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 09, 2023
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-5.22K- 1.65% |
$485K - $549K
|
310K
$37M
|
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
SELL
|
- |
-5.22K- 36.76% |
$485K - $549K
|
8.98K
$1.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-5.24K- 21.84% |
$487K - $551K
|
18.7K
$2.24M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-5.27K- 31.29% |
$489K - $554K
|
11.6K
$1.38M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5.29K- 6.92% |
$491K - $556K
|
71.2K
$8.48M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-5.44K- 2.08% |
$505K - $572K
|
256K
$30.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-5.44K- 32.47% |
$506K - $572K
|
11.3K
$1.35M
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-5.49K- 7.1% |
$510K - $577K
|
71.8K
$8.56M
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-5.49K- 33.28% |
$510K - $577K
|
11K
$1.31M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.5K- 3.06% |
$511K - $578K
|
174K
$20.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-5.62K- 6.1% |
$522K - $591K
|
86.4K
$10.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-5.7K- 5.7% |
$529K - $599K
|
94.3K
$11.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-5.73K- 2.83% |
$533K - $603K
|
197K
$23.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-5.76K- 22.63% |
$535K - $606K
|
19.7K
$2.35M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.77K- 3.32% |
$536K - $607K
|
168K
$20M
|
|
|
Nov 22, 2023
Q3 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-5.89K- 17.79% |
$547K - $619K
|
27.2K
$3.24M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-5.98K- 0.17% |
$556K - $629K
|
3.52M
$420M
|
|
|
Oct 16, 2023
Q3 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-6.01K- 2.53% |
$558K - $632K
|
232K
$27.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-6.1K- 9.52% |
$567K - $642K
|
58K
$6.92M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-6.18K- 5.59% |
$574K - $650K
|
105K
$12.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-6.24K- 7.91% |
$579K - $656K
|
72.6K
$8.66M
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-6.28K- 18.72% |
$583K - $660K
|
27.3K
$3.25M
|
|
|
Nov 08, 2023
Q3 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-6.37K- 72.9% |
$592K - $670K
|
2.37K
$282K
|
|
|
Nov 06, 2023
Q3 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-6.38K- 4.79% |
$593K - $671K
|
127K
$15.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-6.43K- 7.64% |
$597K - $676K
|
77.7K
$9.26M
|
|
|
Oct 16, 2023
Q3 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-6.65K- 58.43% |
$618K - $699K
|
4.73K
$564K
|
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-6.66K- 47.11% |
$618K - $700K
|
7.47K
$891K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-6.67K- 7.5% |
$620K - $702K
|
82.3K
$9.81M
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-6.92K- 2.09% |
$643K - $728K
|
324K
$38.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-6.99K- 8.66% |
$649K - $735K
|
73.8K
$8.79M
|
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-7.05K- 57.9% |
$655K - $741K
|
5.13K
$611K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.14K- 11.31% |
$663K - $751K
|
56K
$6.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-7.46K- 9.88% |
$693K - $785K
|
68K
$8.11M
|
|
|
Aug 06, 2024
Q3 2023
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-7.56K- 56.61% |
$702K - $795K
|
5.79K
$691K
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-7.68K- 17.28% |
$713K - $807K
|
36.8K
$4.38M
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-7.76K- 1.68% |
$721K - $816K
|
454K
$54.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-7.9K- 1.8% |
$733K - $830K
|
432K
$51.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-7.9K- 24.93% |
$734K - $831K
|
23.8K
$2.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-7.97K- 1.42% |
$740K - $838K
|
551K
$65.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-8K- 23.53% |
$743K - $841K
|
26K
$3.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-8.05K- 2.02% |
$748K - $846K
|
389K
$46.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-8.13K- 5.3% |
$756K - $855K
|
145K
$17.3M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-8.16K- 13.31% |
$758K - $858K
|
53.1K
$6.33M
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-8.19K- 21.57% |
$761K - $861K
|
29.8K
$3.55M
|
|
|
Oct 20, 2023
Q3 2023
|
Newton One Investments LLC
|
SELL
|
- |
-8.27K- 17.37% |
$768K - $870K
|
39.3K
$4.69M
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-8.44K- 72.29% |
$784K - $887K
|
3.23K
$386K
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-8.5K- 61.68% |
$789K - $894K
|
5.28K
$630K
|
|
|
Nov 13, 2023
Q3 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-8.53K- 64.16% |
$793K - $897K
|
4.77K
$568K
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-8.66K- 9.24% |
$804K - $910K
|
85K
$10.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-8.69K- 2.56% |
$807K - $913K
|
331K
$39.4M
|