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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
95.4K+ 5.73% |
$8.86M - $10M
|
1.76M
$206M
|
|
|
Oct 13, 2023
Q3 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
94K+ 76.75% |
$8.73M - $9.89M
|
217K
$25.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
91.9KNew |
$8.54M - $9.66M
|
91.9K
$10.8M
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
88.5K+ 0.95% |
$8.23M - $9.31M
|
9.37M
$1.1B
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
86.9K+ 14.12% |
$8.08M - $9.14M
|
703K
$82.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
80.8KNew |
$7.5M - $8.49M
|
80.8K
$9.46M
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
77.8K+ 58.06% |
$7.23M - $8.19M
|
212K
$24.8M
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
77.7KNew |
$7.22M - $8.17M
|
77.7K
$9.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
77.5K+ 947.09% |
$7.2M - $8.14M
|
85.6K
$10M
|
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
76.1K+ 418.4% |
$7.07M - $8M
|
94.3K
$11M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
74KNew |
$6.87M - $7.78M
|
74K
$8.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
72.5K+ 72.09% |
$6.73M - $7.62M
|
173K
$20.3M
|
|
|
Nov 22, 2023
Q3 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
72.2K+ 509.45% |
$6.71M - $7.6M
|
86.4K
$10.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
70.8K+ 45.21% |
$6.58M - $7.45M
|
228K
$26.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
69.7K+ 126707.27% |
$6.47M - $7.33M
|
69.7K
$8.17M
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
69.1K+ 40.77% |
$6.41M - $7.26M
|
238K
$27.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
67.4KNew |
$6.26M - $7.09M
|
67.4K
$7.89M
|
|
|
Oct 16, 2023
Q3 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
65.2KNew |
$6.06M - $6.86M
|
65.2K
$7.64M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
64.8K+ 164.5% |
$6.02M - $6.81M
|
104K
$12.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
63.5K+ 94.73% |
$5.9M - $6.68M
|
131K
$15.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
63.4K+ 54.01% |
$5.89M - $6.67M
|
181K
$21.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
62.2K+ 28.22% |
$5.78M - $6.54M
|
283K
$33.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
59.5K+ 22.52% |
$5.53M - $6.26M
|
324K
$37.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
57.3K+ 7.35% |
$5.32M - $6.02M
|
836K
$98M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
56.9K+ 71.82% |
$5.29M - $5.99M
|
136K
$16M
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
56.6KNew |
$5.26M - $5.95M
|
56.6K
$6.63M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
56.4K+ 7.03% |
$5.24M - $5.94M
|
860K
$101M
|
|
|
Nov 27, 2023
Q3 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
56.1K+ 2438.57% |
$5.21M - $5.9M
|
58.4K
$6.84M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
55.6K+ 6.61% |
$5.16M - $5.84M
|
896K
$105M
|
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
52.7K+ 4.06% |
$4.89M - $5.54M
|
1.35M
$158M
|
|
|
Nov 01, 2023
Q3 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
52.5K+ 123.95% |
$4.88M - $5.52M
|
94.8K
$11.1M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
49.7K+ 118.36% |
$4.62M - $5.23M
|
91.7K
$10.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
49.4K+ 5081.91% |
$4.59M - $5.2M
|
50.4K
$5.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
48.7K+ 2.15% |
$4.52M - $5.12M
|
2.31M
$271M
|
|
|
Oct 20, 2023
Q3 2023
|
One Day In July LLC
|
BUY
|
- |
48.6K+ 9.62% |
$4.51M - $5.11M
|
554K
$64.9M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
48.6K+ 30.43% |
$4.51M - $5.11M
|
208K
$24.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
48.4K+ 35.44% |
$4.49M - $5.09M
|
185K
$21.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
48.2K+ 150.6% |
$4.48M - $5.07M
|
80.2K
$9.39M
|
|
|
Nov 06, 2023
Q3 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
47.8K+ 89.77% |
$4.44M - $5.03M
|
101K
$11.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
47.5K+ 511.33% |
$4.42M - $5M
|
56.8K
$6.66M
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
46.3K+ 266.41% |
$4.3M - $4.87M
|
63.7K
$7.46M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
46.1K+ 252.43% |
$4.29M - $4.85M
|
64.4K
$7.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
44.8K+ 6.23% |
$4.16M - $4.71M
|
764K
$89.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
44.8K+ 6.98% |
$4.16M - $4.71M
|
686K
$80.4M
|
|
|
Oct 16, 2023
Q3 2023
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
44.2KNew |
$4.11M - $4.65M
|
44.2K
$5.18M
|
|
|
Oct 25, 2023
Q3 2023
|
Monument Capital Management
|
BUY
|
- |
42.8KNew |
$3.98M - $4.5M
|
42.8K
$5.02M
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
BUY
|
- |
42.6K+ 447.23% |
$3.96M - $4.48M
|
52.1K
$6.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
42.6KNew |
$3.96M - $4.48M
|
42.6K
$4.99M
|
|
|
Oct 30, 2023
Q3 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
40.3KNew |
$3.74M - $4.23M
|
40.3K
$4.72M
|
|
|
Oct 23, 2023
Q3 2023
|
Norway Savings Bank
|
BUY
|
- |
39KNew |
$3.63M - $4.11M
|
39K
$4.57M
|