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
Apr 06, 2023 Q1 2023
Kwmg, LLC

SELL
 -
-2.06K
- 7.73%
$190K - $222K
24.6K $2.78M
Apr 17, 2023 Q1 2023
Crew Capital Management, Ltd.

SELL
 -
-2.1K
- 10.12%
$193K - $226K
18.6K $2.1M
May 03, 2023 Q1 2023
North Rock Partners, LLC

SELL
 -
-2.1K
- 41.31%
$194K - $226K
2.98K $337K
Apr 17, 2023 Q1 2023
Cornell Pochily Investment Advisors, Inc.

SELL
 -
-2.11K
- 7.86%
$194K - $227K
24.7K $2.79M
Feb 13, 2025 Q1 2023
Msh Capital Advisors LLC

Scottsdale, AZ
SELL
 -
-2.13K
- 4.52%
$196K - $229K
44.9K $5.08M
May 05, 2023 Q1 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
SELL
 -
-2.18K
- 12.92%
$201K - $234K
14.7K $1.66M
May 05, 2023 Q1 2023
Wiser Wealth Management, Inc

SELL
 -
-2.19K
- 7.56%
$202K - $236K
26.8K $3.02M
Apr 24, 2023 Q1 2023
Strategic Wealth Partners, Ltd.

Independence, OH
SELL
 -
-2.21K
- 28.79%
$203K - $237K
5.46K $616K
May 09, 2023 Q1 2023
Mather Group, Llc.

Chicago, IL
SELL
 -
-2.21K
- 2.56%
$204K - $238K
84.1K $9.5M
Jan 29, 2025 Q1 2023
Westmount Partners, LLC

Los Angeles, CA
SELL
 -
-2.24K
- 23.63%
$207K - $241K
7.23K $817K
Jul 06, 2023 Q1 2023
Ballew Advisors, Inc

SELL
 -
-2.26K
- 4.59%
$209K - $243K
47K $5.31M
May 04, 2023 Q1 2023
Delta Financial Advisors LLC

SELL
 -
-2.26K
- 12.31%
$209K - $243K
16.1K $1.82M
Apr 06, 2023 Q1 2023
Veracity Capital LLC

SELL
 -
-2.29K
- 32.29%
$211K - $246K
4.79K $541K
May 12, 2023 Q1 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-2.29K
- 2.0%
$211K - $246K
112K $12.6M
May 10, 2023 Q1 2023
Boston Family Office LLC

Boston, MA
SELL
 -
-2.32K
- 2.61%
$214K - $250K
86.7K $9.8M
Apr 26, 2023 Q1 2023
Flc Capital Advisors

SELL
 -
-2.4K
- 14.84%
$221K - $258K
13.8K $1.55M
May 08, 2023 Q1 2023
Means Investment Co., Inc.

SELL
 -
-2.4K
- 2.09%
$222K - $259K
112K $12.7M
May 12, 2023 Q1 2023
Jsf Financial, LLC

SELL
 -
-2.41K
- 3.77%
$222K - $259K
61.4K $6.94M
Apr 20, 2023 Q1 2023
Cpa Asset Management LLC

West Palm Beach, FL
SELL
 -
-2.43K
- 38.33%
$224K - $261K
3.9K $441K
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-2.44K
- 0.89%
$225K - $263K
270K $30.5M
Apr 10, 2023 Q1 2023
Thomasville National Bank

SELL
 -
-2.47K
- 21.13%
$228K - $266K
9.22K $1.04M
Apr 19, 2023 Q1 2023
Jfs Wealth Advisors, LLC

SELL
 -
-2.53K
- 0.77%
$233K - $272K
326K $36.8M
May 15, 2023 Q1 2023
Ashford Capital Management Inc

Wilmington, DE
SELL
 -
-2.55K
- 8.04%
$235K - $275K
29.2K $3.3M
Apr 19, 2023 Q1 2023
Steigerwald, Gordon & Koch Inc.

SELL
 -
-2.56K
- 8.25%
$236K - $276K
28.4K $3.21M
May 15, 2023 Q1 2023
Cantor Fitzgerald, L. P.

New York, NY
SELL
 -
-2.57K
- 4.03%
$237K - $277K
61.2K $6.91M
May 04, 2023 Q1 2023
Pinnacle Associates LTD

SELL
 -
-2.59K
- 1.02%
$239K - $279K
251K $28.4M
May 01, 2023 Q1 2023
Jnba Financial Advisors

SELL
 -
-2.6K
- 1.99%
$240K - $280K
128K $14.5M
May 09, 2023 Q1 2023
Column Capital Advisors, LLC

SELL
 -
-2.62K
- 3.2%
$242K - $282K
79.1K $8.94M
May 12, 2023 Q1 2023
Regions Financial Corp

SELL
 -
-2.62K
- 0.08%
$242K - $282K
3.49M $394M
May 03, 2023 Q1 2023
First National Bank Of Omaha

Omaha, NE
SELL
 -
-2.64K
- 8.05%
$244K - $284K
30.1K $3.4M
May 05, 2023 Q1 2023
Ddfg, Inc

Thousand Oaks, CA
SELL
 -
-2.64K
- 46.62%
$244K - $285K
3.03K $342K
May 04, 2023 Q1 2023
Capital Advantage, Inc.

SELL
 -
-2.69K
- 1.85%
$248K - $289K
142K $16.1M
Apr 24, 2023 Q1 2023
Montecito Bank & Trust

SELL
 -
-2.69K
- 3.79%
$248K - $290K
68.4K $7.73M
Dec 18, 2023 Q1 2023
West Paces Advisors Inc.

Atlanta, GA
SELL
 -
-2.7K
- 0.79%
$249K - $291K
340K $38.5M
May 12, 2023 Q1 2023
Geo Wealth Management, LLC

Chicago, IL
SELL
 -
-2.71K
- 25.9%
$250K - $292K
7.76K $876K
May 12, 2023 Q1 2023
River Glades Family Offices LLC

Naples, FL
SELL
 -
-2.73K
- 12.52%
$252K - $294K
19.1K $2.15M
Apr 07, 2023 Q1 2023
Trust CO

SELL
 -
-2.74K
- 26.93%
$253K - $295K
7.44K $840K
Apr 11, 2023 Q1 2023
Lex Aurum Advisors, LLC

SELL
 -
-2.75K
- 42.23%
$254K - $296K
3.76K $425K
May 08, 2023 Q1 2023
Shelton Wealth Management, LLC

SELL
 -
-2.75K
- 5.45%
$254K - $297K
47.7K $5.39M
Apr 06, 2023 Q1 2023
Insight Wealth Strategies, LLC

San Ramon, CA
SELL
 -
-2.77K
- 2.53%
$256K - $298K
107K $12.1M
May 11, 2023 Q1 2023
Fayez Sarofim & CO

Houston, TX
SELL
 -
-2.78K
- 39.99%
$257K - $300K
4.18K $472K
May 15, 2023 Q1 2023
Hbk Sorce Advisory LLC

Erie, PA
SELL
 -
-2.83K
- 1.83%
$261K - $305K
152K $17.2M
Apr 21, 2023 Q1 2023
Congress Asset Management CO

SELL
 -
-2.85K
- 8.0%
$263K - $307K
32.8K $3.71M
Apr 14, 2023 Q1 2023
Ade, LLC

SELL
 -
-2.87K
- 16.25%
$265K - $309K
14.8K $1.67M
Dec 19, 2024 Q1 2023
Independent Solutions Wealth Management, LLC

Williamsville, NY
SELL
 -
-2.9K
- 5.74%
$268K - $312K
47.7K $5.39M
May 04, 2023 Q1 2023
Sovereign Financial Group, Inc.

Stamford, CT
SELL
 -
-2.9K
- 20.17%
$268K - $313K
11.5K $1.3M
Apr 10, 2023 Q1 2023
Summit Financial Wealth Advisors, LLC

SELL
 -
-2.91K
- 2.53%
$269K - $314K
112K $12.7M
May 15, 2023 Q1 2023
Intrua Financial, LLC

Houston, TX
SELL
 -
-2.91K
- 9.68%
$269K - $314K
27.2K $3.07M
Sep 06, 2024 Q1 2023
Ted Buchan & CO

San Diego, CA
SELL
 -
-2.93K
Closed
$270K - $316K
0 $0

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