Purchases and Sales Made in Q3 2023 in Ishares Core S&P Sm Cap ETF (IJR)

IJR Quotes by TradingView

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 14, 2023 Q3 2023
Lowe Brockenbrough & CO Inc

BUY
 -
6.5K
+ 4.81%
$604K - $684K
142K $16.8M
Oct 23, 2023 Q3 2023
Waypoint Wealth Partners Inc.

BUY
 -
6.49K
New
$603K - $682K
6.49K $770K
Nov 14, 2023 Q3 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
6.43K
+ 0.5%
$597K - $676K
1.29M $153M
Nov 09, 2023 Q3 2023
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
6.39K
+ 43.04%
$593K - $672K
21.2K $2.52M
Oct 18, 2023 Q3 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
6.33K
+ 20.85%
$588K - $666K
36.7K $4.36M
Nov 13, 2023 Q3 2023
Commonwealth Financial Services, LLC

Parkersburg, WV
BUY
 -
6.3K
New
$586K - $663K
6.3K $748K
Nov 14, 2023 Q3 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
6.3K
New
$585K - $663K
6.3K $748K
Nov 09, 2023 Q3 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
6.29K
New
$584K - $662K
6.29K $747K
Nov 14, 2023 Q3 2023
Jefferies Financial Group Inc.

New York, NY
BUY
 -
6.28K
+ 12.04%
$583K - $660K
58.5K $6.94M
Oct 31, 2023 Q3 2023
Teamwork Financial Advisors, LLC

BUY
 -
6.28K
+ 164.72%
$583K - $660K
10.1K $1.2M
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
6.18K
+ 1.97%
$574K - $649K
320K $38M
Nov 08, 2023 Q3 2023
D.A. Davidson & Co.

BUY
 -
6.15K
+ 2.37%
$571K - $647K
266K $31.6M
Nov 07, 2023 Q3 2023
Executive Wealth Management, LLC

BUY
 -
6.13K
+ 3.47%
$569K - $645K
183K $21.7M
Nov 13, 2023 Q3 2023
Valley National Advisers Inc

BUY
 -
6.12K
+ 11.77%
$569K - $644K
58.2K $6.9M
Oct 13, 2023 Q3 2023
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
6.06K
+ 2.39%
$563K - $637K
260K $30.8M
Nov 06, 2023 Q3 2023
Hudock, Inc.

BUY
 -
6.05K
+ 2.31%
$562K - $637K
268K $31.8M
Oct 03, 2023 Q3 2023
Mtc Wealth Management LLC

BUY
 -
6.04K
+ 5.35%
$561K - $635K
119K $14.1M
Nov 14, 2023 Q3 2023
Destination Wealth Management

BUY
 -
5.97K
+ 0.77%
$555K - $628K
781K $92.7M
Nov 14, 2023 Q3 2023
Strategic Wealth Partners Group LLC

Deerfield, IL
BUY
 -
5.96K
+ 1.92%
$554K - $627K
317K $37.6M
Nov 13, 2023 Q3 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
5.93K
+ 5.13%
$551K - $623K
122K $14.4M
Oct 31, 2023 Q3 2023
Resonant Capital Advisors, LLC

BUY
 -
5.93K
+ 2.97%
$551K - $623K
206K $24.4M
Nov 08, 2023 Q3 2023
Thoroughbred Financial Services, LLC

BUY
 -
5.92K
+ 23.67%
$550K - $622K
30.9K $3.67M
Oct 24, 2023 Q3 2023
Canvas Wealth Advisors, LLC

BUY
 -
5.86K
+ 15.08%
$544K - $616K
44.7K $5.31M
Nov 01, 2023 Q3 2023
Pack Private Wealth, LLC

Wayzata, MN
BUY
 -
5.85K
+ 7.1%
$543K - $615K
88.2K $10.5M
Dec 18, 2023 Q3 2023
Core First Bank & Trust

Topeka, KS
BUY
 -
5.82K
+ 104.59%
$540K - $612K
11.4K $1.35M
Oct 18, 2023 Q3 2023
Secure Asset Management, LLC

BUY
 -
5.81K
+ 182.36%
$540K - $611K
9K $1.07M
Nov 14, 2023 Q3 2023
Alpine Global Management, LLC

New York, NY
BUY
 -
5.79K
New
$538K - $609K
5.79K $688K
Nov 09, 2023 Q3 2023
Lee Financial CO

Dallas, TX
BUY
 -
5.76K
+ 2.44%
$535K - $606K
242K $28.7M
Nov 13, 2023 Q3 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
5.68K
+ 0.21%
$528K - $598K
2.71M $322M
Nov 14, 2023 Q3 2023
Liquid Strategies, LLC

Atlanta, GA
BUY
 -
5.63K
+ 7.31%
$523K - $592K
82.7K $9.81M
Oct 31, 2023 Q3 2023
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
5.52K
+ 2.62%
$513K - $580K
216K $25.7M
Oct 26, 2023 Q3 2023
Waldron Private Wealth LLC

BUY
 -
5.46K
+ 18.65%
$508K - $574K
34.8K $4.13M
Aug 29, 2024 Q3 2023
Waldron Private Wealth LLC

BUY
 -
5.46K
+ 18.65%
$508K - $574K
34.8K $4.13M
Nov 13, 2023 Q3 2023
Core Wealth Advisors, Inc.

Lakeland, FL
BUY
 -
5.44K
+ 4.94%
$506K - $572K
116K $13.7M
Nov 02, 2023 Q3 2023
Capital Investment Advisory Services, LLC

BUY
 -
5.44K
+ 9.69%
$505K - $572K
61.6K $7.31M
Oct 19, 2023 Q3 2023
Grimes & Company, Inc.

BUY
 -
5.42K
+ 4.42%
$503K - $570K
128K $15.2M
Nov 06, 2023 Q3 2023
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
5.38K
+ 9.7%
$499K - $565K
60.8K $7.22M
Nov 08, 2023 Q3 2023
Astoria Strategic Wealth, Inc.

BUY
 -
5.36K
+ 20.93%
$498K - $563K
31K $3.67M
Nov 14, 2023 Q3 2023
Keebeck Wealth Management, LLC

Chicago, IL
BUY
 -
5.34K
+ 7.89%
$496K - $562K
73K $8.66M
Nov 07, 2023 Q3 2023
Alpha Financial Partners, LLC

Lexington, KY
BUY
 -
5.31K
+ 29.21%
$493K - $558K
23.5K $2.79M
Nov 13, 2023 Q3 2023
Summit Financial Wealth Advisors, LLC

BUY
 -
5.28K
+ 4.31%
$491K - $556K
128K $15.2M
Nov 13, 2023 Q3 2023
Bryant Woods Investment Advisors, LLC

BUY
 -
5.28K
+ 3.94%
$491K - $555K
139K $16.5M
Nov 13, 2023 Q3 2023
Ethos Financial Group, LLC

King Of Prussia, PA
BUY
 -
5.17K
New
$480K - $543K
5.17K $613K
Nov 13, 2023 Q3 2023
Parallel Advisors, LLC

BUY
 -
5.16K
+ 8.31%
$480K - $543K
67.3K $7.99M
May 20, 2024 Q3 2023
Parallel Advisors, LLC

BUY
 -
5.16K
+ 8.31%
$480K - $543K
67.3K $7.99M
Nov 09, 2023 Q3 2023
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
5.1K
+ 3.4%
$474K - $536K
155K $18.4M
Oct 11, 2023 Q3 2023
Affiance Financial, LLC

BUY
 -
5.06K
+ 2.45%
$470K - $532K
211K $25.1M
Oct 10, 2023 Q3 2023
Glassy Mountain Advisors, Inc.

BUY
 -
5.03K
+ 8.49%
$468K - $529K
64.3K $7.63M
Oct 10, 2023 Q3 2023
Bartlett & Co. LLC

BUY
 -
5.02K
+ 1.54%
$467K - $528K
331K $39.3M

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