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
Nov 14, 2023 Q3 2023
United Community Bank

Greenville, SC
BUY
 -
23.2K
New
$2.15M - $2.44M
23.2K $2.71M
Oct 19, 2023 Q3 2023
Bridge Advisory, LLC

BUY
 -
23.1K
New
$2.14M - $2.43M
23.1K $2.7M
Nov 09, 2023 Q3 2023
Greenleaf Trust

Kalamazoo, MI
BUY
 -
23K
+ 2.96%
$2.13M - $2.42M
800K $93.7M
Nov 15, 2023 Q3 2023
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
23K
+ 418.19%
$2.13M - $2.42M
28.5K $3.33M
Oct 10, 2023 Q3 2023
American National Bank

BUY
 -
22.2K
+ 555.95%
$2.07M - $2.34M
26.3K $3.08M
Oct 17, 2023 Q3 2023
Romano Brothers And Company

Evanston, IL
BUY
 -
22.1K
+ 113.27%
$2.05M - $2.32M
41.5K $4.87M
Oct 31, 2023 Q3 2023
Tilson Financial Group, Inc.

New Providence, NJ
BUY
 -
22.1K
New
$2.05M - $2.32M
22.1K $2.58M
Nov 08, 2023 Q3 2023
Argent Trust CO

Nashville, TN
BUY
 -
22K
+ 18.52%
$2.04M - $2.31M
141K $16.5M
Nov 13, 2023 Q3 2023
Glenview Trust CO

Louisville, KY
BUY
 -
22K
+ 4.02%
$2.04M - $2.31M
569K $66.7M
Oct 13, 2023 Q3 2023
Avidian Wealth Solutions, LLC

BUY
 -
21.9K
+ 19.97%
$2.03M - $2.3M
131K $15.4M
Oct 18, 2023 Q3 2023
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
21.4K
+ 7.87%
$1.99M - $2.25M
294K $34.4M
Nov 14, 2023 Q3 2023
Jones Financial Companies Lllp

BUY
 -
21.1K
+ 2.25%
$1.96M - $2.22M
958K $112M
Oct 12, 2023 Q3 2023
Slate Stone Wealth, LLC

BUY
 -
20.7K
+ 182.63%
$1.92M - $2.17M
32K $3.74M
Nov 14, 2023 Q3 2023
Wellspring Financial Advisors, LLC

Cleveland, OH
BUY
 -
20.5K
+ 5.95%
$1.9M - $2.15M
365K $42.7M
Nov 03, 2023 Q3 2023
Oversea Chinese Banking Corp LTD

Great Eastern Centre, U0
BUY
 -
20.1K
New
$1.86M - $2.11M
20.1K $2.35M
Oct 23, 2023 Q3 2023
Rmr Wealth Builders

BUY
 -
19.7K
+ 16.61%
$1.83M - $2.07M
138K $16.2M
Nov 14, 2023 Q3 2023
Schonfeld Strategic Advisors LLC

New York, NY
BUY
 -
19.4K
+ 947.8%
$1.8M - $2.04M
21.4K $2.51M
Nov 02, 2023 Q3 2023
Pittenger & Anderson Inc

BUY
 -
19.3K
+ 11.74%
$1.79M - $2.03M
184K $21.5M
Nov 13, 2023 Q3 2023
Franklin Resources Inc

San Mateo, CA
BUY
 -
19.1K
+ 2.06%
$1.78M - $2.01M
947K $111M
Oct 26, 2023 Q3 2023
Graypoint LLC

BUY
 -
18.9K
+ 7.5%
$1.76M - $1.99M
271K $31.7M
Oct 16, 2023 Q3 2023
Forte Asset Management LLC

BUY
 -
18.9K
+ 79.47%
$1.76M - $1.99M
42.7K $5M
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
18.5K
+ 248.29%
$1.72M - $1.95M
26K $3.05M
Nov 07, 2023 Q3 2023
Pine Ridge Advisers LLC

New York, NY
BUY
 -
18.5K
+ 30.58%
$1.72M - $1.94M
78.9K $9.24M
Nov 14, 2023 Q3 2023
Capital Fund Management S.A.

Paris, I0
BUY
 -
18.4K
+ 108.48%
$1.71M - $1.93M
35.4K $4.14M
Oct 23, 2023 Q3 2023
Cumberland Advisors Inc

BUY
 -
18.4K
+ 12.5%
$1.71M - $1.93M
166K $19.4M
Nov 14, 2023 Q3 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
18.3K
+ 156.85%
$1.7M - $1.92M
29.9K $3.51M
Jun 20, 2024 Q3 2023
Northwestern Mutual Investment Management Company, LLC

BUY
 -
18.2K
+ 33.1%
$1.69M - $1.92M
73.2K $8.58M
Nov 13, 2023 Q3 2023
Fft Wealth Management LLC

West Conshohocken, PA
BUY
 -
18.1K
+ 18.99%
$1.68M - $1.9M
113K $13.3M
Nov 06, 2023 Q3 2023
Flputnam Investment Management CO

Portland, ME
BUY
 -
17.9K
+ 4.47%
$1.67M - $1.88M
419K $49.1M
Nov 08, 2023 Q3 2023
Sequoia Financial Advisors, LLC

BUY
 -
17.9K
+ 2.6%
$1.66M - $1.88M
707K $82.9M
Nov 14, 2023 Q3 2023
Colony Group LLC

Boston, MA
BUY
 -
17.8K
+ 4.75%
$1.65M - $1.87M
392K $45.9M
Nov 13, 2023 Q3 2023
Plan Group Financial, LLC

Oklahoma City, OK
BUY
 -
17.5K
+ 90.48%
$1.62M - $1.84M
36.8K $4.31M
Oct 12, 2023 Q3 2023
Sage Financial Group Inc

BUY
 -
17.4K
+ 4.28%
$1.61M - $1.83M
424K $49.6M
Nov 03, 2023 Q3 2023
Carl P. Sherr & Co., LLC

BUY
 -
17.3K
+ 111.34%
$1.61M - $1.82M
32.8K $3.84M
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
17.2K
+ 0.93%
$1.6M - $1.81M
1.87M $219M
Nov 01, 2023 Q3 2023
Bank Of Montreal

Toronto, A6
BUY
 -
17K
+ 1.01%
$1.58M - $1.79M
1.7M $200M
Nov 14, 2023 Q3 2023
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
16.8K
+ 31.5%
$1.56M - $1.76M
70K $8.21M
Oct 25, 2023 Q3 2023
Telemus Capital, LLC

BUY
 -
16.8K
+ 3.66%
$1.56M - $1.76M
474K $55.5M
Nov 07, 2023 Q3 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
16.6K
+ 7.23%
$1.55M - $1.75M
247K $28.9M
Nov 02, 2023 Q3 2023
West Coast Financial LLC

BUY
 -
16.6K
+ 2.01%
$1.54M - $1.75M
844K $98.8M
Nov 15, 2023 Q3 2023
Townsquare Capital LLC

BUY
 -
16.6K
+ 42.17%
$1.54M - $1.74M
55.9K $6.55M
Oct 12, 2023 Q3 2023
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
16.5K
+ 26.83%
$1.53M - $1.74M
78.1K $9.15M
Nov 08, 2023 Q3 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
16.2K
+ 24.54%
$1.51M - $1.71M
82.4K $9.65M
Nov 09, 2023 Q3 2023
Navellier & Associates Inc

Reno, NV
BUY
 -
16.1K
New
$1.5M - $1.7M
16.1K $1.89M
Nov 03, 2023 Q3 2023
Pinnacle Financial Partners Inc

BUY
 -
16K
+ 10.02%
$1.49M - $1.68M
176K $20.6M
Nov 13, 2023 Q3 2023
Titan Global Capital Management Usa LLC

New York, NY
BUY
 -
15.9K
New
$1.47M - $1.67M
15.9K $1.86M
Oct 27, 2023 Q3 2023
Whittier Trust CO

BUY
 -
15.7K
+ 2.33%
$1.46M - $1.65M
691K $80.9M
Nov 13, 2023 Q3 2023
Legacy Financial Strategies, LLC

Leawood, KS
BUY
 -
15.4K
+ 14.6%
$1.43M - $1.61M
121K $14.1M
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
15.3K
New
$1.42M - $1.61M
15.3K $1.8M

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