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 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
85.1K+ 71.11% |
$7.76M - $8.49M
|
205K
$24.3M
|
|
Jul 18, 2023
Q2 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
85K+ 35.38% |
$7.75M - $8.48M
|
325K
$38.5M
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
78.8K+ 28.82% |
$7.18M - $7.86M
|
352K
$41.7M
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
75K+ 10.3% |
$6.84M - $7.49M
|
803K
$95.1M
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
74.8K+ 4.21% |
$6.82M - $7.47M
|
1.85M
$220M
|
|
Aug 14, 2023
Q2 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
74K+ 601.13% |
$6.75M - $7.39M
|
86.3K
$10.2M
|
|
Aug 08, 2023
Q2 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
73.1K+ 36.84% |
$6.66M - $7.29M
|
271K
$32.1M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
68.6K+ 16.89% |
$6.25M - $6.85M
|
475K
$56.3M
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
BUY
|
- |
66.7K+ 15.13% |
$6.07M - $6.65M
|
507K
$60.1M
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
66.5K+ 85.67% |
$6.06M - $6.64M
|
144K
$17.1M
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
BUY
|
- |
63.6K+ 33.71% |
$5.79M - $6.34M
|
252K
$29.9M
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
63K+ 37.62% |
$5.74M - $6.29M
|
230K
$27.3M
|
|
Jul 06, 2023
Q2 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
59.3KNew |
$5.4M - $5.92M
|
59.3K
$7.02M
|
|
Aug 11, 2023
Q2 2023
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
59KNew |
$5.37M - $5.89M
|
59K
$6.98M
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
58.6KNew |
$5.34M - $5.85M
|
58.6K
$6.94M
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
57.7K+ 23.99% |
$5.26M - $5.76M
|
298K
$35.3M
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
56.5K+ 11.96% |
$5.15M - $5.64M
|
529K
$62.7M
|
|
Jul 25, 2023
Q2 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
55.8KNew |
$5.09M - $5.57M
|
55.8K
$6.61M
|
|
Jul 20, 2023
Q2 2023
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
55.8K+ 188.52% |
$5.08M - $5.57M
|
85.4K
$10.1M
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
55.4K+ 14.18% |
$5.05M - $5.53M
|
446K
$52.8M
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
54.8K+ 18.45% |
$5M - $5.47M
|
352K
$41.7M
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
53.8K+ 61.25% |
$4.9M - $5.37M
|
142K
$16.8M
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
53.1KNew |
$4.84M - $5.3M
|
53.1K
$6.29M
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
50.4K+ 5.99% |
$4.59M - $5.03M
|
891K
$106M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
50.4K+ 0.58% |
$4.59M - $5.03M
|
8.78M
$1.04B
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
49.1K+ 3.98% |
$4.48M - $4.9M
|
1.28M
$152M
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
48.8K+ 67.4% |
$4.45M - $4.87M
|
121K
$14.4M
|
|
Jul 26, 2023
Q2 2023
|
Sageworth Trust CO
|
BUY
|
- |
48.5K+ 8.66% |
$4.42M - $4.84M
|
608K
$72M
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
48.1K+ 407.45% |
$4.38M - $4.8M
|
59.9K
$7.1M
|
|
Jul 24, 2023
Q2 2023
|
Cumberland Advisors Inc
|
BUY
|
- |
48K+ 48.34% |
$4.37M - $4.79M
|
147K
$17.4M
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
47.9K+ 6.33% |
$4.37M - $4.78M
|
805K
$95.3M
|
|
Aug 11, 2023
Q2 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
46.9K+ 255.85% |
$4.28M - $4.68M
|
65.3K
$7.73M
|
|
Aug 17, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
46.3KNew |
$4.22M - $4.63M
|
46.3K
$5.49M
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
45K+ 6.98% |
$4.1M - $4.49M
|
689K
$81.6M
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
44.2K+ 2.98% |
$4.02M - $4.41M
|
1.53M
$181M
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
43.8K+ 4.26% |
$3.99M - $4.37M
|
1.07M
$127M
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
42.1K+ 403.96% |
$3.84M - $4.2M
|
52.6K
$6.22M
|
|
Aug 09, 2023
Q2 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
42KNew |
$3.83M - $4.19M
|
42K
$4.98M
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
41.4K+ 152.46% |
$3.77M - $4.13M
|
68.5K
$8.11M
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
39.9K+ 4.27% |
$3.64M - $3.98M
|
976K
$116M
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
39.7K+ 241.25% |
$3.62M - $3.96M
|
56.1K
$6.65M
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
38.7K+ 1.11% |
$3.53M - $3.86M
|
3.53M
$418M
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
38K+ 1.56% |
$3.46M - $3.79M
|
2.47M
$293M
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
38K+ 2.48% |
$3.46M - $3.79M
|
1.57M
$186M
|
|
Jul 27, 2023
Q2 2023
|
Sage Financial Group Inc
|
BUY
|
- |
36.1K+ 9.76% |
$3.29M - $3.61M
|
406K
$48.1M
|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
36.1K+ 10.82% |
$3.29M - $3.6M
|
370K
$43.8M
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
35K+ 93.83% |
$3.19M - $3.49M
|
72.3K
$8.57M
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
34.9K+ 6.01% |
$3.18M - $3.48M
|
616K
$72.9M
|
|
Aug 09, 2023
Q2 2023
|
Souders Financial Advisors
|
BUY
|
- |
34.7K+ 100.04% |
$3.17M - $3.47M
|
69.5K
$8.23M
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
34.4K+ 32.83% |
$3.13M - $3.43M
|
139K
$16.5M
|