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
Aug 03, 2023 Q2 2023
Facet Wealth, Inc.

BUY
 -
2.33K
+ 89.86%
$212K - $233K
4.92K $583K
Jan 08, 2025 Q2 2023
Arcadia Investment Advisors LLC

Eagle, ID
BUY
 -
2.33K
+ 4.12%
$212K - $232K
58.8K $6.96M
Jul 20, 2023 Q2 2023
Planning Center, Inc.

BUY
 -
2.32K
New
$212K - $232K
2.32K $275K
Aug 14, 2023 Q2 2023
Meridian Management CO

BUY
 -
2.32K
New
$211K - $231K
2.32K $274K
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
2.31K
New
$211K - $231K
2.31K $274K
Jul 25, 2023 Q2 2023
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
2.3K
+ 3.88%
$210K - $230K
61.6K $7.29M
Jul 17, 2023 Q2 2023
Wedmont Private Capital

BUY
 -
2.28K
+ 12.6%
$208K - $228K
20.4K $2.42M
Jul 14, 2023 Q2 2023
Venture Visionary Partners LLC

BUY
 -
2.28K
+ 1.3%
$208K - $228K
177K $21M
Jul 19, 2023 Q2 2023
Magnus Financial Group LLC

New York, NY
BUY
 -
2.28K
+ 0.85%
$208K - $227K
269K $31.9M
Aug 10, 2023 Q2 2023
Trellis Wealth Advisors LLC

San Luis Obispo, CA
BUY
 -
2.28K
New
$208K - $227K
2.28K $270K
Aug 11, 2023 Q2 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
2.26K
+ 20.22%
$206K - $226K
13.4K $1.59M
Aug 09, 2023 Q2 2023
Alliance Wealth Management Group

Flemington, NJ
BUY
 -
2.26K
+ 7.82%
$206K - $225K
31.1K $3.68M
Jul 26, 2023 Q2 2023
Alera Investment Advisors, LLC

BUY
 -
2.25K
+ 12.4%
$205K - $224K
20.4K $2.41M
Aug 07, 2023 Q2 2023
Accretive Wealth Partners, LLC

Parsippany, NJ
BUY
 -
2.25K
+ 5.19%
$205K - $224K
45.5K $5.39M
Jul 17, 2023 Q2 2023
Kaydan Wealth Management, Inc.

Fenton, MI
BUY
 -
2.23K
New
$203K - $222K
2.23K $264K
Jul 24, 2023 Q2 2023
Northwest Bancshares, Inc.

Warren, PA
BUY
 -
2.21K
New
$201K - $220K
2.21K $261K
Aug 28, 2024 Q2 2023
River Front Investment Group, LLC

Richmond, VA
BUY
 -
2.2K
New
$201K - $220K
2.2K $261K
Aug 10, 2023 Q2 2023
Strategic Wealth Partners Group LLC

Deerfield, IL
BUY
 -
2.19K
+ 0.71%
$200K - $218K
311K $36.8M
Jul 12, 2023 Q2 2023
Symphony Financial, Ltd. Co.

BUY
 -
2.17K
New
$198K - $217K
2.17K $257K
Jul 31, 2023 Q2 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
2.16K
+ 1.93%
$197K - $216K
114K $13.6M
Aug 03, 2023 Q2 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
2.15K
+ 46.9%
$196K - $215K
6.74K $798K
Aug 09, 2023 Q2 2023
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
2.15K
+ 13.29%
$196K - $215K
18.3K $2.17M
Jul 27, 2023 Q2 2023
Oak Harbor Wealth Partners, LLC

BUY
 -
2.15K
+ 3.08%
$196K - $214K
71.8K $8.51M
Jul 26, 2023 Q2 2023
High Mark Wealth Management LLC

BUY
 -
2.13K
+ 2.68%
$194K - $212K
81.5K $9.66M
Aug 14, 2023 Q2 2023
Stephens Inc

BUY
 -
2.12K
+ 5.86%
$193K - $211K
38.2K $4.53M
Jul 13, 2023 Q2 2023
City Holding CO

BUY
 -
2.11K
+ 6.58%
$192K - $210K
34.1K $4.04M
Jul 20, 2023 Q2 2023
Newton One Investments LLC

BUY
 -
2.11K
+ 4.63%
$192K - $210K
47.6K $5.64M
Jul 21, 2023 Q2 2023
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
2.1K
+ 9.15%
$192K - $210K
25.1K $2.97M
Aug 15, 2023 Q2 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
2.09K
+ 3.58%
$191K - $209K
60.5K $7.17M
Jan 15, 2025 Q2 2023
Goldstone Financial Group, LLC

Oakbrook Terrace, IL
BUY
 -
2.09K
+ 10.04%
$191K - $209K
22.9K $2.72M
Jul 28, 2023 Q2 2023
Carson Advisory Inc.

BUY
 -
2.08K
New
$190K - $208K
2.08K $247K
Aug 14, 2023 Q2 2023
Garden State Investment Advisory Services LLC

Red Bank, NJ
BUY
 -
2.08K
New
$189K - $208K
2.08K $246K
Aug 04, 2023 Q2 2023
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
2.08K
+ 82.58%
$189K - $207K
4.59K $544K
Aug 14, 2023 Q2 2023
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.

Fort Worth, TX
BUY
 -
2.07K
+ 1.74%
$189K - $207K
121K $14.3M
May 28, 2024 Q2 2023
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
2.07K
New
$189K - $207K
2.07K $245K
Jul 25, 2023 Q2 2023
Fort Henry Capital, LLC

BUY
 -
2.05K
+ 1.28%
$187K - $205K
163K $19.3M
Aug 01, 2023 Q2 2023
Empirical Asset Management, LLC

BUY
 -
2.05K
New
$187K - $204K
2.05K $243K
Aug 14, 2023 Q2 2023
Schonfeld Strategic Advisors LLC

New York, NY
BUY
 -
2.04K
New
$186K - $204K
2.04K $242K
Aug 09, 2023 Q2 2023
Cannell & Co.

New York, NY
BUY
 -
2.02K
New
$184K - $202K
2.02K $240K
Aug 01, 2024 Q2 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
2.02K
+ 49.99%
$184K - $202K
6.06K $718K
Jul 24, 2023 Q2 2023
Total Clarity Wealth Management, Inc.

BUY
 -
2.02K
New
$184K - $201K
2.02K $239K
Aug 10, 2023 Q2 2023
Aaf Wealth Management, LLC

BUY
 -
2.01K
+ 3.54%
$184K - $201K
59K $6.99M
Jul 18, 2023 Q2 2023
Eagle Bluffs Wealth Management LLC

Columbia, MO
BUY
 -
2.01K
New
$183K - $201K
2.01K $238K
Aug 14, 2023 Q2 2023
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
2K
+ 72.03%
$183K - $200K
4.79K $567K
Aug 07, 2023 Q2 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
2K
+ 2.92%
$182K - $199K
70.4K $8.34M
Aug 08, 2023 Q2 2023
Operose Advisors LLC

Milwaukee, WI
BUY
 -
1.96K
+ 1.04%
$179K - $196K
190K $22.5M
Jul 25, 2023 Q2 2023
Umb Bank, N.A.

BUY
 -
1.96K
+ 0.21%
$178K - $195K
946K $112M
Aug 09, 2023 Q2 2023
Spire Wealth Management

BUY
 -
1.95K
+ 1.58%
$177K - $194K
125K $14.8M
Jul 25, 2023 Q2 2023
Cutler Investment Counsel LLC

BUY
 -
1.94K
+ 4.16%
$177K - $194K
48.5K $5.75M

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