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
|
Esl Trust Services, LLC
|
BUY
|
- |
9.91K+ 6.12% |
$921K - $1.04M
|
172K
$19.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.9K+ 1.35% |
$919K - $1.04M
|
741K
$84.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
9.89K+ 4.97% |
$918K - $1.04M
|
209K
$23.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
9.78K+ 102.24% |
$908K - $1.03M
|
19.3K
$2.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
9.69K+ 8.78% |
$900K - $1.02M
|
120K
$13.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.6K+ 7.68% |
$892K - $1.01M
|
135K
$15.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
9.48KNew |
$881K - $997K
|
9.48K
$1.08M
|
|
|
Oct 31, 2023
Q3 2023
|
Asio Capital, LLC
|
BUY
|
- |
9.16K+ 4.8% |
$851K - $963K
|
200K
$22.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
9.04K+ 2.17% |
$840K - $951K
|
427K
$48.8M
|
|
|
Oct 16, 2023
Q3 2023
|
Enzi Wealth
Austin, TX |
BUY
|
- |
9.04K+ 5.56% |
$840K - $951K
|
171K
$19.6M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.01K+ 2.34% |
$837K - $947K
|
394K
$45.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
9KNew |
$836K - $946K
|
9K
$1.03M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
8.98K+ 40.36% |
$834K - $945K
|
31.2K
$3.57M
|
|
|
Oct 27, 2023
Q3 2023
|
Harbor Advisory Corp
|
BUY
|
- |
8.94K+ 14.27% |
$830K - $940K
|
71.5K
$8.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
8.93K+ 28.54% |
$830K - $939K
|
40.2K
$4.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
8.87K+ 1.35% |
$824K - $932K
|
665K
$75.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
BUY
|
- |
8.84K+ 2.44% |
$821K - $929K
|
372K
$42.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
8.84K+ 1.91% |
$821K - $929K
|
471K
$53.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Harbor Group, Inc.
|
BUY
|
- |
8.8K+ 4.41% |
$817K - $925K
|
208K
$23.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
8.76K+ 2.91% |
$814K - $921K
|
309K
$35.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
8.72K+ 25.22% |
$810K - $917K
|
43.3K
$4.95M
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
8.69K+ 6.5% |
$807K - $913K
|
142K
$16.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
BUY
|
- |
8.66K+ 2.09% |
$804K - $910K
|
423K
$48.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
8.62K+ 34.36% |
$801K - $907K
|
33.7K
$3.85M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
8.55K+ 5.14% |
$794K - $899K
|
175K
$20M
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
8.54K+ 11.53% |
$793K - $898K
|
82.6K
$9.44M
|
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
BUY
|
- |
8.54K+ 2.8% |
$793K - $898K
|
313K
$35.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.28K+ 33.79% |
$769K - $871K
|
32.8K
$3.75M
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
8.21K+ 31.91% |
$763K - $864K
|
33.9K
$3.88M
|
|
|
Nov 07, 2023
Q3 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
8.14K+ 14.42% |
$756K - $856K
|
64.6K
$7.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
8.1K+ 5.72% |
$753K - $852K
|
150K
$17.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
8KNew |
$743K - $841K
|
8K
$914K
|
|
|
Dec 07, 2023
Q3 2023
|
Dagco, Inc.
|
BUY
|
- |
7.99K+ 299.7% |
$742K - $840K
|
10.7K
$1.22M
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
7.9K+ 64.5% |
$734K - $831K
|
20.1K
$2.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
7.78K+ 315.15% |
$723K - $818K
|
10.2K
$1.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
7.56K+ 3.07% |
$702K - $795K
|
254K
$29M
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
7.37K+ 51.38% |
$684K - $775K
|
21.7K
$2.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
7.14KNew |
$663K - $751K
|
7.14K
$816K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.08KNew |
$658K - $745K
|
7.08K
$809K
|
|
|
Nov 16, 2023
Q3 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
7.06K+ 39.43% |
$656K - $743K
|
25K
$2.85M
|
|
|
Nov 17, 2023
Q3 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
7.01K+ 8.11% |
$651K - $737K
|
93.3K
$10.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
6.95K+ 7.68% |
$646K - $731K
|
97.5K
$11.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
6.94K+ 4.99% |
$645K - $730K
|
146K
$16.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.72K+ 0.69% |
$624K - $706K
|
983K
$112M
|
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
6.7K+ 3.06% |
$622K - $704K
|
226K
$25.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Wealth Management, Inc
|
BUY
|
- |
6.68K+ 1.64% |
$620K - $702K
|
413K
$47.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
6.67K+ 6.52% |
$620K - $701K
|
109K
$12.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
6.57K+ 3.45% |
$610K - $690K
|
197K
$22.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
6.55K+ 3.77% |
$609K - $689K
|
181K
$20.6M
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
6.53K+ 2.78% |
$607K - $687K
|
242K
$27.6M
|