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 26, 2023 Q1 2023
Fiera Capital Corp

Montreal, A8
BUY
 -
25.6K
+ 8.96%
$2.36M - $2.75M
311K $35.1M
Apr 12, 2023 Q1 2023
Elk River Wealth Management, LLC

BUY
 -
25.1K
+ 8.66%
$2.32M - $2.7M
315K $35.6M
May 01, 2023 Q1 2023
Cm Wealth Advisors LLC

Beachwood, OH
BUY
 -
25.1K
New
$2.31M - $2.7M
25.1K $2.83M
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
25K
+ 3.64%
$2.31M - $2.7M
713K $80.6M
Apr 27, 2023 Q1 2023
Ballentine Partners, LLC

Waltham, MA
BUY
 -
24.1K
+ 8.15%
$2.23M - $2.6M
320K $36.2M
Apr 14, 2023 Q1 2023
First Command Advisory Services, Inc.

BUY
 -
24K
+ 0.26%
$2.22M - $2.59M
9.12M $1.03B
May 10, 2023 Q1 2023
Mai Capital Management

BUY
 -
24K
+ 2.63%
$2.22M - $2.59M
938K $106M
Apr 18, 2023 Q1 2023
Enzi Wealth

Austin, TX
BUY
 -
23.5K
+ 18.23%
$2.17M - $2.54M
153K $17.3M
May 15, 2023 Q1 2023
Keebeck Wealth Management, LLC

Chicago, IL
BUY
 -
23.2K
+ 49.18%
$2.14M - $2.5M
70.4K $7.95M
May 12, 2023 Q1 2023
Nottingham Advisors, Inc.

Amherst, NY
BUY
 -
23.1K
+ 8.34%
$2.13M - $2.49M
300K $33.9M
Apr 18, 2023 Q1 2023
Sterling Investment Counsel, LLC

BUY
 -
22.8K
+ 456.12%
$2.1M - $2.45M
27.8K $3.14M
Apr 12, 2023 Q1 2023
Morgan Rosel Wealth Management, LLC

BUY
 -
22.6K
+ 81.93%
$2.08M - $2.43M
50.1K $5.66M
Apr 16, 2024 Q1 2023
Arrowroot Family Office, LLC

Marina Del Rey, CA
BUY
 -
21.4K
New
$1.98M - $2.31M
21.4K $2.42M
May 09, 2023 Q1 2023
Northern Oak Wealth Management Inc

Milwaukee, WI
BUY
 -
21.4K
+ 202.7%
$1.97M - $2.3M
31.9K $3.61M
Apr 18, 2023 Q1 2023
Horan Securities, Inc.

BUY
 -
20.8K
+ 8.22%
$1.92M - $2.24M
273K $30.9M
May 15, 2023 Q1 2023
Lake Street Advisors Group, LLC

BUY
 -
20K
+ 5.38%
$1.84M - $2.15M
391K $44.1M
May 05, 2023 Q1 2023
Kfa Private Wealth Group, LLC

BUY
 -
19.8K
+ 18.23%
$1.83M - $2.13M
128K $14.5M
Apr 24, 2023 Q1 2023
Oak Harbor Wealth Partners, LLC

BUY
 -
19.7K
+ 39.31%
$1.81M - $2.12M
69.7K $7.87M
May 17, 2023 Q1 2023
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
BUY
 -
19.7K
New
$1.81M - $2.12M
19.7K $2.22M
May 11, 2023 Q1 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
19.4K
New
$1.79M - $2.09M
19.4K $2.19M
May 12, 2023 Q1 2023
Eq LLC

Mercer Island, WA
BUY
 -
19.4K
+ 19.17%
$1.79M - $2.09M
121K $13.6M
May 10, 2023 Q1 2023
Summit Wealth Group, LLC

White River Junction, VT
BUY
 -
19.3K
New
$1.78M - $2.08M
19.3K $2.18M
May 04, 2023 Q1 2023
Mutual Of America Capital Management LLC

New York, NY
BUY
 -
18.9K
+ 97.65%
$1.75M - $2.04M
38.3K $4.33M
May 11, 2023 Q1 2023
Montag A & Associates Inc

Atlanta, GA
BUY
 -
18.8K
+ 15.94%
$1.73M - $2.02M
136K $15.4M
May 09, 2023 Q1 2023
Glenview Trust CO

Louisville, KY
BUY
 -
18.5K
+ 3.68%
$1.71M - $1.99M
521K $58.9M
May 10, 2023 Q1 2023
Banco Santander, S.A.

BUY
 -
18.5K
New
$1.71M - $1.99M
18.5K $2.09M
May 11, 2023 Q1 2023
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
18.3K
+ 297.41%
$1.69M - $1.97M
24.4K $2.76M
May 01, 2023 Q1 2023
Pfg Private Wealth Management, LLC

BUY
 -
18.1K
+ 69.04%
$1.67M - $1.95M
44.3K $5.01M
Jun 01, 2023 Q1 2023
Org Partners LLC

Roanoke, IN
BUY
 -
17.4K
New
$1.61M - $1.88M
17.4K $1.97M
Apr 26, 2023 Q1 2023
Lindbrook Capital, LLC

BUY
 -
17.4K
+ 43.52%
$1.6M - $1.87M
57.2K $6.46M
Apr 13, 2023 Q1 2023
Edge Rock Capital LLC

BUY
 -
17.3K
+ 27.07%
$1.6M - $1.87M
81.4K $9.2M
May 15, 2023 Q1 2023
Tcwp LLC

Tampa, FL
BUY
 -
17.3K
+ 22.49%
$1.6M - $1.86M
94.3K $10.7M
May 10, 2023 Q1 2023
Archetype Wealth Partners

Houston, TX
BUY
 -
17.1K
+ 83.55%
$1.58M - $1.85M
37.7K $4.25M
Apr 03, 2023 Q1 2023
First Financial Bank Trust Division

Hamilton, OH
BUY
 -
16.8K
+ 8.95%
$1.55M - $1.81M
205K $23.2M
May 01, 2023 Q1 2023
Legacy Advisors, LLC

BUY
 -
16.7K
+ 18.94%
$1.54M - $1.79M
105K $11.8M
Apr 25, 2023 Q1 2023
Foundations Investment Advisors, LLC

BUY
 -
16.6K
+ 24.58%
$1.53M - $1.78M
84K $9.48M
Apr 18, 2023 Q1 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
16.6K
+ 6.57%
$1.53M - $1.78M
269K $30.3M
May 15, 2023 Q1 2023
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
16.3K
+ 746.74%
$1.5M - $1.75M
18.5K $2.09M
Apr 24, 2023 Q1 2023
Accredited Investors Inc.

BUY
 -
16.2K
+ 2.28%
$1.5M - $1.75M
728K $82.2M
Apr 20, 2023 Q1 2023
Maryland State Retirement & Pension System

BUY
 -
16.2K
+ 113.62%
$1.5M - $1.75M
30.5K $3.45M
May 08, 2023 Q1 2023
Brown Advisory Inc

BUY
 -
16K
+ 3.04%
$1.48M - $1.73M
543K $61.3M
May 09, 2023 Q1 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
16K
+ 10.58%
$1.48M - $1.72M
167K $18.9M
Jul 14, 2023 Q1 2023
Vanguard Group Inc

Valley Forge, PA
BUY
 -
15.8K
New
$1.45M - $1.7M
15.8K $1.78M
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
15.6K
+ 2.76%
$1.44M - $1.68M
581K $65.6M
May 03, 2023 Q1 2023
Klingman & Associates, LLC

BUY
 -
15.4K
+ 3.78%
$1.42M - $1.66M
423K $47.8M
Apr 26, 2023 Q1 2023
Benedetti & Gucer, Inc.

BUY
 -
15.2K
New
$1.4M - $1.64M
15.2K $1.72M
May 15, 2023 Q1 2023
Lee Financial CO

Dallas, TX
BUY
 -
15K
+ 7.61%
$1.39M - $1.62M
213K $24M
May 15, 2023 Q1 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
14.9K
+ 2.49%
$1.37M - $1.6M
612K $69.2M
May 15, 2023 Q1 2023
Wilshire Advisors LLC

Santa Monica, CA
BUY
 -
14.9K
+ 63.99%
$1.37M - $1.6M
38.1K $4.31M

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