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
Jul 28, 2023 Q2 2023
Townsend & Associates, Inc

BUY
 -
21.6K
+ 104.35%
$1.97M - $2.16M
42.3K $5.02M
Aug 02, 2023 Q2 2023
Bank Of Montreal

Toronto, A6
BUY
 -
21.4K
+ 1.28%
$1.95M - $2.13M
1.69M $200M
Jul 26, 2023 Q2 2023
Pinnacle Associates LTD

BUY
 -
21.3K
+ 8.49%
$1.94M - $2.13M
272K $32.3M
Aug 04, 2023 Q2 2023
Towercrest Capital Management

Newtown, PA
BUY
 -
20.6K
+ 18.77%
$1.88M - $2.05M
130K $15.4M
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
20.6K
+ 6.0%
$1.87M - $2.05M
363K $43M
Aug 07, 2023 Q2 2023
Second Half Financial Partners, LLC

Sebring, FL
BUY
 -
20.6K
New
$1.87M - $2.05M
20.6K $2.44M
Aug 14, 2023 Q2 2023
Archetype Wealth Partners

Houston, TX
BUY
 -
20.1K
+ 53.48%
$1.84M - $2.01M
57.8K $6.84M
Aug 11, 2023 Q2 2023
Weiss Asset Management LP

Boston, MA
BUY
 -
20K
New
$1.82M - $2M
20K $2.37M
Aug 14, 2023 Q2 2023
Proficio Capital Partners LLC

Newton, MA
BUY
 -
19.8K
New
$1.81M - $1.98M
19.8K $2.35M
Jul 13, 2023 Q2 2023
Traverso Chambers Private Wealth Management, LLC

BUY
 -
19.5K
+ 209.96%
$1.77M - $1.94M
28.7K $3.4M
Aug 10, 2023 Q2 2023
Plan Group Financial, LLC

Oklahoma City, OK
BUY
 -
19.3K
New
$1.76M - $1.93M
19.3K $2.29M
Jul 17, 2023 Q2 2023
Forte Asset Management LLC

BUY
 -
19.3K
+ 430.92%
$1.76M - $1.93M
23.8K $2.82M
Aug 08, 2023 Q2 2023
West Coast Financial LLC

BUY
 -
18.6K
+ 2.3%
$1.69M - $1.86M
827K $98M
Aug 15, 2023 Q2 2023
Cape Cod Five Cents Savings Bank

Orleans, MA
BUY
 -
18.5K
+ 6.79%
$1.69M - $1.85M
291K $34.5M
Jul 18, 2023 Q2 2023
Afg Fiduciary Services Limited Partnership

Hingham, MA
BUY
 -
18.5K
+ 49.67%
$1.69M - $1.85M
55.7K $6.6M
Dec 18, 2023 Q2 2023
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
18.4K
+ 5.4%
$1.67M - $1.83M
359K $42.5M
Aug 14, 2024 Q2 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
18.2K
+ 4.02%
$1.66M - $1.81M
470K $55.6M
Aug 10, 2023 Q2 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
18.1K
+ 2.44%
$1.65M - $1.81M
760K $90M
Aug 01, 2023 Q2 2023
Farmers & Merchants Investments Inc

BUY
 -
18K
+ 2.2%
$1.64M - $1.8M
840K $99.5M
Aug 02, 2023 Q2 2023
One Day In July LLC

BUY
 -
18K
+ 3.7%
$1.64M - $1.8M
505K $59.8M
Aug 03, 2023 Q2 2023
Rooted Wealth Advisors, Inc.

Bourbonnais, IL
BUY
 -
17.7K
New
$1.62M - $1.77M
17.7K $2.1M
Aug 07, 2023 Q2 2023
Hoyle Cohen, LLC

BUY
 -
17.7K
New
$1.62M - $1.77M
17.7K $2.1M
Jul 27, 2023 Q2 2023
Washington Trust CO

BUY
 -
17.7K
+ 15.13%
$1.61M - $1.77M
135K $16M
Aug 11, 2023 Q2 2023
Destination Wealth Management

BUY
 -
17.7K
+ 2.33%
$1.61M - $1.76M
775K $91.8M
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
17.7K
+ 2.79%
$1.61M - $1.76M
650K $77M
Aug 01, 2023 Q2 2023
Portside Wealth Group, LLC

Provo, UT
BUY
 -
17.4K
New
$1.59M - $1.74M
17.4K $2.07M
Aug 14, 2023 Q2 2023
Mason Street Advisors, LLC

Milwaukee, WI
BUY
 -
17.4K
+ 9.44%
$1.59M - $1.74M
202K $23.9M
Aug 04, 2023 Q2 2023
Rebalance, LLC

Palo Alto, CA
BUY
 -
17.4K
+ 5.08%
$1.59M - $1.74M
360K $42.6M
Jul 10, 2023 Q2 2023
Telemus Capital, LLC

BUY
 -
17.3K
+ 3.94%
$1.58M - $1.73M
457K $54.2M
Jul 11, 2023 Q2 2023
Maltin Wealth Management, Inc.

BUY
 -
17.3K
+ 165.89%
$1.57M - $1.72M
27.7K $3.27M
Aug 07, 2023 Q2 2023
Greenup Street Wealth Management LLC

BUY
 -
17.2K
+ 225.58%
$1.57M - $1.72M
24.8K $2.94M
Aug 14, 2023 Q2 2023
Capital Fund Management S.A.

Paris, I0
BUY
 -
17K
New
$1.55M - $1.69M
17K $2.01M
Aug 10, 2023 Q2 2023
Aft, Forsyth & Sober, LLC

BUY
 -
16.9K
+ 13.67%
$1.54M - $1.69M
141K $16.7M
Jul 14, 2023 Q2 2023
Bartlett & Co. LLC

BUY
 -
16.9K
+ 5.47%
$1.54M - $1.69M
326K $38.7M
Feb 14, 2024 Q2 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
16.9K
+ 5.47%
$1.54M - $1.69M
326K $38.7M
Aug 02, 2023 Q2 2023
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
16.9K
+ 9.86%
$1.54M - $1.69M
188K $22.3M
Aug 02, 2023 Q2 2023
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
16.9K
+ 17.47%
$1.54M - $1.68M
113K $13.4M
Jul 25, 2023 Q2 2023
Fifth Third Bancorp

BUY
 -
16.8K
+ 0.62%
$1.53M - $1.68M
2.72M $323M
Aug 11, 2023 Q2 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
16.8K
New
$1.53M - $1.68M
16.8K $1.99M
Aug 02, 2023 Q2 2023
Wealth Architects, LLC

BUY
 -
16.7K
+ 4.2%
$1.52M - $1.67M
415K $49.1M
Aug 03, 2023 Q2 2023
Accredited Investors Inc.

BUY
 -
16.6K
+ 2.28%
$1.51M - $1.66M
744K $88.2M
Jul 17, 2023 Q2 2023
Legacy Wealth Management, Inc

BUY
 -
16.1K
+ 4.14%
$1.47M - $1.61M
406K $48.1M
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

BUY
 -
16.1K
+ 2.89%
$1.46M - $1.6M
572K $67.8M
Aug 15, 2023 Q2 2023
Verity Asset Management, Inc.

Durham, NC
BUY
 -
15.9K
+ 92.06%
$1.45M - $1.58M
33.1K $3.92M
Jul 27, 2023 Q2 2023
Grove Bank & Trust

BUY
 -
15.8K
+ 5.64%
$1.44M - $1.58M
296K $35M
Aug 25, 2023 Q2 2023
Lavaca Capital LLC

Houston, TX
BUY
 -
15.7K
New
$1.43M - $1.57M
15.7K $1.86M
Aug 14, 2023 Q2 2023
Cws Financial Advisors, LLC

Kalamazoo, MI
BUY
 -
15.7K
+ 13.92%
$1.43M - $1.57M
128K $15.2M
Aug 15, 2023 Q2 2023
Imprint Wealth LLC

Mount Pleasant, SC
BUY
 -
15.6K
New
$1.43M - $1.56M
15.6K $1.85M
Aug 14, 2023 Q2 2023
J. Goldman & CO LP

New York, NY
BUY
 -
15.6K
New
$1.42M - $1.56M
15.6K $1.85M

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