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 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-154K- 1.58% |
$14.2M - $16.5M
|
9.55M
$1.04B
|
|
|
Apr 19, 2023
Q1 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-167K- 70.27% |
$15.4M - $17.9M
|
70.5K
$7.65M
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-191K- 77.58% |
$17.6M - $20.5M
|
55.1K
$5.98M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-198K- 47.77% |
$18.2M - $21.3M
|
216K
$23.5M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-202K- 78.51% |
$18.7M - $21.8M
|
55.3K
$6.01M
|
|
|
Apr 18, 2023
Q1 2023
|
Members Trust CO
|
SELL
|
- |
-210K- 10.44% |
$19.4M - $22.6M
|
1.8M
$196M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-221K- 25.91% |
$20.4M - $23.8M
|
632K
$68.6M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-238K- 17.54% |
$22M - $25.7M
|
1.12M
$122M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-248K- 5.27% |
$22.9M - $26.7M
|
4.45M
$484M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-248K- 73.32% |
$22.9M - $26.7M
|
90.2K
$9.8M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-270K- 15.49% |
$24.9M - $29M
|
1.47M
$160M
|
|
|
May 12, 2023
Q1 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-395K- 56.37% |
$36.4M - $42.5M
|
305K
$33.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-395K- 25.35% |
$36.4M - $42.5M
|
1.16M
$126M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-396K- 20.51% |
$36.5M - $42.6M
|
1.53M
$167M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-404K- 42.41% |
$37.3M - $43.5M
|
548K
$59.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-465K- 88.22% |
$42.9M - $50.1M
|
62.1K
$6.74M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-507K- 1.78% |
$46.8M - $54.6M
|
27.9M
$3.03B
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-520K- 19.06% |
$47.9M - $55.9M
|
2.21M
$240M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-552K- 79.92% |
$51M - $59.5M
|
139K
$15.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-827K- 89.25% |
$76.3M - $89.1M
|
99.6K
$10.8M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-841K- 6.98% |
$77.6M - $90.6M
|
11.2M
$1.22B
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.02M- 4.82% |
$94.2M - $110M
|
20.1M
$2.19B
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.1M- 12.14% |
$101M - $118M
|
7.94M
$862M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.2M- 72.66% |
$111M - $130M
|
453K
$49.2M
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-1.24M- 99.71% |
$115M - $134M
|
3.65K
$396K
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.64M- 98.97% |
$151M - $176M
|
17.1K
$1.86M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.45M- 57.05% |
$226M - $264M
|
1.84M
$200M
|