Purchases and Sales Made in Q2 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 Q2 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
Jul 24, 2023 Q2 2023
Whittier Trust CO Of Nevada Inc

BUY
 -
1.23K
+ 0.49%
$112K - $123K
252K $28.5M
Aug 03, 2023 Q2 2023
Clifford Swan Investment Counsel LLC

BUY
 -
1.22K
+ 1.91%
$111K - $121K
64.9K $7.33M
Jul 18, 2023 Q2 2023
Noble Family Wealth, LLC

Clearwater, FL
BUY
 -
1.2K
New
$109K - $120K
1.2K $136K
Aug 04, 2023 Q2 2023
Motco

BUY
 -
1.19K
+ 23.22%
$108K - $119K
6.31K $712K
Sep 26, 2024 Q2 2023
Paragon Capital Management Inc

Provo, UT
BUY
 -
1.18K
+ 2.62%
$108K - $118K
46.4K $5.24M
Jul 13, 2023 Q2 2023
Sugarloaf Wealth Management, LLC

BUY
 -
1.18K
+ 108.34%
$108K - $118K
2.27K $257K
Jul 14, 2023 Q2 2023
Maple Capital Management, Inc.

BUY
 -
1.18K
+ 12.33%
$108K - $118K
10.8K $1.22M
Aug 01, 2023 Q2 2023
Loring Wolcott & Coolidge Fiduciary Advisors LLP

BUY
 -
1.18K
+ 20.08%
$107K - $117K
7.04K $795K
Aug 10, 2023 Q2 2023
Talisman Wealth Advisors LLC

Mountainside, NJ
BUY
 -
1.18K
+ 10.93%
$107K - $117K
11.9K $1.35M
Aug 15, 2023 Q2 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
1.17K
+ 2.81%
$106K - $117K
42.7K $4.83M
Aug 09, 2023 Q2 2023
Clear Investment Research, LLC

BUY
 -
1.12K
+ 5.81%
$102K - $112K
20.5K $2.31M
Jul 25, 2023 Q2 2023
Org Partners LLC

Roanoke, IN
BUY
 -
1.1K
+ 6.29%
$99.8K - $109K
18.5K $2.09M
Aug 07, 2023 Q2 2023
Topel & Distasi Wealth Management, LLC

BUY
 -
1.09K
+ 1.34%
$99.3K - $109K
82.4K $9.31M
Jul 18, 2023 Q2 2023
Greystone Financial Group, LLC

BUY
 -
1.08K
+ 13.37%
$98.2K - $107K
9.13K $1.03M
Aug 11, 2023 Q2 2023
Capital Group Private Client Services, Inc.

Los Angeles, CA
BUY
 -
1.04K
+ 8.75%
$94.4K - $103K
12.9K $1.45M
Aug 11, 2023 Q2 2023
1832 Asset Management L.P.

Toronto, A6
BUY
 -
1.03K
+ 1.36%
$93.9K - $103K
77K $8.7M
Aug 03, 2023 Q2 2023
Mv Capital Management, Inc.

BUY
 -
1.02K
+ 14.88%
$93.1K - $102K
7.89K $891K
Jul 19, 2023 Q2 2023
Gemmer Asset Management LLC

BUY
 -
1.02K
+ 15.47%
$93K - $102K
7.61K $860K
Jul 10, 2023 Q2 2023
Ironwood Wealth Management, Inc.

BUY
 -
1.02K
+ 0.76%
$92.7K - $102K
135K $15.3M
Aug 02, 2023 Q2 2023
San Luis Wealth Advisors LLC

San Luis Obispo, CA
BUY
 -
1.02K
+ 32.17%
$92.5K - $101K
4.17K $471K
Jul 14, 2023 Q2 2023
Advisor Net Financial, Inc

BUY
 -
1.01K
+ 6.59%
$92.2K - $101K
16.4K $1.85M
Sep 07, 2023 Q2 2023
St Germain D J CO Inc

Springfield, MA
BUY
 -
1K
+ 103.94%
$91.4K - $100K
1.97K $222K
Jul 18, 2023 Q2 2023
Rothschild Investment Corp

BUY
 -
1K
+ 21.2%
$91.1K - $99.8K
5.72K $646K
Jul 13, 2023 Q2 2023
Jvl Associates LLC

BUY
 -
995
+ 0.61%
$90.7K - $99.3K
165K $18.6M
Jul 17, 2023 Q2 2023
Trust CO Of Vermont

BUY
 -
984
+ 0.72%
$89.7K - $98.2K
137K $15.5M
Jul 31, 2023 Q2 2023
Orin Green Financial, LLC

BUY
 -
973
+ 2.06%
$88.7K - $97.1K
48.3K $5.46M
Aug 07, 2023 Q2 2023
Madden Advisory Services, Inc.

BUY
 -
969
+ 3.5%
$88.3K - $96.7K
28.6K $3.24M
Jul 13, 2023 Q2 2023
Secure Asset Management, LLC

BUY
 -
965
+ 43.45%
$88K - $96.3K
3.19K $360K
Jul 31, 2023 Q2 2023
West Bancorporation Inc

BUY
 -
965
+ 26.43%
$88K - $96.3K
4.62K $521K
Aug 09, 2023 Q2 2023
Adirondack Trust CO

BUY
 -
963
+ 2.68%
$87.8K - $96.1K
36.9K $4.17M
Jul 24, 2023 Q2 2023
Accurate Wealth Management, LLC

BUY
 -
962
+ 12.91%
$87.7K - $96K
8.41K $950K
Jul 13, 2023 Q2 2023
Peterson Wealth Services

BUY
 -
946
+ 33.92%
$86.2K - $94.4K
3.74K $422K
Aug 03, 2023 Q2 2023
Campion Asset Management

BUY
 -
925
+ 3.97%
$84.3K - $92.3K
24.2K $2.74M
Aug 11, 2023 Q2 2023
Rossmore Private Capital

Glastonbury, CT
BUY
 -
915
+ 1.25%
$83.4K - $91.3K
74.3K $8.4M
Jul 18, 2023 Q2 2023
First County Bank /Ct/

Stamford, CT
BUY
 -
906
+ 6.45%
$82.6K - $90.4K
15K $1.69M
Aug 16, 2023 Q2 2023
Tandem Wealth Advisors LLC

Phoenix, AZ
BUY
 -
889
+ 1.28%
$81K - $88.7K
70.5K $7.96M
Jul 26, 2023 Q2 2023
Sws Partners

BUY
 -
887
+ 1.95%
$80.8K - $88.5K
46.3K $5.24M
Aug 08, 2023 Q2 2023
American Money Management, LLC

BUY
 -
876
+ 3.72%
$79.8K - $87.4K
24.5K $2.76M
Aug 08, 2023 Q2 2023
Vigilant Capital Management, LLC

BUY
 -
873
+ 53.26%
$79.6K - $87.1K
2.51K $284K
Jul 17, 2023 Q2 2023
Capstone Triton Financial Group, LLC

Oklahoma City, OK
BUY
 -
860
+ 3.16%
$78.4K - $85.8K
28.1K $3.17M
Aug 11, 2023 Q2 2023
Westwood Holdings Group Inc

Dallas, TX
BUY
 -
855
+ 8.84%
$77.9K - $85.3K
10.5K $1.19M
Aug 10, 2023 Q2 2023
Endowment Wealth Management, Inc.

Appleton, WI
BUY
 -
840
+ 25.57%
$76.6K - $83.8K
4.13K $466K
Aug 08, 2023 Q2 2023
Legacy Trust

Grand Rapids, MI
BUY
 -
839
+ 1.15%
$76.5K - $83.7K
73.9K $8.35M
Jul 31, 2023 Q2 2023
Principle Wealth Partners LLC

BUY
 -
837
+ 23.64%
$76.3K - $83.5K
4.38K $494K
Aug 14, 2023 Q2 2023
Private Portfolio Partners LLC

BUY
 -
833
+ 5.2%
$75.9K - $83.1K
16.9K $1.9M
Aug 04, 2023 Q2 2023
Prairie View Partners, LLC

BUY
 -
829
+ 2.6%
$75.6K - $82.7K
32.7K $3.69M
Jul 31, 2023 Q2 2023
Dakota Wealth Management

BUY
 -
810
+ 2.83%
$73.8K - $80.8K
29.5K $3.33M
Jul 24, 2023 Q2 2023
Strong Box Wealth, LLC

BUY
 -
804
+ 13.54%
$73.3K - $80.2K
6.74K $762K
Aug 14, 2023 Q2 2023
Manchester Capital Management LLC

Manchester, VT
BUY
 -
800
+ 68.14%
$72.9K - $79.8K
1.97K $223K

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