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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-67- 0.33% |
$6.22K - $7.05K
|
20.2K
$2.41M
|
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-68- 1.0% |
$6.32K - $7.15K
|
6.73K
$802K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-68- 0.77% |
$6.32K - $7.15K
|
8.8K
$1.05M
|
|
|
Nov 13, 2023
Q3 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-68- 1.81% |
$6.32K - $7.15K
|
3.7K
$441K
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-71- 1.48% |
$6.6K - $7.47K
|
4.72K
$562K
|
|
|
Oct 23, 2023
Q3 2023
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-75- 1.4% |
$6.97K - $7.89K
|
5.27K
$628K
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-77- 17.38% |
$7.15K - $8.1K
|
366
$43.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-78- 0.47% |
$7.25K - $8.2K
|
16.4K
$1.96M
|
|
|
Oct 25, 2023
Q3 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-80- 0.87% |
$7.43K - $8.41K
|
9.07K
$1.08M
|
|
|
Oct 17, 2023
Q3 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-87- 1.7% |
$8.08K - $9.15K
|
5.03K
$600K
|
|
|
Oct 10, 2023
Q3 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-90- 0.67% |
$8.36K - $9.46K
|
13.4K
$1.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Lincoln Capital Corp
|
SELL
|
- |
-90- 1.38% |
$8.36K - $9.46K
|
6.43K
$767K
|
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-91- 0.3% |
$8.45K - $9.57K
|
29.9K
$3.57M
|
|
|
Oct 10, 2023
Q3 2023
|
Schwab Charitable Fund
|
SELL
|
- |
-94- 1.81% |
$8.73K - $9.89K
|
5.1K
$609K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-94- 5.47% |
$8.73K - $9.89K
|
1.62K
$194K
|
|
|
Nov 14, 2023
Q3 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-95- 2.08% |
$8.83K - $9.99K
|
4.48K
$534K
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
SELL
|
- |
-96- 0.96% |
$8.92K - $10.1K
|
9.91K
$1.18M
|
|
|
Oct 10, 2023
Q3 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-98- 0.11% |
$9.1K - $10.3K
|
91.4K
$10.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-99- 0.43% |
$9.2K - $10.4K
|
22.8K
$2.72M
|
|
|
Oct 17, 2023
Q3 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-100- 0.99% |
$9.29K - $10.5K
|
9.96K
$1.19M
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-100- 8.36% |
$9.29K - $10.5K
|
1.1K
$131K
|
|
|
Nov 09, 2023
Q3 2023
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-100- 16.67% |
$9.29K - $10.5K
|
500
$59.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-100- 3.13% |
$9.29K - $10.5K
|
3.09K
$369K
|
|
|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-104- 2.75% |
$9.66K - $10.9K
|
3.68K
$439K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-104- 0.04% |
$9.66K - $10.9K
|
247K
$29.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-105- 2.74% |
$9.75K - $11K
|
3.73K
$445K
|
|
|
Nov 02, 2023
Q3 2023
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-105- 3.44% |
$9.75K - $11K
|
2.95K
$351K
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-105- 3.27% |
$9.75K - $11K
|
3.11K
$371K
|
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-106- 0.65% |
$9.85K - $11.1K
|
16.1K
$1.92M
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-106- 0.5% |
$9.85K - $11.1K
|
21K
$2.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-107- 0.11% |
$9.94K - $11.3K
|
102K
$12.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-107- 0.31% |
$9.94K - $11.3K
|
34.3K
$4.09M
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-107- 1.65% |
$9.94K - $11.3K
|
6.4K
$763K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-108- 1.71% |
$10K - $11.4K
|
6.2K
$739K
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-109- 1.55% |
$10.1K - $11.5K
|
6.91K
$824K
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-110- 0.84% |
$10.2K - $11.6K
|
13K
$1.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Newport Capital Group, LLC
|
SELL
|
- |
-110- 3.35% |
$10.2K - $11.6K
|
3.17K
$378K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
SELL
|
- |
-111- 0.69% |
$10.3K - $11.7K
|
15.9K
$1.89M
|
|
|
Nov 02, 2023
Q3 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-111- 4.12% |
$10.3K - $11.7K
|
2.59K
$308K
|
|
|
Oct 27, 2023
Q3 2023
|
Planning Directions Inc
|
SELL
|
- |
-112- 4.3% |
$10.4K - $11.8K
|
2.49K
$297K
|
|
|
Nov 13, 2023
Q3 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-112- 1.4% |
$10.4K - $11.8K
|
7.87K
$938K
|
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-113- 0.55% |
$10.5K - $11.9K
|
20.6K
$2.45M
|
|
|
Oct 23, 2023
Q3 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-115- 4.59% |
$10.7K - $12.1K
|
2.39K
$285K
|
|
|
Nov 13, 2023
Q3 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-115- 0.95% |
$10.7K - $12.1K
|
12K
$1.43M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-116- 2.94% |
$10.8K - $12.2K
|
3.83K
$456K
|
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-117- 0.53% |
$10.9K - $12.3K
|
22.1K
$2.63M
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-118- 1.93% |
$11K - $12.4K
|
5.98K
$713K
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-118- 0.49% |
$11K - $12.4K
|
24.1K
$2.87M
|
|
|
Oct 12, 2023
Q3 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-120- 3.93% |
$11.1K - $12.6K
|
2.93K
$350K
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-120- 0.53% |
$11.1K - $12.6K
|
22.7K
$2.71M
|