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 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-4- 0.03% |
$372 - $421
|
15.4K
$1.81M
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
SELL
|
- |
-5- 0.08% |
$465 - $526
|
6.52K
$764K
|
|
|
Oct 18, 2023
Q3 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-5- 0.19% |
$465 - $526
|
2.63K
$308K
|
|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-5- 0.18% |
$465 - $526
|
2.82K
$330K
|
|
|
Nov 13, 2023
Q3 2023
|
Smart Money Group LLC
|
SELL
|
- |
-5- 0.13% |
$465 - $526
|
3.86K
$452K
|
|
|
Nov 13, 2023
Q3 2023
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-6- 0.13% |
$557 - $631
|
4.5K
$527K
|
|
|
Oct 26, 2023
Q3 2023
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-7- 0.01% |
$650 - $736
|
117K
$13.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-7- 0.05% |
$650 - $736
|
12.8K
$1.5M
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-7- 0.12% |
$650 - $736
|
6.06K
$710K
|
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-8- 0.32% |
$743 - $841
|
2.49K
$291K
|
|
|
Nov 15, 2023
Q3 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-8- 0.08% |
$743 - $841
|
9.97K
$1.17M
|
|
|
Oct 13, 2023
Q3 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-10- 0.39% |
$929 - $1.05K
|
2.54K
$298K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-10- 8.4% |
$929 - $1.05K
|
109
$12.8K
|
|
|
Nov 16, 2023
Q3 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-10- 0.23% |
$929 - $1.05K
|
4.34K
$508K
|
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.28% |
$1.02K - $1.16K
|
3.88K
$455K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-11- 0.17% |
$1.02K - $1.16K
|
6.59K
$772K
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-11- 0.1% |
$1.02K - $1.16K
|
10.8K
$1.27M
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-12- 0.69% |
$1.11K - $1.26K
|
1.73K
$202K
|
|
|
Oct 13, 2023
Q3 2023
|
Ti Trust, Inc
|
SELL
|
- |
-13- 0.36% |
$1.21K - $1.37K
|
3.59K
$420K
|
|
|
Nov 03, 2023
Q3 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-13- 0.05% |
$1.21K - $1.37K
|
26.1K
$3.06M
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-14- 10.14% |
$1.3K - $1.47K
|
124
$14.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-14- 1.32% |
$1.3K - $1.47K
|
1.05K
$123K
|
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-15- 0.83% |
$1.39K - $1.58K
|
1.78K
$209K
|
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-16- 1.7% |
$1.49K - $1.68K
|
925
$108K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-17- 2.68% |
$1.58K - $1.79K
|
617
$72.3K
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
SELL
|
- |
-18- 0.12% |
$1.67K - $1.89K
|
15.5K
$1.82M
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-18- 0.76% |
$1.67K - $1.89K
|
2.36K
$276K
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-18- 0.06% |
$1.67K - $1.89K
|
28.2K
$3.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-18- 0.75% |
$1.67K - $1.89K
|
2.37K
$277K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-19- 9.55% |
$1.77K - $2K
|
180
$21.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-19- 0.24% |
$1.77K - $2K
|
7.83K
$917K
|
|
|
Oct 11, 2023
Q3 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-20- 0.76% |
$1.86K - $2.1K
|
2.6K
$305K
|
|
|
Oct 13, 2023
Q3 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-20- 0.71% |
$1.86K - $2.1K
|
2.78K
$326K
|
|
|
Oct 17, 2023
Q3 2023
|
Somerset Trust CO
|
SELL
|
- |
-20- 0.39% |
$1.86K - $2.1K
|
5.06K
$593K
|
|
|
Oct 17, 2023
Q3 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.1% |
$1.86K - $2.1K
|
19.5K
$2.29M
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
SELL
|
- |
-22- 0.11% |
$2.04K - $2.31K
|
19.8K
$2.32M
|
|
|
Oct 23, 2023
Q3 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-23- 0.18% |
$2.14K - $2.42K
|
12.8K
$1.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-23- 0.68% |
$2.14K - $2.42K
|
3.37K
$395K
|
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-24- 0.75% |
$2.23K - $2.52K
|
3.19K
$374K
|
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-25- 0.22% |
$2.32K - $2.63K
|
11.5K
$1.35M
|
|
|
Oct 24, 2023
Q3 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-25- 0.57% |
$2.32K - $2.63K
|
4.34K
$508K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-25- 10.08% |
$2.32K - $2.63K
|
223
$26.1K
|
|
|
Oct 19, 2023
Q3 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-26- 0.25% |
$2.42K - $2.73K
|
10.2K
$1.19M
|
|
|
Nov 14, 2023
Q3 2023
|
My Wealth Management Inc.
|
SELL
|
- |
-26- 0.41% |
$2.42K - $2.73K
|
6.3K
$738K
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-27Closed |
$2.51K - $2.84K
|
0
$0
|
|
|
Oct 27, 2023
Q3 2023
|
Narwhal Capital Management
|
SELL
|
- |
-28- 0.13% |
$2.6K - $2.94K
|
20.8K
$2.43M
|
|
|
Oct 06, 2023
Q3 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-29- 0.06% |
$2.69K - $3.05K
|
47.1K
$5.51M
|
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-30- 0.38% |
$2.79K - $3.15K
|
7.8K
$914K
|
|
|
Oct 13, 2023
Q3 2023
|
David J Yvars Group
|
SELL
|
- |
-30- 0.26% |
$2.79K - $3.15K
|
11.4K
$1.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-30- 0.09% |
$2.79K - $3.15K
|
33.2K
$3.89M
|