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 25, 2023
Q3 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-37- 0.13% |
$3.44K - $3.89K
|
29.3K
$3.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-37- 0.23% |
$3.44K - $3.89K
|
15.9K
$1.88M
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-38- 5.79% |
$3.53K - $4K
|
618
$73.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-39- 3.44% |
$3.62K - $4.1K
|
1.09K
$130K
|
|
|
Nov 08, 2023
Q3 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-40- 0.6% |
$3.72K - $4.21K
|
6.58K
$781K
|
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-40- 0.24% |
$3.72K - $4.21K
|
17K
$2.02M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-41- 0.63% |
$3.81K - $4.31K
|
6.45K
$765K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-41- 0.89% |
$3.81K - $4.31K
|
4.56K
$542K
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
SELL
|
- |
-43- 0.4% |
$3.99K - $4.52K
|
10.6K
$1.26M
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-45- 0.13% |
$4.18K - $4.73K
|
34.1K
$4.05M
|
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-45- 4.82% |
$4.18K - $4.73K
|
889
$106K
|
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-47- 1.02% |
$4.37K - $4.94K
|
4.54K
$539K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-47- 0.79% |
$4.37K - $4.94K
|
5.89K
$699K
|
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-48- 0.13% |
$4.46K - $5.05K
|
35.8K
$4.25M
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-49- 0.51% |
$4.55K - $5.15K
|
9.61K
$1.14M
|
|
|
Oct 25, 2023
Q3 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-49- 0.85% |
$4.55K - $5.15K
|
5.73K
$680K
|
|
|
Oct 17, 2023
Q3 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-50- 0.64% |
$4.65K - $5.26K
|
7.78K
$923K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
SELL
|
- |
-50- 22.12% |
$4.65K - $5.26K
|
176
$20.9K
|
|
|
Nov 01, 2023
Q3 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-50- 1.05% |
$4.65K - $5.26K
|
4.69K
$557K
|
|
|
Nov 14, 2023
Q3 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-50- 0.4% |
$4.65K - $5.26K
|
12.4K
$1.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-51- 2.08% |
$4.74K - $5.36K
|
2.4K
$285K
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-51- 2.08% |
$4.74K - $5.36K
|
2.4K
$285K
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-53- 0.2% |
$4.92K - $5.57K
|
26.3K
$3.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-53- 1.22% |
$4.92K - $5.57K
|
4.28K
$508K
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-55- 1.12% |
$5.11K - $5.78K
|
4.86K
$577K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-55- 2.79% |
$5.11K - $5.78K
|
1.92K
$228K
|
|
|
Oct 20, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-56- 1.36% |
$5.2K - $5.89K
|
4.06K
$482K
|
|
|
Oct 30, 2023
Q3 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-58- 0.74% |
$5.39K - $6.1K
|
7.77K
$922K
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
SELL
|
- |
-59- 1.32% |
$5.48K - $6.2K
|
4.41K
$523K
|
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-59- 1.2% |
$5.48K - $6.2K
|
4.87K
$578K
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-59- 0.12% |
$5.48K - $6.2K
|
48.4K
$5.75M
|
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-60- 0.09% |
$5.57K - $6.31K
|
67K
$7.96M
|
|
|
Oct 18, 2023
Q3 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-60- 6.23% |
$5.57K - $6.31K
|
903
$107K
|
|
|
Nov 07, 2023
Q3 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-60- 0.2% |
$5.57K - $6.31K
|
30.3K
$3.6M
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-60- 41.67% |
$5.57K - $6.31K
|
84
$9.97K
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-61- 2.67% |
$5.67K - $6.41K
|
2.23K
$264K
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-61- 1.12% |
$5.67K - $6.41K
|
5.36K
$637K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-61- 0.25% |
$5.67K - $6.41K
|
24K
$2.85M
|
|
|
Oct 19, 2023
Q3 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-62- 2.4% |
$5.76K - $6.52K
|
2.52K
$299K
|
|
|
Oct 25, 2023
Q3 2023
|
Penobscot Wealth Management
|
SELL
|
- |
-62- 2.44% |
$5.76K - $6.52K
|
2.48K
$294K
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-63- 0.94% |
$5.85K - $6.63K
|
6.62K
$785K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-63- 0.43% |
$5.85K - $6.63K
|
14.5K
$1.73M
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-64- 14.71% |
$5.95K - $6.73K
|
371
$44K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-65- 0.57% |
$6.04K - $6.84K
|
11.3K
$1.34M
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-65- 0.56% |
$6.04K - $6.84K
|
11.5K
$1.36M
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-65- 34.21% |
$6.04K - $6.84K
|
125
$14.8K
|
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
SELL
|
- |
-66- 0.06% |
$6.13K - $6.94K
|
103K
$12.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-67- 20.87% |
$6.22K - $7.05K
|
254
$30.1K
|
|
|
Oct 24, 2023
Q3 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-67- 2.61% |
$6.22K - $7.05K
|
2.5K
$297K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-67- 0.33% |
$6.22K - $7.05K
|
20.2K
$2.4M
|