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 05, 2023
Q1 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-7.08K- 36.19% |
$653K - $762K
|
12.5K
$1.36M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-7.11K- 33.6% |
$656K - $765K
|
14K
$1.53M
|
|
|
Apr 20, 2023
Q1 2023
|
Fusion Family Wealth LLC
|
SELL
|
- |
-7.15K- 9.55% |
$660K - $770K
|
67.7K
$7.35M
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
SELL
|
- |
-7.21K- 2.51% |
$665K - $776K
|
280K
$30.4M
|
|
|
May 10, 2023
Q1 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-7.38K- 73.93% |
$681K - $795K
|
2.6K
$283K
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-7.42K- 55.77% |
$684K - $799K
|
5.88K
$639K
|
|
|
May 08, 2023
Q1 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-7.59K- 5.32% |
$701K - $818K
|
135K
$14.7M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-7.6K- 12.97% |
$701K - $819K
|
51K
$5.54M
|
|
|
May 12, 2023
Q1 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-7.64K- 59.52% |
$705K - $823K
|
5.2K
$564K
|
|
|
May 04, 2023
Q1 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-7.71K- 12.6% |
$711K - $830K
|
53.4K
$5.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-7.75K- 15.7% |
$715K - $835K
|
41.6K
$4.52M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-7.81K- 33.7% |
$721K - $841K
|
15.4K
$1.67M
|
|
|
May 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-7.81K- 46.81% |
$721K - $841K
|
8.88K
$964K
|
|
|
May 11, 2023
Q1 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-8K- 12.04% |
$738K - $861K
|
58.4K
$6.35M
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-8.13K- 22.33% |
$750K - $875K
|
28.3K
$3.07M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-8.28K- 6.41% |
$764K - $892K
|
121K
$13.1M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-8.56K- 24.12% |
$790K - $922K
|
26.9K
$2.93M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-8.63K- 2.07% |
$796K - $929K
|
409K
$44.4M
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-8.67K- 4.89% |
$800K - $933K
|
169K
$18.3M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-8.7K- 23.5% |
$802K - $936K
|
28.3K
$3.07M
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-8.83K- 9.98% |
$815K - $951K
|
79.7K
$8.65M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-8.89K- 7.77% |
$821K - $958K
|
105K
$11.5M
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-9.25K- 24.13% |
$853K - $996K
|
29.1K
$3.16M
|
|
|
May 01, 2023
Q1 2023
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-9.44K- 38.21% |
$871K - $1.02M
|
15.3K
$1.66M
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-9.58K- 5.29% |
$884K - $1.03M
|
171K
$18.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-9.62K- 7.15% |
$888K - $1.04M
|
125K
$13.6M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-9.66K- 21.15% |
$891K - $1.04M
|
36K
$3.91M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-9.66K- 2.21% |
$892K - $1.04M
|
427K
$46.3M
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-9.92K- 3.41% |
$915K - $1.07M
|
281K
$30.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-10.1K- 15.25% |
$929K - $1.08M
|
55.9K
$6.07M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-10.3K- 22.1% |
$949K - $1.11M
|
36.3K
$3.94M
|
|
|
May 26, 2023
Q1 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-10.3K- 33.22% |
$951K - $1.11M
|
20.7K
$2.25M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-10.3K- 8.61% |
$953K - $1.11M
|
110K
$11.9M
|
|
|
May 05, 2023
Q1 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-10.3K- 70.41% |
$954K - $1.11M
|
4.35K
$472K
|
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-10.5K- 1.58% |
$968K - $1.13M
|
652K
$70.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-10.8K- 5.75% |
$995K - $1.16M
|
177K
$19.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-10.9K- 29.31% |
$1M - $1.17M
|
26.2K
$2.85M
|
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-11.1K- 11.54% |
$1.02M - $1.19M
|
84.9K
$9.21M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-11.4K- 5.89% |
$1.05M - $1.22M
|
182K
$19.7M
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-11.5K- 2.36% |
$1.06M - $1.23M
|
475K
$51.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
SELL
|
- |
-11.5K- 1.65% |
$1.07M - $1.24M
|
687K
$74.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-11.6K- 56.69% |
$1.07M - $1.25M
|
8.87K
$963K
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-11.7K- 43.94% |
$1.07M - $1.25M
|
14.9K
$1.61M
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-11.7K- 58.28% |
$1.08M - $1.26M
|
8.37K
$909K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-11.7K- 2.27% |
$1.08M - $1.26M
|
505K
$54.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-11.9K- 25.74% |
$1.1M - $1.28M
|
34.4K
$3.74M
|
|
|
May 08, 2023
Q1 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-11.9K- 11.68% |
$1.1M - $1.29M
|
90.3K
$9.8M
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-12K- 6.67% |
$1.11M - $1.29M
|
168K
$18.2M
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-12K- 37.03% |
$1.11M - $1.29M
|
20.4K
$2.22M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-12.5K- 64.28% |
$1.15M - $1.34M
|
6.93K
$753K
|