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 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
353+ 0.83% |
$32.8K - $37.1K
|
42.7K
$5.07M
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
351+ 160.27% |
$32.6K - $36.9K
|
570
$67.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
350+ 1.07% |
$32.5K - $36.8K
|
33K
$3.92M
|
|
|
Oct 16, 2023
Q3 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
349+ 0.42% |
$32.4K - $36.7K
|
84K
$9.98M
|
|
|
Oct 23, 2023
Q3 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
345+ 2.82% |
$32.1K - $36.3K
|
12.6K
$1.49M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
341+ 4.33% |
$31.7K - $35.9K
|
8.22K
$977K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
339+ 7.78% |
$31.5K - $35.6K
|
4.7K
$558K
|
|
|
Aug 13, 2024
Q3 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
339+ 0.52% |
$31.5K - $35.6K
|
65.3K
$7.76M
|
|
|
Nov 03, 2023
Q3 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
338+ 3.59% |
$31.4K - $35.5K
|
9.76K
$1.16M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
332New |
$30.8K - $34.9K
|
332
$39.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
331+ 0.66% |
$30.7K - $34.8K
|
50.4K
$5.99M
|
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
326+ 0.47% |
$30.3K - $34.3K
|
70.3K
$8.35M
|
|
|
Oct 10, 2023
Q3 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
323+ 2.56% |
$30K - $34K
|
12.9K
$1.54M
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
323+ 0.11% |
$30K - $34K
|
288K
$34.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
319+ 1.27% |
$29.6K - $33.5K
|
25.5K
$3.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
318+ 42.8% |
$29.5K - $33.4K
|
1.06K
$126K
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
313+ 0.59% |
$29.1K - $32.9K
|
53.1K
$6.31M
|
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
312+ 10.12% |
$29K - $32.8K
|
3.39K
$403K
|
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
305+ 2.56% |
$28.3K - $32.1K
|
12.2K
$1.45M
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
305+ 181.55% |
$28.3K - $32.1K
|
473
$56.2K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
303+ 0.91% |
$28.1K - $31.9K
|
33.6K
$3.99M
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
299+ 5.54% |
$27.8K - $31.4K
|
5.69K
$676K
|
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
BUY
|
- |
297+ 25.19% |
$27.6K - $31.2K
|
1.48K
$175K
|
|
|
Nov 01, 2023
Q3 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
296+ 0.54% |
$27.5K - $31.1K
|
54.8K
$6.51M
|
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
291+ 0.63% |
$27K - $30.6K
|
46.8K
$5.56M
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
287+ 12.31% |
$26.7K - $30.2K
|
2.62K
$311K
|
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
285+ 0.14% |
$26.5K - $30K
|
206K
$24.5M
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
283+ 101.07% |
$26.3K - $29.8K
|
563
$66.9K
|
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
BUY
|
- |
282+ 18.32% |
$26.2K - $29.7K
|
1.82K
$216K
|
|
|
Oct 10, 2023
Q3 2023
|
Lincoln Capital LLC
|
BUY
|
- |
278+ 2.72% |
$25.8K - $29.2K
|
10.5K
$1.25M
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
277+ 0.71% |
$25.7K - $29.1K
|
39.1K
$4.65M
|
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
276+ 0.21% |
$25.6K - $29K
|
129K
$15.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
275+ 6.67% |
$25.5K - $28.9K
|
4.4K
$523K
|
|
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
270+ 6.42% |
$25.1K - $28.4K
|
4.48K
$532K
|
|
|
Jun 25, 2024
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
268+ 3.53% |
$24.9K - $28.2K
|
7.87K
$935K
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
263+ 0.11% |
$24.4K - $27.7K
|
242K
$28.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Shelton Wealth Management, LLC
|
BUY
|
- |
261+ 0.6% |
$24.2K - $27.4K
|
43.6K
$5.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
260+ 0.35% |
$24.2K - $27.3K
|
74.1K
$8.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
260+ 0.62% |
$24.2K - $27.3K
|
42.4K
$5.04M
|
|
|
Oct 31, 2023
Q3 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
258+ 8.01% |
$24K - $27.1K
|
3.48K
$413K
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
257+ 1.01% |
$23.9K - $27K
|
25.7K
$3.05M
|
|
|
Nov 03, 2023
Q3 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
256+ 7.92% |
$23.8K - $26.9K
|
3.49K
$414K
|
|
|
Oct 24, 2023
Q3 2023
|
Grant
|
BUY
|
- |
253+ 1.9% |
$23.5K - $26.6K
|
13.6K
$1.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
251+ 11.09% |
$23.3K - $26.4K
|
2.51K
$299K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
250+ 105.49% |
$23.2K - $26.3K
|
487
$57.9K
|
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
BUY
|
- |
249+ 5.24% |
$23.1K - $26.2K
|
5K
$594K
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
247+ 8.49% |
$22.9K - $26K
|
3.16K
$375K
|
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
245+ 2.16% |
$22.8K - $25.8K
|
11.6K
$1.37M
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
BUY
|
- |
238+ 4.25% |
$22.1K - $25K
|
5.84K
$694K
|
|
|
Nov 08, 2023
Q3 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
235+ 4.15% |
$21.8K - $24.7K
|
5.89K
$700K
|