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 18, 2023
Q3 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
220+ 1.91% |
$20.4K - $23.1K
|
11.7K
$1.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
218+ 0.3% |
$20.3K - $22.9K
|
73.1K
$8.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
217+ 0.09% |
$20.2K - $22.8K
|
229K
$27.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
213+ 1.98% |
$19.8K - $22.4K
|
11K
$1.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
212+ 100.0% |
$19.7K - $22.3K
|
424
$50.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
209+ 0.31% |
$19.4K - $22K
|
68K
$8.07M
|
|
|
Oct 10, 2023
Q3 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
202+ 4.41% |
$18.8K - $21.2K
|
4.78K
$568K
|
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
200+ 6.24% |
$18.6K - $21K
|
3.4K
$404K
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
200+ 0.87% |
$18.6K - $21K
|
23.3K
$2.76M
|
|
|
Nov 08, 2023
Q3 2023
|
Carson Advisory Inc.
|
BUY
|
- |
199+ 9.55% |
$18.5K - $20.9K
|
2.28K
$271K
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
197+ 3.07% |
$18.3K - $20.7K
|
6.6K
$784K
|
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
194+ 1.02% |
$18K - $20.4K
|
19.3K
$2.29M
|
|
|
Oct 19, 2023
Q3 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
191+ 8.84% |
$17.7K - $20.1K
|
2.35K
$279K
|
|
|
Nov 13, 2023
Q3 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
191+ 5.05% |
$17.7K - $20.1K
|
3.97K
$471K
|
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
190+ 0.75% |
$17.7K - $20K
|
25.6K
$3.04M
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
190+ 8.04% |
$17.7K - $20K
|
2.55K
$303K
|
|
|
Oct 30, 2023
Q3 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
189+ 8.43% |
$17.6K - $19.9K
|
2.43K
$289K
|
|
|
Oct 17, 2023
Q3 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
187+ 0.7% |
$17.4K - $19.7K
|
27K
$3.2M
|
|
|
Nov 14, 2023
Q3 2023
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
187+ 0.99% |
$17.4K - $19.7K
|
19.1K
$2.27M
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
184+ 1.69% |
$17.1K - $19.3K
|
11.1K
$1.32M
|
|
|
Oct 27, 2023
Q3 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
184+ 0.34% |
$17.1K - $19.3K
|
53.7K
$6.37M
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
183+ 1.25% |
$17K - $19.2K
|
14.9K
$1.77M
|
|
|
Oct 23, 2023
Q3 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
181+ 4.48% |
$16.8K - $19K
|
4.22K
$501K
|
|
|
Oct 19, 2023
Q3 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
179+ 8.46% |
$16.6K - $18.8K
|
2.29K
$272K
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
176+ 4.95% |
$16.4K - $18.5K
|
3.73K
$443K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
176+ 4.95% |
$16.4K - $18.5K
|
3.73K
$443K
|
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
175+ 2.99% |
$16.3K - $18.4K
|
6.02K
$715K
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
175+ 0.82% |
$16.3K - $18.4K
|
21.4K
$2.54M
|
|
|
Oct 04, 2023
Q3 2023
|
Bowman & CO S.C.
|
BUY
|
- |
172+ 4.01% |
$16K - $18.1K
|
4.46K
$529K
|
|
|
Nov 09, 2023
Q3 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
171+ 185.87% |
$15.9K - $18K
|
263
$31.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
168+ 5.56% |
$15.6K - $17.7K
|
3.19K
$378K
|
|
|
Oct 18, 2023
Q3 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
163+ 0.58% |
$15.1K - $17.1K
|
28.4K
$3.37M
|
|
|
Nov 06, 2023
Q3 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
162+ 2.25% |
$15K - $17K
|
7.36K
$874K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
160+ 4.13% |
$14.9K - $16.8K
|
4.03K
$478K
|
|
|
Oct 17, 2023
Q3 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
155+ 3.14% |
$14.4K - $16.3K
|
5.09K
$604K
|
|
|
Oct 19, 2023
Q3 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
150+ 9.07% |
$13.9K - $15.8K
|
1.8K
$214K
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
BUY
|
- |
150+ 0.26% |
$13.9K - $15.8K
|
56.8K
$6.74M
|
|
|
Nov 08, 2023
Q3 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
150+ 0.87% |
$13.9K - $15.8K
|
17.4K
$2.06M
|
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
150+ 5.11% |
$13.9K - $15.8K
|
3.08K
$366K
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
149+ 3.65% |
$13.8K - $15.7K
|
4.23K
$502K
|
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
146+ 7.24% |
$13.6K - $15.4K
|
2.16K
$257K
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
BUY
|
- |
145+ 3.19% |
$13.5K - $15.2K
|
4.69K
$557K
|
|
|
Nov 06, 2023
Q3 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
144+ 1.25% |
$13.4K - $15.1K
|
11.7K
$1.39M
|
|
|
Oct 10, 2023
Q3 2023
|
Farmers Trust CO
|
BUY
|
- |
143+ 0.43% |
$13.3K - $15K
|
33.6K
$3.99M
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
BUY
|
- |
141+ 2.92% |
$13.1K - $14.8K
|
4.97K
$590K
|
|
|
Nov 13, 2023
Q3 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
141+ 1.07% |
$13.1K - $14.8K
|
13.3K
$1.58M
|
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
140+ 4.31% |
$13K - $14.7K
|
3.39K
$402K
|
|
|
Nov 13, 2023
Q3 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
137+ 0.57% |
$12.7K - $14.4K
|
24K
$2.85M
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
136+ 2.39% |
$12.6K - $14.3K
|
5.82K
$691K
|
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
BUY
|
- |
134+ 4.76% |
$12.4K - $14.1K
|
2.95K
$350K
|