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
Oct 24, 2023 Q3 2023
Iowa State Bank

BUY
 -
3.99K
+ 4.19%
$371K - $420K
99.3K $11.6M
Oct 11, 2023 Q3 2023
Consilio Wealth Advisors, LLC

BUY
 -
3.96K
+ 3.86%
$368K - $417K
107K $12.5M
Oct 31, 2023 Q3 2023
Apcm Wealth Management For Individuals

BUY
 -
3.94K
+ 2.18%
$366K - $415K
185K $21.6M
Nov 08, 2023 Q3 2023
Concentrum Wealth Management

BUY
 -
3.94K
New
$366K - $414K
3.94K $461K
Nov 27, 2023 Q3 2023
Trust CO Of Vermont

BUY
 -
3.89K
+ 2.84%
$361K - $409K
141K $16.5M
Oct 10, 2023 Q3 2023
Roth Financial Partners LLC

BUY
 -
3.87K
+ 2.4%
$360K - $407K
165K $19.3M
Feb 04, 2025 Q3 2023
Eq LLC

Mercer Island, WA
BUY
 -
3.85K
+ 16.78%
$358K - $405K
26.8K $3.14M
Oct 05, 2023 Q3 2023
Life Pro Asset Management

BUY
 -
3.85K
New
$358K - $405K
3.85K $451K
Nov 07, 2023 Q3 2023
First County Bank /Ct/

Stamford, CT
BUY
 -
3.84K
+ 25.68%
$357K - $404K
18.8K $2.2M
Nov 09, 2023 Q3 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
3.83K
New
$356K - $403K
3.83K $448K
Oct 24, 2023 Q3 2023
Aspire Capital Advisors LLC

Seattle, WA
BUY
 -
3.81K
New
$354K - $401K
3.81K $446K
Nov 06, 2023 Q3 2023
Fermata Advisors, LLC

Sonoma, CA
BUY
 -
3.71K
New
$345K - $390K
3.71K $435K
Oct 11, 2023 Q3 2023
Acropolis Investment Management, LLC

BUY
 -
3.71K
+ 0.42%
$344K - $390K
877K $103M
Oct 24, 2023 Q3 2023
Sky Oak Wealth, LLC

BUY
 -
3.69K
+ 5.15%
$343K - $388K
75.3K $8.82M
Nov 07, 2023 Q3 2023
Fidelis Capital Partners, LLC

Tampa, FL
BUY
 -
3.68K
+ 28.91%
$342K - $387K
16.4K $1.92M
Nov 01, 2023 Q3 2023
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
3.66K
+ 48.52%
$340K - $385K
11.2K $1.31M
Nov 13, 2023 Q3 2023
Alterna Wealth Management, Inc

Houston, TX
BUY
 -
3.6K
New
$334K - $378K
3.6K $422K
Oct 10, 2023 Q3 2023
Mechanics Bank Trust Department

BUY
 -
3.59K
+ 16.29%
$333K - $377K
25.6K $3M
Nov 14, 2023 Q3 2023
Morningstar Investment Services LLC

Chicago, IL
BUY
 -
3.59K
New
$333K - $377K
3.59K $420K
Nov 14, 2023 Q3 2023
Verde Capital Management

BUY
 -
3.58K
+ 2.81%
$333K - $377K
131K $15.3M
Nov 09, 2023 Q3 2023
Bridgewealth Advisory Group, LLC

Fresno, CA
BUY
 -
3.58K
New
$332K - $376K
3.58K $419K
Oct 18, 2023 Q3 2023
Washington Trust CO

BUY
 -
3.56K
+ 2.64%
$331K - $374K
138K $16.2M
Oct 10, 2023 Q3 2023
Activest Wealth Management

BUY
 -
3.54K
New
$329K - $373K
3.54K $415K
Oct 24, 2023 Q3 2023
Bangor Savings Bank

Bangor, ME
BUY
 -
3.53K
+ 0.86%
$328K - $372K
416K $48.7M
Nov 13, 2023 Q3 2023
Acadian Asset Management LLC

Boston, MA
BUY
 -
3.48K
+ 68.13%
$324K - $366K
8.6K $1.01M
Oct 24, 2023 Q3 2023
Compton Financial Group, LLC

BUY
 -
3.47K
+ 2.49%
$322K - $364K
143K $16.7M
Nov 02, 2023 Q3 2023
Gilbert & Cook, Inc.

BUY
 -
3.4K
+ 39.56%
$316K - $357K
12K $1.4M
Oct 13, 2023 Q3 2023
Cooper Financial Group

BUY
 -
3.4K
+ 7.36%
$315K - $357K
49.5K $5.8M
Oct 24, 2023 Q3 2023
Fundamentun, LLC

Beachwood, OH
BUY
 -
3.38K
+ 6.8%
$314K - $356K
53.1K $6.22M
Nov 13, 2023 Q3 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
3.38K
+ 25.11%
$314K - $355K
16.8K $1.97M
Nov 02, 2023 Q3 2023
Cnb Bank

Clearfield, PA
BUY
 -
3.38K
+ 147.42%
$314K - $355K
5.67K $664K
Oct 23, 2023 Q3 2023
Birchcreek Wealth Management, LLC

Miami Township, OH
BUY
 -
3.36K
+ 12.38%
$312K - $353K
30.5K $3.57M
Nov 14, 2023 Q3 2023
Campion Asset Management

BUY
 -
3.35K
+ 13.81%
$311K - $352K
27.6K $3.23M
Nov 03, 2023 Q3 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
3.34K
+ 19.25%
$310K - $351K
20.7K $2.42M
Nov 14, 2023 Q3 2023
Neuberger Berman Group LLC

New York, NY
BUY
 -
3.32K
+ 16.82%
$309K - $349K
23.1K $2.7M
Oct 17, 2023 Q3 2023
Quantitative Strategies, Inc.

Calabasas, CA
BUY
 -
3.3K
+ 5.6%
$307K - $347K
62.3K $7.29M
Nov 09, 2023 Q3 2023
Gw&K Investment Management, LLC

Boston, MA
BUY
 -
3.3K
+ 129.88%
$306K - $347K
5.84K $684K
Dec 11, 2023 Q3 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
3.28K
+ 7.67%
$304K - $345K
46K $5.39M
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

BUY
 -
3.23K
+ 1.53%
$300K - $339K
215K $25.2M
Oct 26, 2023 Q3 2023
Park Avenue Securities LLC

BUY
 -
3.22K
+ 9.01%
$299K - $339K
39K $4.56M
Nov 14, 2023 Q3 2023
Cannell & Co.

New York, NY
BUY
 -
3.22K
+ 159.09%
$299K - $339K
5.24K $614K
Nov 13, 2023 Q3 2023
Fiduciary Group LLC

Savannah, GA
BUY
 -
3.2K
+ 3.58%
$297K - $337K
92.7K $10.9M
Oct 18, 2023 Q3 2023
4 Thought Financial Group Inc.

BUY
 -
3.19K
+ 4.31%
$296K - $335K
77.3K $9.05M
Nov 14, 2023 Q3 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
3.18K
+ 13.16%
$296K - $335K
27.4K $3.21M
Oct 16, 2023 Q3 2023
Wood Trust Financial Corp

BUY
 -
3.18K
New
$296K - $335K
3.18K $373K
Oct 24, 2023 Q3 2023
Stonegate Investment Group, LLC

Birmingham, AL
BUY
 -
3.18K
+ 92.23%
$295K - $334K
6.63K $776K
Nov 14, 2023 Q3 2023
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
3.14K
+ 67.53%
$292K - $330K
7.79K $913K
Oct 17, 2023 Q3 2023
Nikulski Financial, Inc.

BUY
 -
3.14K
+ 4.03%
$291K - $330K
80.9K $9.48M
Nov 13, 2023 Q3 2023
Magnolia Wealth Management, LLC

BUY
 -
3.14K
+ 5.33%
$291K - $330K
61.9K $7.26M

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