Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-123- 0.34% |
$11.3K - $13.2K
|
36K
$3.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-123- 0.2% |
$11.3K - $13.2K
|
60.3K
$6.04M
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-123- 0.59% |
$11.3K - $13.2K
|
20.8K
$2.09M
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-124- 0.89% |
$11.4K - $13.4K
|
13.8K
$1.39M
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-126- 1.94% |
$11.6K - $13.6K
|
6.38K
$639K
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-128- 1.46% |
$11.8K - $13.8K
|
8.66K
$867K
|
|
|
May 08, 2023
Q1 2023
|
Verity Wealth Advisors
|
SELL
|
- |
-128- 5.82% |
$11.8K - $13.8K
|
2.07K
$207K
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-129- 1.99% |
$11.9K - $13.9K
|
6.34K
$635K
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-129- 0.66% |
$11.9K - $13.9K
|
19.6K
$1.96M
|
|
|
Jun 07, 2023
Q1 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-129- 1.93% |
$11.9K - $13.9K
|
6.56K
$657K
|
|
|
May 10, 2023
Q1 2023
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-130- 2.34% |
$12K - $14K
|
5.43K
$544K
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
SELL
|
- |
-131- 4.45% |
$12.1K - $14.1K
|
2.82K
$282K
|
|
|
Apr 12, 2023
Q1 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-132- 1.4% |
$12.2K - $14.2K
|
9.27K
$928K
|
|
|
Apr 12, 2023
Q1 2023
|
Epiq Partners, LLC
|
SELL
|
- |
-134- 4.44% |
$12.4K - $14.4K
|
2.88K
$289K
|
|
|
May 15, 2023
Q1 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-134- 5.18% |
$12.4K - $14.4K
|
2.45K
$246K
|
|
|
May 15, 2023
Q1 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-135- 0.96% |
$12.5K - $14.5K
|
14K
$1.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-138- 0.45% |
$12.7K - $14.9K
|
30.3K
$3.03M
|
|
|
Apr 20, 2023
Q1 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-139- 2.66% |
$12.8K - $15K
|
5.1K
$510K
|
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-140- 4.54% |
$12.9K - $15.1K
|
2.94K
$295K
|
|
|
Apr 26, 2023
Q1 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-143- 1.46% |
$13.2K - $15.4K
|
9.68K
$969K
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-144- 3.56% |
$13.3K - $15.5K
|
3.91K
$391K
|
|
|
Apr 21, 2023
Q1 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-144- 1.8% |
$13.3K - $15.5K
|
7.86K
$787K
|
|
|
Apr 28, 2023
Q1 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-150- 4.16% |
$13.8K - $16.2K
|
3.45K
$346K
|
|
|
May 03, 2023
Q1 2023
|
St. Louis Trust CO
|
SELL
|
- |
-152- 0.03% |
$14K - $16.4K
|
555K
$55.6M
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-153- 1.12% |
$14.1K - $16.5K
|
13.5K
$1.36M
|
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-154- 0.52% |
$14.2K - $16.6K
|
29.3K
$2.93M
|
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-157- 0.71% |
$14.5K - $16.9K
|
22K
$2.21M
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
SELL
|
- |
-157- 0.43% |
$14.5K - $16.9K
|
35.9K
$3.6M
|
|
|
May 01, 2023
Q1 2023
|
Grant
|
SELL
|
- |
-159- 1.23% |
$14.7K - $17.1K
|
12.7K
$1.27M
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-160- 4.55% |
$14.8K - $17.2K
|
3.36K
$336K
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-165- 0.48% |
$15.2K - $17.8K
|
34.3K
$3.43M
|
|
|
Apr 05, 2023
Q1 2023
|
Somerset Trust CO
|
SELL
|
- |
-166- 3.16% |
$15.3K - $17.9K
|
5.08K
$509K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-169- 13.41% |
$15.6K - $18.2K
|
1.09K
$109K
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-169- 2.77% |
$15.6K - $18.2K
|
5.94K
$594K
|
|
|
Apr 24, 2024
Q1 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-169- 0.15% |
$15.6K - $18.2K
|
116K
$11.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-170- 43.26% |
$15.7K - $18.3K
|
223
$22.3K
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-172- 2.71% |
$15.9K - $18.5K
|
6.17K
$618K
|
|
|
Nov 16, 2023
Q1 2023
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-175- 18.44% |
$16.1K - $18.8K
|
774
$77.5K
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
SELL
|
- |
-177- 1.96% |
$16.3K - $19.1K
|
8.83K
$884K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-177- 2.43% |
$16.3K - $19.1K
|
7.1K
$711K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-179- 2.48% |
$16.5K - $19.3K
|
7.03K
$704K
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
SELL
|
- |
-180- 3.7% |
$16.6K - $19.4K
|
4.68K
$469K
|
|
|
May 01, 2023
Q1 2023
|
Virginia National Bank
|
SELL
|
- |
-180- 4.65% |
$16.6K - $19.4K
|
3.69K
$370K
|
|
|
May 15, 2023
Q1 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-182- 15.7% |
$16.8K - $19.6K
|
977
$97.8K
|
|
|
May 15, 2023
Q1 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-182- 0.96% |
$16.8K - $19.6K
|
18.8K
$1.88M
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-184- 2.6% |
$17K - $19.8K
|
6.89K
$690K
|
|
|
Apr 19, 2023
Q1 2023
|
Santori & Peters, Inc.
|
SELL
|
- |
-184- 0.82% |
$17K - $19.8K
|
22.4K
$2.24M
|
|
|
May 05, 2023
Q1 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-186- 7.52% |
$17.2K - $20K
|
2.29K
$229K
|
|
|
May 12, 2023
Q1 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-187- 5.77% |
$17.3K - $20.1K
|
3.05K
$306K
|
|
|
Apr 03, 2023
Q1 2023
|
Range Financial Group LLC
|
SELL
|
- |
-190- 2.34% |
$17.5K - $20.5K
|
7.94K
$795K
|