Purchases and Sales Made in Q1 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 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 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.52K- 1.54% |
$141K - $164K
|
97.4K
$11M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.55K- 20.75% |
$143K - $167K
|
5.91K
$668K
|
|
|
Apr 17, 2023
Q1 2023
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-1.56K- 1.32% |
$144K - $168K
|
117K
$13.2M
|
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-1.58K- 10.07% |
$145K - $170K
|
14.1K
$1.59M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.58K- 4.08% |
$146K - $170K
|
37.2K
$4.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Leisure Capital Management
|
SELL
|
- |
-1.59K- 27.49% |
$146K - $171K
|
4.18K
$472K
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.6K- 1.33% |
$147K - $172K
|
119K
$13.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-1.61K- 13.15% |
$148K - $173K
|
10.6K
$1.2M
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.61K- 22.76% |
$148K - $173K
|
5.46K
$617K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.61K- 4.24% |
$149K - $174K
|
36.4K
$4.12M
|
|
|
Sep 13, 2023
Q1 2023
|
Ims Capital Management
|
SELL
|
- |
-1.62K- 16.67% |
$150K - $175K
|
8.12K
$917K
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.65K- 20.97% |
$152K - $177K
|
6.2K
$700K
|
|
|
Apr 17, 2023
Q1 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-1.65K- 11.55% |
$152K - $177K
|
12.6K
$1.42M
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.67K- 1.47% |
$154K - $180K
|
112K
$12.7M
|
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-1.68K- 37.68% |
$155K - $181K
|
2.78K
$314K
|
|
|
Apr 28, 2023
Q1 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-1.73K- 22.39% |
$159K - $186K
|
5.98K
$676K
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.73K- 15.09% |
$160K - $187K
|
9.75K
$1.1M
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.75K- 13.46% |
$161K - $188K
|
11.2K
$1.27M
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.75K- 1.42% |
$161K - $188K
|
122K
$13.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-1.76K- 14.36% |
$162K - $189K
|
10.5K
$1.18M
|
|
|
May 04, 2023
Q1 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.76K- 2.03% |
$162K - $189K
|
84.6K
$9.56M
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.77K- 1.07% |
$163K - $190K
|
163K
$18.5M
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.77K- 91.35% |
$164K - $191K
|
168
$19K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.77K- 91.35% |
$164K - $191K
|
168
$19K
|
|
|
May 11, 2023
Q1 2023
|
Magnolia Wealth Management, LLC
|
SELL
|
- |
-1.78K- 3.27% |
$164K - $191K
|
52.5K
$5.93M
|
|
|
May 09, 2023
Q1 2023
|
S&T Bank
Indiana, PA |
SELL
|
- |
-1.8K- 7.58% |
$166K - $193K
|
21.9K
$2.47M
|
|
|
May 04, 2023
Q1 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-1.82K- 3.65% |
$168K - $196K
|
48.2K
$5.44M
|
|
|
May 04, 2023
Q1 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-1.83K- 3.14% |
$168K - $197K
|
56.4K
$6.37M
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-1.84K- 5.97% |
$170K - $198K
|
29K
$3.27M
|
|
|
May 09, 2023
Q1 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-1.86K- 20.71% |
$172K - $200K
|
7.13K
$805K
|
|
|
May 05, 2023
Q1 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-1.87K- 7.11% |
$173K - $201K
|
24.5K
$2.76M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.91K- 0.69% |
$177K - $206K
|
277K
$31.3M
|
|
|
May 04, 2023
Q1 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-1.93K- 5.0% |
$178K - $208K
|
36.7K
$4.14M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.93K- 5.86% |
$178K - $208K
|
31K
$3.51M
|
|
|
May 15, 2023
Q1 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.94K- 15.07% |
$179K - $208K
|
10.9K
$1.23M
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.94K- 2.05% |
$179K - $209K
|
92.8K
$10.5M
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.95K- 3.96% |
$180K - $210K
|
47.4K
$5.35M
|
|
|
Apr 25, 2023
Q1 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-1.95K- 19.52% |
$180K - $210K
|
8.06K
$910K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.96K- 1.13% |
$180K - $211K
|
171K
$19.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.96K- 6.27% |
$181K - $211K
|
29.3K
$3.31M
|
|
|
Apr 12, 2023
Q1 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-1.97K- 9.14% |
$182K - $212K
|
19.6K
$2.21M
|
|
|
Apr 07, 2023
Q1 2023
|
Emerald Advisors, LLC
|
SELL
|
- |
-1.98K- 8.11% |
$183K - $213K
|
22.4K
$2.53M
|
|
|
May 04, 2023
Q1 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-1.99K- 1.62% |
$184K - $215K
|
121K
$13.6M
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-2K- 2.45% |
$184K - $215K
|
79.4K
$8.97M
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-2K- 94.12% |
$185K - $215K
|
125
$14.1K
|
|
|
May 10, 2023
Q1 2023
|
S.A. Mason LLC
|
SELL
|
- |
-2K- 62.91% |
$185K - $215K
|
1.18K
$133K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-2KClosed |
$185K - $215K
|
0
$0
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.03K- 13.68% |
$187K - $218K
|
12.8K
$1.44M
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-2.04K- 36.5% |
$188K - $219K
|
3.54K
$400K
|
|
|
Apr 26, 2023
Q1 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-2.05K- 44.31% |
$189K - $220K
|
2.57K
$290K
|