Purchases and Sales Made in Q2 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 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 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
1.94K+ 6.27% |
$176K - $193K
|
32.8K
$3.88M
|
|
|
Jul 13, 2023
Q2 2023
|
Verde Capital Management
|
BUY
|
- |
1.93K+ 1.54% |
$176K - $193K
|
127K
$15.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.91K+ 0.38% |
$174K - $191K
|
503K
$59.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Twele Capital Management, Inc.
|
BUY
|
- |
1.91K+ 1.08% |
$174K - $190K
|
179K
$21.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.91K+ 16.3% |
$174K - $190K
|
13.6K
$1.61M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.88K+ 2.6% |
$172K - $188K
|
74.3K
$8.8M
|
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
1.86K+ 8.87% |
$170K - $186K
|
22.8K
$2.71M
|
|
|
Jul 19, 2023
Q2 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.84K+ 5.46% |
$168K - $184K
|
35.6K
$4.22M
|
|
|
Jul 31, 2023
Q2 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
1.84K+ 11.15% |
$167K - $183K
|
18.3K
$2.17M
|
|
|
Jul 18, 2023
Q2 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
1.82K+ 24.25% |
$166K - $182K
|
9.34K
$1.11M
|
|
|
Aug 09, 2023
Q2 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.81K+ 3.39% |
$165K - $181K
|
55.3K
$6.54M
|
|
|
Jul 24, 2023
Q2 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.8K+ 2.64% |
$164K - $179K
|
70K
$8.29M
|
|
|
Aug 08, 2023
Q2 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1.79K+ 1.22% |
$164K - $179K
|
149K
$17.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
1.79K+ 9.47% |
$163K - $178K
|
20.6K
$2.44M
|
|
|
Aug 10, 2023
Q2 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.78K+ 5.14% |
$163K - $178K
|
36.5K
$4.32M
|
|
|
Jul 24, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
1.76K+ 4.85% |
$161K - $176K
|
38.1K
$4.51M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
1.76K+ 1.19% |
$160K - $176K
|
150K
$17.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.76K+ 3.15% |
$160K - $176K
|
57.7K
$6.83M
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1.76K+ 31.23% |
$160K - $175K
|
7.38K
$874K
|
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.76K+ 10.14% |
$160K - $175K
|
19.1K
$2.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
1.75K+ 5.71% |
$160K - $175K
|
32.4K
$3.84M
|
|
|
Jul 27, 2023
Q2 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
1.75K+ 12.48% |
$159K - $174K
|
15.7K
$1.86M
|
|
|
Aug 02, 2023
Q2 2023
|
Narwhal Capital Management
|
BUY
|
- |
1.74K+ 9.15% |
$159K - $174K
|
20.8K
$2.46M
|
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.73K+ 1.35% |
$157K - $172K
|
129K
$15.3M
|
|
|
Nov 14, 2024
Q2 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
1.71K+ 46.49% |
$156K - $171K
|
5.39K
$638K
|
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1.71K+ 3.85% |
$156K - $170K
|
46K
$5.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.71K+ 15.07% |
$156K - $170K
|
13K
$1.54M
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
1.7K+ 4.18% |
$155K - $170K
|
42.3K
$5.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
1.7K+ 2.34% |
$155K - $169K
|
74.1K
$8.78M
|
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1.69K+ 1.09% |
$154K - $169K
|
157K
$18.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.68K+ 33.4% |
$153K - $168K
|
6.72K
$796K
|
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1.68K+ 57.93% |
$153K - $168K
|
4.58K
$542K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1.67K+ 10.85% |
$152K - $166K
|
17K
$2.02M
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.66K+ 2.17% |
$151K - $166K
|
78.3K
$9.27M
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
BUY
|
- |
1.66K+ 10.31% |
$151K - $165K
|
17.7K
$2.1M
|
|
|
Jul 05, 2023
Q2 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.65K+ 1.2% |
$150K - $164K
|
139K
$16.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
1.64K+ 0.28% |
$150K - $164K
|
593K
$70.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.64K+ 8.27% |
$149K - $164K
|
21.5K
$2.54M
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.64K+ 0.83% |
$149K - $163K
|
200K
$23.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
1.63K+ 4.06% |
$149K - $163K
|
41.9K
$4.96M
|
|
|
Jul 12, 2023
Q2 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
1.63K+ 10.51% |
$148K - $162K
|
17.1K
$2.03M
|
|
|
Aug 03, 2023
Q2 2023
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
1.63K+ 65.92% |
$148K - $162K
|
4.1K
$485K
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.63K+ 4.05% |
$148K - $162K
|
41.7K
$4.94M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.62K+ 9.42% |
$148K - $162K
|
18.8K
$2.23M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.6K+ 17.24% |
$146K - $160K
|
10.9K
$1.29M
|
|
|
Aug 02, 2023
Q2 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
1.59K+ 1.98% |
$145K - $159K
|
82K
$9.71M
|
|
|
Jul 06, 2023
Q2 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
1.58K+ 2.05% |
$144K - $157K
|
78.3K
$9.28M
|
|
|
Jul 18, 2023
Q2 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
1.58K+ 15.82% |
$144K - $157K
|
11.5K
$1.37M
|
|
|
Jul 13, 2023
Q2 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1.57K+ 4.54% |
$143K - $156K
|
36K
$4.27M
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
1.56K+ 3.5% |
$142K - $156K
|
46.1K
$5.47M
|