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 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-116- 0.34% |
$10.6K - $11.6K
|
34.2K
$3.42M
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-116- 0.06% |
$10.6K - $11.6K
|
206K
$20.6M
|
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-118- 3.51% |
$10.8K - $11.8K
|
3.25K
$325K
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-118- 0.55% |
$10.8K - $11.8K
|
21.3K
$2.13M
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-119- 15.8% |
$10.8K - $11.9K
|
634
$63.5K
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-119- 1.84% |
$10.8K - $11.9K
|
6.35K
$636K
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-121- 0.83% |
$11K - $12.1K
|
14.5K
$1.45M
|
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-122- 0.58% |
$11.1K - $12.2K
|
20.8K
$2.08M
|
|
|
Aug 01, 2023
Q2 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-123- 3.27% |
$11.2K - $12.3K
|
3.64K
$364K
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-124- 0.75% |
$11.3K - $12.4K
|
16.5K
$1.65M
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-124- 4.66% |
$11.3K - $12.4K
|
2.54K
$254K
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-124- 8.94% |
$11.3K - $12.4K
|
1.26K
$126K
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-124- 2.33% |
$11.3K - $12.4K
|
5.2K
$520K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-124- 1.1% |
$11.3K - $12.4K
|
11.1K
$1.11M
|
|
|
Jul 26, 2023
Q2 2023
|
Lincoln Capital Corp
|
SELL
|
- |
-125- 1.88% |
$11.4K - $12.5K
|
6.52K
$653K
|
|
|
Aug 07, 2023
Q2 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-125- 0.12% |
$11.4K - $12.5K
|
105K
$10.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-126- 0.06% |
$11.5K - $12.6K
|
202K
$20.3M
|
|
|
Aug 11, 2023
Q2 2023
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-128- 0.67% |
$11.7K - $12.8K
|
18.9K
$1.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-129- 1.78% |
$11.8K - $12.9K
|
7.11K
$711K
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-129- 5.87% |
$11.8K - $12.9K
|
2.07K
$207K
|
|
|
Aug 11, 2023
Q2 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-132- 0.04% |
$12K - $13.2K
|
344K
$34.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-132- 18.44% |
$12K - $13.2K
|
584
$58.5K
|
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-136- 1.2% |
$12.4K - $13.6K
|
11.2K
$1.12M
|
|
|
Jul 11, 2023
Q2 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-139- 0.39% |
$12.7K - $13.9K
|
35.9K
$3.59M
|
|
|
Jul 25, 2023
Q2 2023
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-140- 0.33% |
$12.8K - $14K
|
42.1K
$4.22M
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-141- 0.55% |
$12.9K - $14.1K
|
25.4K
$2.55M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-143- 18.22% |
$13K - $14.3K
|
642
$64.3K
|
|
|
Jul 19, 2023
Q2 2023
|
Ballast, Inc.
|
SELL
|
- |
-143- 2.94% |
$13K - $14.3K
|
4.72K
$472K
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-148- 0.19% |
$13.5K - $14.8K
|
78.2K
$7.83M
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-149- 2.27% |
$13.6K - $14.9K
|
6.41K
$642K
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-150- 3.67% |
$13.7K - $15K
|
3.94K
$394K
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-155- 2.29% |
$14.1K - $15.5K
|
6.61K
$662K
|
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-158- 2.45% |
$14.4K - $15.8K
|
6.29K
$630K
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-159- 0.76% |
$14.5K - $15.9K
|
20.7K
$2.07M
|
|
|
Jul 24, 2023
Q2 2023
|
Moneywise, Inc.
|
SELL
|
- |
-163- 1.92% |
$14.9K - $16.3K
|
8.34K
$835K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-163- 4.0% |
$14.9K - $16.3K
|
3.92K
$392K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-165- 3.46% |
$15K - $16.5K
|
4.6K
$461K
|
|
|
Aug 10, 2023
Q2 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-167- 1.53% |
$15.2K - $16.7K
|
10.7K
$1.08M
|
|
|
Jul 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-169- 1.47% |
$15.4K - $16.9K
|
11.3K
$1.13M
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-173- 1.16% |
$15.8K - $17.3K
|
14.7K
$1.47M
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-178- 1.34% |
$16.2K - $17.8K
|
13.1K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-178- 0.97% |
$16.2K - $17.8K
|
18.2K
$1.82M
|
|
|
Jul 14, 2023
Q2 2023
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-179- 3.89% |
$16.3K - $17.9K
|
4.42K
$443K
|
|
|
Jul 17, 2023
Q2 2023
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-179- 4.34% |
$16.3K - $17.9K
|
3.94K
$395K
|
|
|
Aug 04, 2023
Q2 2023
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-180- 0.17% |
$16.4K - $18K
|
103K
$10.3M
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-180- 0.83% |
$16.4K - $18K
|
21.5K
$2.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-181- 2.06% |
$16.5K - $18.1K
|
8.59K
$860K
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
SELL
|
- |
-182- 4.35% |
$16.6K - $18.2K
|
4K
$401K
|
|
|
Jul 31, 2023
Q2 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-185- 5.57% |
$16.9K - $18.5K
|
3.14K
$314K
|
|
|
Jul 31, 2023
Q2 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-186- 0.81% |
$17K - $18.6K
|
22.9K
$2.29M
|