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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q3 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-4.39K- 3.87% |
$407K - $461K
|
109K
$12.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-4.49K- 6.77% |
$417K - $472K
|
61.8K
$6.86M
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-4.51K- 4.37% |
$419K - $474K
|
98.6K
$10.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-4.57K- 4.17% |
$425K - $481K
|
105K
$11.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-4.77K- 4.9% |
$443K - $502K
|
92.5K
$10.3M
|
|
|
Nov 09, 2023
Q3 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-4.82K- 42.7% |
$447K - $506K
|
6.46K
$717K
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-4.89K- 29.11% |
$455K - $515K
|
11.9K
$1.32M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.9K- 2.42% |
$455K - $515K
|
197K
$21.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-4.95K- 26.47% |
$459K - $520K
|
13.7K
$1.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-4.98K- 4.93% |
$462K - $523K
|
96K
$10.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-5.04K- 18.84% |
$468K - $530K
|
21.7K
$2.41M
|
|
|
Nov 02, 2023
Q3 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-5.05K- 1.26% |
$469K - $531K
|
397K
$44M
|
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-5.14K- 5.83% |
$478K - $541K
|
83K
$9.21M
|
|
|
Nov 09, 2023
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-5.22K- 1.65% |
$485K - $549K
|
310K
$34.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
SELL
|
- |
-5.22K- 36.76% |
$485K - $549K
|
8.98K
$996K
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-5.24K- 21.84% |
$487K - $551K
|
18.7K
$2.08M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-5.27K- 31.29% |
$489K - $554K
|
11.6K
$1.28M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5.29K- 6.92% |
$491K - $556K
|
71.2K
$7.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-5.44K- 2.08% |
$505K - $572K
|
256K
$28.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-5.44K- 32.47% |
$506K - $572K
|
11.3K
$1.26M
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-5.49K- 7.1% |
$510K - $577K
|
71.8K
$7.97M
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-5.49K- 33.28% |
$510K - $577K
|
11K
$1.22M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.5K- 3.06% |
$511K - $578K
|
174K
$19.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-5.62K- 6.1% |
$522K - $591K
|
86.4K
$9.59M
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-5.7K- 5.7% |
$529K - $599K
|
94.3K
$10.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-5.73K- 2.83% |
$533K - $603K
|
197K
$21.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-5.76K- 22.63% |
$535K - $606K
|
19.7K
$2.19M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.77K- 3.32% |
$536K - $607K
|
168K
$18.6M
|
|
|
Nov 22, 2023
Q3 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-5.89K- 17.79% |
$547K - $619K
|
27.2K
$3.02M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-5.98K- 0.17% |
$556K - $629K
|
3.52M
$391M
|
|
|
Oct 16, 2023
Q3 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-6.01K- 2.53% |
$558K - $632K
|
232K
$25.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-6.1K- 9.52% |
$567K - $642K
|
58K
$6.44M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-6.18K- 5.59% |
$574K - $650K
|
105K
$11.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-6.24K- 7.91% |
$579K - $656K
|
72.6K
$8.05M
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-6.28K- 18.72% |
$583K - $660K
|
27.3K
$3.02M
|
|
|
Nov 08, 2023
Q3 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-6.37K- 72.9% |
$592K - $670K
|
2.37K
$263K
|
|
|
Nov 06, 2023
Q3 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-6.38K- 4.79% |
$593K - $671K
|
127K
$14.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-6.43K- 7.64% |
$597K - $676K
|
77.7K
$8.62M
|
|
|
Oct 16, 2023
Q3 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-6.65K- 58.43% |
$618K - $699K
|
4.73K
$525K
|
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-6.66K- 47.11% |
$618K - $700K
|
7.47K
$829K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-6.67K- 7.5% |
$620K - $702K
|
82.3K
$9.13M
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-6.92K- 2.09% |
$643K - $728K
|
324K
$35.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-6.99K- 8.66% |
$649K - $735K
|
73.8K
$8.18M
|
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-7.05K- 57.9% |
$655K - $741K
|
5.13K
$569K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.14K- 11.31% |
$663K - $751K
|
56K
$6.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-7.46K- 9.88% |
$693K - $785K
|
68K
$7.55M
|
|
|
Aug 06, 2024
Q3 2023
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-7.56K- 56.61% |
$702K - $795K
|
5.79K
$643K
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-7.68K- 17.28% |
$713K - $807K
|
36.8K
$4.08M
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-7.76K- 1.68% |
$721K - $816K
|
454K
$50.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-7.9K- 1.8% |
$733K - $830K
|
432K
$47.9M
|