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 05, 2023 Q3 2023
Keystone Wealth Services, LLC

SELL
 -
-181
- 4.6%
$16.8K - $19K
3.76K $440K
Oct 13, 2023 Q3 2023
Johnson Bixby & Associates, LLC

SELL
 -
-181
- 2.36%
$16.8K - $19K
7.48K $877K
Oct 20, 2023 Q3 2023
Ascent Wealth Partners, LLC

New Hartford, NY
SELL
 -
-181
- 2.06%
$16.8K - $19K
8.59K $1.01M
Oct 11, 2023 Q3 2023
Alpha Omega Wealth Management LLC

SELL
 -
-183
- 1.66%
$17K - $19.2K
10.9K $1.27M
Nov 02, 2023 Q3 2023
Main Street Financial Solutions, LLC

SELL
 -
-183
- 2.78%
$17K - $19.2K
6.4K $750K
Oct 19, 2023 Q3 2023
Kovack Advisors, Inc.

SELL
 -
-187
- 3.22%
$17.4K - $19.7K
5.63K $659K
Oct 10, 2023 Q3 2023
Strategies Wealth Advisors, LLC

Grand Rapids, MI
SELL
 -
-192
- 1.68%
$17.8K - $20.2K
11.2K $1.31M
Oct 27, 2023 Q3 2023
Dunhill Financial, LLC

London, X0
SELL
 -
-193
- 4.73%
$17.9K - $20.3K
3.89K $455K
Nov 03, 2023 Q3 2023
Sterling Financial Planning, Inc.

SELL
 -
-193
- 1.49%
$17.9K - $20.3K
12.7K $1.49M
Nov 06, 2023 Q3 2023
Retirement Group, LLC

SELL
 -
-196
- 46.01%
$18.2K - $20.6K
230 $26.9K
Nov 13, 2023 Q3 2023
Nwk Group, Inc.

San Francisco, CA
SELL
 -
-200
Closed
$18.6K - $21K
0 $0
Oct 24, 2023 Q3 2023
Center For Financial Planning, Inc.

Southfied, MI
SELL
 -
-202
- 1.82%
$18.8K - $21.2K
10.9K $1.28M
Oct 27, 2023 Q3 2023
Gradient Investments LLC

SELL
 -
-205
- 16.48%
$19K - $21.6K
1.04K $122K
Nov 02, 2023 Q3 2023
Lwmg, LLC

Lake Elmo, MN
SELL
 -
-208
- 1.5%
$19.3K - $21.9K
13.6K $1.6M
Oct 10, 2023 Q3 2023
Compass Financial Group, Inc/Sd

Sioux Falls, SD
SELL
 -
-210
- 2.44%
$19.5K - $22.1K
8.41K $985K
Nov 08, 2023 Q3 2023
Ltg Capital LLC

SELL
 -
-210
- 0.18%
$19.5K - $22.1K
114K $13.3M
Nov 09, 2023 Q3 2023
Seascape Capital Management

Portsmouth, NH
SELL
 -
-212
- 4.21%
$19.7K - $22.3K
4.82K $565K
Oct 20, 2023 Q3 2023
Lowe Wealth Advisors, LLC

SELL
 -
-213
- 59.33%
$19.8K - $22.4K
146 $17.1K
Oct 26, 2023 Q3 2023
Hoxton Planning & Management, LLC

Shepherdstown, WV
SELL
 -
-222
- 3.51%
$20.6K - $23.3K
6.1K $714K
Oct 24, 2023 Q3 2023
Summit Financial Strategies, Inc.

SELL
 -
-227
- 0.11%
$21.1K - $23.9K
202K $23.6M
Oct 19, 2023 Q3 2023
Sfg Wealth Management, Llc.

SELL
 -
-239
- 8.86%
$22.2K - $25.1K
2.46K $288K
Oct 19, 2023 Q3 2023
Kg&L Capital Management,Llc

SELL
 -
-240
- 2.45%
$22.3K - $25.2K
9.54K $1.12M
Nov 14, 2023 Q3 2023
Insigneo Advisory Services, LLC

Miami, FL
SELL
 -
-241
- 2.37%
$22.4K - $25.3K
9.92K $1.16M
Oct 16, 2023 Q3 2023
Arcus Capital Partners, LLC

SELL
 -
-249
- 6.74%
$23.1K - $26.2K
3.44K $403K
Oct 24, 2023 Q3 2023
Defined Wealth Management, LLC

SELL
 -
-251
- 1.71%
$23.3K - $26.4K
14.4K $1.69M
Nov 07, 2023 Q3 2023
Cobblestone Capital Advisors LLC

Rochester, NY
SELL
 -
-252
- 5.01%
$23.4K - $26.5K
4.77K $559K
Nov 14, 2023 Q3 2023
Freestone Capital Holdings, LLC

Seattle, WA
SELL
 -
-253
- 3.62%
$23.5K - $26.6K
6.75K $790K
Nov 06, 2023 Q3 2023
Wrapmanager Inc

SELL
 -
-259
- 8.2%
$24.1K - $27.2K
2.9K $340K
Oct 20, 2023 Q3 2023
Townsend Asset Management Corp

SELL
 -
-260
- 2.37%
$24.2K - $27.3K
10.7K $1.25M
Oct 25, 2023 Q3 2023
Professional Financial Advisors, LLC

SELL
 -
-262
- 4.5%
$24.3K - $27.6K
5.55K $651K
Oct 27, 2023 Q3 2023
West Bancorporation Inc

SELL
 -
-264
- 5.72%
$24.5K - $27.8K
4.35K $510K
Nov 08, 2023 Q3 2023
Wade G W & Inc

Wellesley, MA
SELL
 -
-264
- 0.07%
$24.5K - $27.8K
405K $47.5M
Oct 19, 2023 Q3 2023
Alta Wealth Advisors LLC

SELL
 -
-265
- 10.79%
$24.6K - $27.9K
2.19K $257K
Oct 18, 2023 Q3 2023
Gemmer Asset Management LLC

SELL
 -
-266
- 3.49%
$24.7K - $28K
7.35K $861K
Oct 27, 2023 Q3 2023
Wooster Corthell Wealth Management, Inc.

SELL
 -
-268
- 2.59%
$24.9K - $28.2K
10.1K $1.18M
Oct 25, 2023 Q3 2023
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
-270
- 1.15%
$25.1K - $28.4K
23.3K $2.73M
Nov 14, 2023 Q3 2023
Zwj Investment Counsel Inc

SELL
 -
-270
- 2.85%
$25.1K - $28.4K
9.22K $1.08M
Nov 14, 2023 Q3 2023
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
SELL
 -
-270
- 5.6%
$25.1K - $28.4K
4.55K $533K
Oct 10, 2023 Q3 2023
Magnolia Capital Management LTD

SELL
 -
-272
- 0.64%
$25.3K - $28.6K
41.9K $4.91M
Oct 16, 2023 Q3 2023
Epic Trust Investment Advisors, LLC

SELL
 -
-274
- 9.17%
$25.5K - $28.8K
2.71K $318K
Oct 18, 2023 Q3 2023
Next Capital Management LLC

SELL
 -
-275
- 0.92%
$25.5K - $28.9K
29.5K $3.46M
Oct 19, 2023 Q3 2023
Strateg Iq Financial Group, LLC

SELL
 -
-276
- 2.6%
$25.6K - $29K
10.3K $1.21M
Oct 19, 2023 Q3 2023
Investment Research & Advisory Group, Inc.

SELL
 -
-276
- 13.82%
$25.6K - $29K
1.72K $202K
Oct 13, 2023 Q3 2023
Great Point Wealth Advisors, LLC

Boston, MA
SELL
 -
-277
- 1.57%
$25.7K - $29.1K
17.4K $2.04M
Nov 07, 2023 Q3 2023
Univest Financial Corp

SELL
 -
-281
- 1.07%
$26.1K - $29.5K
25.9K $3.03M
Oct 19, 2023 Q3 2023
Chapin Davis, Inc.

Baltimore, MD
SELL
 -
-284
- 1.37%
$26.4K - $29.9K
20.5K $2.4M
Oct 27, 2023 Q3 2023
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-285
- 0.4%
$26.5K - $30K
70.1K $8.21M
Jan 02, 2024 Q3 2023
Southland Equity Partners LLC

Wildwood, MO
SELL
 -
-289
- 7.95%
$26.8K - $30.4K
3.34K $392K
Nov 15, 2023 Q3 2023
Blueprint Investment Partners LLC

Greensboro, NC
SELL
 -
-290
- 11.13%
$26.9K - $30.5K
2.32K $271K

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