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 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-4.36K- 3.56% |
$403K - $470K
|
118K
$13.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-4.38K- 33.72% |
$404K - $472K
|
8.61K
$972K
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.45K- 8.02% |
$411K - $479K
|
51.1K
$5.77M
|
|
|
Nov 19, 2024
Q1 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-4.5K- 21.55% |
$416K - $485K
|
16.4K
$1.85M
|
|
|
Jun 20, 2024
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-4.52K- 6.94% |
$417K - $487K
|
60.6K
$6.85M
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-4.62K- 32.7% |
$426K - $497K
|
9.5K
$1.07M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-4.66K- 2.63% |
$430K - $501K
|
172K
$19.4M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.72K- 1.36% |
$435K - $508K
|
343K
$38.7M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-4.74K- 2.14% |
$438K - $511K
|
217K
$24.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-4.77K- 3.21% |
$440K - $514K
|
144K
$16.3M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.8K- 32.65% |
$442K - $516K
|
9.89K
$1.12M
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-4.84K- 50.49% |
$446K - $521K
|
4.74K
$536K
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-4.88K- 11.29% |
$450K - $525K
|
38.3K
$4.33M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-4.93K- 0.53% |
$455K - $531K
|
929K
$105M
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-4.94K- 2.25% |
$455K - $532K
|
214K
$24.2M
|
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
SELL
|
- |
-5.23K- 3.62% |
$482K - $563K
|
139K
$15.7M
|
|
|
May 11, 2023
Q1 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-5.25K- 10.13% |
$485K - $565K
|
46.6K
$5.26M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-5.26K- 3.9% |
$485K - $566K
|
130K
$14.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-5.26K- 54.01% |
$485K - $567K
|
4.48K
$506K
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-5.27K- 5.89% |
$486K - $567K
|
84.2K
$9.51M
|
|
|
May 12, 2023
Q1 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-5.33K- 40.55% |
$492K - $574K
|
7.81K
$882K
|
|
|
Apr 13, 2023
Q1 2023
|
Bremer Bank National Association
|
SELL
|
- |
-5.33K- 11.73% |
$492K - $574K
|
40.1K
$4.53M
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-5.49K- 4.56% |
$507K - $591K
|
115K
$13M
|
|
|
May 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-5.56K- 2.87% |
$513K - $599K
|
188K
$21.3M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-5.57K- 52.97% |
$514K - $600K
|
4.95K
$559K
|
|
|
May 09, 2023
Q1 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-5.58K- 6.18% |
$515K - $601K
|
84.7K
$9.56M
|
|
|
Apr 25, 2023
Q1 2023
|
Nationwide Fund Advisors
|
SELL
|
- |
-5.59K- 0.35% |
$516K - $602K
|
1.58M
$178M
|
|
|
Apr 14, 2023
Q1 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-5.61K- 24.7% |
$518K - $604K
|
17.1K
$1.93M
|
|
|
Apr 12, 2023
Q1 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-5.62K- 68.84% |
$519K - $605K
|
2.55K
$287K
|
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
SELL
|
- |
-5.65K- 71.85% |
$521K - $608K
|
2.21K
$250K
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-5.67K- 17.99% |
$523K - $610K
|
25.8K
$2.92M
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-5.73K- 28.68% |
$529K - $617K
|
14.2K
$1.61M
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-5.78K- 27.66% |
$534K - $623K
|
15.1K
$1.71M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-5.79K- 11.1% |
$534K - $623K
|
46.3K
$5.24M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
SELL
|
- |
-5.79K- 11.1% |
$534K - $623K
|
46.3K
$5.24M
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-5.97K- 21.45% |
$551K - $643K
|
21.9K
$2.47M
|
|
|
May 01, 2023
Q1 2023
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-6.05K- 54.55% |
$558K - $651K
|
5.04K
$569K
|
|
|
May 03, 2023
Q1 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-6.17K- 2.81% |
$569K - $664K
|
213K
$24.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Mtc Wealth Management LLC
|
SELL
|
- |
-6.21K- 5.44% |
$573K - $668K
|
108K
$12.2M
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-6.35K- 10.97% |
$586K - $683K
|
51.5K
$5.82M
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-6.37K- 35.87% |
$587K - $685K
|
11.4K
$1.29M
|
|
|
May 03, 2023
Q1 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-6.4K- 75.0% |
$591K - $689K
|
2.13K
$241K
|
|
|
Apr 11, 2023
Q1 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-6.64K- 36.11% |
$612K - $715K
|
11.7K
$1.33M
|
|
|
May 08, 2023
Q1 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-6.76K- 31.23% |
$624K - $728K
|
14.9K
$1.68M
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-6.82K- 8.94% |
$629K - $734K
|
69.4K
$7.84M
|
|
|
May 01, 2023
Q1 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-6.91K- 75.25% |
$637K - $744K
|
2.27K
$257K
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-6.92K- 4.27% |
$639K - $745K
|
155K
$17.5M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-6.99K- 58.13% |
$645K - $752K
|
5.03K
$569K
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-6.99K- 28.49% |
$645K - $753K
|
17.6K
$1.98M
|
|
|
May 05, 2023
Q1 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-7.08K- 36.19% |
$653K - $762K
|
12.5K
$1.41M
|