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 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
38.9K+ 32.1% |
$3.61M - $4.09M
|
160K
$18.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
37.2K+ 4.62% |
$3.46M - $3.91M
|
842K
$98.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
36.7KNew |
$3.41M - $3.85M
|
36.7K
$4.29M
|
|
|
Oct 13, 2023
Q3 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
36.5KNew |
$3.39M - $3.84M
|
36.5K
$4.27M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
35.6K+ 31.1% |
$3.31M - $3.74M
|
150K
$17.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
35.5KNew |
$3.3M - $3.73M
|
35.5K
$4.16M
|
|
|
Oct 10, 2023
Q3 2023
|
Greenfield Savings Bank
|
BUY
|
- |
35.5KNew |
$3.3M - $3.73M
|
35.5K
$4.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
35.4K+ 54.19% |
$3.29M - $3.72M
|
101K
$11.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
BUY
|
- |
35K+ 18.04% |
$3.25M - $3.68M
|
229K
$26.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
34.7K+ 11.63% |
$3.22M - $3.65M
|
333K
$39M
|
|
|
Nov 13, 2023
Q3 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
34.2K+ 529.96% |
$3.17M - $3.59M
|
40.6K
$4.76M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
33.9K+ 23.51% |
$3.15M - $3.56M
|
178K
$20.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
33.6KNew |
$3.12M - $3.53M
|
33.6K
$3.94M
|
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
BUY
|
- |
33.4K+ 9.48% |
$3.11M - $3.52M
|
386K
$45.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
33.2K+ 34.34% |
$3.08M - $3.49M
|
130K
$15.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
32.8K+ 79.61% |
$3.05M - $3.45M
|
74K
$8.66M
|
|
|
Feb 16, 2024
Q3 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
32.5K+ 9.75% |
$3.02M - $3.42M
|
366K
$42.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
31.9K+ 62470.59% |
$2.96M - $3.35M
|
31.9K
$3.74M
|
|
|
Oct 23, 2023
Q3 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
31.3K+ 349.15% |
$2.91M - $3.29M
|
40.2K
$4.71M
|
|
|
Nov 03, 2023
Q3 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
31.1KNew |
$2.89M - $3.27M
|
31.1K
$3.65M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
30.6K+ 7.82% |
$2.84M - $3.22M
|
422K
$49.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
30.6K+ 33.92% |
$2.84M - $3.22M
|
121K
$14.1M
|
|
|
Dec 20, 2023
Q3 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
30.6KNew |
$2.84M - $3.21M
|
30.6K
$3.58M
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
30.5KNew |
$2.83M - $3.21M
|
30.5K
$3.57M
|
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
29.8K+ 26.32% |
$2.77M - $3.14M
|
143K
$16.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
29.7KNew |
$2.76M - $3.12M
|
29.7K
$3.48M
|
|
|
Oct 25, 2023
Q3 2023
|
Boyd Wealth Management, LLC
|
BUY
|
- |
29.6K+ 73.05% |
$2.75M - $3.11M
|
70K
$8.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
29.3K+ 8.06% |
$2.72M - $3.08M
|
393K
$46M
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
29.2K+ 0.57% |
$2.71M - $3.07M
|
5.12M
$600M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
28.7K+ 16.38% |
$2.67M - $3.02M
|
204K
$23.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
28.2K+ 78.27% |
$2.62M - $2.96M
|
64.1K
$7.51M
|
|
|
Nov 09, 2023
Q3 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
27.8K+ 120.08% |
$2.58M - $2.92M
|
50.9K
$5.97M
|
|
|
Nov 21, 2023
Q3 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
27.3KNew |
$2.53M - $2.87M
|
27.3K
$3.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
27.1K+ 70.25% |
$2.52M - $2.85M
|
65.8K
$7.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
26.7K+ 7.77% |
$2.48M - $2.8M
|
370K
$43.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
26.4K+ 92.7% |
$2.45M - $2.77M
|
54.8K
$6.43M
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
26.3K+ 22.95% |
$2.44M - $2.76M
|
141K
$16.5M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
25.9K+ 4.38% |
$2.41M - $2.73M
|
619K
$72.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
25.9K+ 5.92% |
$2.4M - $2.72M
|
463K
$54.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
25.5K+ 17.2% |
$2.37M - $2.68M
|
173K
$20.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
25.2K+ 5.67% |
$2.34M - $2.65M
|
470K
$55M
|
|
|
Feb 07, 2025
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
25.2K+ 5.67% |
$2.34M - $2.65M
|
470K
$55M
|
|
|
Nov 09, 2023
Q3 2023
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
25.1KNew |
$2.33M - $2.64M
|
25.1K
$2.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
25.1K+ 14.68% |
$2.33M - $2.64M
|
196K
$22.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
25K+ 17.89% |
$2.32M - $2.62M
|
164K
$19.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
24.7KNew |
$2.29M - $2.59M
|
24.7K
$2.89M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
24K+ 14.77% |
$2.23M - $2.53M
|
187K
$21.9M
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
24K+ 4.5% |
$2.23M - $2.52M
|
557K
$65.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
24KNew |
$2.23M - $2.52M
|
24K
$2.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
23.2K+ 12.91% |
$2.16M - $2.44M
|
203K
$23.8M
|