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 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-614- 0.52% |
$57K - $64.6K
|
117K
$13.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-625- 2.05% |
$58.1K - $65.7K
|
29.9K
$3.56M
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-627- 11.07% |
$58.2K - $65.9K
|
5.04K
$600K
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-628- 3.54% |
$58.3K - $66K
|
17.1K
$2.04M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-628- 2.46% |
$58.3K - $66K
|
24.9K
$2.96M
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-631- 1.47% |
$58.6K - $66.4K
|
42.2K
$5.03M
|
|
|
Oct 31, 2023
Q3 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-642- 19.85% |
$59.6K - $67.5K
|
2.59K
$309K
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-653- 0.35% |
$60.7K - $68.7K
|
186K
$22.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-659- 0.98% |
$61.2K - $69.3K
|
66.3K
$7.91M
|
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-660- 0.12% |
$61.3K - $69.4K
|
548K
$65.3M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-666- 1.41% |
$61.9K - $70K
|
46.5K
$5.55M
|
|
|
Oct 27, 2023
Q3 2023
|
United Bank
|
SELL
|
- |
-669- 2.34% |
$62.2K - $70.4K
|
27.9K
$3.33M
|
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-679- 6.32% |
$63.1K - $71.4K
|
10.1K
$1.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-683- 0.61% |
$63.5K - $71.8K
|
112K
$13.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-683- 17.11% |
$63.5K - $71.8K
|
3.31K
$395K
|
|
|
Oct 27, 2023
Q3 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-695- 1.91% |
$64.6K - $73.1K
|
35.6K
$4.25M
|
|
|
Nov 07, 2023
Q3 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-698- 1.98% |
$64.8K - $73.4K
|
34.5K
$4.11M
|
|
|
Nov 06, 2023
Q3 2023
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-702- 1.08% |
$65.2K - $73.8K
|
64.4K
$7.68M
|
|
|
Oct 18, 2023
Q3 2023
|
Nova R Wealth, Inc.
|
SELL
|
- |
-706- 6.38% |
$65.6K - $74.2K
|
10.4K
$1.23M
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-706- 24.49% |
$65.6K - $74.2K
|
2.18K
$260K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-720- 19.42% |
$66.9K - $75.7K
|
2.99K
$356K
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-731- 24.98% |
$67.9K - $76.9K
|
2.2K
$262K
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
SELL
|
- |
-750- 2.37% |
$69.7K - $78.9K
|
30.9K
$3.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-758Closed |
$70.4K - $79.7K
|
0
$0
|
|
|
Oct 27, 2023
Q3 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-764- 11.79% |
$71K - $80.3K
|
5.72K
$682K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-768- 2.47% |
$71.3K - $80.8K
|
30.3K
$3.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-786- 23.26% |
$73K - $82.7K
|
2.59K
$309K
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-787- 13.7% |
$73.1K - $82.8K
|
4.96K
$591K
|
|
|
Jan 18, 2024
Q3 2023
|
Flc Capital Advisors
|
SELL
|
- |
-787- 6.2% |
$73.1K - $82.8K
|
11.9K
$1.42M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-806- 0.61% |
$74.9K - $84.8K
|
131K
$15.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-806- 0.46% |
$74.9K - $84.8K
|
173K
$20.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-820- 2.99% |
$76.2K - $86.2K
|
26.6K
$3.17M
|
|
|
Nov 02, 2023
Q3 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-821- 82.1% |
$76.3K - $86.3K
|
179
$21.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-821- 3.42% |
$76.3K - $86.3K
|
23.2K
$2.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-824- 2.01% |
$76.5K - $86.7K
|
40.2K
$4.79M
|
|
|
Nov 02, 2023
Q3 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-840- 18.59% |
$78K - $88.3K
|
3.68K
$439K
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-840- 14.99% |
$78K - $88.3K
|
4.76K
$568K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-842- 3.95% |
$78.2K - $88.5K
|
20.5K
$2.44M
|
|
|
Oct 24, 2023
Q3 2023
|
Hfg Advisors, Inc.
|
SELL
|
- |
-844- 9.97% |
$78.4K - $88.8K
|
7.62K
$908K
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-850- 2.6% |
$79K - $89.4K
|
31.8K
$3.8M
|
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-850- 12.94% |
$79K - $89.4K
|
5.72K
$682K
|
|
|
Oct 25, 2023
Q3 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-851- 3.73% |
$79.1K - $89.5K
|
22K
$2.62M
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-852- 5.57% |
$79.2K - $89.6K
|
14.4K
$1.72M
|
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-855- 1.47% |
$79.4K - $89.9K
|
57.4K
$6.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-857- 19.87% |
$79.6K - $90.1K
|
3.46K
$412K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-875- 13.97% |
$81.3K - $92K
|
5.39K
$642K
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-878- 0.93% |
$81.6K - $92.3K
|
93.5K
$11.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-892- 4.8% |
$82.9K - $93.8K
|
17.7K
$2.11M
|
|
|
Oct 10, 2023
Q3 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-895- 19.77% |
$83.1K - $94.1K
|
3.63K
$433K
|
|
|
Oct 25, 2023
Q3 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-903- 1.43% |
$83.9K - $95K
|
62.5K
$7.45M
|