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 27, 2023
Q3 2023
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-2.84K- 40.04% |
$264K - $299K
|
4.26K
$507K
|
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
SELL
|
- |
-2.9K- 31.95% |
$270K - $305K
|
6.18K
$737K
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-2.97K- 3.55% |
$276K - $312K
|
80.7K
$9.62M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.97K- 38.25% |
$276K - $312K
|
4.79K
$572K
|
|
|
Nov 01, 2023
Q3 2023
|
Congress Asset Management CO
|
SELL
|
- |
-2.97K- 9.22% |
$276K - $312K
|
29.3K
$3.49M
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-2.99K- 2.36% |
$277K - $314K
|
123K
$14.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
SELL
|
- |
-3.01K- 32.64% |
$280K - $317K
|
6.21K
$741K
|
|
|
Nov 09, 2023
Q3 2023
|
Jordan Park Group LLC
|
SELL
|
- |
-3.05K- 43.87% |
$284K - $321K
|
3.91K
$466K
|
|
|
Nov 02, 2023
Q3 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-3.1K- 3.91% |
$288K - $326K
|
76.2K
$9.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-3.13K- 37.89% |
$291K - $329K
|
5.13K
$612K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-3.16K- 12.3% |
$293K - $332K
|
22.5K
$2.69M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-3.16K- 7.72% |
$293K - $332K
|
37.8K
$4.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Ozk
|
SELL
|
- |
-3.2K- 23.73% |
$297K - $337K
|
10.3K
$1.23M
|
|
|
Nov 06, 2023
Q3 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-3.22K- 8.91% |
$299K - $338K
|
32.9K
$3.92M
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-3.24K- 30.64% |
$301K - $340K
|
7.32K
$873K
|
|
|
Oct 25, 2023
Q3 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-3.24K- 20.6% |
$301K - $341K
|
12.5K
$1.49M
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-3.27K- 11.44% |
$303K - $343K
|
25.3K
$3.01M
|
|
|
Oct 13, 2023
Q3 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-3.32K- 3.13% |
$309K - $349K
|
103K
$12.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-3.36K- 31.63% |
$312K - $353K
|
7.25K
$865K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-3.36K- 0.09% |
$312K - $353K
|
3.79M
$452M
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-3.39K- 71.27% |
$315K - $356K
|
1.37K
$163K
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.44K- 8.87% |
$320K - $362K
|
35.3K
$4.21M
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-3.46K- 2.73% |
$321K - $364K
|
123K
$14.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-3.48K- 40.75% |
$323K - $366K
|
5.06K
$603K
|
|
|
Nov 14, 2023
Q3 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-3.49K- 11.89% |
$324K - $367K
|
25.9K
$3.08M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-3.55K- 2.75% |
$330K - $374K
|
126K
$15M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
SELL
|
- |
-3.62K- 3.11% |
$336K - $381K
|
113K
$13.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-3.66K- 6.9% |
$340K - $385K
|
49.4K
$5.89M
|
|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
SELL
|
- |
-3.67K- 18.29% |
$341K - $386K
|
16.4K
$1.96M
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-3.8K- 22.9% |
$353K - $399K
|
12.8K
$1.52M
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-3.96K- 33.76% |
$368K - $416K
|
7.77K
$926K
|
|
|
Nov 03, 2023
Q3 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-3.97K- 1.24% |
$369K - $417K
|
315K
$37.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.01K- 14.3% |
$372K - $421K
|
24K
$2.86M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-4.04K- 21.98% |
$375K - $424K
|
14.3K
$1.71M
|
|
|
Nov 02, 2023
Q3 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-4.11K- 28.87% |
$381K - $432K
|
10.1K
$1.21M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.2K- 2.31% |
$390K - $442K
|
178K
$21.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-4.34K- 17.7% |
$403K - $456K
|
20.2K
$2.41M
|
|
|
Apr 24, 2024
Q3 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-4.39K- 3.87% |
$407K - $461K
|
109K
$13M
|
|
|
Oct 19, 2023
Q3 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-4.49K- 6.77% |
$417K - $472K
|
61.8K
$7.37M
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-4.51K- 4.37% |
$419K - $474K
|
98.6K
$11.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-4.57K- 4.17% |
$425K - $481K
|
105K
$12.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-4.77K- 4.9% |
$443K - $502K
|
92.5K
$11M
|
|
|
Nov 09, 2023
Q3 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-4.82K- 42.7% |
$447K - $506K
|
6.46K
$771K
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-4.89K- 29.11% |
$455K - $515K
|
11.9K
$1.42M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.9K- 2.42% |
$455K - $515K
|
197K
$23.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-4.95K- 26.47% |
$459K - $520K
|
13.7K
$1.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-4.98K- 4.93% |
$462K - $523K
|
96K
$11.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-5.04K- 18.84% |
$468K - $530K
|
21.7K
$2.59M
|
|
|
Nov 02, 2023
Q3 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-5.05K- 1.26% |
$469K - $531K
|
397K
$47.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-5.14K- 5.83% |
$478K - $541K
|
83K
$9.9M
|