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
Centerpoint Advisors, LLC

BUY
 -
6.45K
+ 5.44%
$588K - $644K
125K $14.8M
Jul 10, 2023 Q2 2023
Smith Anglin Financial, LLC

BUY
 -
6.43K
+ 9.51%
$586K - $642K
74.1K $8.77M
Jul 27, 2023 Q2 2023
Tranquilli Financial Advisor LLC

Clinton, NJ
BUY
 -
6.37K
+ 268.27%
$580K - $635K
8.74K $1.04M
Jul 24, 2023 Q2 2023
Magnolia Wealth Management, LLC

BUY
 -
6.33K
+ 12.07%
$577K - $632K
58.8K $6.96M
Jul 13, 2023 Q2 2023
Grey Street Capital, LLC

Chicago, IL
BUY
 -
6.23K
New
$568K - $622K
6.23K $738K
Aug 08, 2023 Q2 2023
Baron Wealth Management LLC

Troy, MI
BUY
 -
6.21K
+ 3.71%
$566K - $619K
173K $20.5M
Aug 04, 2023 Q2 2023
Summit Place Financial Advisors, LLC

BUY
 -
6.2K
+ 30.84%
$565K - $618K
26.3K $3.11M
Aug 11, 2023 Q2 2023
Sei Investments CO

Oaks, PA
BUY
 -
6.15K
+ 20.79%
$560K - $614K
35.7K $4.23M
Jul 11, 2023 Q2 2023
Affiance Financial, LLC

BUY
 -
6.13K
+ 3.06%
$559K - $612K
206K $24.4M
Jul 13, 2023 Q2 2023
Northstar Advisory Group, LLC

BUY
 -
6.12K
New
$558K - $611K
6.12K $725K
Aug 14, 2023 Q2 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
6.1K
+ 33.16%
$556K - $609K
24.5K $2.9M
Aug 04, 2023 Q2 2023
Pillar Wealth Advisors, LLC

BUY
 -
6.09K
+ 85.32%
$555K - $608K
13.2K $1.57M
Jul 20, 2023 Q2 2023
Rockwood Wealth Management, LLC

New Hope, PA
BUY
 -
6.04K
+ 93.61%
$550K - $602K
12.5K $1.48M
Aug 01, 2023 Q2 2023
Fiducient Advisors LLC

BUY
 -
5.98K
+ 40.17%
$545K - $597K
20.9K $2.47M
Nov 15, 2023 Q2 2023
Exchange Bank

Santa Rosa, CA
BUY
 -
5.98K
New
$545K - $597K
5.98K $709K
Jul 17, 2023 Q2 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
5.96K
+ 3.8%
$543K - $594K
163K $19.3M
Aug 07, 2023 Q2 2023
Shoker Investment Counsel, Inc.

Oxford, OH
BUY
 -
5.94K
+ 2.47%
$542K - $593K
246K $29.2M
Aug 09, 2023 Q2 2023
Pine Ridge Advisers LLC

New York, NY
BUY
 -
5.94K
+ 10.9%
$541K - $592K
60.4K $7.15M
Aug 14, 2023 Q2 2023
Jt Stratford LLC

Gainesville, GA
BUY
 -
5.77K
+ 9.14%
$526K - $576K
68.9K $8.16M
Jul 17, 2023 Q2 2023
Bryant Woods Investment Advisors, LLC

BUY
 -
5.75K
+ 4.48%
$524K - $574K
134K $15.9M
Aug 10, 2023 Q2 2023
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
5.72K
+ 10.12%
$522K - $571K
62.3K $7.38M
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
5.65K
+ 0.78%
$514K - $563K
731K $86.6M
Aug 14, 2023 Q2 2023
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
5.6K
+ 2.83%
$510K - $559K
204K $24.1M
Aug 08, 2023 Q2 2023
South State Corp

BUY
 -
5.58K
+ 229.56%
$508K - $557K
8.01K $948K
Jul 19, 2023 Q2 2023
Fifth Third Securities, Inc.

BUY
 -
5.53K
+ 6.27%
$504K - $551K
93.6K $11.1M
Jul 28, 2023 Q2 2023
Lindbrook Capital, LLC

BUY
 -
5.42K
+ 9.47%
$494K - $541K
62.6K $7.42M
Jul 26, 2023 Q2 2023
Francis Financial, Inc.

New York, NY
BUY
 -
5.41K
+ 5.59%
$493K - $540K
102K $12.1M
Jul 19, 2023 Q2 2023
Compton Financial Group, LLC

BUY
 -
5.39K
+ 4.02%
$491K - $537K
139K $16.5M
Jul 31, 2023 Q2 2023
Schneider Downs Wealth Management Advisors, LP

BUY
 -
5.35K
+ 9.33%
$488K - $534K
62.7K $7.43M
Aug 14, 2023 Q2 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
5.33K
+ 28.6%
$486K - $532K
24K $2.84M
Aug 14, 2023 Q2 2023
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
5.29K
+ 3.48%
$482K - $528K
157K $18.6M
Aug 07, 2023 Q2 2023
Core First Bank & Trust

Topeka, KS
BUY
 -
5.26K
+ 1753.33%
$479K - $525K
5.56K $659K
Aug 07, 2023 Q2 2023
Slate Stone Wealth, LLC

BUY
 -
5.21K
+ 85.47%
$475K - $520K
11.3K $1.34M
Aug 02, 2023 Q2 2023
Executive Wealth Management, LLC

BUY
 -
5.15K
+ 3.0%
$469K - $514K
177K $20.9M
Aug 03, 2023 Q2 2023
Spc Financial, Inc.

BUY
 -
5.14K
+ 24.0%
$468K - $513K
26.5K $3.14M
Aug 07, 2023 Q2 2023
Acadian Asset Management LLC

Boston, MA
BUY
 -
5.11K
New
$466K - $510K
5.11K $606K
Jul 18, 2023 Q2 2023
Burt Wealth Advisors

BUY
 -
5.1K
New
$465K - $509K
5.1K $605K
Aug 14, 2023 Q2 2023
Bayesian Capital Management, LP

Brooklyn, NY
BUY
 -
5.1K
New
$465K - $509K
5.1K $604K
Aug 07, 2023 Q2 2023
Kellett Schaffner Wealth Advisors LLC

Cincinnati, OH
BUY
 -
5.08K
+ 10.55%
$463K - $507K
53.3K $6.31M
Aug 11, 2023 Q2 2023
Ally Invest Advisors Inc.

Charlotte, NC
BUY
 -
5.07K
+ 1.69%
$462K - $506K
306K $36.2M
Jul 14, 2023 Q2 2023
Cornerstone Wealth Management, LLC

BUY
 -
5.06K
+ 19.89%
$461K - $505K
30.5K $3.61M
Jul 31, 2023 Q2 2023
Curi Wealth Management, LLC

BUY
 -
5.05K
+ 5.15%
$460K - $504K
103K $12.2M
Jul 11, 2023 Q2 2023
Mtc Wealth Management LLC

BUY
 -
5.04K
+ 4.67%
$460K - $503K
113K $13.4M
Aug 14, 2023 Q2 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
4.99K
+ 82.58%
$455K - $498K
11K $1.31M
Aug 01, 2023 Q2 2023
Fiduciary Trust CO

Boston, MA
BUY
 -
4.96K
+ 1.16%
$452K - $495K
432K $51.1M
Aug 10, 2023 Q2 2023
Yhb Investment Advisors, Inc.

BUY
 -
4.95K
+ 2.95%
$451K - $494K
173K $20.5M
Jul 26, 2023 Q2 2023
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
4.83K
+ 177.65%
$440K - $482K
7.54K $893K
Aug 14, 2023 Q2 2023
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
4.82K
+ 4.55%
$439K - $481K
111K $13.1M
Aug 10, 2023 Q2 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
4.81K
+ 0.67%
$438K - $480K
719K $85.2M

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