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
May 15, 2023 Q1 2023
Conservest Capital Advisors, Inc.

BUY
 -
14.7K
+ 4.74%
$1.35M - $1.58M
324K $36.6M
May 04, 2023 Q1 2023
Estate Counselors, LLC

BUY
 -
14.5K
+ 7.69%
$1.34M - $1.56M
203K $23M
May 17, 2023 Q1 2023
Centaurus Financial, Inc.

BUY
 -
14.5K
+ 57.27%
$1.34M - $1.56M
39.9K $4.5M
Apr 25, 2023 Q1 2023
Ascent Wealth Partners, LLC

New Hartford, NY
BUY
 -
14.4K
+ 173.1%
$1.33M - $1.56M
22.8K $2.57M
May 04, 2023 Q1 2023
Vickerman Investment Advisors, Inc.

Spokane, WA
BUY
 -
14.4K
+ 122.83%
$1.33M - $1.55M
26.1K $2.94M
May 15, 2023 Q1 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
14.1K
+ 5.85%
$1.3M - $1.52M
255K $28.8M
Apr 27, 2023 Q1 2023
Bergan Kdv Wealth Management, LLC

BUY
 -
13.9K
+ 9.44%
$1.28M - $1.5M
161K $18.2M
May 11, 2023 Q1 2023
Bristlecone Advisors, LLC

BUY
 -
13.8K
+ 15.31%
$1.28M - $1.49M
104K $11.8M
Apr 26, 2023 Q1 2023
Pinnacle Financial Partners Inc

BUY
 -
13.8K
+ 10.55%
$1.27M - $1.49M
145K $16.4M
Apr 14, 2023 Q1 2023
Birch Hill Investment Advisors LLC

BUY
 -
13.5K
+ 11.72%
$1.25M - $1.46M
129K $14.6M
Apr 19, 2023 Q1 2023
Carnegie Capital Asset Management, LLC

BUY
 -
13.4K
+ 21.2%
$1.24M - $1.44M
76.6K $8.65M
May 11, 2023 Q1 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
13.3K
+ 5.69%
$1.23M - $1.43M
247K $27.9M
May 11, 2023 Q1 2023
Rmb Capital Management, LLC

BUY
 -
13.3K
+ 9.18%
$1.23M - $1.43M
158K $17.8M
May 09, 2023 Q1 2023
Trifecta Capital Advisors, LLC

Northbrook, IL
BUY
 -
13.2K
+ 12.41%
$1.22M - $1.42M
120K $13.5M
Apr 20, 2023 Q1 2023
Mc Guire Investment Group, LLC

BUY
 -
13K
+ 35.76%
$1.2M - $1.4M
49.3K $5.57M
May 15, 2023 Q1 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
12.9K
+ 17.12%
$1.19M - $1.39M
88.3K $9.97M
Aug 26, 2024 Q1 2023
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
12.9K
+ 74.17%
$1.19M - $1.39M
30.3K $3.42M
May 02, 2023 Q1 2023
Graypoint LLC

BUY
 -
12.9K
+ 7.32%
$1.19M - $1.38M
189K $21.3M
May 10, 2023 Q1 2023
Credit Suisse Ag

Zurich, V8
BUY
 -
12.8K
+ 7.46%
$1.19M - $1.38M
185K $20.9M
May 01, 2023 Q1 2023
Davidson Capital Management Inc.

Corpus Christi, TX
BUY
 -
12.7K
+ 18.73%
$1.17M - $1.37M
80.4K $9.08M
May 15, 2023 Q1 2023
Cape Cod Five Cents Savings Bank

Orleans, MA
BUY
 -
12.6K
+ 4.84%
$1.16M - $1.36M
273K $30.8M
May 15, 2023 Q1 2023
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
12.5K
+ 4.43%
$1.16M - $1.35M
296K $33.4M
May 12, 2023 Q1 2023
Select Asset Management & Trust

Mechanicsburg, PA
BUY
 -
12.3K
+ 205.29%
$1.14M - $1.33M
18.3K $2.07M
May 10, 2023 Q1 2023
Human Investing LLC

BUY
 -
12.3K
+ 12.35%
$1.13M - $1.32M
112K $12.6M
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
12.3K
+ 1.33%
$1.13M - $1.32M
936K $106M
May 04, 2023 Q1 2023
Fi3 Financial Advisors, LLC

BUY
 -
12.3K
+ 6.58%
$1.13M - $1.32M
198K $22.4M
Apr 17, 2023 Q1 2023
Paragon Private Wealth Management, LLC

BUY
 -
12.2K
New
$1.13M - $1.32M
12.2K $1.38M
Apr 19, 2023 Q1 2023
Navalign, LLC

BUY
 -
12.2K
+ 11.39%
$1.13M - $1.32M
120K $13.5M
Apr 28, 2023 Q1 2023
Harvest Group Wealth Management, LLC

BUY
 -
12.2K
+ 45.08%
$1.13M - $1.32M
39.3K $4.44M
May 09, 2023 Q1 2023
Aptus Capital Advisors, LLC

BUY
 -
12.1K
+ 371.5%
$1.12M - $1.31M
15.4K $1.74M
Apr 11, 2023 Q1 2023
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
12.1K
+ 14.35%
$1.12M - $1.3M
96.5K $10.9M
May 10, 2023 Q1 2023
Pine Ridge Advisers LLC

New York, NY
BUY
 -
12.1K
+ 28.53%
$1.12M - $1.3M
54.5K $6.15M
Apr 21, 2023 Q1 2023
Wealth Architects, LLC

BUY
 -
12K
+ 3.11%
$1.11M - $1.29M
398K $45M
May 04, 2023 Q1 2023
Mirae Asset Global Investments Co., Ltd.

BUY
 -
12K
+ 6.78%
$1.11M - $1.29M
189K $21.3M
Apr 20, 2023 Q1 2023
Community Bank, N.A.

BUY
 -
11.8K
+ 7.81%
$1.09M - $1.28M
163K $18.5M
Apr 25, 2023 Q1 2023
First Merchants Corp

BUY
 -
11.8K
+ 4.13%
$1.09M - $1.27M
298K $33.7M
Apr 06, 2023 Q1 2023
Single Point Partners, LLC

BUY
 -
11.7K
+ 5.29%
$1.08M - $1.26M
234K $26.4M
Jun 27, 2024 Q1 2023
Hfg Wealth Management, LLC

The Woodlands, TX
BUY
 -
11.7K
New
$1.08M - $1.26M
11.7K $1.32M
May 02, 2023 Q1 2023
Leo Brokerage, LLC

BUY
 -
11.7K
New
$1.08M - $1.26M
11.7K $1.32M
May 04, 2023 Q1 2023
Cahaba Wealth Management, Inc.

BUY
 -
11.6K
+ 3.62%
$1.07M - $1.25M
333K $37.6M
May 12, 2023 Q1 2023
Tctc Holdings, LLC

Dallas, TX
BUY
 -
11.4K
+ 48.64%
$1.05M - $1.22M
34.7K $3.92M
Apr 28, 2023 Q1 2023
Ifg Advisors, LLC

BUY
 -
11.3K
+ 8.05%
$1.04M - $1.21M
151K $17.1M
May 15, 2023 Q1 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
11K
+ 15.71%
$1.02M - $1.19M
81.1K $9.16M
May 12, 2023 Q1 2023
Lowe Brockenbrough & CO Inc

BUY
 -
11K
+ 9.07%
$1.01M - $1.18M
132K $14.9M
May 09, 2023 Q1 2023
Fidelis Capital Partners, LLC

Tampa, FL
BUY
 -
10.8K
+ 181.25%
$1M - $1.17M
16.8K $1.9M
Jun 07, 2023 Q1 2023
Sweeney & Michel, LLC

Chico, CA
BUY
 -
10.8K
New
$996K - $1.16M
10.8K $1.22M
May 15, 2023 Q1 2023
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
BUY
 -
10.8K
New
$994K - $1.16M
10.8K $1.22M
Apr 24, 2023 Q1 2023
Alesco Advisors LLC

Pittsford, NY
BUY
 -
10.7K
+ 0.44%
$990K - $1.16M
2.43M $275M
Apr 26, 2023 Q1 2023
Fifth Third Wealth Advisors LLC

Cincinnati, OH
BUY
 -
10.7K
New
$985K - $1.15M
10.7K $1.21M

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