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
Penobscot Wealth Management

BUY
 -
70
+ 2.84%
$6.38K - $6.99K
2.54K $299K
Aug 07, 2023 Q2 2023
Tfc Financial Management

BUY
 -
68
+ 0.43%
$6.2K - $6.79K
16K $1.88M
Aug 14, 2023 Q2 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
68
+ 51.91%
$6.2K - $6.79K
199 $23.4K
Aug 04, 2023 Q2 2023
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
66
+ 13.25%
$6.02K - $6.59K
564 $66.4K
Jul 06, 2023 Q2 2023
Fc Advisory LLC

BUY
 -
65
+ 1.97%
$5.92K - $6.49K
3.36K $396K
Jul 24, 2023 Q2 2023
Augustine Asset Management Inc

BUY
 -
65
+ 2.8%
$5.92K - $6.49K
2.39K $281K
Jul 27, 2023 Q2 2023
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
65
+ 2.19%
$5.92K - $6.49K
3.03K $357K
Jul 20, 2023 Q2 2023
Fusion Family Wealth LLC

BUY
 -
61
+ 0.09%
$5.56K - $6.09K
67.8K $7.99M
Aug 14, 2023 Q2 2023
Jackson Hole Capital Partners, LLC

BUY
 -
61
+ 2.12%
$5.56K - $6.09K
2.93K $346K
Aug 02, 2023 Q2 2023
Ntv Asset Management LLC

BUY
 -
59
+ 0.11%
$5.38K - $5.89K
52.8K $6.22M
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
55
New
$5.01K - $5.49K
55 $6.48K
Jul 20, 2023 Q2 2023
Acorn Financial Advisory Services Inc

BUY
 -
55
+ 1.94%
$5.01K - $5.49K
2.9K $341K
Aug 04, 2023 Q2 2023
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
54
+ 3.25%
$4.92K - $5.39K
1.72K $202K
Jul 20, 2023 Q2 2023
Bensler, LLC

Bellevue, WA
BUY
 -
53
+ 1.31%
$4.83K - $5.29K
4.11K $484K
Jan 09, 2024 Q2 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
51
+ 1.79%
$4.65K - $5.09K
2.91K $343K
Feb 14, 2024 Q2 2023
Toronto Dominion Bank

Toronto, Ontario, A6
BUY
 -
51
+ 2.13%
$4.65K - $5.09K
2.45K $289K
Jul 18, 2023 Q2 2023
Northwest Bank & Trust CO

Davenport, IA
BUY
 -
50
New
$4.56K - $4.99K
50 $5.89K
Aug 10, 2023 Q2 2023
Penobscot Investment Management Company, Inc.

Boston, MA
BUY
 -
50
+ 0.3%
$4.56K - $4.99K
16.8K $1.98M
Jul 14, 2023 Q2 2023
First Financial Corp

BUY
 -
46
+ 3.08%
$4.19K - $4.59K
1.54K $181K
Jul 19, 2023 Q2 2023
First Bancorp, Inc

BUY
 -
46
+ 0.52%
$4.19K - $4.59K
8.89K $1.05M
Jul 26, 2023 Q2 2023
Wp Advisors, LLC

BUY
 -
45
+ 0.35%
$4.1K - $4.49K
12.9K $1.52M
Jul 21, 2023 Q2 2023
Franklin, Parlapiano, Turner & Welch, LLC

BUY
 -
43
+ 0.23%
$3.92K - $4.29K
19K $2.24M
Aug 07, 2023 Q2 2023
Collaborative Wealth Managment Inc.

Lake Mary, FL
BUY
 -
41
+ 1.41%
$3.74K - $4.09K
2.95K $348K
Jul 28, 2023 Q2 2023
Tufton Capital Management

BUY
 -
39
+ 0.42%
$3.55K - $3.89K
9.3K $1.1M
Aug 11, 2023 Q2 2023
Lansing Street Advisors

BUY
 -
39
+ 0.35%
$3.55K - $3.89K
11K $1.3M
Aug 08, 2023 Q2 2023
Fund Evaluation Group, LLC

Cincinnati, OH
BUY
 -
38
+ 0.85%
$3.46K - $3.79K
4.52K $532K
Aug 08, 2023 Q2 2023
Advisor Os, LLC

BUY
 -
36
+ 0.18%
$3.28K - $3.59K
19.9K $2.34M
Aug 11, 2023 Q2 2023
Fsb Premier Wealth Management, Inc.

BUY
 -
36
+ 1.22%
$3.28K - $3.59K
2.98K $351K
Aug 14, 2023 Q2 2023
American Trust

Lexington, KY
BUY
 -
34
+ 0.08%
$3.1K - $3.39K
40.5K $4.77M
Aug 14, 2023 Q2 2023
Peninsula Wealth, LLC

San Francisco, CA
BUY
 -
34
+ 0.26%
$3.1K - $3.39K
13.2K $1.55M
Aug 14, 2023 Q2 2023
Aft, Forsyth & Company, Inc.

BUY
 -
33
+ 0.11%
$3.01K - $3.29K
30.4K $3.58M
Aug 04, 2023 Q2 2023
Argent Advisors, Inc.

Monroe, LA
BUY
 -
32
+ 0.49%
$2.92K - $3.19K
6.58K $775K
Aug 08, 2023 Q2 2023
All Square Wealth Management LLC

Albany, NY
BUY
 -
31
New
$2.83K - $3.09K
31 $3.65K
Jul 14, 2023 Q2 2023
Oxinas Partners Wealth Management LLC

BUY
 -
30
+ 0.71%
$2.73K - $2.99K
4.26K $502K
Aug 03, 2023 Q2 2023
Wmg Financial Advisors, LLC

BUY
 -
29
+ 0.61%
$2.64K - $2.89K
4.82K $568K
Aug 01, 2023 Q2 2023
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
29
+ 0.58%
$2.64K - $2.89K
5.03K $592K
Aug 08, 2023 Q2 2023
Bradley Foster & Sargent Inc

Hartford, CT
BUY
 -
29
+ 0.44%
$2.64K - $2.89K
6.56K $773K
Aug 10, 2023 Q2 2023
Index Fund Advisors, Inc.

BUY
 -
29
+ 0.24%
$2.64K - $2.89K
12K $1.41M
Jul 12, 2023 Q2 2023
Market Street Wealth Management Advisors LLC

BUY
 -
26
+ 0.3%
$2.37K - $2.6K
8.64K $1.02M
Aug 08, 2023 Q2 2023
Financial Gravity Asset Management, Inc.

BUY
 -
26
+ 0.32%
$2.37K - $2.6K
8.18K $963K
Aug 14, 2023 Q2 2023
Ncm Capital Management, LLC

Ramsey, NJ
BUY
 -
26
+ 0.6%
$2.37K - $2.6K
4.36K $514K
Aug 16, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
26
+ 0.2%
$2.37K - $2.6K
13.1K $1.54M
Aug 21, 2023 Q2 2023
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
26
+ 104.0%
$2.37K - $2.6K
51 $6.01K
Jul 11, 2023 Q2 2023
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
25
+ 0.91%
$2.28K - $2.5K
2.77K $326K
Aug 09, 2023 Q2 2023
Ddfg, Inc

Thousand Oaks, CA
BUY
 -
25
+ 0.83%
$2.28K - $2.5K
3.05K $359K
Jul 27, 2023 Q2 2023
Leonard Rickey Investment Advisors P.L.L.C.

BUY
 -
23
+ 0.45%
$2.1K - $2.3K
5.12K $603K
Aug 04, 2023 Q2 2023
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
23
+ 0.24%
$2.1K - $2.3K
9.81K $1.16M
Jul 18, 2023 Q2 2023
Greenhouse Wealth Management, LLC

BUY
 -
22
+ 0.32%
$2.01K - $2.2K
6.85K $807K
Jul 19, 2023 Q2 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
21
+ 67.74%
$1.91K - $2.1K
52 $6.13K

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