
42.7K $5.07M

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