Purchases and Sales Made in Q3 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 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 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
 -
1.05K
New
$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
 -
1K
New
$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

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