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
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-12.6K- 28.58% |
$1.17M - $1.36M
|
31.6K
$3.57M
|
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-12.8K- 43.45% |
$1.18M - $1.37M
|
16.6K
$1.87M
|
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-13K- 46.44% |
$1.2M - $1.4M
|
15K
$1.7M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-13.1K- 5.75% |
$1.21M - $1.41M
|
215K
$24.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-13.2K- 10.66% |
$1.22M - $1.42M
|
111K
$12.5M
|
|
|
Apr 13, 2023
Q1 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-13.3K- 30.75% |
$1.22M - $1.43M
|
29.9K
$3.38M
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-13.3K- 18.64% |
$1.23M - $1.43M
|
58.2K
$6.57M
|
|
|
Apr 27, 2023
Q1 2023
|
Bank Of Stockton
|
SELL
|
- |
-13.3K- 5.6% |
$1.23M - $1.44M
|
225K
$25.4M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-13.4K- 5.17% |
$1.23M - $1.44M
|
245K
$27.7M
|
|
|
Apr 12, 2023
Q1 2023
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-13.4K- 74.4% |
$1.23M - $1.44M
|
4.6K
$520K
|
|
|
May 02, 2023
Q1 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-13.4K- 24.54% |
$1.24M - $1.45M
|
41.3K
$4.67M
|
|
|
Apr 26, 2023
Q1 2023
|
Financial Life Advisors
|
SELL
|
- |
-13.5K- 43.9% |
$1.25M - $1.46M
|
17.3K
$1.95M
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-14.1K- 1.72% |
$1.3M - $1.52M
|
806K
$91.1M
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-14.2K- 96.89% |
$1.31M - $1.52M
|
454
$51.3K
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-14.4K- 81.31% |
$1.33M - $1.55M
|
3.32K
$374K
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-14.8K- 81.44% |
$1.37M - $1.59M
|
3.37K
$381K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-14.9K- 39.6% |
$1.38M - $1.61M
|
22.8K
$2.57M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-14.9K- 39.6% |
$1.38M - $1.61M
|
22.8K
$2.57M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-15K- 36.54% |
$1.38M - $1.61M
|
26K
$2.94M
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-15K- 49.15% |
$1.38M - $1.61M
|
15.5K
$1.75M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-15.1K- 5.95% |
$1.4M - $1.63M
|
239K
$27M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-15.6K- 3.7% |
$1.44M - $1.68M
|
406K
$45.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-15.7K- 17.95% |
$1.45M - $1.69M
|
71.8K
$8.11M
|
|
|
Apr 26, 2023
Q1 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-15.9K- 16.02% |
$1.47M - $1.71M
|
83.4K
$9.42M
|
|
|
May 01, 2023
Q1 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-16K- 4.17% |
$1.47M - $1.72M
|
367K
$41.5M
|
|
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-16.1K- 52.0% |
$1.49M - $1.74M
|
14.9K
$1.68M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-16.3K- 18.55% |
$1.5M - $1.76M
|
71.6K
$8.08M
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-16.5K- 90.36% |
$1.52M - $1.78M
|
1.76K
$199K
|
|
|
May 03, 2023
Q1 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-17K- 99.54% |
$1.57M - $1.83M
|
78
$8.81K
|
|
|
Apr 17, 2023
Q1 2023
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-17.5K- 14.31% |
$1.62M - $1.89M
|
105K
$11.8M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-18.2K- 1.67% |
$1.68M - $1.96M
|
1.07M
$121M
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-18.4K- 58.47% |
$1.7M - $1.98M
|
13.1K
$1.48M
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-18.5K- 28.77% |
$1.7M - $1.99M
|
45.7K
$5.17M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-18.5K- 52.94% |
$1.71M - $1.99M
|
16.4K
$1.86M
|
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-18.6K- 20.75% |
$1.71M - $2M
|
70.9K
$8.01M
|
|
|
May 08, 2023
Q1 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-18.7K- 71.07% |
$1.73M - $2.02M
|
7.63K
$862K
|
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-18.9K- 12.11% |
$1.74M - $2.03M
|
137K
$15.5M
|
|
|
May 04, 2023
Q1 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-18.9K- 33.65% |
$1.74M - $2.03M
|
37.2K
$4.21M
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-19K- 70.94% |
$1.75M - $2.04M
|
7.77K
$878K
|
|
|
May 03, 2023
Q1 2023
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-19K- 16.41% |
$1.75M - $2.05M
|
96.8K
$10.9M
|
|
|
May 01, 2023
Q1 2023
|
Tnf LLC
|
SELL
|
- |
-19.1K- 47.74% |
$1.76M - $2.06M
|
20.9K
$2.36M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-19.2K- 25.38% |
$1.78M - $2.07M
|
56.6K
$6.39M
|
|
|
May 10, 2023
Q1 2023
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-19.3K- 13.47% |
$1.78M - $2.08M
|
124K
$14M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-19.4K- 23.54% |
$1.79M - $2.09M
|
62.9K
$7.11M
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-19.5K- 87.0% |
$1.8M - $2.1M
|
2.91K
$329K
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
SELL
|
- |
-19.5K- 96.12% |
$1.8M - $2.1M
|
787
$88.9K
|
|
|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-19.8K- 74.98% |
$1.83M - $2.14M
|
6.62K
$748K
|
|
|
May 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-20K- 47.92% |
$1.84M - $2.15M
|
21.7K
$2.45M
|
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-20K- 23.87% |
$1.85M - $2.16M
|
63.9K
$7.22M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-21K- 12.12% |
$1.93M - $2.26M
|
152K
$17.2M
|