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 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
15.1K+ 0.99% |
$1.41M - $1.59M
|
1.54M
$180M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
15.1K+ 2.47% |
$1.4M - $1.58M
|
625K
$73.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
15K+ 3.03% |
$1.39M - $1.57M
|
508K
$59.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
14.9K+ 185.84% |
$1.39M - $1.57M
|
23K
$2.69M
|
|
|
Oct 31, 2023
Q3 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
14.9K+ 22.62% |
$1.38M - $1.56M
|
80.5K
$9.43M
|
|
|
Oct 13, 2023
Q3 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
14.8K+ 11.3% |
$1.38M - $1.56M
|
146K
$17.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14.8K+ 10.63% |
$1.37M - $1.56M
|
154K
$18M
|
|
|
Oct 25, 2023
Q3 2023
|
Rovin Capital
|
BUY
|
- |
14.7K+ 97.22% |
$1.37M - $1.55M
|
29.8K
$3.49M
|
|
|
Nov 09, 2023
Q3 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
14.7K+ 11.25% |
$1.36M - $1.54M
|
145K
$17M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
14.3K+ 20.86% |
$1.33M - $1.5M
|
82.8K
$9.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
BUY
|
- |
14.3K+ 26.9% |
$1.33M - $1.5M
|
67.4K
$7.89M
|
|
|
Oct 12, 2023
Q3 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
13.8K+ 6.48% |
$1.29M - $1.46M
|
227K
$26.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
BUY
|
- |
13.7K+ 1.84% |
$1.27M - $1.44M
|
758K
$88.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.6K+ 1.47% |
$1.27M - $1.43M
|
938K
$110M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
13.6K+ 21.65% |
$1.27M - $1.43M
|
76.5K
$8.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
13.2K+ 24.5% |
$1.23M - $1.39M
|
67.3K
$7.88M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
13.1K+ 5.96% |
$1.22M - $1.38M
|
233K
$27.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
13K+ 10.1% |
$1.21M - $1.37M
|
142K
$16.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
12.9K+ 10.07% |
$1.2M - $1.36M
|
141K
$16.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
12.4K+ 2.88% |
$1.15M - $1.31M
|
444K
$52M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12.4K+ 176.7% |
$1.15M - $1.31M
|
19.4K
$2.28M
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
12.2K+ 6.57% |
$1.13M - $1.28M
|
198K
$23.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
12.2K+ 31.44% |
$1.13M - $1.28M
|
51K
$5.97M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
12K+ 2.0% |
$1.12M - $1.26M
|
612K
$71.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
BUY
|
- |
12K+ 2.61% |
$1.11M - $1.26M
|
471K
$55.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
11.9KNew |
$1.11M - $1.25M
|
11.9K
$1.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
11.8K+ 3.82% |
$1.1M - $1.24M
|
321K
$37.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.8K+ 6.77% |
$1.1M - $1.24M
|
186K
$21.8M
|
|
|
Oct 20, 2023
Q3 2023
|
Quattro Financial Advisors LLC
|
BUY
|
- |
11.6KNew |
$1.08M - $1.22M
|
11.6K
$1.36M
|
|
|
Oct 12, 2023
Q3 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
11.6K+ 189.48% |
$1.08M - $1.22M
|
17.7K
$2.08M
|
|
|
Oct 30, 2023
Q3 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
11.6K+ 8.79% |
$1.07M - $1.22M
|
143K
$16.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
11.4KNew |
$1.06M - $1.2M
|
11.4K
$1.33M
|
|
|
Nov 09, 2023
Q3 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
11.3K+ 4.17% |
$1.05M - $1.19M
|
283K
$33.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
11.2K+ 3.23% |
$1.04M - $1.18M
|
357K
$41.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
11.2K+ 241.93% |
$1.04M - $1.17M
|
15.8K
$1.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
11.1K+ 4.7% |
$1.03M - $1.17M
|
247K
$29M
|
|
|
Nov 14, 2023
Q3 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
11.1K+ 11.58% |
$1.03M - $1.16M
|
106K
$12.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
11K+ 417.69% |
$1.02M - $1.16M
|
13.7K
$1.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
11K+ 12.31% |
$1.02M - $1.15M
|
100K
$11.7M
|
|
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
10.9K+ 3.66% |
$1.02M - $1.15M
|
310K
$36.3M
|
|
|
Oct 20, 2023
Q3 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
10.9K+ 3.87% |
$1.01M - $1.14M
|
292K
$34.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
10.7K+ 2.14% |
$998K - $1.13M
|
514K
$60.2M
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
10.4KNew |
$970K - $1.1M
|
10.4K
$1.22M
|
|
|
Nov 27, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
10.2K+ 14.67% |
$944K - $1.07M
|
79.5K
$9.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
10.1K+ 16.92% |
$941K - $1.07M
|
70K
$8.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
10.1KNew |
$938K - $1.06M
|
10.1K
$1.18M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
10.1K+ 5.24% |
$937K - $1.06M
|
202K
$23.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
10.1K+ 24.54% |
$936K - $1.06M
|
51.1K
$5.99M
|
|
|
Nov 07, 2023
Q3 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
10.1K+ 3.02% |
$934K - $1.06M
|
344K
$40.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
10K+ 3.04% |
$929K - $1.05M
|
339K
$39.7M
|