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 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-42.4K- 27.89% |
$3.86M - $4.23M
|
110K
$13M
|
|
|
Jul 25, 2023
Q2 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-43.9K- 82.92% |
$4M - $4.38M
|
9.03K
$1.07M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-45.4K- 80.27% |
$4.14M - $4.53M
|
11.2K
$1.32M
|
|
|
Jul 10, 2024
Q2 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-45.5K- 36.53% |
$4.15M - $4.54M
|
79.1K
$9.37M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-45.9K- 35.79% |
$4.18M - $4.58M
|
82.3K
$9.75M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-47.2K- 21.38% |
$4.3M - $4.71M
|
174K
$20.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-50.5K- 96.83% |
$4.6M - $5.04M
|
1.65K
$196K
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-51.7K- 87.03% |
$4.71M - $5.16M
|
7.7K
$912K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-55.2K- 41.16% |
$5.03M - $5.5M
|
78.8K
$9.34M
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-56.8K- 28.64% |
$5.18M - $5.67M
|
142K
$16.8M
|
|
|
Aug 15, 2023
Q2 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-56.9K- 66.67% |
$5.19M - $5.68M
|
28.5K
$3.37M
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-57.1K- 32.76% |
$5.2M - $5.7M
|
117K
$13.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-58.9K- 42.61% |
$5.37M - $5.88M
|
79.3K
$9.39M
|
|
|
Aug 07, 2023
Q2 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-59.7K- 59.48% |
$5.44M - $5.96M
|
40.7K
$4.82M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-60.1K- 8.18% |
$5.48M - $6M
|
675K
$80M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-62K- 5.76% |
$5.65M - $6.19M
|
1.01M
$120M
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-67.7K- 40.36% |
$6.17M - $6.75M
|
100K
$11.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-70.6K- 84.09% |
$6.43M - $7.05M
|
13.4K
$1.58M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-71.8K- 4.88% |
$6.54M - $7.16M
|
1.4M
$166M
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-73.2K- 99.87% |
$6.68M - $7.31M
|
94
$11.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-75.4K- 49.65% |
$6.87M - $7.52M
|
76.4K
$9.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-76.6K- 86.8% |
$6.98M - $7.65M
|
11.7K
$1.38M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-76.8K- 1.35% |
$7M - $7.66M
|
5.61M
$664M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-78.1K- 30.93% |
$7.11M - $7.79M
|
174K
$20.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-81.8K- 82.52% |
$7.46M - $8.17M
|
17.3K
$2.05M
|
|
|
Jul 20, 2023
Q2 2023
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-82.5K- 67.1% |
$7.52M - $8.24M
|
40.5K
$4.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-84.4K- 87.92% |
$7.69M - $8.42M
|
11.6K
$1.37M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-84.9K- 33.33% |
$7.74M - $8.48M
|
170K
$20.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-85.7K- 21.86% |
$7.81M - $8.55M
|
306K
$36.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-87.5K- 96.98% |
$7.98M - $8.74M
|
2.72K
$323K
|
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-89.3K- 85.88% |
$8.14M - $8.91M
|
14.7K
$1.74M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-91K- 22.49% |
$8.29M - $9.08M
|
314K
$37.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-93K- 49.21% |
$8.48M - $9.28M
|
96K
$11.4M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-100K- 51.55% |
$9.15M - $10M
|
94.4K
$11.2M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-101K- 7.83% |
$9.22M - $10.1M
|
1.19M
$141M
|
|
|
Jul 25, 2023
Q2 2023
|
Nationwide Fund Advisors
|
SELL
|
- |
-101K- 6.42% |
$9.23M - $10.1M
|
1.48M
$175M
|
|
|
Aug 14, 2023
Q2 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-102K- 26.92% |
$9.32M - $10.2M
|
278K
$32.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Rovin Capital
|
SELL
|
- |
-103K- 87.21% |
$9.39M - $10.3M
|
15.1K
$1.79M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-104K- 81.48% |
$9.52M - $10.4M
|
23.7K
$2.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-112K- 46.97% |
$10.2M - $11.2M
|
127K
$15M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-113K- 23.16% |
$10.3M - $11.3M
|
374K
$44.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-114K- 94.55% |
$10.4M - $11.4M
|
6.59K
$781K
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-121K- 82.89% |
$11M - $12M
|
24.9K
$2.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-122K- 54.83% |
$11.1M - $12.2M
|
101K
$11.9M
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-144K- 90.06% |
$13.1M - $14.3M
|
15.9K
$1.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-152K- 25.52% |
$13.9M - $15.2M
|
444K
$52.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-154K- 1.37% |
$14M - $15.3M
|
11M
$1.31B
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-161K- 14.74% |
$14.6M - $16M
|
928K
$110M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-164K- 2.06% |
$14.9M - $16.4M
|
7.78M
$921M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-166K- 4.13% |
$15.1M - $16.5M
|
3.85M
$456M
|