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 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-8.13K- 5.3% |
$756K - $855K
|
145K
$14M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-8.16K- 13.31% |
$758K - $858K
|
53.1K
$5.12M
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-8.19K- 21.57% |
$761K - $861K
|
29.8K
$2.87M
|
|
|
Oct 20, 2023
Q3 2023
|
Newton One Investments LLC
|
SELL
|
- |
-8.27K- 17.37% |
$768K - $870K
|
39.3K
$3.79M
|
|
|
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
$311K
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-8.5K- 61.68% |
$789K - $894K
|
5.28K
$508K
|
|
|
Nov 13, 2023
Q3 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-8.53K- 64.16% |
$793K - $897K
|
4.77K
$459K
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-8.66K- 9.24% |
$804K - $910K
|
85K
$8.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-8.69K- 2.56% |
$807K - $913K
|
331K
$31.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-8.94K- 9.64% |
$830K - $940K
|
83.7K
$8.06M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-9.13K- 2.58% |
$848K - $960K
|
345K
$33.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-9.15K- 2.6% |
$850K - $962K
|
343K
$33M
|
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9.38K- 1.19% |
$871K - $986K
|
778K
$74.9M
|
|
|
Oct 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-9.41K- 3.25% |
$874K - $989K
|
280K
$27M
|
|
|
Oct 30, 2023
Q3 2023
|
Bank Of Stockton
|
SELL
|
- |
-9.43K- 4.62% |
$876K - $992K
|
195K
$18.7M
|
|
|
Nov 08, 2023
Q3 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-9.46K- 2.68% |
$879K - $995K
|
344K
$33.1M
|
|
|
Dec 06, 2023
Q3 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-9.61K- 27.12% |
$892K - $1.01M
|
25.8K
$2.49M
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-9.66K- 1.28% |
$898K - $1.02M
|
746K
$71.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-9.94K- 28.6% |
$924K - $1.05M
|
24.8K
$2.39M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-10.2K- 78.41% |
$952K - $1.08M
|
2.82K
$272K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-10.3K- 2.03% |
$958K - $1.08M
|
498K
$48M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-10.5K- 13.75% |
$974K - $1.1M
|
65.8K
$6.34M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-10.7K- 3.94% |
$998K - $1.13M
|
262K
$25.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-11.2K- 3.41% |
$1.04M - $1.18M
|
317K
$30.5M
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-12.4K- 7.58% |
$1.15M - $1.3M
|
151K
$14.6M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-12.6K- 29.73% |
$1.17M - $1.32M
|
29.8K
$2.87M
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-12.7K- 6.73% |
$1.18M - $1.33M
|
176K
$16.9M
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-13K- 65.69% |
$1.21M - $1.37M
|
6.8K
$655K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-13.3K- 47.35% |
$1.24M - $1.4M
|
14.8K
$1.43M
|
|
|
Oct 31, 2023
Q3 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-13.5K- 3.66% |
$1.26M - $1.42M
|
356K
$34.3M
|
|
|
Nov 09, 2023
Q3 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-13.7K- 48.47% |
$1.27M - $1.44M
|
14.5K
$1.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-13.7K- 80.3% |
$1.27M - $1.44M
|
3.36K
$323K
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-14K- 30.43% |
$1.3M - $1.47M
|
32K
$3.08M
|
|
|
Oct 31, 2023
Q3 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-14K- 2.87% |
$1.3M - $1.48M
|
475K
$45.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-14K- 22.48% |
$1.3M - $1.48M
|
48.4K
$4.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-14.1K- 8.33% |
$1.31M - $1.49M
|
156K
$15M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-14.5K- 78.43% |
$1.35M - $1.53M
|
3.99K
$384K
|
|
|
Oct 31, 2023
Q3 2023
|
Divergent Wealth Advisors
|
SELL
|
- |
-14.7K- 10.6% |
$1.36M - $1.54M
|
124K
$11.9M
|
|
|
Oct 23, 2023
Q3 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-15.1K- 27.02% |
$1.4M - $1.59M
|
40.7K
$3.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-15.2K- 16.34% |
$1.41M - $1.59M
|
77.6K
$7.48M
|
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-15.5K- 27.27% |
$1.44M - $1.63M
|
41.3K
$3.97M
|
|
|
Oct 23, 2023
Q3 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-15.8K- 28.32% |
$1.47M - $1.66M
|
39.9K
$3.85M
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-16K- 14.39% |
$1.49M - $1.69M
|
95.4K
$9.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-16K- 59.67% |
$1.49M - $1.69M
|
10.8K
$1.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
SELL
|
- |
-16.1K- 14.24% |
$1.49M - $1.69M
|
96.9K
$9.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-16.1K- 3.61% |
$1.5M - $1.69M
|
430K
$41.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-16.2K- 12.92% |
$1.5M - $1.7M
|
109K
$10.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-16.3K- 61.15% |
$1.52M - $1.72M
|
10.4K
$998K
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-17.7K- 15.35% |
$1.64M - $1.86M
|
97.4K
$9.38M
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-17.8K- 16.26% |
$1.65M - $1.87M
|
91.4K
$8.8M
|