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 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
18New |
$1.67K - $1.89K
|
18
$2.11K
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
18+ 0.24% |
$1.67K - $1.89K
|
7.48K
$877K
|
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
18+ 0.02% |
$1.67K - $1.89K
|
98.2K
$11.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
17+ 0.03% |
$1.58K - $1.79K
|
57.9K
$6.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
17+ 0.91% |
$1.58K - $1.79K
|
1.89K
$221K
|
|
|
Oct 10, 2023
Q3 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
16+ 0.42% |
$1.49K - $1.68K
|
3.81K
$446K
|
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
BUY
|
- |
16+ 0.15% |
$1.49K - $1.68K
|
10.8K
$1.27M
|
|
|
Oct 24, 2023
Q3 2023
|
F&V Capital Management, LLC
|
BUY
|
- |
15+ 0.62% |
$1.39K - $1.58K
|
2.44K
$286K
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
15+ 1.19% |
$1.39K - $1.58K
|
1.28K
$150K
|
|
|
Nov 14, 2023
Q3 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
15+ 0.16% |
$1.39K - $1.58K
|
9.13K
$1.07M
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
14+ 0.86% |
$1.3K - $1.47K
|
1.64K
$192K
|
|
|
Nov 13, 2023
Q3 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
14+ 0.03% |
$1.3K - $1.47K
|
41.9K
$4.91M
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
13+ 0.5% |
$1.21K - $1.37K
|
2.6K
$304K
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
12+ 0.5% |
$1.11K - $1.26K
|
2.41K
$282K
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
11New |
$1.02K - $1.16K
|
11
$1.29K
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
10New |
$929 - $1.05K
|
10
$1.17K
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
10+ 0.24% |
$929 - $1.05K
|
4.25K
$498K
|
|
|
Oct 30, 2023
Q3 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
10New |
$929 - $1.05K
|
10
$1.17K
|
|
|
Nov 02, 2023
Q3 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
10+ 0.45% |
$929 - $1.05K
|
2.24K
$262K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
10+ 0.19% |
$929 - $1.05K
|
5.25K
$615K
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
9New |
$836 - $946
|
9
$1.05K
|
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
9+ 0.18% |
$836 - $946
|
5.05K
$592K
|
|
|
Oct 05, 2023
Q3 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.03% |
$650 - $736
|
21.8K
$2.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
7+ 0.02% |
$650 - $736
|
29.9K
$3.51M
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
5+ 0.35% |
$465 - $526
|
1.42K
$166K
|
|
|
Oct 19, 2023
Q3 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
5+ 0.01% |
$465 - $526
|
43.1K
$5.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
5+ 0.04% |
$465 - $526
|
13.7K
$1.61M
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
5+ 0.68% |
$465 - $526
|
736
$86.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Tufton Capital Management
|
BUY
|
- |
4+ 0.04% |
$372 - $421
|
9.31K
$1.09M
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
4+ 0.01% |
$372 - $421
|
51.9K
$6.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
3+ 300.0% |
$279 - $315
|
4
$469
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
3+ 0.02% |
$279 - $315
|
15.2K
$1.78M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.11% |
$279 - $315
|
2.78K
$325K
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
3+ 0.01% |
$279 - $315
|
21.5K
$2.52M
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.14% |
$186 - $210
|
1.41K
$165K
|
|
|
Nov 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2+ 0.02% |
$186 - $210
|
9.81K
$1.15M
|
|
|
Oct 20, 2023
Q3 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1+ 0.02% |
$92.9 - $105
|
4.82K
$564K
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1+ 0.02% |
$92.9 - $105
|
5.53K
$648K
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1+ 0.26% |
$92.9 - $105
|
382
$44.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Northside Capital Management, LLC
|
SELL
|
- |
-1- 0.03% |
$92.9 - $105
|
3.15K
$369K
|
|
|
Oct 17, 2023
Q3 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1- -0.0% |
$92.9 - $105
|
23.4K
$2.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 5.26% |
$92.9 - $105
|
18
$2.11K
|
|
|
Nov 14, 2023
Q3 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-1- 0.04% |
$92.9 - $105
|
2.77K
$324K
|
|
|
Nov 14, 2023
Q3 2023
|
Petix & Botte CO
|
SELL
|
- |
-2- 0.07% |
$186 - $210
|
2.82K
$330K
|
|
|
Oct 16, 2023
Q3 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-3- 0.03% |
$279 - $315
|
9.5K
$1.11M
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-3- 1.61% |
$279 - $315
|
183
$21.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-3- 0.14% |
$279 - $315
|
2.21K
$259K
|
|
|
Oct 10, 2023
Q3 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-4- 0.18% |
$372 - $421
|
2.17K
$254K
|