Purchases and Sales Made in Q1 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 Q1 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
May 10, 2023 Q1 2023
Keybank National Association

BUY
 -
49.3K
+ 1.35%
$4.55M - $5.31M
3.7M $418M
May 26, 2023 Q1 2023
Sheets Smith Wealth Management

BUY
 -
49.1K
+ 50598.97%
$4.53M - $5.29M
49.2K $5.56M
Apr 21, 2023 Q1 2023
Monument Capital Management

BUY
 -
48.4K
+ 32.37%
$4.47M - $5.21M
198K $22.4M
Apr 24, 2023 Q1 2023
Asio Capital, LLC

BUY
 -
47.1K
+ 35.13%
$4.35M - $5.07M
181K $20.5M
May 12, 2023 Q1 2023
Farmers & Merchants Investments Inc

BUY
 -
46.9K
+ 6.05%
$4.33M - $5.05M
822K $92.9M
May 15, 2023 Q1 2023
Able Financial Group, LLC

Scottsdale, AZ
BUY
 -
44.3K
New
$4.09M - $4.77M
44.3K $5M
Apr 19, 2023 Q1 2023
Tiaa, Fsb

St. Louis, MO
BUY
 -
44.1K
+ 7.46%
$4.07M - $4.75M
635K $71.8M
May 16, 2023 Q1 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
43.2K
New
$3.98M - $4.65M
43.2K $4.88M
May 04, 2023 Q1 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
42.4K
New
$3.92M - $4.57M
42.4K $4.79M
Jul 10, 2024 Q1 2023
Strategic Financial Partners, Ltd.

Bend, OR
BUY
 -
41.7K
+ 50.22%
$3.84M - $4.49M
125K $14.1M
May 04, 2023 Q1 2023
Cowa, LLC

Tulsa, OK
BUY
 -
41.3K
+ 357.74%
$3.81M - $4.45M
52.9K $5.97M
May 04, 2023 Q1 2023
Journey Advisory Group, LLC

BUY
 -
40.1K
+ 59.85%
$3.7M - $4.31M
107K $12.1M
May 15, 2023 Q1 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
39.6K
+ 0.44%
$3.66M - $4.27M
9.02M $1.02B
May 15, 2023 Q1 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
39.2K
+ 345.54%
$3.62M - $4.23M
50.6K $5.72M
Jul 07, 2023 Q1 2023
Tandem Wealth Advisors LLC

Phoenix, AZ
BUY
 -
37.8K
+ 118.74%
$3.48M - $4.07M
69.6K $7.86M
May 10, 2023 Q1 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
37.4K
+ 21.07%
$3.45M - $4.03M
215K $24.3M
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
37.2K
+ 7.16%
$3.43M - $4M
556K $62.8M
Apr 27, 2023 Q1 2023
Stratos Wealth Advisors, LLC

BUY
 -
37K
+ 38.58%
$3.41M - $3.98M
133K $15M
May 10, 2023 Q1 2023
Legacy Capital Wealth Partners, LLC

Little Rock, AR
BUY
 -
36.2K
+ 94.7%
$3.34M - $3.9M
74.4K $8.4M
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
36.1K
+ 41.41%
$3.33M - $3.88M
123K $13.9M
Apr 21, 2023 Q1 2023
Econ Financial Services Corp

BUY
 -
35.7K
New
$3.3M - $3.85M
35.7K $4.04M
Apr 18, 2023 Q1 2023
Affiance Financial, LLC

BUY
 -
35.6K
+ 21.64%
$3.29M - $3.84M
200K $22.6M
Apr 21, 2023 Q1 2023
Whittier Trust CO

BUY
 -
35.2K
+ 5.03%
$3.25M - $3.79M
735K $83.1M
May 04, 2023 Q1 2023
Edge Capital Group, LLC

BUY
 -
35.1K
+ 11.77%
$3.24M - $3.78M
333K $37.6M
May 09, 2023 Q1 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
34.8K
+ 9.37%
$3.21M - $3.75M
406K $45.9M
May 10, 2023 Q1 2023
Huntington National Bank

Columbus, OH
BUY
 -
34.7K
+ 1.33%
$3.2M - $3.74M
2.64M $298M
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
34K
+ 5.4%
$3.13M - $3.66M
663K $74.8M
May 10, 2023 Q1 2023
Pegasus Partners Ltd.

Mequon, WI
BUY
 -
33.9K
+ 18.61%
$3.13M - $3.65M
216K $24.4M
May 12, 2023 Q1 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
33.2K
+ 0.48%
$3.06M - $3.57M
6.89M $778M
Apr 05, 2023 Q1 2023
Rovin Capital

BUY
 -
32.7K
+ 38.25%
$3.02M - $3.52M
118K $13.3M
Apr 11, 2023 Q1 2023
Telemus Capital, LLC

BUY
 -
32.6K
+ 8.01%
$3.01M - $3.51M
440K $49.7M
May 02, 2023 Q1 2023
Savant Capital, LLC

BUY
 -
32.6K
+ 72.17%
$3M - $3.51M
77.7K $8.77M
May 03, 2023 Q1 2023
Polaris Wealth Advisory Group, LLC

BUY
 -
31.3K
+ 45.26%
$2.88M - $3.37M
100K $11.3M
Apr 24, 2023 Q1 2023
Sequoia Financial Advisors, LLC

BUY
 -
31.1K
+ 5.07%
$2.87M - $3.35M
644K $72.8M
May 09, 2023 Q1 2023
1 St Source Bank

BUY
 -
30.1K
+ 14.47%
$2.78M - $3.24M
238K $26.9M
May 02, 2023 Q1 2023
One Day In July LLC

BUY
 -
29.8K
+ 6.53%
$2.75M - $3.21M
487K $55M
Apr 21, 2023 Q1 2023
Paladin Advisory Group, LLC

BUY
 -
28.7K
New
$2.64M - $3.09M
28.7K $3.24M
May 08, 2023 Q1 2023
Yhb Investment Advisors, Inc.

BUY
 -
28.2K
+ 20.2%
$2.6M - $3.04M
168K $19M
May 18, 2023 Q1 2023
Titleist Asset Management, LLC

San Antonio, TX
BUY
 -
28.1K
New
$2.59M - $3.03M
28.1K $3.18M
May 11, 2023 Q1 2023
Eley Financial Management, Inc

South Burlington, VT
BUY
 -
27.6K
New
$2.55M - $2.98M
27.6K $3.12M
May 11, 2023 Q1 2023
Strategic Wealth Partners Group LLC

Deerfield, IL
BUY
 -
27.5K
+ 9.8%
$2.54M - $2.97M
309K $34.9M
May 10, 2023 Q1 2023
Vestor Capital, LLC

Chicago, IL
BUY
 -
27.4K
+ 365.73%
$2.53M - $2.95M
34.9K $3.95M
May 16, 2023 Q1 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
27.2K
+ 79.2%
$2.51M - $2.92M
61.4K $6.94M
Apr 26, 2023 Q1 2023
Proffitt & Goodson Inc

BUY
 -
26.9K
+ 23.92%
$2.48M - $2.89M
139K $15.7M
May 10, 2023 Q1 2023
Magnus Financial Group LLC

New York, NY
BUY
 -
26.6K
+ 11.04%
$2.45M - $2.86M
267K $30.2M
May 08, 2023 Q1 2023
West Coast Financial LLC

BUY
 -
26.1K
+ 3.34%
$2.41M - $2.82M
808K $91.3M
Apr 06, 2023 Q1 2023
Bartlett & Co. LLC

BUY
 -
25.8K
+ 9.1%
$2.38M - $2.78M
310K $35M
Feb 14, 2024 Q1 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
25.8K
+ 9.1%
$2.38M - $2.78M
310K $35M
Apr 10, 2023 Q1 2023
Wela Strategies, Inc.

BUY
 -
25.7K
+ 70.38%
$2.37M - $2.77M
62.3K $7.04M

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