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
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-443- 17.19% |
$40.4K - $44.2K
|
2.13K
$214K
|
|
|
Aug 03, 2023
Q2 2023
|
Magnolia Capital Management LTD
|
SELL
|
- |
-455- 1.07% |
$41.5K - $45.4K
|
42.2K
$4.23M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-455- 6.94% |
$41.5K - $45.4K
|
6.11K
$611K
|
|
|
Jul 17, 2023
Q2 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-458- 4.23% |
$41.7K - $45.7K
|
10.4K
$1.04M
|
|
|
Aug 02, 2023
Q2 2023
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-463- 2.41% |
$42.2K - $46.2K
|
18.8K
$1.88M
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-467- 16.35% |
$42.6K - $46.6K
|
2.39K
$239K
|
|
|
Jul 05, 2023
Q2 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-470- 13.24% |
$42.8K - $46.9K
|
3.08K
$308K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-476- 10.04% |
$43.4K - $47.5K
|
4.27K
$427K
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
SELL
|
- |
-480- 1.85% |
$43.7K - $47.9K
|
25.4K
$2.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-484- 3.41% |
$44.1K - $48.3K
|
13.7K
$1.37M
|
|
|
Jul 31, 2023
Q2 2023
|
First National Corp
|
SELL
|
- |
-485- 3.92% |
$44.2K - $48.4K
|
11.9K
$1.19M
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-487- 0.5% |
$44.4K - $48.6K
|
96.9K
$9.7M
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-492- 0.23% |
$44.8K - $49.1K
|
217K
$21.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-496- 8.8% |
$45.2K - $49.5K
|
5.14K
$514K
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-497- 2.07% |
$45.3K - $49.6K
|
23.5K
$2.35M
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-500- 1.42% |
$45.6K - $49.9K
|
34.8K
$3.48M
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-501- 16.8% |
$45.7K - $50K
|
2.48K
$249K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-509- 1.96% |
$46.4K - $50.8K
|
25.5K
$2.55M
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-514- 8.29% |
$46.8K - $51.3K
|
5.69K
$569K
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-519- 3.42% |
$47.3K - $51.8K
|
14.7K
$1.47M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-523- 3.57% |
$47.7K - $52.2K
|
14.1K
$1.42M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-525- 3.04% |
$47.8K - $52.4K
|
16.8K
$1.68M
|
|
|
Jul 06, 2023
Q2 2023
|
Avondale Wealth Management
|
SELL
|
- |
-529- 14.39% |
$48.2K - $52.8K
|
3.15K
$315K
|
|
|
Jul 26, 2023
Q2 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-532- 0.83% |
$48.5K - $53.1K
|
63.4K
$6.34M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-533- 2.44% |
$48.6K - $53.2K
|
21.3K
$2.14M
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
SELL
|
- |
-552- 4.92% |
$50.3K - $55.1K
|
10.7K
$1.07M
|
|
|
Aug 03, 2023
Q2 2023
|
Innovis Asset Management LLC
Chicago, IL |
SELL
|
- |
-558- 5.22% |
$50.9K - $55.7K
|
10.1K
$1.01M
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-562- 16.31% |
$51.2K - $56.1K
|
2.88K
$289K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-571- 0.48% |
$52K - $57K
|
118K
$11.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Congress Asset Management CO
|
SELL
|
- |
-575- 1.75% |
$52.4K - $57.4K
|
32.2K
$3.23M
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
SELL
|
- |
-577- 21.04% |
$52.6K - $57.6K
|
2.17K
$217K
|
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-578- 4.57% |
$52.7K - $57.7K
|
12.1K
$1.21M
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-579- 5.2% |
$52.8K - $57.8K
|
10.6K
$1.06M
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-580- 10.22% |
$52.9K - $57.9K
|
5.1K
$510K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-582- 6.92% |
$53K - $58.1K
|
7.83K
$784K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-590- 2.09% |
$53.8K - $58.9K
|
27.7K
$2.77M
|
|
|
Jul 13, 2023
Q2 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-595- 3.36% |
$54.2K - $59.4K
|
17.1K
$1.72M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-596- 23.73% |
$54.3K - $59.5K
|
1.92K
$192K
|
|
|
Jul 27, 2023
Q2 2023
|
Northern Capital Management, Inc.
|
SELL
|
- |
-599- 0.98% |
$54.6K - $59.8K
|
60.4K
$6.05M
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-600- 17.75% |
$54.7K - $59.9K
|
2.78K
$278K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-601- 3.81% |
$54.8K - $60K
|
15.2K
$1.52M
|
|
|
Jul 14, 2023
Q2 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-601- 0.56% |
$54.8K - $60K
|
106K
$10.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-604- 23.02% |
$55K - $60.3K
|
2.02K
$202K
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-604- 0.49% |
$55K - $60.3K
|
122K
$12.3M
|
|
|
May 20, 2024
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-604- 23.02% |
$55K - $60.3K
|
2.02K
$202K
|
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-622- 0.56% |
$56.7K - $62.1K
|
110K
$11M
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-631- 21.08% |
$57.5K - $63K
|
2.36K
$237K
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-644- 1.4% |
$58.7K - $64.3K
|
45.4K
$4.55M
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-648- 0.16% |
$59.1K - $64.7K
|
406K
$40.6M
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-649- 0.42% |
$59.1K - $64.8K
|
155K
$15.5M
|