Purchases and Sales Made in Q2 2023 in Ishares Core S&P Sm Cap ETF (IJR)

IJR Quotes by TradingView

This table provides information about the institutional ownership of Ishares Core S&P Sm Cap ETF (IJR) during Q2 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
Jul 26, 2023 Q2 2023
Petra Financial Advisors Inc

Colorado Srpings, CO
BUY
 -
2.83K
New
$258K - $282K
2.83K $335K
Aug 14, 2023 Q2 2023
Petix & Botte CO

BUY
 -
2.82K
New
$257K - $282K
2.82K $334K
Aug 07, 2023 Q2 2023
Asb Consultores, LLC

Aventura, FL
BUY
 -
2.81K
New
$256K - $280K
2.81K $332K
Aug 28, 2024 Q2 2023
Centennial Bank/Ar/

Conway, AR
BUY
 -
2.8K
+ 7.29%
$255K - $279K
41.2K $4.88M
Jul 20, 2023 Q2 2023
Davenport & CO LLC

BUY
 -
2.78K
+ 4.93%
$253K - $277K
59.2K $7.01M
Aug 11, 2023 Q2 2023
Mangham Associates,Llc

Charlottesville, VA
BUY
 -
2.78K
+ 12.22%
$253K - $277K
25.5K $3.02M
Aug 04, 2023 Q2 2023
Citizens Financial Group Inc

BUY
 -
2.77K
+ 7.69%
$252K - $276K
38.8K $4.59M
Jul 21, 2023 Q2 2023
Goldstein Advisors, LLC

Madison, WI
BUY
 -
2.76K
+ 21.59%
$252K - $276K
15.6K $1.84M
Jul 27, 2023 Q2 2023
Nikulski Financial, Inc.

BUY
 -
2.75K
+ 3.67%
$251K - $275K
77.8K $9.21M
Aug 10, 2023 Q2 2023
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
2.74K
+ 4.9%
$250K - $274K
58.8K $6.96M
Jul 31, 2023 Q2 2023
Tiaa, Fsb

St. Louis, MO
BUY
 -
2.73K
+ 0.43%
$248K - $272K
638K $75.6M
Jul 19, 2023 Q2 2023
Sovereign Investment Advisors, LLC

BUY
 -
2.7K
New
$246K - $270K
2.7K $320K
Aug 10, 2023 Q2 2023
Certus Wealth Management, LLC

Redwood City, CA
BUY
 -
2.7K
New
$246K - $269K
2.7K $319K
Aug 10, 2023 Q2 2023
Cary Street Partners Asset Management LLC

Richmond, VA
BUY
 -
2.69K
+ 2.21%
$245K - $268K
125K $14.8M
Aug 11, 2023 Q2 2023
Frisch Financial Group, Inc.

Melville, NY
BUY
 -
2.67K
+ 5.19%
$243K - $266K
54K $6.4M
Aug 04, 2023 Q2 2023
Simplex Trading, LLC

BUY
 -
2.65K
+ 126.21%
$242K - $265K
4.76K $563K
Aug 11, 2023 Q2 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
2.65K
+ 1.27%
$242K - $265K
212K $25.1M
Jul 27, 2023 Q2 2023
ETF Store, Inc.

BUY
 -
2.65K
+ 6.75%
$241K - $264K
41.9K $4.96M
Aug 03, 2023 Q2 2023
Baron Financial Group, LLC

Fair Lawn, NJ
BUY
 -
2.65K
+ 6.55%
$241K - $264K
43.1K $5.1M
Jul 14, 2023 Q2 2023
Ritholtz Wealth Management

BUY
 -
2.64K
New
$241K - $263K
2.64K $313K
Aug 07, 2023 Q2 2023
Bcgm Wealth Management, LLC

BUY
 -
2.64K
New
$241K - $263K
2.64K $313K
Jul 13, 2023 Q2 2023
Acropolis Investment Management, LLC

BUY
 -
2.64K
+ 0.3%
$240K - $263K
874K $103M
Jul 20, 2023 Q2 2023
Tiedemann Advisors, LLC

BUY
 -
2.63K
+ 100.08%
$240K - $263K
5.27K $624K
Jul 06, 2023 Q2 2023
Sterling Group Wealth Management, LLC

Pasadena, CA
BUY
 -
2.62K
New
$239K - $262K
2.62K $310K
Jul 17, 2023 Q2 2023
Bremer Bank National Association

BUY
 -
2.61K
+ 6.51%
$238K - $261K
42.7K $5.06M
Aug 14, 2023 Q2 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
2.58K
+ 7.16%
$235K - $258K
38.6K $4.58M
Jul 25, 2023 Q2 2023
Bigelow Investment Advisors, LLC

BUY
 -
2.55K
+ 8.3%
$233K - $255K
33.3K $3.94M
Jul 17, 2023 Q2 2023
Sterling Investment Counsel, LLC

BUY
 -
2.55K
+ 9.17%
$232K - $254K
30.3K $3.59M
Aug 14, 2023 Q2 2023
Aristotle Capital Boston, LLC

Boston, MA
BUY
 -
2.54K
+ 4.37%
$231K - $253K
60.5K $7.17M
Aug 07, 2023 Q2 2023
Jfs Wealth Advisors, LLC

BUY
 -
2.52K
+ 0.77%
$230K - $252K
328K $38.9M
Jul 10, 2023 Q2 2023
Cva Family Office, LLC

BUY
 -
2.52K
+ 2.81%
$229K - $251K
92K $10.9M
Jul 14, 2023 Q2 2023
Lvw Advisors, LLC

BUY
 -
2.5K
New
$227K - $249K
2.5K $296K
Aug 08, 2023 Q2 2023
Focused Wealth Management, Inc

BUY
 -
2.47K
+ 3.37%
$225K - $247K
75.9K $8.99M
Aug 14, 2023 Q2 2023
Ardent Capital Management, Inc.

Cincinnati, OH
BUY
 -
2.47K
New
$225K - $246K
2.47K $292K
Aug 09, 2023 Q2 2023
Bank Of Hawaii

Honolulu, HI
BUY
 -
2.47K
+ 2.5%
$225K - $246K
101K $12M
Aug 04, 2023 Q2 2023
Ltg Capital LLC

BUY
 -
2.44K
+ 2.19%
$223K - $244K
114K $13.5M
Jul 13, 2023 Q2 2023
Hudson Capital Management LLC

BUY
 -
2.44K
+ 4.27%
$222K - $244K
59.6K $7.05M
Jul 31, 2023 Q2 2023
Smith Chas P & Associates Pa Cpas

BUY
 -
2.44K
+ 0.61%
$222K - $243K
402K $47.6M
Aug 10, 2023 Q2 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
2.44K
+ 3.94%
$222K - $243K
64.3K $7.61M
Jul 18, 2023 Q2 2023
Mc Guire Investment Group, LLC

BUY
 -
2.44K
+ 4.94%
$222K - $243K
51.7K $6.12M
Aug 11, 2023 Q2 2023
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
2.43K
+ 1.45%
$221K - $243K
171K $20.2M
Aug 14, 2023 Q2 2023
Frank, Rimerman Advisors LLC

Palo Alto, CA
BUY
 -
2.41K
New
$220K - $241K
2.41K $286K
Aug 14, 2023 Q2 2023
Hbk Investments L P

Dallas, TX
BUY
 -
2.41K
New
$220K - $241K
2.41K $286K
Jul 10, 2023 Q2 2023
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
2.41K
New
$219K - $240K
2.41K $285K
Aug 11, 2023 Q2 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
2.39K
+ 130.32%
$218K - $239K
4.22K $500K
Jul 26, 2023 Q2 2023
Forum Financial Management, LP

Lombard, IL
BUY
 -
2.36K
New
$215K - $236K
2.36K $280K
Jul 26, 2023 Q2 2023
Arkadios Wealth Advisors

BUY
 -
2.36K
+ 3.49%
$215K - $235K
69.9K $8.28M
Aug 07, 2023 Q2 2023
Principal Financial Group Inc

Des Moines, IA
BUY
 -
2.35K
+ 1.9%
$214K - $234K
126K $14.9M
Dec 19, 2024 Q2 2023
Arcadia Investment Advisors LLC

Eagle, ID
BUY
 -
2.34K
+ 4.15%
$213K - $234K
58.8K $6.97M

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