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 17, 2023 Q2 2023
Investment Advisory Group, LLC

BUY
 -
9.63K
+ 11.9%
$877K - $961K
90.5K $10.7M
Aug 14, 2023 Q2 2023
Trifecta Capital Advisors, LLC

Northbrook, IL
BUY
 -
9.56K
+ 7.99%
$871K - $954K
129K $15.3M
Jul 24, 2023 Q2 2023
Bka Wealth Consulting, Inc.

BUY
 -
9.43K
New
$859K - $941K
9.43K $1.12M
Aug 03, 2023 Q2 2023
Asio Capital, LLC

BUY
 -
9.42K
+ 5.2%
$858K - $940K
191K $22.6M
Aug 07, 2023 Q2 2023
Ironwood Wealth Management, Llc.

BUY
 -
9.33K
+ 11.66%
$850K - $931K
89.3K $10.6M
Jul 27, 2023 Q2 2023
Conservest Capital Advisors, Inc.

BUY
 -
9.29K
+ 2.86%
$846K - $927K
334K $39.5M
Jul 14, 2023 Q2 2023
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
9.26K
+ 233.29%
$844K - $925K
13.2K $1.57M
Aug 11, 2023 Q2 2023
Northern Trust Corp

Chicago, IL
BUY
 -
9.26K
+ 0.12%
$844K - $924K
7.73M $915M
Aug 14, 2023 Q2 2023
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
8.99K
+ 48.72%
$820K - $898K
27.5K $3.25M
Jul 18, 2023 Q2 2023
Proffitt & Goodson Inc

BUY
 -
8.89K
+ 6.39%
$810K - $887K
148K $17.5M
Aug 14, 2023 Q2 2023
Apexium Financial, LP

BUY
 -
8.72K
+ 8.94%
$795K - $870K
106K $12.6M
Jul 24, 2023 Q2 2023
Bergan Kdv Wealth Management, LLC

BUY
 -
8.69K
+ 5.39%
$792K - $867K
170K $20.1M
Jul 31, 2023 Q2 2023
Lionsbridge Wealth Management LLC

Jacksonville Beach, FL
BUY
 -
8.64K
+ 37.47%
$787K - $862K
31.7K $3.75M
Jul 18, 2023 Q2 2023
Summit Global Investments

Bountiful, UT
BUY
 -
8.61K
+ 7.56%
$785K - $859K
123K $14.5M
Jul 03, 2023 Q2 2023
First Financial Bank Trust Division

Hamilton, OH
BUY
 -
8.58K
+ 4.19%
$782K - $857K
214K $25.3M
Aug 03, 2023 Q2 2023
New Square Capital LLC

BUY
 -
8.41K
+ 4.75%
$767K - $840K
186K $22M
Aug 14, 2023 Q2 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
8.37K
+ 52.86%
$762K - $835K
24.2K $2.87M
Jul 14, 2023 Q2 2023
Ccg Wealth Management, LLC

BUY
 -
8.29K
+ 14.29%
$755K - $827K
66.3K $7.85M
Aug 11, 2023 Q2 2023
Invenio Wealth Partners LLC

Coral Gables, FL
BUY
 -
8.09K
New
$737K - $807K
8.09K $958K
Aug 11, 2023 Q2 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
7.9K
+ 45.03%
$720K - $789K
25.5K $3.01M
Aug 14, 2023 Q2 2023
Full Sail Capital, LLC

Oklahoma City, OK
BUY
 -
7.88K
+ 1.62%
$718K - $786K
493K $58.4M
Aug 07, 2023 Q2 2023
James Investment Research Inc

BUY
 -
7.83K
+ 262.89%
$714K - $781K
10.8K $1.28M
Aug 07, 2023 Q2 2023
Boston Financial Mangement LLC

Boston, MA
BUY
 -
7.78K
+ 6.54%
$709K - $776K
127K $15M
Aug 08, 2023 Q2 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
7.73K
+ 7.05%
$704K - $771K
117K $13.9M
Jul 19, 2023 Q2 2023
Grimes & Company, Inc.

BUY
 -
7.68K
+ 6.69%
$700K - $767K
123K $14.5M
Aug 07, 2023 Q2 2023
Biltmore Family Office, LLC

BUY
 -
7.56K
+ 28.25%
$689K - $754K
34.3K $4.06M
Aug 07, 2023 Q2 2023
Human Investing LLC

BUY
 -
7.48K
+ 6.69%
$681K - $746K
119K $14.1M
Jul 14, 2023 Q2 2023
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
7.46K
+ 2.66%
$680K - $745K
288K $34.1M
Jul 31, 2023 Q2 2023
Valley National Advisers Inc

BUY
 -
7.15K
+ 15.93%
$652K - $714K
52K $6.16M
Aug 07, 2023 Q2 2023
Rkl Wealth Management LLC

BUY
 -
7.1K
+ 2.27%
$647K - $709K
319K $37.8M
Jul 20, 2023 Q2 2023
Birchcreek Wealth Management, LLC

Miami Township, OH
BUY
 -
7.09K
+ 35.41%
$646K - $708K
27.1K $3.21M
Jul 21, 2023 Q2 2023
Sigma Investment Counselors Inc

BUY
 -
7.09K
+ 1.22%
$646K - $708K
586K $69.5M
Jul 13, 2023 Q2 2023
Harbor Group, Inc.

BUY
 -
7.05K
+ 3.66%
$643K - $704K
200K $23.6M
Aug 03, 2023 Q2 2023
Beirne Wealth Consulting Services, LLC

BUY
 -
7.05K
+ 129.88%
$643K - $704K
12.5K $1.48M
Aug 04, 2023 Q2 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
7.03K
New
$640K - $701K
7.03K $832K
Aug 09, 2023 Q2 2023
Jones Financial Companies Lllp

BUY
 -
6.93K
+ 0.75%
$631K - $691K
936K $111M
Aug 14, 2023 Q2 2023
Lazard Asset Management LLC

New York, NY
BUY
 -
6.92K
+ 2.08%
$631K - $691K
339K $40.2M
Aug 08, 2023 Q2 2023
Northeast Financial Consultants Inc

Westport, CT
BUY
 -
6.91K
+ 7.81%
$630K - $690K
95.4K $11.3M
Aug 14, 2023 Q2 2023
Family Management Corp

New York, NY
BUY
 -
6.86K
+ 5.62%
$625K - $685K
129K $15.3M
Aug 04, 2023 Q2 2023
Pegasus Partners Ltd.

Mequon, WI
BUY
 -
6.82K
+ 3.16%
$621K - $680K
223K $26.4M
Aug 11, 2023 Q2 2023
Truefg, LLC

Cedar Park, TX
BUY
 -
6.81K
+ 4.07%
$620K - $679K
174K $20.6M
Aug 08, 2023 Q2 2023
Rhumbline Advisers

Boston, MA
BUY
 -
6.74K
+ 31.05%
$615K - $673K
28.5K $3.37M
Jul 21, 2023 Q2 2023
Rmr Wealth Builders

BUY
 -
6.67K
+ 5.96%
$608K - $666K
119K $14M
Jul 18, 2023 Q2 2023
Stratos Wealth Advisors, LLC

BUY
 -
6.65K
+ 5.0%
$606K - $663K
140K $16.5M
Aug 14, 2023 Q2 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
6.61K
+ 7.69%
$603K - $660K
92.7K $11M
Jul 25, 2023 Q2 2023
First Merchants Corp

BUY
 -
6.61K
+ 2.22%
$602K - $660K
305K $36.1M
Jul 19, 2023 Q2 2023
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
6.56K
+ 256.81%
$598K - $655K
9.11K $1.08M
Aug 14, 2023 Q2 2023
Joel Greenblatt Gotham Asset Management, LLC | New York, Ny
BUY
 -
6.48K
+ 119.78%
$591K - $647K
11.9K $1.41M
Jul 14, 2023 Q2 2023
4 Thought Financial Group Inc.

BUY
 -
6.47K
+ 9.57%
$590K - $646K
74.1K $8.78M

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