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
|
Bartlett & Co. LLC
|
BUY
|
- |
5.02K+ 1.54% |
$467K - $528K
|
331K
$38.8M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
5.02K+ 1.54% |
$467K - $528K
|
331K
$38.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
5.01K+ 41.37% |
$465K - $526K
|
17.1K
$2M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
5K+ 1.98% |
$464K - $526K
|
257K
$30.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
4.94KNew |
$458K - $519K
|
4.94K
$578K
|
|
|
Nov 14, 2023
Q3 2023
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
4.92K+ 125.96% |
$457K - $517K
|
8.83K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
4.88K+ 2.39% |
$453K - $513K
|
209K
$24.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
4.87K+ 3.89% |
$452K - $512K
|
130K
$15.2M
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
4.85K+ 3.66% |
$451K - $510K
|
137K
$16.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
4.77K+ 6.63% |
$443K - $501K
|
76.6K
$8.98M
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
BUY
|
- |
4.75K+ 4.47% |
$441K - $499K
|
111K
$13M
|
|
|
Oct 12, 2023
Q3 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
4.75K+ 50.8% |
$441K - $499K
|
14.1K
$1.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
4.74K+ 13.83% |
$441K - $499K
|
39K
$4.57M
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
4.74K+ 35.81% |
$440K - $498K
|
18K
$2.11M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
4.74K+ 4.51% |
$440K - $498K
|
110K
$12.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Burns J W & CO Inc
|
BUY
|
- |
4.73K+ 44.48% |
$439K - $497K
|
15.4K
$1.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
4.72K+ 20.67% |
$439K - $496K
|
27.6K
$3.23M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
4.69K+ 9.22% |
$435K - $493K
|
55.5K
$6.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
4.63K+ 28.92% |
$430K - $486K
|
20.6K
$2.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
4.61K+ 38.78% |
$428K - $485K
|
16.5K
$1.93M
|
|
|
Nov 09, 2023
Q3 2023
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
4.6KNew |
$428K - $484K
|
4.6K
$539K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
4.6K+ 6.06% |
$427K - $484K
|
80.5K
$9.43M
|
|
|
Nov 03, 2023
Q3 2023
|
Evergreen Advisors, LLC
|
BUY
|
- |
4.59K+ 3.0% |
$426K - $482K
|
157K
$18.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.59K+ 68.04% |
$426K - $482K
|
11.3K
$1.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
4.52K+ 4.34% |
$419K - $475K
|
109K
$12.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
4.51K+ 4.01% |
$419K - $474K
|
117K
$13.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
4.51K+ 2.64% |
$419K - $474K
|
175K
$20.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
BUY
|
- |
4.49K+ 0.89% |
$417K - $472K
|
512K
$59.9M
|
|
|
Feb 28, 2024
Q3 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
4.47K+ 538.8% |
$415K - $470K
|
5.3K
$621K
|
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
BUY
|
- |
4.45K+ 16.76% |
$413K - $468K
|
31K
$3.63M
|
|
|
Oct 30, 2023
Q3 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
4.41K+ 3.41% |
$410K - $464K
|
134K
$15.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
4.37K+ 7.0% |
$406K - $459K
|
66.7K
$7.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
4.36KNew |
$405K - $458K
|
4.36K
$510K
|
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
4.34KNew |
$403K - $456K
|
4.34K
$509K
|
|
|
Oct 10, 2023
Q3 2023
|
Ccg Wealth Management, LLC
|
BUY
|
- |
4.33K+ 6.54% |
$403K - $456K
|
70.6K
$8.27M
|
|
|
Oct 12, 2023
Q3 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
4.33K+ 8.38% |
$402K - $455K
|
56K
$6.56M
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
4.32K+ 4.47% |
$401K - $454K
|
101K
$11.8M
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
4.31K+ 7.52% |
$401K - $454K
|
61.7K
$7.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
4.31K+ 1.41% |
$400K - $453K
|
310K
$36.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
4.3K+ 16.19% |
$400K - $453K
|
30.9K
$3.62M
|
|
|
Nov 15, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
4.21K+ 6.47% |
$391K - $443K
|
69.3K
$8.12M
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
4.19K+ 95.7% |
$389K - $441K
|
8.57K
$1M
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
4.18K+ 20.03% |
$389K - $440K
|
25.1K
$2.94M
|
|
|
Oct 11, 2023
Q3 2023
|
First Bank & Trust
|
BUY
|
- |
4.15K+ 3.95% |
$386K - $436K
|
109K
$12.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.14K+ 0.9% |
$385K - $436K
|
462K
$54.2M
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
4.11K+ 1.15% |
$382K - $433K
|
363K
$42.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
4.11K+ 6.55% |
$382K - $432K
|
66.8K
$7.83M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
4.05K+ 19.85% |
$376K - $426K
|
24.4K
$2.86M
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
4K+ 104.03% |
$372K - $421K
|
7.85K
$919K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
4K+ 1.35% |
$371K - $420K
|
300K
$35.1M
|