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
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
66New |
$6.13K - $6.94K
|
66
$7.83K
|
|
|
Oct 24, 2023
Q3 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
66+ 1.23% |
$6.13K - $6.94K
|
5.44K
$646K
|
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
65+ 1.81% |
$6.04K - $6.84K
|
3.66K
$435K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
64+ 0.64% |
$5.95K - $6.73K
|
10.1K
$1.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
63+ 0.04% |
$5.85K - $6.63K
|
157K
$18.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
61+ 0.36% |
$5.67K - $6.41K
|
16.9K
$2.01M
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
59+ 0.32% |
$5.48K - $6.2K
|
18.6K
$2.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
58+ 644.44% |
$5.39K - $6.1K
|
67
$7.95K
|
|
|
Oct 10, 2023
Q3 2023
|
Wells Financial Advisors Inc
|
BUY
|
- |
55+ 0.92% |
$5.11K - $5.78K
|
6.01K
$714K
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
55+ 1.86% |
$5.11K - $5.78K
|
3.01K
$357K
|
|
|
Oct 18, 2023
Q3 2023
|
Leverty Financial Group, LLC
|
BUY
|
- |
53+ 0.41% |
$4.92K - $5.57K
|
13.1K
$1.56M
|
|
|
Oct 25, 2023
Q3 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
51+ 0.94% |
$4.74K - $5.36K
|
5.46K
$648K
|
|
|
Nov 02, 2023
Q3 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
50+ 1.35% |
$4.65K - $5.26K
|
3.76K
$446K
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
48+ 0.81% |
$4.46K - $5.05K
|
5.98K
$709K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
47+ 146.88% |
$4.37K - $4.94K
|
79
$9.38K
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
46+ 0.22% |
$4.27K - $4.84K
|
20.6K
$2.45M
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
41+ 1.42% |
$3.81K - $4.31K
|
2.94K
$349K
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
BUY
|
- |
40+ 0.11% |
$3.72K - $4.21K
|
36.4K
$4.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
33+ 1.45% |
$3.07K - $3.47K
|
2.31K
$274K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
33+ 0.89% |
$3.07K - $3.47K
|
3.74K
$444K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
32+ 0.3% |
$2.97K - $3.37K
|
10.8K
$1.28M
|
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
31+ 0.11% |
$2.88K - $3.26K
|
29.2K
$3.46M
|
|
|
Dec 07, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
30+ 4.86% |
$2.79K - $3.15K
|
647
$76.8K
|
|
|
Oct 31, 2023
Q3 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
29+ 0.84% |
$2.69K - $3.05K
|
3.48K
$413K
|
|
|
Nov 08, 2023
Q3 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
29+ 1.1% |
$2.69K - $3.05K
|
2.67K
$317K
|
|
|
Oct 19, 2023
Q3 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
27+ 0.29% |
$2.51K - $2.84K
|
9.5K
$1.13M
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
27+ 4.79% |
$2.51K - $2.84K
|
591
$70.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
26+ 0.62% |
$2.42K - $2.73K
|
4.19K
$497K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
26+ 0.76% |
$2.42K - $2.73K
|
3.44K
$408K
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
25+ 0.11% |
$2.32K - $2.63K
|
21.8K
$2.59M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
25New |
$2.32K - $2.63K
|
25
$2.97K
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
25+ 0.33% |
$2.32K - $2.63K
|
7.67K
$911K
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
24+ 0.58% |
$2.23K - $2.52K
|
4.13K
$491K
|
|
|
Oct 17, 2023
Q3 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
24+ 0.48% |
$2.23K - $2.52K
|
5.02K
$596K
|
|
|
Oct 26, 2023
Q3 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
24+ 0.06% |
$2.23K - $2.52K
|
38.5K
$4.57M
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
22+ 3.23% |
$2.04K - $2.31K
|
703
$83.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
22+ 0.03% |
$2.04K - $2.31K
|
64.9K
$7.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
22+ 0.09% |
$2.04K - $2.31K
|
23.6K
$2.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
BUY
|
- |
21+ 0.69% |
$1.95K - $2.21K
|
3.08K
$366K
|
|
|
Oct 10, 2023
Q3 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
21+ 0.2% |
$1.95K - $2.21K
|
10.5K
$1.25M
|
|
|
Nov 06, 2023
Q3 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
21+ 0.72% |
$1.95K - $2.21K
|
2.93K
$347K
|
|
|
Nov 21, 2023
Q3 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
21+ 0.12% |
$1.95K - $2.21K
|
17.7K
$2.11M
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
20+ 0.16% |
$1.86K - $2.1K
|
12.5K
$1.48M
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
20+ 0.2% |
$1.86K - $2.1K
|
9.88K
$1.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
20+ 0.08% |
$1.86K - $2.1K
|
25K
$2.97M
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
20+ 1.44% |
$1.86K - $2.1K
|
1.41K
$167K
|
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
19+ 0.54% |
$1.77K - $2K
|
3.51K
$417K
|
|
|
Nov 19, 2024
Q3 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
19+ 0.12% |
$1.77K - $2K
|
16.4K
$1.95M
|
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
18New |
$1.67K - $1.89K
|
18
$2.14K
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
18+ 0.24% |
$1.67K - $1.89K
|
7.48K
$888K
|