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 20, 2023
Q3 2023
|
West Branch Capital LLC
|
SELL
|
- |
-120- 8.14% |
$11.1K - $12.6K
|
1.36K
$162K
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-121- 0.16% |
$11.2K - $12.7K
|
73.8K
$8.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Kraft Asset Management, LLC
|
SELL
|
- |
-121- 1.5% |
$11.2K - $12.7K
|
7.97K
$950K
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Management CO
|
SELL
|
- |
-121- 5.23% |
$11.2K - $12.7K
|
2.19K
$262K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-125- 3.02% |
$11.6K - $13.1K
|
4.01K
$478K
|
|
|
Nov 14, 2023
Q3 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-125- 2.87% |
$11.6K - $13.1K
|
4.24K
$505K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-126- 7.59% |
$11.7K - $13.3K
|
1.54K
$183K
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-126- 1.18% |
$11.7K - $13.3K
|
10.5K
$1.25M
|
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-127- 0.81% |
$11.8K - $13.4K
|
15.6K
$1.86M
|
|
|
Nov 01, 2023
Q3 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-129- 0.98% |
$12K - $13.6K
|
13K
$1.55M
|
|
|
Oct 10, 2023
Q3 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-130- 4.08% |
$12.1K - $13.7K
|
3.06K
$365K
|
|
|
Oct 19, 2023
Q3 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-130- 3.13% |
$12.1K - $13.7K
|
4.03K
$480K
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-130- 2.05% |
$12.1K - $13.7K
|
6.22K
$742K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-130- 5.34% |
$12.1K - $13.7K
|
2.3K
$275K
|
|
|
Oct 05, 2023
Q3 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-131- 2.07% |
$12.2K - $13.8K
|
6.19K
$738K
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
SELL
|
- |
-133Closed |
$12.4K - $14K
|
0
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-134- 5.64% |
$12.4K - $14.1K
|
2.24K
$267K
|
|
|
Oct 11, 2023
Q3 2023
|
Hoese & CO LLP
|
SELL
|
- |
-136- 44.44% |
$12.6K - $14.3K
|
170
$20.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Jb Capital LLC
|
SELL
|
- |
-136- 4.4% |
$12.6K - $14.3K
|
2.96K
$352K
|
|
|
Nov 02, 2023
Q3 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-145- 0.14% |
$13.5K - $15.2K
|
105K
$12.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-146- 6.35% |
$13.6K - $15.4K
|
2.15K
$257K
|
|
|
Oct 12, 2023
Q3 2023
|
G&S Capital LLC
|
SELL
|
- |
-146- 0.34% |
$13.6K - $15.4K
|
43.2K
$5.16M
|
|
|
Oct 19, 2023
Q3 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-147- 3.37% |
$13.7K - $15.5K
|
4.21K
$502K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-149- 0.3% |
$13.8K - $15.7K
|
49.1K
$5.86M
|
|
|
Oct 10, 2023
Q3 2023
|
Avondale Wealth Management
|
SELL
|
- |
-150- 4.77% |
$13.9K - $15.8K
|
3K
$357K
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-150- 4.07% |
$13.9K - $15.8K
|
3.54K
$422K
|
|
|
Oct 10, 2023
Q3 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-151- 3.49% |
$14K - $15.9K
|
4.18K
$498K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-151- 0.12% |
$14K - $15.9K
|
129K
$15.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-152- 4.49% |
$14.1K - $16K
|
3.23K
$386K
|
|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-152- 2.48% |
$14.1K - $16K
|
5.99K
$714K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-156- 2.26% |
$14.5K - $16.4K
|
6.74K
$803K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-157- 0.81% |
$14.6K - $16.5K
|
19.3K
$2.31M
|
|
|
Oct 24, 2023
Q3 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-161- 0.5% |
$15K - $16.9K
|
31.9K
$3.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
SELL
|
- |
-162- 0.69% |
$15K - $17K
|
23.2K
$2.77M
|
|
|
Oct 16, 2023
Q3 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-163- 0.77% |
$15.1K - $17.1K
|
21.1K
$2.52M
|
|
|
Oct 23, 2023
Q3 2023
|
Moneywise, Inc.
|
SELL
|
- |
-170- 2.04% |
$15.8K - $17.9K
|
8.17K
$974K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-170- 5.41% |
$15.8K - $17.9K
|
2.97K
$355K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-170- 4.02% |
$15.8K - $17.9K
|
4.05K
$483K
|
|
|
Oct 12, 2023
Q3 2023
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-171- 1.96% |
$15.9K - $18K
|
8.56K
$1.02M
|
|
|
Nov 03, 2023
Q3 2023
|
Ade, LLC
|
SELL
|
- |
-171- 1.77% |
$15.9K - $18K
|
9.52K
$1.13M
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-173- 2.67% |
$16.1K - $18.2K
|
6.3K
$751K
|
|
|
Oct 18, 2023
Q3 2023
|
Ballast, Inc.
|
SELL
|
- |
-176- 3.73% |
$16.4K - $18.5K
|
4.54K
$542K
|
|
|
Nov 03, 2023
Q3 2023
|
Santori & Peters, Inc.
|
SELL
|
- |
-177- 0.79% |
$16.4K - $18.6K
|
22.1K
$2.64M
|
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-178- 0.87% |
$16.5K - $18.7K
|
20.2K
$2.41M
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-178- 9.41% |
$16.5K - $18.7K
|
1.71K
$204K
|
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-178- 0.96% |
$16.5K - $18.7K
|
18.4K
$2.2M
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-179- 4.09% |
$16.6K - $18.8K
|
4.19K
$500K
|
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-179- 0.91% |
$16.6K - $18.8K
|
19.5K
$2.33M
|
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
SELL
|
- |
-180- 6.97% |
$16.7K - $18.9K
|
2.4K
$286K
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-181- 4.6% |
$16.8K - $19K
|
3.76K
$448K
|