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 07, 2023
Q3 2023
|
Univest Financial Corp
|
SELL
|
- |
-281- 1.07% |
$26.1K - $29.5K
|
25.9K
$2.59M
|
|
|
Oct 19, 2023
Q3 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-284- 1.37% |
$26.4K - $29.9K
|
20.5K
$2.05M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-285- 0.4% |
$26.5K - $30K
|
70.1K
$7.02M
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-289- 7.95% |
$26.8K - $30.4K
|
3.34K
$335K
|
|
|
Nov 15, 2023
Q3 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-290- 11.13% |
$26.9K - $30.5K
|
2.32K
$232K
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-296- 5.31% |
$27.5K - $31.1K
|
5.28K
$529K
|
|
|
Oct 25, 2023
Q3 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-298- 0.51% |
$27.7K - $31.3K
|
57.9K
$5.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-300- 3.25% |
$27.9K - $31.5K
|
8.93K
$894K
|
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
SELL
|
- |
-301- 0.82% |
$28K - $31.7K
|
36.6K
$3.66M
|
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
SELL
|
- |
-302- 6.91% |
$28.1K - $31.8K
|
4.07K
$408K
|
|
|
Nov 06, 2023
Q3 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-303- 1.91% |
$28.1K - $31.9K
|
15.6K
$1.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-304- 2.35% |
$28.2K - $32K
|
12.6K
$1.27M
|
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-307- 8.5% |
$28.5K - $32.3K
|
3.31K
$331K
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-315- 0.48% |
$29.3K - $33.1K
|
65.5K
$6.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-316- 4.26% |
$29.4K - $33.2K
|
7.1K
$711K
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-317- 2.13% |
$29.4K - $33.3K
|
14.6K
$1.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-319- 0.89% |
$29.6K - $33.5K
|
35.4K
$3.55M
|
|
|
Oct 13, 2023
Q3 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-322- 5.18% |
$29.9K - $33.9K
|
5.89K
$590K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-325- 6.54% |
$30.2K - $34.2K
|
4.65K
$465K
|
|
|
Oct 25, 2023
Q3 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-327- 5.29% |
$30.4K - $34.4K
|
5.85K
$586K
|
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-328- 2.11% |
$30.5K - $34.5K
|
15.2K
$1.53M
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-331- 8.4% |
$30.7K - $34.8K
|
3.61K
$361K
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-340- 5.66% |
$31.6K - $35.8K
|
5.67K
$568K
|
|
|
Nov 01, 2023
Q3 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-340- 0.62% |
$31.6K - $35.8K
|
54.5K
$5.46M
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-341- 3.95% |
$31.7K - $35.9K
|
8.29K
$830K
|
|
|
Oct 10, 2023
Q3 2023
|
Sabal Trust CO
|
SELL
|
- |
-343- 1.43% |
$31.9K - $36.1K
|
23.6K
$2.37M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-344- 1.96% |
$32K - $36.2K
|
17.2K
$1.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-345- 1.55% |
$32.1K - $36.3K
|
21.9K
$2.19M
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-346- 3.8% |
$32.1K - $36.4K
|
8.77K
$878K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-346- 5.03% |
$32.1K - $36.4K
|
6.53K
$654K
|
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-346- 1.07% |
$32.1K - $36.4K
|
31.9K
$3.19M
|
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-358- 15.36% |
$33.3K - $37.6K
|
1.97K
$197K
|
|
|
Oct 27, 2023
Q3 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-361- 0.77% |
$33.5K - $38K
|
46.7K
$4.67M
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-363- 0.22% |
$33.7K - $38.2K
|
162K
$16.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
SELL
|
- |
-365- 1.43% |
$33.9K - $38.4K
|
25.1K
$2.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-365- 4.4% |
$33.9K - $38.4K
|
7.94K
$795K
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-367- 12.43% |
$34.1K - $38.6K
|
2.59K
$259K
|
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-369- 14.55% |
$34.3K - $38.8K
|
2.17K
$217K
|
|
|
Oct 11, 2023
Q3 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-372- 1.32% |
$34.6K - $39.1K
|
27.7K
$2.78M
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-374- 1.24% |
$34.7K - $39.3K
|
29.8K
$2.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-375- 2.92% |
$34.8K - $39.4K
|
12.5K
$1.25M
|
|
|
Oct 10, 2023
Q3 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-378- 3.58% |
$35.1K - $39.8K
|
10.2K
$1.02M
|
|
|
Oct 11, 2023
Q3 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-385- 1.37% |
$35.8K - $40.5K
|
27.7K
$2.77M
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-391- 5.93% |
$36.3K - $41.1K
|
6.21K
$622K
|
|
|
Oct 13, 2023
Q3 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-391- 1.41% |
$36.3K - $41.1K
|
27.3K
$2.73M
|
|
|
Oct 27, 2023
Q3 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-391- 1.84% |
$36.3K - $41.1K
|
20.9K
$2.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-391- 0.08% |
$36.3K - $41.1K
|
468K
$46.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-395- 1.35% |
$36.7K - $41.5K
|
28.8K
$2.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-399- 6.54% |
$37.1K - $42K
|
5.71K
$571K
|
|
|
Oct 23, 2023
Q3 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-400- 2.66% |
$37.2K - $42.1K
|
14.6K
$1.47M
|