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 24, 2023
Q3 2023
|
Hfg Advisors, Inc.
|
SELL
|
- |
-844- 9.97% |
$78.4K - $88.8K
|
7.62K
$897K
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-850- 2.6% |
$79K - $89.4K
|
31.8K
$3.75M
|
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-850- 12.94% |
$79K - $89.4K
|
5.72K
$674K
|
|
|
Oct 25, 2023
Q3 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-851- 3.73% |
$79.1K - $89.5K
|
22K
$2.59M
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-852- 5.57% |
$79.2K - $89.6K
|
14.4K
$1.7M
|
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-855- 1.47% |
$79.4K - $89.9K
|
57.4K
$6.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-857- 19.87% |
$79.6K - $90.1K
|
3.46K
$407K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-875- 13.97% |
$81.3K - $92K
|
5.39K
$635K
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-878- 0.93% |
$81.6K - $92.3K
|
93.5K
$11M
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-892- 4.8% |
$82.9K - $93.8K
|
17.7K
$2.08M
|
|
|
Oct 10, 2023
Q3 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-895- 19.77% |
$83.1K - $94.1K
|
3.63K
$428K
|
|
|
Oct 25, 2023
Q3 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-903- 1.43% |
$83.9K - $95K
|
62.5K
$7.36M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-916- 1.63% |
$85.1K - $96.3K
|
55.2K
$6.5M
|
|
|
Oct 23, 2023
Q3 2023
|
First Bancorp, Inc
|
SELL
|
- |
-922- 10.37% |
$85.7K - $97K
|
7.97K
$939K
|
|
|
Nov 14, 2023
Q3 2023
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-923- 18.06% |
$85.7K - $97.1K
|
4.19K
$493K
|
|
|
Nov 14, 2023
Q3 2023
|
S&T Bank
Indiana, PA |
SELL
|
- |
-931- 4.25% |
$86.5K - $97.9K
|
21K
$2.47M
|
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-943- 0.29% |
$87.6K - $99.2K
|
325K
$38.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Elm Partners Management LLC
|
SELL
|
- |
-950- 4.35% |
$88.3K - $99.9K
|
20.9K
$2.46M
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-960- 8.28% |
$89.2K - $101K
|
10.6K
$1.25M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-964- 1.47% |
$89.6K - $101K
|
64.6K
$7.6M
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-968- 15.39% |
$89.9K - $102K
|
5.32K
$627K
|
|
|
Nov 09, 2023
Q3 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-970- 15.04% |
$90.1K - $102K
|
5.48K
$646K
|
|
|
Nov 14, 2023
Q3 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-975- 5.05% |
$90.6K - $103K
|
18.3K
$2.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1K- 4.53% |
$92.9K - $105K
|
21.1K
$2.48M
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-1K- 7.37% |
$93K - $105K
|
12.6K
$1.48M
|
|
|
Nov 01, 2023
Q3 2023
|
Financial Life Advisors
|
SELL
|
- |
-1.01K- 19.38% |
$93.9K - $106K
|
4.21K
$495K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.01K- 1.72% |
$93.9K - $106K
|
57.8K
$6.81M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-1.01K- 6.38% |
$94.2K - $107K
|
14.9K
$1.75M
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-1.02K- 4.23% |
$94.4K - $107K
|
23K
$2.71M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.02K- 0.97% |
$94.8K - $107K
|
104K
$12.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-1.03K- 14.51% |
$95.9K - $109K
|
6.08K
$716K
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.05K- 11.3% |
$97.2K - $110K
|
8.21K
$968K
|
|
|
Oct 19, 2023
Q3 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-1.05K- 1.8% |
$97.3K - $110K
|
57.1K
$6.73M
|
|
|
Oct 19, 2023
Q3 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-1.05K- 1.1% |
$97.3K - $110K
|
93.9K
$11.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.05K- 9.94% |
$97.3K - $110K
|
9.48K
$1.12M
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
SELL
|
- |
-1.06K- 0.32% |
$98K - $111K
|
332K
$39.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.09K- 0.43% |
$101K - $115K
|
255K
$30M
|
|
|
Nov 01, 2023
Q3 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-1.1K- 19.61% |
$102K - $116K
|
4.5K
$531K
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.1K- 0.22% |
$102K - $116K
|
490K
$57.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-1.13K- 2.69% |
$105K - $119K
|
41K
$4.83M
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.14K- 6.04% |
$106K - $120K
|
17.7K
$2.08M
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.19K- 23.08% |
$110K - $125K
|
3.95K
$466K
|
|
|
Nov 01, 2023
Q3 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.19K- 24.11% |
$110K - $125K
|
3.74K
$440K
|
|
|
May 28, 2025
Q3 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.19K- 4.52% |
$110K - $125K
|
25.1K
$2.96M
|
|
|
Oct 17, 2023
Q3 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-1.2K- 19.27% |
$111K - $126K
|
5.03K
$592K
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.22K- 34.42% |
$113K - $128K
|
2.32K
$273K
|
|
|
Oct 10, 2023
Q3 2023
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-1.23K- 0.8% |
$114K - $129K
|
152K
$17.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.23K- 6.13% |
$114K - $129K
|
18.9K
$2.22M
|
|
|
Oct 26, 2023
Q3 2023
|
Peoples Bank
|
SELL
|
- |
-1.23K- 2.2% |
$114K - $130K
|
54.7K
$6.45M
|
|
|
Oct 13, 2023
Q3 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.25K- 2.7% |
$116K - $131K
|
44.8K
$5.27M
|