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
|
Xml Financial, LLC
|
SELL
|
- |
-2.72K- 2.23% |
$252K - $286K
|
119K
$11.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-2.74K- 13.01% |
$254K - $288K
|
18.3K
$1.76M
|
|
|
Oct 25, 2023
Q3 2023
|
Pachira Investments Inc.
|
SELL
|
- |
-2.75K- 2.61% |
$256K - $289K
|
103K
$9.88M
|
|
|
Oct 19, 2023
Q3 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-2.76K- 1.93% |
$256K - $290K
|
140K
$13.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-2.78K- 1.3% |
$258K - $292K
|
210K
$20.2M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.78K- 3.12% |
$258K - $292K
|
86.3K
$8.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-2.83K- 26.77% |
$263K - $298K
|
7.75K
$746K
|
|
|
Nov 01, 2023
Q3 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-2.83K- 31.03% |
$263K - $298K
|
6.3K
$606K
|
|
|
Oct 27, 2023
Q3 2023
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-2.84K- 40.04% |
$264K - $299K
|
4.26K
$410K
|
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
SELL
|
- |
-2.9K- 31.95% |
$270K - $305K
|
6.18K
$595K
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-2.97K- 3.55% |
$276K - $312K
|
80.7K
$7.77M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.97K- 38.25% |
$276K - $312K
|
4.79K
$462K
|
|
|
Nov 01, 2023
Q3 2023
|
Congress Asset Management CO
|
SELL
|
- |
-2.97K- 9.22% |
$276K - $312K
|
29.3K
$2.82M
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-2.99K- 2.36% |
$277K - $314K
|
123K
$11.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
SELL
|
- |
-3.01K- 32.64% |
$280K - $317K
|
6.21K
$598K
|
|
|
Nov 09, 2023
Q3 2023
|
Jordan Park Group LLC
|
SELL
|
- |
-3.05K- 43.87% |
$284K - $321K
|
3.91K
$376K
|
|
|
Nov 02, 2023
Q3 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-3.1K- 3.91% |
$288K - $326K
|
76.2K
$7.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-3.13K- 37.89% |
$291K - $329K
|
5.13K
$494K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-3.16K- 12.3% |
$293K - $332K
|
22.5K
$2.17M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-3.16K- 7.72% |
$293K - $332K
|
37.8K
$3.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Ozk
|
SELL
|
- |
-3.2K- 23.73% |
$297K - $337K
|
10.3K
$991K
|
|
|
Nov 06, 2023
Q3 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-3.22K- 8.91% |
$299K - $338K
|
32.9K
$3.16M
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-3.24K- 30.64% |
$301K - $340K
|
7.32K
$705K
|
|
|
Oct 25, 2023
Q3 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-3.24K- 20.6% |
$301K - $341K
|
12.5K
$1.2M
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-3.27K- 11.44% |
$303K - $343K
|
25.3K
$2.43M
|
|
|
Oct 13, 2023
Q3 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-3.32K- 3.13% |
$309K - $349K
|
103K
$9.91M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-3.36K- 31.63% |
$312K - $353K
|
7.25K
$698K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-3.36K- 0.09% |
$312K - $353K
|
3.79M
$365M
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-3.39K- 71.27% |
$315K - $356K
|
1.37K
$132K
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.44K- 8.87% |
$320K - $362K
|
35.3K
$3.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-3.46K- 2.73% |
$321K - $364K
|
123K
$11.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-3.48K- 40.75% |
$323K - $366K
|
5.06K
$487K
|
|
|
Nov 14, 2023
Q3 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-3.49K- 11.89% |
$324K - $367K
|
25.9K
$2.49M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-3.55K- 2.75% |
$330K - $374K
|
126K
$12.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
SELL
|
- |
-3.62K- 3.11% |
$336K - $381K
|
113K
$10.9M
|
|
|
Mar 11, 2025
Q3 2023
|
Private Capital Management LLC
|
SELL
|
- |
-3.62K- 3.15% |
$336K - $381K
|
111K
$10.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-3.66K- 6.9% |
$340K - $385K
|
49.4K
$4.75M
|
|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
SELL
|
- |
-3.67K- 18.29% |
$341K - $386K
|
16.4K
$1.58M
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-3.8K- 22.9% |
$353K - $399K
|
12.8K
$1.23M
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-3.96K- 33.76% |
$368K - $416K
|
7.77K
$748K
|
|
|
Nov 03, 2023
Q3 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-3.97K- 1.24% |
$369K - $417K
|
315K
$30.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.01K- 14.3% |
$372K - $421K
|
24K
$2.31M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-4.04K- 21.98% |
$375K - $424K
|
14.3K
$1.38M
|
|
|
Nov 02, 2023
Q3 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-4.11K- 28.87% |
$381K - $432K
|
10.1K
$974K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.2K- 2.31% |
$390K - $442K
|
178K
$17.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-4.34K- 17.7% |
$403K - $456K
|
20.2K
$1.94M
|
|
|
Apr 24, 2024
Q3 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-4.39K- 3.87% |
$407K - $461K
|
109K
$10.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-4.49K- 6.77% |
$417K - $472K
|
61.8K
$5.95M
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-4.51K- 4.37% |
$419K - $474K
|
98.6K
$9.49M
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-4.57K- 4.17% |
$425K - $481K
|
105K
$10.1M
|