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 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
34.3K+ 82.68% |
$3.13M - $3.43M
|
75.9K
$8.99M
|
|
|
Jul 24, 2023
Q2 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
34.3KNew |
$3.13M - $3.43M
|
34.3K
$4.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
34.2KNew |
$3.12M - $3.41M
|
34.2K
$4.05M
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
33.7K+ 1.57% |
$3.07M - $3.36M
|
2.17M
$258M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
33.5K+ 102.62% |
$3.05M - $3.34M
|
66.2K
$7.84M
|
|
|
Jul 14, 2023
Q2 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
33.4KNew |
$3.04M - $3.33M
|
33.4K
$3.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
32.2KNew |
$2.93M - $3.21M
|
32.2K
$3.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
32KNew |
$2.92M - $3.2M
|
32K
$3.79M
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
32K+ 309.5% |
$2.91M - $3.19M
|
42.3K
$5.01M
|
|
|
Aug 03, 2023
Q2 2023
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
31.5KNew |
$2.87M - $3.14M
|
31.5K
$3.73M
|
|
|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
31.2K+ 7.23% |
$2.84M - $3.11M
|
462K
$54.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
30.5K+ 285.75% |
$2.78M - $3.04M
|
41.2K
$4.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
BUY
|
- |
30.2K+ 9.38% |
$2.75M - $3.02M
|
352K
$41.7M
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
30K+ 21.55% |
$2.74M - $3M
|
169K
$20.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
29.2K+ 26.52% |
$2.66M - $2.92M
|
139K
$16.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
29.2K+ 31.66% |
$2.66M - $2.92M
|
121K
$14.4M
|
|
|
Jul 11, 2023
Q2 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
29.2K+ 35.83% |
$2.66M - $2.91M
|
111K
$13.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
28.9K+ 933.83% |
$2.63M - $2.88M
|
32K
$3.79M
|
|
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
28.8K+ 388.69% |
$2.62M - $2.87M
|
36.2K
$4.28M
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
28.5KNew |
$2.6M - $2.85M
|
28.5K
$3.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
28K+ 12.9% |
$2.55M - $2.79M
|
245K
$29M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
27.6K+ 73.49% |
$2.51M - $2.75M
|
65.1K
$7.71M
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
27.4K+ 13.21% |
$2.5M - $2.74M
|
235K
$27.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
27.4K+ 240.35% |
$2.5M - $2.73M
|
38.8K
$4.59M
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
BUY
|
- |
27.1K+ 75.77% |
$2.47M - $2.7M
|
62.8K
$7.44M
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
27K+ 25.27% |
$2.46M - $2.7M
|
134K
$15.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
26.2K+ 5.03% |
$2.39M - $2.62M
|
547K
$64.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
26K+ 8.66% |
$2.37M - $2.6M
|
326K
$38.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
25.9K+ 297.95% |
$2.36M - $2.58M
|
34.6K
$4.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
25.5K+ 27.31% |
$2.32M - $2.54M
|
119K
$14.1M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
25.4K+ 182.4% |
$2.31M - $2.53M
|
39.3K
$4.66M
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
25.4K+ 27.52% |
$2.31M - $2.53M
|
117K
$13.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Lvz, Inc.
|
BUY
|
- |
24.7K+ 3.59% |
$2.25M - $2.46M
|
711K
$84.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
24.6KNew |
$2.24M - $2.45M
|
24.6K
$2.91M
|
|
|
Aug 09, 2023
Q2 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
24.6K+ 21.95% |
$2.24M - $2.45M
|
136K
$16.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
24.5KNew |
$2.24M - $2.45M
|
24.5K
$2.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
24.2K+ 7.58% |
$2.2M - $2.41M
|
343K
$40.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
23.8K+ 158.74% |
$2.17M - $2.38M
|
38.9K
$4.6M
|
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
23.7K+ 181.68% |
$2.16M - $2.37M
|
36.8K
$4.36M
|
|
|
Aug 31, 2023
Q2 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
23.7K+ 56.38% |
$2.16M - $2.36M
|
65.6K
$7.77M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
23.4K+ 11.01% |
$2.13M - $2.34M
|
236K
$28M
|
|
|
Jul 18, 2023
Q2 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
23.4K+ 21.64% |
$2.13M - $2.34M
|
132K
$15.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
23.2K+ 10.89% |
$2.11M - $2.31M
|
236K
$27.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
23.1K+ 16.9% |
$2.11M - $2.31M
|
160K
$18.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
22.8K+ 34.89% |
$2.08M - $2.28M
|
88.2K
$10.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
22.5KNew |
$2.05M - $2.25M
|
22.5K
$2.66M
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
22.3K+ 2.96% |
$2.04M - $2.23M
|
777K
$92M
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
22.3K+ 20.22% |
$2.03M - $2.23M
|
133K
$15.7M
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
22.1K+ 60.95% |
$2.01M - $2.2M
|
58.2K
$6.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
21.6K+ 2.01% |
$1.97M - $2.16M
|
1.1M
$130M
|