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 20, 2023 Q1 2023
Clear Creek Financial Management, LLC

BUY
 -
10.7K
+ 61.95%
$984K - $1.15M
27.9K $3.15M
May 01, 2023 Q1 2023
Ieq Capital, LLC

BUY
 -
10.5K
+ 203.09%
$972K - $1.13M
15.7K $1.78M
Aug 16, 2024 Q1 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
10.5K
+ 8.3%
$969K - $1.13M
137K $15.5M
May 09, 2023 Q1 2023
Mangham Associates,Llc

Charlottesville, VA
BUY
 -
10.5K
+ 85.26%
$966K - $1.13M
22.8K $2.57M
May 04, 2023 Q1 2023
Harbor Advisory Corp

BUY
 -
10.4K
+ 24.83%
$957K - $1.12M
52.1K $5.89M
May 11, 2023 Q1 2023
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
10.4K
+ 155.67%
$956K - $1.12M
17K $1.92M
May 09, 2023 Q1 2023
Souders Financial Advisors

BUY
 -
10.3K
+ 42.41%
$954K - $1.11M
34.7K $3.92M
Apr 11, 2023 Q1 2023
Tarbox Family Office, Inc.

BUY
 -
10.3K
+ 4.81%
$953K - $1.11M
225K $25.4M
May 22, 2023 Q1 2023
Prostatis Group LLC

Hanover, MD
BUY
 -
10.3K
+ 397.71%
$946K - $1.1M
12.8K $1.45M
Apr 26, 2023 Q1 2023
Chicago Partners Investment Group LLC

BUY
 -
10K
+ 9.25%
$927K - $1.08M
119K $13.4M
May 08, 2023 Q1 2023
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
10K
+ 6.34%
$925K - $1.08M
168K $19M
May 04, 2023 Q1 2023
Full Sail Capital, LLC

Oklahoma City, OK
BUY
 -
10K
+ 2.11%
$924K - $1.08M
485K $54.8M
Apr 20, 2023 Q1 2023
Novare Capital Management LLC

BUY
 -
9.93K
+ 264.16%
$916K - $1.07M
13.7K $1.55M
Apr 07, 2023 Q1 2023
Thrive Wealth Management, LLC

BUY
 -
9.76K
+ 10.36%
$901K - $1.05M
104K $11.7M
Apr 07, 2023 Q1 2023
Omega Financial Group, LLC

BUY
 -
9.72K
+ 11.34%
$896K - $1.05M
95.4K $10.8M
May 10, 2023 Q1 2023
Simplify Asset Management Inc.

New York, NY
BUY
 -
9.59K
+ 38.57%
$885K - $1.03M
34.5K $3.89M
May 15, 2023 Q1 2023
Avalon Investment & Advisory

Houston, TX
BUY
 -
9.58K
+ 399.17%
$884K - $1.03M
12K $1.35M
Apr 10, 2023 Q1 2023
Northwest Quadrant Wealth Management, LLC

BUY
 -
9.57K
+ 2.36%
$883K - $1.03M
414K $46.8M
May 12, 2023 Q1 2023
American International Group, Inc.

New York, NY
BUY
 -
9.5K
+ 132.66%
$877K - $1.02M
16.7K $1.88M
May 15, 2023 Q1 2023
Family Management Corp

New York, NY
BUY
 -
9.48K
+ 8.42%
$875K - $1.02M
122K $13.8M
May 15, 2023 Q1 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
9.44K
New
$871K - $1.02M
9.44K $1.07M
Apr 11, 2023 Q1 2023
Smith Anglin Financial, LLC

BUY
 -
9.42K
+ 16.17%
$869K - $1.01M
67.6K $7.64M
May 05, 2023 Q1 2023
Assetmark, Inc

BUY
 -
9.41K
+ 1.62%
$868K - $1.01M
591K $66.8M
May 11, 2023 Q1 2023
Greenleaf Trust

Kalamazoo, MI
BUY
 -
9.34K
+ 1.25%
$862K - $1.01M
754K $85.2M
May 04, 2023 Q1 2023
Summit Global Investments

Bountiful, UT
BUY
 -
9.32K
+ 8.91%
$860K - $1M
114K $12.9M
Apr 24, 2023 Q1 2023
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
9.15K
+ 28.95%
$844K - $985K
40.7K $4.6M
May 24, 2023 Q1 2023
Verity Asset Management, Inc.

Durham, NC
BUY
 -
9.04K
+ 110.38%
$834K - $973K
17.2K $1.95M
Apr 11, 2023 Q1 2023
Legacy Wealth Management, Inc

BUY
 -
9.02K
+ 2.37%
$832K - $971K
390K $44M
May 10, 2023 Q1 2023
Staley Capital Advisers Inc

BUY
 -
9.01K
+ 236.23%
$832K - $970K
12.8K $1.45M
May 01, 2023 Q1 2023
Mascoma Wealth Management LLC

BUY
 -
8.97K
+ 18.9%
$828K - $966K
56.4K $6.38M
May 11, 2023 Q1 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
8.91K
+ 14.97%
$822K - $959K
68.4K $7.73M
May 15, 2023 Q1 2023
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
8.9K
New
$821K - $958K
8.9K $1.01M
May 03, 2023 Q1 2023
Marks Group Wealth Management, Inc

Minnetonka, MN
BUY
 -
8.84K
New
$815K - $952K
8.84K $998K
May 15, 2023 Q1 2023
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
8.81K
+ 6.15%
$813K - $949K
152K $17.2M
May 12, 2023 Q1 2023
Moreno Evelyn V

Boston, MA
BUY
 -
8.74K
+ 9.73%
$807K - $941K
98.6K $11.1M
Apr 24, 2023 Q1 2023
Divergent Wealth Advisors

BUY
 -
8.71K
+ 6.91%
$804K - $938K
135K $15.2M
May 08, 2023 Q1 2023
First Business Financial Services, Inc.

BUY
 -
8.71K
+ 1.58%
$804K - $938K
558K $63.1M
May 08, 2023 Q1 2023
Americana Partners, LLC

Houston, TX
BUY
 -
8.69K
New
$801K - $935K
8.69K $981K
Apr 21, 2023 Q1 2023
Resonant Capital Advisors, LLC

BUY
 -
8.64K
+ 4.56%
$797K - $930K
198K $22.4M
May 01, 2023 Q1 2023
Performa LTD (Us), LLC

BUY
 -
8.36K
+ 30.96%
$772K - $901K
35.4K $4M
Apr 26, 2023 Q1 2023
Valley National Advisers Inc

BUY
 -
8.27K
+ 22.58%
$763K - $890K
44.9K $5.07M
May 01, 2023 Q1 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
8.25K
+ 15.78%
$761K - $888K
60.5K $6.83M
May 03, 2023 Q1 2023
Curi Wealth Management, LLC

BUY
 -
8.25K
+ 9.18%
$761K - $888K
98K $11.1M
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
8.21K
+ 4.23%
$757K - $884K
202K $22.9M
May 12, 2023 Q1 2023
Financial Gravity Asset Management, Inc.

BUY
 -
8.06K
+ 8481.05%
$743K - $868K
8.15K $921K
Apr 27, 2023 Q1 2023
Flputnam Investment Management CO

Portland, ME
BUY
 -
8.05K
+ 1.96%
$742K - $867K
418K $47.2M
Apr 26, 2023 Q1 2023
Engrave Wealth Partners LLC

BUY
 -
8K
+ 126.29%
$738K - $861K
14.3K $1.62M
May 05, 2023 Q1 2023
Transatlantique Private Wealth LLC

BUY
 -
7.98K
New
$736K - $859K
7.98K $901K
Apr 28, 2023 Q1 2023
Allen Capital Group, LLC

BUY
 -
7.97K
+ 190.35%
$735K - $858K
12.2K $1.37M

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