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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
574+ 0.47% |
$52.3K - $57.3K
|
122K
$12.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
572+ 0.32% |
$52.1K - $57.1K
|
181K
$18.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
559New |
$50.9K - $55.8K
|
559
$56K
|
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
556+ 1.55% |
$50.7K - $55.5K
|
36.3K
$3.64M
|
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
550+ 19.14% |
$50.1K - $54.9K
|
3.42K
$343K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
548+ 0.42% |
$49.9K - $54.7K
|
130K
$13M
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
546+ 1.37% |
$49.8K - $54.5K
|
40.5K
$4.06M
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
BUY
|
- |
544+ 8.64% |
$49.6K - $54.3K
|
6.84K
$685K
|
|
|
Sep 13, 2023
Q2 2023
|
Ims Capital Management
|
BUY
|
- |
542+ 6.68% |
$49.4K - $54.1K
|
8.66K
$867K
|
|
|
Aug 11, 2023
Q2 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
540+ 2.88% |
$49.2K - $53.9K
|
19.3K
$1.93M
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
535+ 1.66% |
$48.8K - $53.4K
|
32.7K
$3.27M
|
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
533+ 18.28% |
$48.6K - $53.2K
|
3.45K
$345K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
530+ 0.55% |
$48.3K - $52.9K
|
96.7K
$9.69M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
530+ 2.05% |
$48.3K - $52.9K
|
26.4K
$2.64M
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
527+ 14.82% |
$48K - $52.6K
|
4.08K
$409K
|
|
|
Aug 10, 2023
Q2 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
527+ 0.46% |
$48K - $52.6K
|
116K
$11.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
517+ 138.24% |
$47.1K - $51.6K
|
891
$89.2K
|
|
|
Jul 14, 2023
Q2 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
516+ 22.57% |
$47K - $51.5K
|
2.8K
$281K
|
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
515+ 1.07% |
$46.9K - $51.4K
|
48.7K
$4.88M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
510+ 2.86% |
$46.5K - $50.9K
|
18.4K
$1.84M
|
|
|
Aug 08, 2023
Q2 2023
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
509+ 0.67% |
$46.4K - $50.8K
|
77K
$7.71M
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
502+ 0.48% |
$45.8K - $50.1K
|
105K
$10.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Everett Harris & CO
|
BUY
|
- |
500+ 14.31% |
$45.6K - $49.9K
|
3.99K
$400K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
500New |
$45.6K - $49.9K
|
500
$50.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
498+ 2.72% |
$45.4K - $49.7K
|
18.8K
$1.88M
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
497+ 2.54% |
$45.3K - $49.6K
|
20K
$2.01M
|
|
|
Aug 15, 2023
Q2 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
497+ 15.95% |
$45.3K - $49.6K
|
3.61K
$362K
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
496+ 0.93% |
$45.2K - $49.5K
|
53.6K
$5.37M
|
|
|
Aug 01, 2023
Q2 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
486+ 1.82% |
$44.3K - $48.5K
|
27.2K
$2.73M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
481+ 1.19% |
$43.8K - $48K
|
40.9K
$4.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
481+ 9.29% |
$43.8K - $48K
|
5.66K
$566K
|
|
|
Aug 04, 2023
Q2 2023
|
Performa LTD (Us), LLC
|
BUY
|
- |
479+ 1.35% |
$43.7K - $47.8K
|
35.9K
$3.59M
|
|
|
Jul 26, 2023
Q2 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
476+ 0.78% |
$43.4K - $47.5K
|
61.8K
$6.19M
|
|
|
Jul 18, 2023
Q2 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
475+ 19.75% |
$43.3K - $47.4K
|
2.88K
$288K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln Capital LLC
|
BUY
|
- |
469+ 4.81% |
$42.7K - $46.8K
|
10.2K
$1.02M
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
468+ 2.58% |
$42.7K - $46.7K
|
18.6K
$1.86M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
468+ 11.78% |
$42.7K - $46.7K
|
4.44K
$445K
|
|
|
Jul 20, 2023
Q2 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
448+ 3.21% |
$40.8K - $44.7K
|
14.4K
$1.44M
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
443+ 18.16% |
$40.4K - $44.2K
|
2.88K
$289K
|
|
|
Jul 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
437+ 2.79% |
$39.8K - $43.6K
|
16.1K
$1.61M
|
|
|
Aug 11, 2023
Q2 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
430+ 18.38% |
$39.2K - $42.9K
|
2.77K
$277K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
429+ 0.4% |
$39.1K - $42.8K
|
107K
$10.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
428+ 6.94% |
$39K - $42.7K
|
6.6K
$661K
|
|
|
Aug 11, 2023
Q2 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
425+ 4.35% |
$38.7K - $42.4K
|
10.2K
$1.02M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
421+ 7.02% |
$38.4K - $42K
|
6.42K
$643K
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
421+ 4.46% |
$38.4K - $42K
|
9.86K
$987K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
420+ 36.81% |
$38.3K - $41.9K
|
1.56K
$156K
|
|
|
Aug 08, 2023
Q2 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
418+ 2.13% |
$38.1K - $41.7K
|
20K
$2M
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
418+ 19.7% |
$38.1K - $41.7K
|
2.54K
$254K
|
|
|
Jul 27, 2023
Q2 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
413+ 19.41% |
$37.6K - $41.2K
|
2.54K
$254K
|