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 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-21.1K- 4.8% |
$1.94M - $2.27M
|
417K
$47.2M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-21.9K- 11.14% |
$2.02M - $2.36M
|
175K
$19.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-22K- 29.5% |
$2.03M - $2.36M
|
52.5K
$5.93M
|
|
|
Sep 07, 2023
Q1 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-22.3K- 51.36% |
$2.05M - $2.4M
|
21.1K
$2.38M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-22.6K- 8.86% |
$2.09M - $2.44M
|
233K
$26.3M
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-23K- 68.41% |
$2.13M - $2.48M
|
10.6K
$1.2M
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-23.2K- 50.08% |
$2.14M - $2.5M
|
23.1K
$2.61M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-23.3K- 13.54% |
$2.15M - $2.51M
|
149K
$16.8M
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-23.5K- 10.38% |
$2.17M - $2.53M
|
203K
$22.9M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-23.7K- 9.72% |
$2.19M - $2.55M
|
220K
$24.9M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-24.7K- 10.04% |
$2.28M - $2.66M
|
221K
$25M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-25K- 29.95% |
$2.3M - $2.69M
|
58.4K
$6.6M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-25.1K- 4.89% |
$2.31M - $2.7M
|
487K
$55M
|
|
|
May 15, 2023
Q1 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-25.1K- 91.38% |
$2.32M - $2.71M
|
2.37K
$268K
|
|
|
May 16, 2023
Q1 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-25.2K- 32.54% |
$2.32M - $2.71M
|
52.2K
$5.89M
|
|
|
May 15, 2023
Q1 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-25.3K- 57.3% |
$2.34M - $2.73M
|
18.9K
$2.13M
|
|
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-25.5K- 91.62% |
$2.36M - $2.75M
|
2.34K
$264K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-25.7K- 8.56% |
$2.38M - $2.77M
|
275K
$31.1M
|
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-26.8K- 63.67% |
$2.47M - $2.89M
|
15.3K
$1.73M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-27.2K- 59.32% |
$2.51M - $2.93M
|
18.6K
$2.11M
|
|
|
Apr 26, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-28.1K- 78.93% |
$2.59M - $3.03M
|
7.5K
$848K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-28.4K- 29.28% |
$2.62M - $3.06M
|
68.6K
$7.75M
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-28.5K- 54.69% |
$2.63M - $3.07M
|
23.6K
$2.67M
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-28.7K- 20.98% |
$2.65M - $3.09M
|
108K
$12.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-29.5K- 97.58% |
$2.72M - $3.18M
|
731
$82.6K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-29.8K- 44.59% |
$2.75M - $3.21M
|
37K
$4.18M
|
|
|
May 05, 2023
Q1 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-31.5K- 92.38% |
$2.9M - $3.39M
|
2.59K
$293K
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-31.8K- 92.57% |
$2.93M - $3.42M
|
2.55K
$288K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-31.9K- 18.07% |
$2.95M - $3.44M
|
145K
$16.3M
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-32.7K- 58.18% |
$3.01M - $3.52M
|
23.5K
$2.65M
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-33K- 12.17% |
$3.04M - $3.55M
|
238K
$26.9M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-33K- 36.93% |
$3.05M - $3.55M
|
56.4K
$6.37M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-33.1K- 37.35% |
$3.06M - $3.57M
|
55.5K
$6.27M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-34.2K- 28.0% |
$3.15M - $3.68M
|
87.8K
$9.92M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-34.6K- 51.44% |
$3.19M - $3.72M
|
32.7K
$3.69M
|
|
|
May 15, 2023
Q1 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-34.7K- 73.79% |
$3.2M - $3.73M
|
12.3K
$1.39M
|
|
|
Jan 15, 2025
Q1 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-35.5K- 63.01% |
$3.27M - $3.82M
|
20.8K
$2.35M
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-35.9K- 47.24% |
$3.31M - $3.87M
|
40.1K
$4.53M
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-37.1K- 14.27% |
$3.42M - $3.99M
|
223K
$25.1M
|
|
|
May 15, 2023
Q1 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-37.1K- 54.72% |
$3.43M - $4M
|
30.7K
$3.47M
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-37.1K- 93.93% |
$3.43M - $4M
|
2.4K
$271K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-37.3K- 16.78% |
$3.44M - $4.02M
|
185K
$20.9M
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-37.9K- 17.37% |
$3.49M - $4.08M
|
180K
$20.3M
|
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-38.4K- 83.57% |
$3.54M - $4.13M
|
7.55K
$852K
|
|
|
Apr 14, 2023
Q1 2023
|
Mcia Inc
|
SELL
|
- |
-38.5K- 45.12% |
$3.55M - $4.14M
|
46.8K
$5.29M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-38.8K- 1.19% |
$3.58M - $4.18M
|
3.22M
$364M
|
|
|
May 04, 2023
Q1 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-39K- 65.04% |
$3.6M - $4.2M
|
21K
$2.37M
|
|
|
Apr 20, 2023
Q1 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-41.7K- 30.64% |
$3.85M - $4.49M
|
94.5K
$10.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-42.2K- 6.79% |
$3.9M - $4.55M
|
579K
$65.4M
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-42.3K- 89.69% |
$3.9M - $4.55M
|
4.86K
$549K
|