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 19, 2023
Q1 2023
|
Congress Park Capital LLC
|
BUY
|
- |
4.06K+ 19.56% |
$374K - $437K
|
24.8K
$2.69M
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
BUY
|
- |
4.06K+ 1.06% |
$374K - $437K
|
388K
$42.1M
|
|
|
Jul 06, 2023
Q1 2023
|
Awm Capital, LLC
|
BUY
|
- |
4.05KNew |
$373K - $436K
|
4.05K
$439K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
4.02K+ 9.26% |
$371K - $433K
|
47.4K
$5.15M
|
|
|
May 15, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
3.99KNew |
$368K - $430K
|
3.99K
$433K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
3.97K+ 8.54% |
$367K - $428K
|
50.5K
$5.48M
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.97KNew |
$366K - $428K
|
3.97K
$431K
|
|
|
Apr 14, 2023
Q1 2023
|
White Pine Investment CO
|
BUY
|
- |
3.97K+ 6.55% |
$366K - $427K
|
64.6K
$7.01M
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
3.88K+ 6.23% |
$358K - $418K
|
66.2K
$7.19M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.82K+ 0.81% |
$353K - $412K
|
473K
$51.4M
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.77K+ 1.42% |
$348K - $406K
|
269K
$29.2M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
3.75K+ 3.9% |
$346K - $404K
|
100K
$10.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
3.72K+ 23.45% |
$343K - $400K
|
19.6K
$2.12M
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
3.65K+ 13.08% |
$336K - $392K
|
31.5K
$3.42M
|
|
|
Apr 19, 2023
Q1 2023
|
New England Professional Planning Group Inc.
|
BUY
|
- |
3.63K+ 2.41% |
$335K - $391K
|
154K
$16.8M
|
|
|
May 18, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
3.63K+ 24.9% |
$335K - $391K
|
18.2K
$1.98M
|
|
|
May 05, 2023
Q1 2023
|
Evergreen Advisors, LLC
|
BUY
|
- |
3.54K+ 2.42% |
$327K - $382K
|
150K
$16.3M
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
3.52K+ 0.47% |
$324K - $378K
|
757K
$82.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
3.45KNew |
$318K - $371K
|
3.45K
$374K
|
|
|
Apr 14, 2023
Q1 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
3.39K+ 1.34% |
$313K - $365K
|
256K
$27.8M
|
|
|
May 11, 2023
Q1 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
3.39KNew |
$313K - $365K
|
3.39K
$368K
|
|
|
May 09, 2023
Q1 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
3.38K+ 4.45% |
$312K - $364K
|
79.3K
$8.61M
|
|
|
Sep 21, 2023
Q1 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
3.37K+ 2.31% |
$311K - $363K
|
149K
$16.2M
|
|
|
May 03, 2023
Q1 2023
|
Adams Wealth Management
|
BUY
|
- |
3.37K+ 39.88% |
$310K - $362K
|
11.8K
$1.28M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
3.33K+ 31.41% |
$307K - $358K
|
13.9K
$1.51M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.32K+ 0.91% |
$306K - $358K
|
369K
$40.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
3.32K+ 20.6% |
$306K - $357K
|
19.4K
$2.11M
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.29K+ 1.25% |
$304K - $354K
|
267K
$29M
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3.28K+ 30.02% |
$303K - $353K
|
14.2K
$1.54M
|
|
|
May 10, 2023
Q1 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
3.24K+ 55.26% |
$299K - $349K
|
9.1K
$988K
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
BUY
|
- |
3.21K+ 17.63% |
$296K - $346K
|
21.4K
$2.32M
|
|
|
May 08, 2023
Q1 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
3.16K+ 5.98% |
$292K - $340K
|
56K
$6.08M
|
|
|
May 10, 2023
Q1 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3.16KNew |
$291K - $340K
|
3.16K
$343K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3.15K+ 3.56% |
$291K - $339K
|
91.6K
$9.94M
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
3.15K+ 5.06% |
$290K - $339K
|
65.4K
$7.1M
|
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
3.13K+ 6.48% |
$288K - $337K
|
51.4K
$5.58M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
3.11K+ 10.03% |
$287K - $335K
|
34.1K
$3.7M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.1K+ 21.4% |
$286K - $334K
|
17.6K
$1.91M
|
|
|
May 04, 2023
Q1 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
3.1KNew |
$286K - $333K
|
3.1K
$336K
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
BUY
|
- |
3.08KNew |
$285K - $332K
|
3.08K
$335K
|
|
|
May 08, 2023
Q1 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
3.06K+ 4.67% |
$282K - $329K
|
68.5K
$7.44M
|
|
|
May 12, 2023
Q1 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
3.05K+ 1.02% |
$281K - $328K
|
301K
$32.7M
|
|
|
May 12, 2023
Q1 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
3.03K+ 3.87% |
$280K - $326K
|
81.3K
$8.83M
|
|
|
May 15, 2023
Q1 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
3K+ 28.9% |
$277K - $323K
|
13.4K
$1.45M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.94K+ 212.13% |
$271K - $316K
|
4.32K
$469K
|
|
|
Apr 14, 2023
Q1 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
2.9KNew |
$268K - $312K
|
2.9K
$315K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.88K+ 3.09% |
$266K - $310K
|
95.9K
$10.4M
|
|
|
May 15, 2023
Q1 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
2.88K+ 16.11% |
$265K - $310K
|
20.7K
$2.25M
|
|
|
Apr 26, 2023
Q1 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
2.87KNew |
$265K - $309K
|
2.87K
$312K
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
2.86KNew |
$264K - $308K
|
2.86K
$311K
|