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 27, 2023 Q3 2023
Planning Directions Inc

SELL
 -
-112
- 4.3%
$10.4K - $11.8K
2.49K $294K
Nov 13, 2023 Q3 2023
Transatlantique Private Wealth LLC

SELL
 -
-112
- 1.4%
$10.4K - $11.8K
7.87K $927K
Nov 15, 2023 Q3 2023
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
SELL
 -
-113
- 0.55%
$10.5K - $11.9K
20.6K $2.42M
Oct 23, 2023 Q3 2023
Signature Wealth Management Partners, LLC

SELL
 -
-115
- 4.59%
$10.7K - $12.1K
2.39K $282K
Nov 13, 2023 Q3 2023
Lcnb Corp

Lebanon, OH
SELL
 -
-115
- 0.95%
$10.7K - $12.1K
12K $1.41M
Nov 01, 2023 Q3 2023
Wealth Plan Partners, LLC

Omaha, NE
SELL
 -
-116
- 2.94%
$10.8K - $12.2K
3.83K $451K
Nov 14, 2023 Q3 2023
Davis R M Inc

Portland, ME
SELL
 -
-117
- 0.53%
$10.9K - $12.3K
22.1K $2.6M
Oct 27, 2023 Q3 2023
Hudson Valley Investment Advisors Inc

SELL
 -
-118
- 1.93%
$11K - $12.4K
5.98K $705K
Oct 31, 2023 Q3 2023
Abbrea Capital, LLC

SELL
 -
-118
- 0.49%
$11K - $12.4K
24.1K $2.84M
Oct 12, 2023 Q3 2023
Fortress Wealth Group, LLC

Orlando, FL
SELL
 -
-120
- 3.93%
$11.1K - $12.6K
2.93K $345K
Oct 20, 2023 Q3 2023
West Branch Capital LLC

SELL
 -
-120
- 8.14%
$11.1K - $12.6K
1.36K $160K
Oct 16, 2023 Q3 2023
Legacy Trust

Grand Rapids, MI
SELL
 -
-121
- 0.16%
$11.2K - $12.7K
73.8K $8.69M
Nov 01, 2023 Q3 2023
Kraft Asset Management, LLC

SELL
 -
-121
- 1.5%
$11.2K - $12.7K
7.97K $938K
Nov 03, 2023 Q3 2023
Meridian Management CO

SELL
 -
-121
- 5.23%
$11.2K - $12.7K
2.19K $258K
Oct 10, 2023 Q3 2023
Householder Group Estate & Retirement Specialist, LLC

SELL
 -
-125
- 3.02%
$11.6K - $13.1K
4.01K $472K
Nov 14, 2023 Q3 2023
Ncm Capital Management, LLC

Ramsey, NJ
SELL
 -
-125
- 2.87%
$11.6K - $13.1K
4.24K $499K
Oct 30, 2023 Q3 2023
Bogart Wealth, LLC

SELL
 -
-126
- 7.59%
$11.7K - $13.3K
1.54K $181K
Nov 09, 2023 Q3 2023
Deutsche Bank Ag\

Frankfurt Am Main, 2M
SELL
 -
-126
- 1.18%
$11.7K - $13.3K
10.5K $1.24M
Oct 17, 2023 Q3 2023
Elevated Capital Advisors, LLC

Sandy, UT
SELL
 -
-127
- 0.81%
$11.8K - $13.4K
15.6K $1.84M
Nov 01, 2023 Q3 2023
Cadinha & CO LLC

SELL
 -
-129
- 0.98%
$12K - $13.6K
13K $1.53M
Oct 10, 2023 Q3 2023
Monterey Private Wealth, Inc.

SELL
 -
-130
- 4.08%
$12.1K - $13.7K
3.06K $360K
Oct 19, 2023 Q3 2023
Vahanian & Associates Financial Planning Inc.

SELL
 -
-130
- 3.13%
$12.1K - $13.7K
4.03K $475K
Nov 06, 2023 Q3 2023
L.M. Kohn & Company

SELL
 -
-130
- 2.05%
$12.1K - $13.7K
6.22K $733K
Nov 14, 2023 Q3 2023
Raymond James Trust Co. Of Nh

SELL
 -
-130
- 5.34%
$12.1K - $13.7K
2.3K $271K
Oct 05, 2023 Q3 2023
Mc Naughton Wealth Management, LLC

SELL
 -
-131
- 2.07%
$12.2K - $13.8K
6.19K $729K
Oct 30, 2023 Q3 2023
Nvwm, LLC

SELL
 -
-133
Closed
$12.4K - $14K
0 $0
Oct 12, 2023 Q3 2023
Bath Savings Trust CO

SELL
 -
-134
- 5.64%
$12.4K - $14.1K
2.24K $264K
Oct 11, 2023 Q3 2023
Hoese & CO LLP

SELL
 -
-136
- 44.44%
$12.6K - $14.3K
170 $20K
Oct 25, 2023 Q3 2023
Jb Capital LLC

SELL
 -
-136
- 4.4%
$12.6K - $14.3K
2.96K $348K
Nov 02, 2023 Q3 2023
Palisades Hudson Asset Management, L.P.

Fort Lauderdale, FL
SELL
 -
-145
- 0.14%
$13.5K - $15.2K
105K $12.4M
Oct 10, 2023 Q3 2023
Northwest Capital Management Inc

SELL
 -
-146
- 6.35%
$13.6K - $15.4K
2.15K $254K
Oct 12, 2023 Q3 2023
G&S Capital LLC

SELL
 -
-146
- 0.34%
$13.6K - $15.4K
43.2K $5.09M
Oct 19, 2023 Q3 2023
Dohj, LLC

Seattle, WA
SELL
 -
-147
- 3.37%
$13.7K - $15.5K
4.21K $496K
Oct 18, 2023 Q3 2023
Private Trust CO Na

SELL
 -
-149
- 0.3%
$13.8K - $15.7K
49.1K $5.79M
Oct 10, 2023 Q3 2023
Avondale Wealth Management

SELL
 -
-150
- 4.77%
$13.9K - $15.8K
3K $353K
Oct 11, 2023 Q3 2023
Independent Wealth Network Inc.

SELL
 -
-150
- 4.07%
$13.9K - $15.8K
3.54K $417K
Oct 10, 2023 Q3 2023
Peddock Capital Advisors, LLC

SELL
 -
-151
- 3.49%
$14K - $15.9K
4.18K $492K
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-151
- 0.12%
$14K - $15.9K
129K $15.2M
Oct 30, 2023 Q3 2023
Palo Alto Wealth Advisors, LLC

Palo Alto, CA
SELL
 -
-152
- 4.49%
$14.1K - $16K
3.23K $381K
Nov 13, 2023 Q3 2023
Blue Barn Wealth, LLC

SELL
 -
-152
- 2.48%
$14.1K - $16K
5.99K $705K
Oct 12, 2023 Q3 2023
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-156
- 2.26%
$14.5K - $16.4K
6.74K $794K
Oct 23, 2023 Q3 2023
Private Ocean, LLC

SELL
 -
-157
- 0.81%
$14.6K - $16.5K
19.3K $2.28M
Oct 24, 2023 Q3 2023
Union Savings Bank

Litchfield, CT
SELL
 -
-161
- 0.5%
$15K - $16.9K
31.9K $3.75M
Nov 09, 2023 Q3 2023
Ellevest, Inc.

SELL
 -
-162
- 0.69%
$15K - $17K
23.2K $2.73M
Oct 16, 2023 Q3 2023
Corrigan Financial, Inc.

Middletown, RI
SELL
 -
-163
- 0.77%
$15.1K - $17.1K
21.1K $2.49M
Oct 23, 2023 Q3 2023
Moneywise, Inc.

SELL
 -
-170
- 2.04%
$15.8K - $17.9K
8.17K $962K
Oct 24, 2023 Q3 2023
Eudaimonia Advisors LLC

Winchester, TN
SELL
 -
-170
- 5.41%
$15.8K - $17.9K
2.97K $350K
Nov 13, 2023 Q3 2023
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-170
- 4.02%
$15.8K - $17.9K
4.05K $478K
Oct 12, 2023 Q3 2023
Brookmont Capital Management

Dallas, TX
SELL
 -
-171
- 1.96%
$15.9K - $18K
8.56K $1.01M

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