Purchases and Sales Made in Q3 2023 in Ishares Core S&P Sm Cap ETF (IJR)

IJR Quotes by TradingView

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 07, 2023 Q3 2023
Newman Dignan & Sheerar, Inc.

SELL
 -
-1.93K
- 6.77%
$179K - $202K
26.5K $3.16M
Nov 03, 2023 Q3 2023
Neumann Capital Management, LLC

SELL
 -
-1.95K
- 1.68%
$181K - $205K
114K $13.6M
Nov 14, 2023 Q3 2023
Icon Wealth Partners, LLC

SELL
 -
-1.97K
- 59.0%
$183K - $207K
1.37K $163K
Oct 25, 2023 Q3 2023
Kowal Investment Group, LLC

Waukesha, WI
SELL
 -
-1.97K
- 7.16%
$183K - $207K
25.5K $3.04M
Oct 10, 2023 Q3 2023
Halpern Financial, Inc.

Ashburn, VA
SELL
 -
-2.01K
- 1.48%
$186K - $211K
133K $15.9M
Nov 14, 2023 Q3 2023
Southeast Asset Advisors Inc.

Thomasville, GA
SELL
 -
-2.02K
- 7.8%
$188K - $213K
23.9K $2.85M
Oct 24, 2023 Q3 2023
Horst & Graben Wealth Management LLC

SELL
 -
-2.02K
- 27.06%
$188K - $213K
5.45K $650K
May 28, 2024 Q3 2023
Rockbridge Investment Management, Lcc

Syracuse, NY
SELL
 -
-2.07K
Closed
$192K - $218K
0 $0
Nov 13, 2023 Q3 2023
Dfpg Investments, LLC

SELL
 -
-2.09K
- 22.53%
$194K - $219K
7.18K $856K
Nov 03, 2023 Q3 2023
Colonial River Wealth Management, LLC

Midlothian, VA
SELL
 -
-2.09K
- 4.95%
$194K - $220K
40.2K $4.79M
Oct 10, 2023 Q3 2023
Ewg Elevate Inc.

SELL
 -
-2.11K
- 48.22%
$196K - $221K
2.26K $269K
Nov 03, 2023 Q3 2023
Column Capital Advisors, LLC

SELL
 -
-2.11K
- 2.69%
$196K - $222K
76.3K $9.09M
Oct 24, 2023 Q3 2023
Patton Albertson Miller Group, LLC

SELL
 -
-2.14K
- 19.57%
$199K - $225K
8.79K $1.05M
Nov 07, 2023 Q3 2023
Western Wealth Management, LLC

SELL
 -
-2.14K
- 4.72%
$199K - $225K
43.2K $5.15M
Nov 17, 2023 Q3 2023
Diversified Trust CO

SELL
 -
-2.15K
- 6.96%
$200K - $226K
28.8K $3.43M
Oct 19, 2023 Q3 2023
Ropes Wealth Advisors LLC

Boston, MA
SELL
 -
-2.16K
- 2.23%
$200K - $227K
94.6K $11.3M
Nov 09, 2023 Q3 2023
Strategy Asset Managers LLC

SELL
 -
-2.17K
- 29.06%
$202K - $228K
5.3K $632K
Nov 02, 2023 Q3 2023
Hazlett, Burt & Watson, Inc.

SELL
 -
-2.18K
- 85.42%
$203K - $229K
372 $44.4K
Oct 27, 2023 Q3 2023
Dubuque Bank & Trust CO

SELL
 -
-2.19K
- 30.78%
$203K - $230K
4.92K $586K
Nov 01, 2023 Q3 2023
Wealthspan Partners, LLC

Davenport, IA
SELL
 -
-2.2K
- 32.22%
$205K - $232K
4.64K $553K
Oct 23, 2023 Q3 2023
Sheets Smith Wealth Management

SELL
 -
-2.23K
- 4.64%
$207K - $235K
45.8K $5.46M
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-2.23K
- 0.34%
$207K - $235K
647K $77.2M
Oct 19, 2023 Q3 2023
Lion Street Advisors, LLC

SELL
 -
-2.26K
- 37.09%
$210K - $238K
3.84K $458K
Nov 14, 2023 Q3 2023
Coppell Advisory Solutions LLC

Coppell, TX
SELL
 -
-2.26K
- 97.88%
$210K - $238K
49 $5.84K
Oct 27, 2023 Q3 2023
First National Bank Of Hutchinson

SELL
 -
-2.3K
- 3.18%
$213K - $241K
69.8K $8.32M
Oct 10, 2023 Q3 2023
Uma Financial Services, Inc.

SELL
 -
-2.31K
- 5.08%
$214K - $243K
43.1K $5.14M
Nov 13, 2023 Q3 2023
Orin Green Financial, LLC

SELL
 -
-2.33K
- 4.83%
$217K - $245K
46K $5.48M
Nov 14, 2023 Q3 2023
Ascent Group, LLC

SELL
 -
-2.35K
- 10.04%
$218K - $247K
21K $2.51M
Nov 07, 2023 Q3 2023
Darwin Advisors, LLC

SELL
 -
-2.35K
- 13.75%
$219K - $247K
14.8K $1.76M
Nov 02, 2023 Q3 2023
Financial Network Wealth Management LLC

Draper, UT
SELL
 -
-2.37K
- 6.4%
$220K - $249K
34.6K $4.13M
Jan 12, 2024 Q3 2023
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-2.4K
- 3.57%
$223K - $253K
64.8K $7.73M
Nov 14, 2023 Q3 2023
Laurel Wealth Advisors LLC

Charlotte, NC
SELL
 -
-2.44K
- 2.2%
$227K - $257K
108K $12.9M
Nov 13, 2023 Q3 2023
W Advisors, LLC

Germantown, TN
SELL
 -
-2.48K
- 28.77%
$230K - $261K
6.13K $731K
Nov 14, 2023 Q3 2023
Bokf, Na

Tulsa, OK
SELL
 -
-2.48K
- 0.5%
$230K - $261K
497K $59.2M
Oct 27, 2023 Q3 2023
Northern Capital Management, Inc.

SELL
 -
-2.5K
- 4.14%
$232K - $263K
57.9K $6.91M
Oct 10, 2023 Q3 2023
Fort Henry Capital, LLC

SELL
 -
-2.51K
- 1.54%
$233K - $264K
160K $19.1M
Nov 15, 2023 Q3 2023
Manufacturers Life Insurance Company, The

Toronto, A6
SELL
 -
-2.52K
- 2.07%
$234K - $265K
119K $14.2M
Nov 08, 2023 Q3 2023
Keeley Teton Advisors, LLC

Chicago, IL
SELL
 -
-2.64K
- 48.57%
$245K - $277K
2.79K $333K
Nov 07, 2023 Q3 2023
Oppenheimer & CO Inc

New York, NY
SELL
 -
-2.65K
- 1.11%
$246K - $279K
235K $28M
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

SELL
 -
-2.67K
- 16.3%
$248K - $281K
13.7K $1.63M
Nov 20, 2023 Q3 2023
Hohimer Wealth Management, LLC

SELL
 -
-2.71K
- 26.61%
$252K - $285K
7.48K $891K
Nov 06, 2023 Q3 2023
Xml Financial, LLC

SELL
 -
-2.72K
- 2.23%
$252K - $286K
119K $14.2M
Oct 13, 2023 Q3 2023
Foster Victor Wealth Advisors, LLC

SELL
 -
-2.74K
- 13.01%
$254K - $288K
18.3K $2.18M
Oct 25, 2023 Q3 2023
Pachira Investments Inc.

SELL
 -
-2.75K
- 2.61%
$256K - $289K
103K $12.2M
Oct 19, 2023 Q3 2023
Birch Hill Investment Advisors LLC

SELL
 -
-2.76K
- 1.93%
$256K - $290K
140K $16.7M
Oct 25, 2023 Q3 2023
Vision Capital Management, Inc.

Portland, OR
SELL
 -
-2.78K
- 1.3%
$258K - $292K
210K $25.1M
Jul 22, 2024 Q3 2023
Focus Financial Network, Inc.

Minneapolis, MN
SELL
 -
-2.78K
- 3.12%
$258K - $292K
86.3K $10.3M
Nov 14, 2023 Q3 2023
Client 1 St Advisory Group, LLC

Clearwater, FL
SELL
 -
-2.83K
- 26.77%
$263K - $298K
7.75K $924K
Nov 01, 2023 Q3 2023
Greystone Financial Group, LLC

SELL
 -
-2.83K
- 31.03%
$263K - $298K
6.3K $751K

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