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 12, 2023
Q1 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-551- 18.3% |
$50.8K - $59.3K
|
2.46K
$267K
|
|
|
May 15, 2023
Q1 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-564- 9.72% |
$52K - $60.7K
|
5.24K
$569K
|
|
|
Feb 26, 2025
Q1 2023
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-565- 19.8% |
$52.1K - $60.8K
|
2.29K
$248K
|
|
|
May 15, 2023
Q1 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-567- 10.49% |
$52.3K - $61.1K
|
4.84K
$525K
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-573- 7.93% |
$52.9K - $61.7K
|
6.66K
$723K
|
|
|
Apr 13, 2023
Q1 2023
|
Welch Group, LLC
|
SELL
|
- |
-575- 11.54% |
$53.1K - $61.9K
|
4.41K
$479K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-578- 12.38% |
$53.3K - $62.2K
|
4.09K
$444K
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-587- 12.86% |
$54.2K - $63.2K
|
3.98K
$432K
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
SELL
|
- |
-598- 1.62% |
$55.2K - $64.4K
|
36.3K
$3.95M
|
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-598- 18.81% |
$55.2K - $64.4K
|
2.58K
$280K
|
|
|
Apr 24, 2023
Q1 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-602- 0.86% |
$55.5K - $64.8K
|
69K
$7.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-613- 1.78% |
$56.6K - $66K
|
33.8K
$3.67M
|
|
|
Apr 20, 2023
Q1 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-623- 2.23% |
$57.5K - $67.1K
|
27.3K
$2.96M
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-623- 0.98% |
$57.5K - $67.1K
|
63.2K
$6.86M
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-624- 14.48% |
$57.6K - $67.2K
|
3.69K
$400K
|
|
|
Apr 17, 2023
Q1 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-630- 7.46% |
$58.1K - $67.8K
|
7.82K
$849K
|
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-633- 2.96% |
$58.4K - $68.2K
|
20.8K
$2.26M
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-637- 3.04% |
$58.8K - $68.6K
|
20.3K
$2.21M
|
|
|
May 15, 2023
Q1 2023
|
ETF Store, Inc.
|
SELL
|
- |
-637- 1.6% |
$58.8K - $68.6K
|
39.3K
$4.26M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-639- 11.85% |
$59K - $68.8K
|
4.75K
$516K
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
SELL
|
- |
-643- 1.99% |
$59.3K - $69.2K
|
31.6K
$3.43M
|
|
|
Apr 19, 2023
Q1 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-645- 10.82% |
$59.5K - $69.5K
|
5.32K
$577K
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-646- 0.81% |
$59.6K - $69.6K
|
79.3K
$8.6M
|
|
|
May 02, 2023
Q1 2023
|
Sym Financial Corp
|
SELL
|
- |
-648- 95.86% |
$59.8K - $69.8K
|
28
$3.04K
|
|
|
May 05, 2023
Q1 2023
|
Kraft Asset Management, LLC
|
SELL
|
- |
-651- 7.23% |
$60.1K - $70.1K
|
8.35K
$907K
|
|
|
May 09, 2023
Q1 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-652- 2.97% |
$60.2K - $70.2K
|
21.3K
$2.32M
|
|
|
Sep 18, 2023
Q1 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-653- 0.86% |
$60.3K - $70.3K
|
75.3K
$8.17M
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-657- 5.58% |
$60.6K - $70.7K
|
11.1K
$1.21M
|
|
|
Apr 27, 2023
Q1 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-668- 1.04% |
$61.6K - $71.9K
|
63.6K
$6.91M
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-671- 0.69% |
$61.9K - $72.3K
|
96.2K
$10.4M
|
|
|
May 15, 2023
Q1 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-672- 14.14% |
$62K - $72.4K
|
4.08K
$443K
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
SELL
|
- |
-674- 1.25% |
$62.2K - $72.6K
|
53.1K
$5.76M
|
|
|
May 04, 2023
Q1 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-678- 1.54% |
$62.6K - $73K
|
43.3K
$4.7M
|
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-679- 9.56% |
$62.7K - $73.1K
|
6.43K
$698K
|
|
|
Apr 13, 2023
Q1 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-683- 3.83% |
$63K - $73.5K
|
17.1K
$1.86M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-692- 9.19% |
$63.9K - $74.5K
|
6.84K
$743K
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-701- 21.37% |
$64.7K - $75.5K
|
2.58K
$280K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-705- 1.09% |
$65.1K - $75.9K
|
64.1K
$6.96M
|
|
|
Apr 06, 2023
Q1 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-715- 2.56% |
$66K - $77K
|
27.2K
$2.96M
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-722- 3.83% |
$66.6K - $77.7K
|
18.1K
$1.97M
|
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-722- 5.51% |
$66.6K - $77.7K
|
12.4K
$1.35M
|
|
|
May 11, 2023
Q1 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-723- 1.76% |
$66.7K - $77.9K
|
40.3K
$4.37M
|
|
|
Feb 13, 2025
Q1 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-727- 4.18% |
$67.1K - $78.3K
|
16.7K
$1.81M
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-765- 10.69% |
$70.6K - $82.4K
|
6.39K
$694K
|
|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-770- 3.08% |
$71K - $82.9K
|
24.2K
$2.63M
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-772- 5.6% |
$71.2K - $83.1K
|
13K
$1.41M
|
|
|
Apr 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-776- 1.79% |
$71.6K - $83.6K
|
42.6K
$4.62M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-779- 8.45% |
$71.9K - $83.9K
|
8.44K
$917K
|
|
|
May 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-785- 2.81% |
$72.4K - $84.5K
|
27.2K
$2.95M
|
|
|
Apr 06, 2023
Q1 2023
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-787- 0.81% |
$72.6K - $84.7K
|
96.4K
$10.5M
|