Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
1.15K+ 3.49% |
$107K - $121K
|
34.1K
$3.79M
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.15K+ 1.67% |
$107K - $121K
|
69.8K
$7.75M
|
|
Oct 19, 2023
Q3 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.15K+ 2.72% |
$107K - $121K
|
43.3K
$4.81M
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.14K+ 6.04% |
$106K - $120K
|
20K
$2.22M
|
|
Oct 10, 2023
Q3 2023
|
Cypress Financial Planning LLC
|
BUY
|
- |
1.14K+ 10.14% |
$106K - $119K
|
12.3K
$1.37M
|
|
Oct 19, 2023
Q3 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.13K+ 3.74% |
$105K - $119K
|
31.4K
$3.49M
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.13K+ 10.5% |
$105K - $119K
|
11.9K
$1.32M
|
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.13K+ 10.11% |
$105K - $119K
|
12.3K
$1.37M
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.13K+ 5.63% |
$105K - $119K
|
21.2K
$2.35M
|
|
Oct 24, 2023
Q3 2023
|
Lynch & Associates
|
BUY
|
- |
1.13K+ 2.77% |
$105K - $118K
|
41.7K
$4.63M
|
|
Nov 13, 2023
Q3 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.11K+ 3.89% |
$103K - $117K
|
29.8K
$3.3M
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.11K+ 19.62% |
$103K - $116K
|
6.75K
$749K
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
1.1K+ 0.9% |
$103K - $116K
|
124K
$13.7M
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.1K+ 5.92% |
$102K - $115K
|
19.6K
$2.18M
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.09K+ 4.88% |
$102K - $115K
|
23.5K
$2.61M
|
|
Nov 13, 2023
Q3 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.08K+ 1.96% |
$101K - $114K
|
56.3K
$6.25M
|
|
Nov 06, 2023
Q3 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
1.06K+ 1.28% |
$98.2K - $111K
|
83.5K
$9.26M
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.05KNew |
$97.5K - $110K
|
1.05K
$116K
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.05K+ 32.21% |
$97.4K - $110K
|
4.3K
$477K
|
|
Nov 09, 2023
Q3 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
1.05K+ 9.13% |
$97.4K - $110K
|
12.5K
$1.39M
|
|
Nov 14, 2023
Q3 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
1.05K+ 18.7% |
$97.2K - $110K
|
6.64K
$737K
|
|
Nov 09, 2023
Q3 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
1.04K+ 2.79% |
$96.2K - $109K
|
38.2K
$4.24M
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.03K+ 4.16% |
$96K - $109K
|
25.9K
$2.87M
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1K+ 0.64% |
$93.3K - $106K
|
159K
$17.6M
|
|
Nov 14, 2023
Q3 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
1KNew |
$93.3K - $106K
|
1K
$111K
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
998+ 1.06% |
$92.7K - $105K
|
94.8K
$10.5M
|
|
Nov 06, 2023
Q3 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
994+ 0.67% |
$92.3K - $105K
|
148K
$16.5M
|
|
Nov 13, 2023
Q3 2023
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
975+ 0.94% |
$90.6K - $103K
|
104K
$11.6M
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
971+ 19.05% |
$90.2K - $102K
|
6.07K
$673K
|
|
Nov 08, 2023
Q3 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
970+ 3.69% |
$90.1K - $102K
|
27.3K
$3.02M
|
|
Oct 13, 2023
Q3 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
964+ 4.03% |
$89.6K - $101K
|
24.9K
$2.76M
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
960+ 8.09% |
$89.2K - $101K
|
12.8K
$1.42M
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
960+ 4.65% |
$89.2K - $101K
|
21.6K
$2.4M
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
BUY
|
- |
955+ 1.01% |
$88.7K - $100K
|
95.6K
$10.6M
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
951+ 4.64% |
$88.3K - $100K
|
21.4K
$2.38M
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
946+ 7.9% |
$87.9K - $99.5K
|
12.9K
$1.43M
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
942+ 30.1% |
$87.5K - $99.1K
|
4.07K
$452K
|
|
Oct 19, 2023
Q3 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
940+ 2.61% |
$87.3K - $98.9K
|
37K
$4.1M
|
|
Oct 10, 2023
Q3 2023
|
Woodstock Corp
|
BUY
|
- |
925+ 7.16% |
$85.9K - $97.3K
|
13.8K
$1.54M
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
925+ 0.73% |
$85.9K - $97.3K
|
127K
$14.1M
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
911+ 9.66% |
$84.6K - $95.8K
|
10.3K
$1.15M
|
|
Oct 27, 2023
Q3 2023
|
Parthenon LLC
|
BUY
|
- |
900+ 2.11% |
$83.6K - $94.6K
|
43.6K
$4.84M
|
|
May 19, 2025
Q3 2023
|
Aaf Wealth Management, LLC
|
BUY
|
- |
886+ 1.49% |
$82.3K - $93.2K
|
60.2K
$6.68M
|
|
Oct 25, 2023
Q3 2023
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
850+ 24.83% |
$79K - $89.4K
|
4.27K
$474K
|
|
Oct 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
849+ 0.97% |
$78.9K - $89.3K
|
88.6K
$9.83M
|
|
Oct 11, 2023
Q3 2023
|
Crestmont Private Wealth LLC
|
BUY
|
- |
839+ 0.8% |
$77.9K - $88.2K
|
106K
$11.8M
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
831+ 0.78% |
$77.2K - $87.4K
|
107K
$11.9M
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
823+ 27.13% |
$76.5K - $86.5K
|
3.86K
$428K
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
818+ 6.66% |
$76K - $86K
|
13.1K
$1.45M
|
|
Oct 19, 2023
Q3 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
813+ 2.98% |
$75.5K - $85.5K
|
28.1K
$3.11M
|