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 08, 2023 Q2 2023
Tmd Wealth Management, LLC

BUY
 -
1.54K
+ 31.26%
$140K - $153K
6.45K $763K
Aug 14, 2023 Q2 2023
Azimuth Capital Investment Management LLC

Bloomfield Hills, MI
BUY
 -
1.53K
+ 71.34%
$139K - $152K
3.67K $434K
Jul 31, 2023 Q2 2023
Hudock, Inc.

BUY
 -
1.52K
+ 0.58%
$139K - $152K
262K $31.1M
Oct 19, 2023 Q2 2023
Etesian Wealth Advisors, Inc.

West Linn, OR
BUY
 -
1.52K
+ 2.33%
$139K - $152K
66.7K $7.9M
Jan 16, 2024 Q2 2023
Etesian Wealth Advisors, Inc.

West Linn, OR
BUY
 -
1.52K
+ 2.33%
$139K - $152K
66.7K $7.9M
Aug 14, 2023 Q2 2023
One Capital Management, LLC

Westlake Village, CA
BUY
 -
1.51K
+ 1.57%
$138K - $151K
97.4K $11.5M
Aug 10, 2023 Q2 2023
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
1.51K
+ 11.32%
$138K - $151K
14.8K $1.76M
Jul 27, 2023 Q2 2023
Next Capital Management LLC

BUY
 -
1.5K
+ 5.31%
$137K - $150K
29.8K $3.53M
Aug 14, 2023 Q2 2023
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
1.5K
+ 6.16%
$137K - $150K
25.9K $3.07M
Jul 12, 2023 Q2 2023
Romano Brothers And Company

Evanston, IL
BUY
 -
1.5K
+ 3.76%
$136K - $149K
41.3K $4.89M
Aug 14, 2023 Q2 2023
Star Financial Bank

Fort Wayne, IN
BUY
 -
1.49K
+ 10.34%
$135K - $148K
15.9K $1.88M
Aug 02, 2023 Q2 2023
Emerald Advisors, LLC

BUY
 -
1.48K
+ 6.6%
$135K - $148K
23.9K $2.83M
Jan 12, 2024 Q2 2023
Private Advisory Group LLC

Redmond, WA
BUY
 -
1.47K
+ 3.63%
$134K - $146K
41.8K $4.95M
Jul 18, 2023 Q2 2023
Pax Financial Group, LLC

San Antonio, TX
BUY
 -
1.46K
+ 9.55%
$133K - $146K
16.8K $1.99M
Aug 09, 2023 Q2 2023
Cim Investment Management Inc

Pittsburgh, PA
BUY
 -
1.46K
+ 1.35%
$133K - $146K
110K $13M
Aug 01, 2023 Q2 2023
Rfp Financial Group LLC

Atlanta, GA
BUY
 -
1.45K
+ 5.45%
$132K - $145K
28.1K $3.33M
Aug 07, 2023 Q2 2023
Cfo4 Life Group, LLC

BUY
 -
1.45K
+ 1.68%
$132K - $145K
87.7K $10.4M
Jul 06, 2023 Q2 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
1.43K
+ 3.37%
$130K - $143K
43.9K $5.2M
Jul 18, 2023 Q2 2023
Planning Alternatives LTD

BUY
 -
1.42K
+ 0.48%
$130K - $142K
300K $35.5M
Aug 11, 2023 Q2 2023
Credit Suisse Ag

Zurich, V8
BUY
 -
1.41K
+ 0.76%
$129K - $141K
186K $22.1M
Jul 11, 2023 Q2 2023
Flagship Harbor Advisors, LLC

BUY
 -
1.4K
+ 2.18%
$127K - $140K
65.5K $7.76M
Jul 26, 2023 Q2 2023
Time Scale Financial, Inc.

BUY
 -
1.39K
+ 0.97%
$127K - $139K
145K $17.2M
Jul 28, 2023 Q2 2023
Middleton & CO Inc

BUY
 -
1.39K
+ 2.87%
$126K - $138K
49.7K $5.89M
Aug 14, 2023 Q2 2023
Belpointe Asset Management LLC

BUY
 -
1.37K
+ 3.76%
$124K - $136K
37.6K $4.46M
Jul 07, 2023 Q2 2023
Whitcomb & Hess, Inc.

BUY
 -
1.36K
+ 1.0%
$124K - $136K
138K $16.4M
Sep 12, 2023 Q2 2023
Cgc Financial Services, LLC

Lake Oswego, OR
BUY
 -
1.35K
New
$123K - $135K
1.35K $160K
Jul 25, 2023 Q2 2023
Unionview, LLC

Seattle, WA
BUY
 -
1.35K
+ 3.81%
$123K - $134K
36.7K $4.35M
Aug 10, 2023 Q2 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
1.35K
+ 2.07%
$123K - $134K
66.3K $7.85M
Aug 08, 2023 Q2 2023
High Pines Wealth Management, LLC

Duxbury, MA
BUY
 -
1.35K
+ 5.01%
$123K - $134K
28.2K $3.34M
Jul 13, 2023 Q2 2023
Hfg Advisors, Inc.

BUY
 -
1.34K
+ 18.88%
$122K - $134K
8.46K $1M
Jul 19, 2023 Q2 2023
Elm Partners Management LLC

BUY
 -
1.34K
+ 6.53%
$122K - $133K
21.8K $2.58M
Jul 20, 2023 Q2 2023
Madison Wealth Partners, Inc

BUY
 -
1.34K
+ 2.51%
$122K - $133K
54.5K $6.46M
Jul 11, 2023 Q2 2023
Arkansas Financial Group, Inc.

BUY
 -
1.34K
+ 2.35%
$122K - $133K
58.2K $6.89M
Aug 10, 2023 Q2 2023
Washington Trust Bank

BUY
 -
1.33K
+ 21.17%
$121K - $133K
7.61K $901K
Aug 07, 2023 Q2 2023
Pinnacle Wealth Planning Services, Inc.

BUY
 -
1.31K
+ 7.01%
$120K - $131K
20K $2.37M
Jul 19, 2023 Q2 2023
Leavell Investment Management, Inc.

BUY
 -
1.31K
+ 3.28%
$119K - $130K
41K $4.86M
Aug 08, 2023 Q2 2023
Beacon Bridge Wealth Partners, LLC

Conshohocken, PA
BUY
 -
1.3K
+ 7.75%
$119K - $130K
18.1K $2.15M
Aug 14, 2023 Q2 2023
Sentinus, LLC

Oak Brook, IL
BUY
 -
1.29K
+ 7.94%
$117K - $128K
17.5K $2.07M
Jul 25, 2023 Q2 2023
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
BUY
 -
1.28K
+ 6.49%
$116K - $127K
20.9K $2.48M
Aug 07, 2023 Q2 2023
Trinity Point Wealth, LLC

BUY
 -
1.27K
+ 7.37%
$116K - $127K
18.5K $2.2M
Jul 12, 2023 Q2 2023
Burns J W & CO Inc

BUY
 -
1.27K
+ 13.57%
$116K - $127K
10.6K $1.26M
Jul 27, 2023 Q2 2023
Nova R Wealth, Inc.

BUY
 -
1.26K
+ 12.86%
$115K - $126K
11.1K $1.31M
Jul 27, 2023 Q2 2023
Bank Ozk

BUY
 -
1.26K
+ 10.29%
$115K - $126K
13.5K $1.6M
Aug 09, 2023 Q2 2023
Hcr Wealth Advisors

Los Angeles, CA
BUY
 -
1.25K
+ 0.43%
$114K - $125K
289K $34.3M
Aug 11, 2023 Q2 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
1.25K
+ 3.85%
$114K - $124K
33.6K $3.98M
Jul 26, 2023 Q2 2023
Cozad Asset Management Inc

Champaign, IL
BUY
 -
1.24K
+ 2.65%
$113K - $124K
48K $5.69M
Jul 10, 2023 Q2 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
1.23K
+ 7.01%
$112K - $123K
18.8K $2.23M
Jul 24, 2023 Q2 2023
Whittier Trust CO Of Nevada Inc

BUY
 -
1.23K
+ 0.49%
$112K - $123K
252K $29.8M
Aug 03, 2023 Q2 2023
Clifford Swan Investment Counsel LLC

BUY
 -
1.22K
+ 1.91%
$111K - $121K
64.9K $7.68M

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