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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.03K- 2.18% |
$94.6K - $110K
|
46K
$4.61M
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.04K- 6.87% |
$95.6K - $112K
|
14.1K
$1.41M
|
|
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.04K- 2.84% |
$95.8K - $112K
|
35.5K
$3.55M
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-1.04K- 25.67% |
$96.1K - $112K
|
3.02K
$302K
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.05K- 2.47% |
$96.8K - $113K
|
41.4K
$4.14M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.05K- 11.76% |
$96.9K - $113K
|
7.88K
$789K
|
|
|
Apr 04, 2023
Q1 2023
|
Lynch & Associates
|
SELL
|
- |
-1.05K- 2.54% |
$97K - $113K
|
40.3K
$4.04M
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-1.05K- 70.39% |
$97.2K - $113K
|
443
$44.4K
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.06K- 0.22% |
$97.3K - $114K
|
471K
$47.1M
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-1.06K- 8.62% |
$97.9K - $114K
|
11.2K
$1.13M
|
|
|
May 03, 2023
Q1 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.08K- 6.66% |
$99.7K - $116K
|
15.1K
$1.52M
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1.09K- 85.37% |
$100K - $117K
|
186
$18.6K
|
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.09K- 0.22% |
$100K - $117K
|
495K
$49.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.09K- 0.97% |
$101K - $117K
|
112K
$11.2M
|
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-1.1K- 5.7% |
$101K - $118K
|
18.1K
$1.81M
|
|
|
May 15, 2023
Q1 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.1K- 51.07% |
$102K - $119K
|
1.06K
$106K
|
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-1.11K- 5.04% |
$102K - $119K
|
20.9K
$2.09M
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.11K- 22.47% |
$103K - $120K
|
3.84K
$384K
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.12K- 17.34% |
$103K - $121K
|
5.34K
$535K
|
|
|
May 15, 2023
Q1 2023
|
Washington Trust Bank
|
SELL
|
- |
-1.12K- 15.18% |
$104K - $121K
|
6.28K
$629K
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.13K- 1.3% |
$104K - $121K
|
85.2K
$8.53M
|
|
|
May 10, 2023
Q1 2023
|
Innovis Asset Management LLC
Chicago, IL |
SELL
|
- |
-1.13K- 9.56% |
$104K - $122K
|
10.7K
$1.07M
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.15K- 9.37% |
$106K - $124K
|
11.1K
$1.12M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.15K- 9.42% |
$106K - $124K
|
11.1K
$1.11M
|
|
|
Apr 13, 2023
Q1 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-1.18K- 13.95% |
$109K - $127K
|
7.29K
$730K
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.19K- 18.18% |
$110K - $128K
|
5.34K
$535K
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.19K- 4.59% |
$110K - $129K
|
24.8K
$2.48M
|
|
|
May 11, 2023
Q1 2023
|
Bank Ozk
|
SELL
|
- |
-1.2K- 8.95% |
$111K - $129K
|
12.2K
$1.22M
|
|
|
Apr 19, 2023
Q1 2023
|
Ballast, Inc.
|
SELL
|
- |
-1.2K- 19.84% |
$111K - $130K
|
4.86K
$487K
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.21K- 4.6% |
$111K - $130K
|
25.1K
$2.51M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.26K- 90.36% |
$116K - $135K
|
134
$13.4K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.26K- 11.33% |
$116K - $135K
|
9.83K
$984K
|
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
SELL
|
- |
-1.27K- 15.53% |
$117K - $136K
|
6.89K
$690K
|
|
|
May 15, 2023
Q1 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-1.27K- 7.18% |
$117K - $137K
|
16.5K
$1.65M
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1.31K- 1.75% |
$121K - $141K
|
73.4K
$7.35M
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.31K- 6.54% |
$121K - $141K
|
18.7K
$1.88M
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
SELL
|
- |
-1.32K- 24.47% |
$121K - $142K
|
4.06K
$406K
|
|
|
Apr 06, 2023
Q1 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-1.33K- 13.48% |
$123K - $143K
|
8.53K
$854K
|
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.35K- 1.56% |
$124K - $145K
|
84.9K
$8.51M
|
|
|
Apr 04, 2023
Q1 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-1.35K- 3.69% |
$125K - $145K
|
35.3K
$3.53M
|
|
|
May 05, 2023
Q1 2023
|
Dagco, Inc.
|
SELL
|
- |
-1.35K- 30.59% |
$125K - $145K
|
3.06K
$307K
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.38K- 12.05% |
$127K - $148K
|
10K
$1.01M
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
SELL
|
- |
-1.38K- 2.9% |
$127K - $148K
|
46K
$4.61M
|
|
|
May 04, 2023
Q1 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-1.39K- 1.14% |
$128K - $149K
|
121K
$12.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-1.44K- 1.58% |
$133K - $155K
|
89.5K
$8.96M
|
|
|
May 16, 2023
Q1 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-1.44K- 26.84% |
$133K - $155K
|
3.93K
$394K
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.45K- 39.68% |
$133K - $156K
|
2.2K
$220K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.45K- 2.96% |
$134K - $156K
|
47.5K
$4.75M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.46K- 0.36% |
$135K - $157K
|
406K
$40.6M
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.46K- 6.2% |
$135K - $157K
|
22.1K
$2.21M
|