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
Oct 10, 2023 Q3 2023
Dentgroup LLC

BUY
 -
141
+ 2.92%
$13.1K - $14.8K
4.97K $498K
Nov 13, 2023 Q3 2023
Peninsula Wealth, LLC

San Francisco, CA
BUY
 -
141
+ 1.07%
$13.1K - $14.8K
13.3K $1.33M
Nov 13, 2023 Q3 2023
West Michigan Advisors, LLC

Holland, MI
BUY
 -
140
+ 4.31%
$13K - $14.7K
3.39K $339K
Nov 13, 2023 Q3 2023
Midwest Professional Planners, Ltd.

Wausau, WI
BUY
 -
137
+ 0.57%
$12.7K - $14.4K
24K $2.41M
Nov 07, 2023 Q3 2023
True Wealth Advisors, LLC

BUY
 -
136
+ 2.39%
$12.6K - $14.3K
5.82K $583K
Oct 27, 2023 Q3 2023
Patten & Patten Inc

BUY
 -
134
+ 4.76%
$12.4K - $14.1K
2.95K $295K
Oct 17, 2023 Q3 2023
Midwest Financial Group LLC

Overland Park, KS
BUY
 -
133
+ 5.23%
$12.4K - $14K
2.67K $268K
Nov 02, 2023 Q3 2023
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
127
+ 0.69%
$11.8K - $13.4K
18.5K $1.85M
Nov 14, 2023 Q3 2023
London CO Of Virginia

Richmond, VA
BUY
 -
127
New
$11.8K - $13.4K
127 $12.7K
Nov 02, 2023 Q3 2023
Islay Capital Management, LLC

Lubbock, TX
BUY
 -
126
+ 5.58%
$11.7K - $13.3K
2.38K $239K
Nov 14, 2023 Q3 2023
Spotlight Asset Group, Inc.

Oakbrook Terrace, IL
BUY
 -
125
+ 5.29%
$11.6K - $13.1K
2.49K $249K
Nov 13, 2023 Q3 2023
Roundview Capital LLC

Princeton, NJ
BUY
 -
121
+ 4.2%
$11.2K - $12.7K
3K $300K
Oct 10, 2023 Q3 2023
Tilia Fiduciary Partners, Inc.

BUY
 -
119
+ 1.22%
$11.1K - $12.5K
9.88K $989K
Oct 12, 2023 Q3 2023
Hibernia Wealth Partners, LLC

Baton Rouge, LA
BUY
 -
117
New
$10.9K - $12.3K
117 $11.7K
Nov 15, 2023 Q3 2023
Atticus Wealth Management, LLC

BUY
 -
113
+ 297.37%
$10.5K - $11.9K
151 $15.1K
Oct 17, 2023 Q3 2023
Mcrae Capital Management Inc

BUY
 -
112
+ 2.11%
$10.4K - $11.8K
5.42K $543K
Nov 02, 2023 Q3 2023
Your Advocates Ltd., LLP

Houston, TX
BUY
 -
111
New
$10.3K - $11.7K
111 $11.1K
Oct 16, 2023 Q3 2023
Burke & Herbert Bank & Trust CO

BUY
 -
107
+ 0.57%
$9.94K - $11.3K
18.7K $1.88M
Oct 25, 2023 Q3 2023
Fortune Financial Advisors, LLC

Overland Park, KS
BUY
 -
107
+ 0.89%
$9.94K - $11.3K
12.1K $1.21M
Oct 19, 2023 Q3 2023
Alpha Cubed Investments, LLC

BUY
 -
105
+ 4.06%
$9.75K - $11K
2.69K $270K
Oct 20, 2023 Q3 2023
Index Fund Advisors, Inc.

BUY
 -
104
+ 0.87%
$9.66K - $10.9K
12.1K $1.21M
Nov 13, 2023 Q3 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
103
+ 8.97%
$9.57K - $10.8K
1.25K $125K
Oct 11, 2023 Q3 2023
Alliance Wealth Advisors, LLC

BUY
 -
102
+ 0.27%
$9.48K - $10.7K
38.2K $3.83M
Oct 23, 2023 Q3 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
100
+ 1.44%
$9.29K - $10.5K
7.03K $704K
Nov 02, 2023 Q3 2023
Gables Capital Management Inc.

BUY
 -
100
New
$9.29K - $10.5K
100 $10K
Nov 14, 2023 Q3 2023
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
100
+ 2.86%
$9.29K - $10.5K
3.6K $360K
Oct 27, 2023 Q3 2023
Sym Financial Corp

BUY
 -
99
+ 93.4%
$9.2K - $10.4K
205 $20.5K
Nov 09, 2023 Q3 2023
Nicolet Bankshares Inc

Green Bay, WI
BUY
 -
99
+ 3.14%
$9.2K - $10.4K
3.26K $326K
Nov 13, 2023 Q3 2023
Elgethun Capital Management

Sioux Falls, SD
BUY
 -
99
+ 8.22%
$9.2K - $10.4K
1.3K $130K
Nov 03, 2023 Q3 2023
Larson Financial Group LLC

BUY
 -
95
+ 1.83%
$8.83K - $9.99K
5.3K $531K
Nov 13, 2023 Q3 2023
Bluestem Financial Advisors, LLC

Champaign, IL
BUY
 -
95
+ 0.36%
$8.83K - $9.99K
26.6K $2.66M
Nov 14, 2023 Q3 2023
Wealth Dimensions Group, Ltd.

BUY
 -
94
+ 1.04%
$8.73K - $9.89K
9.11K $912K
Oct 11, 2023 Q3 2023
Chemistry Wealth Management LLC

New York, NY
BUY
 -
93
+ 0.81%
$8.64K - $9.78K
11.6K $1.16M
Nov 13, 2023 Q3 2023
Gsb Wealth Management, LLC

BUY
 -
92
+ 0.52%
$8.55K - $9.67K
17.6K $1.76M
Oct 23, 2023 Q3 2023
St Germain D J CO Inc

Springfield, MA
BUY
 -
90
+ 4.57%
$8.36K - $9.46K
2.06K $206K
Nov 14, 2023 Q3 2023
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
90
+ 0.07%
$8.36K - $9.46K
127K $12.7M
Nov 15, 2023 Q3 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
89
+ 4.61%
$8.27K - $9.36K
2.02K $202K
Nov 15, 2023 Q3 2023
Essex Financial Services, Inc.

BUY
 -
89
+ 0.25%
$8.27K - $9.36K
35.5K $3.55M
Nov 14, 2023 Q3 2023
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
86
+ 1.38%
$7.99K - $9.04K
6.32K $633K
Nov 07, 2023 Q3 2023
Gryphon Financial Partners LLC

BUY
 -
85
+ 0.47%
$7.9K - $8.94K
18K $1.81M
Oct 16, 2023 Q3 2023
Mangham Associates,Llc

Charlottesville, VA
BUY
 -
84
+ 0.33%
$7.8K - $8.83K
25.6K $2.56M
Oct 25, 2023 Q3 2023
Oxinas Partners Wealth Management LLC

BUY
 -
83
+ 1.95%
$7.71K - $8.73K
4.34K $435K
Nov 06, 2023 Q3 2023
Firestone Capital Management

BUY
 -
80
+ 1.28%
$7.43K - $8.41K
6.34K $635K
Nov 08, 2023 Q3 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
80
+ 3.35%
$7.43K - $8.41K
2.47K $247K
Nov 07, 2023 Q3 2023
Pinnacle Wealth Planning Services, Inc.

BUY
 -
79
+ 0.39%
$7.34K - $8.31K
20.1K $2.02M
Nov 13, 2023 Q3 2023
Capstone Financial Advisors, Inc.

Downers Grove, IL
BUY
 -
77
+ 2.67%
$7.15K - $8.1K
2.96K $296K
Oct 23, 2023 Q3 2023
Bridgeworth, LLC

Birmingham, AL
BUY
 -
75
+ 1.32%
$6.97K - $7.89K
5.76K $577K
Nov 03, 2023 Q3 2023
Mitchell Capital Management CO

BUY
 -
75
+ 1.69%
$6.97K - $7.89K
4.52K $452K
Oct 31, 2023 Q3 2023
Tci Wealth Advisors, Inc.

BUY
 -
73
+ 2.53%
$6.78K - $7.68K
2.96K $296K

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