Purchases and Sales Made in Q2 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 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
800+ 0.86% |
$72.9K - $79.8K
|
93.8K
$10.6M
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
798+ 3.24% |
$72.7K - $79.6K
|
25.4K
$2.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
786+ 16.34% |
$71.6K - $78.5K
|
5.6K
$632K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
775+ 6.81% |
$70.6K - $77.4K
|
12.2K
$1.37M
|
|
|
Aug 03, 2023
Q2 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
772+ 2.47% |
$70.4K - $77.1K
|
32K
$3.62M
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
770+ 3.45% |
$70.2K - $76.9K
|
23.1K
$2.61M
|
|
|
Jul 26, 2023
Q2 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
751+ 1.73% |
$68.4K - $75K
|
44.3K
$5M
|
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
745+ 4.98% |
$67.9K - $74.4K
|
15.7K
$1.77M
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
727+ 2.48% |
$66.3K - $72.6K
|
30K
$3.39M
|
|
|
Aug 03, 2023
Q2 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
721+ 2.61% |
$65.7K - $72K
|
28.4K
$3.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
710+ 3.14% |
$64.7K - $70.9K
|
23.4K
$2.64M
|
|
|
Jul 19, 2023
Q2 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
709+ 29.08% |
$64.6K - $70.8K
|
3.15K
$355K
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
BUY
|
- |
703+ 4.46% |
$64.1K - $70.2K
|
16.5K
$1.86M
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
BUY
|
- |
696+ 7.88% |
$63.4K - $69.5K
|
9.53K
$1.08M
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
694+ 2.86% |
$63.3K - $69.3K
|
25K
$2.82M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
693+ 55.93% |
$63.2K - $69.2K
|
1.93K
$218K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
692+ 0.92% |
$63.1K - $69.1K
|
75.5K
$8.53M
|
|
|
Aug 04, 2023
Q2 2023
|
White Pine Investment CO
|
BUY
|
- |
690+ 1.07% |
$62.9K - $68.9K
|
65.3K
$7.37M
|
|
|
Aug 09, 2023
Q2 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
689+ 6.39% |
$62.8K - $68.8K
|
11.5K
$1.3M
|
|
|
Jul 31, 2023
Q2 2023
|
My Wealth Management Inc.
|
BUY
|
- |
685+ 12.15% |
$62.4K - $68.4K
|
6.32K
$714K
|
|
|
Jul 21, 2023
Q2 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
674+ 0.58% |
$61.4K - $67.3K
|
117K
$13.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
670+ 1.32% |
$61.1K - $66.9K
|
51.3K
$5.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
659+ 1.28% |
$60.1K - $65.8K
|
52.2K
$5.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
658+ 1.91% |
$60K - $65.7K
|
35.1K
$3.97M
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
649+ 2.06% |
$59.1K - $64.8K
|
32.2K
$3.64M
|
|
|
Jul 13, 2023
Q2 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
643+ 0.97% |
$58.6K - $64.2K
|
67.1K
$7.58M
|
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
643+ 1.32% |
$58.6K - $64.2K
|
49.2K
$5.56M
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
638+ 9.59% |
$58.1K - $63.7K
|
7.29K
$824K
|
|
|
Aug 14, 2023
Q2 2023
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
628+ 14.01% |
$57.2K - $62.7K
|
5.11K
$577K
|
|
|
Aug 07, 2023
Q2 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
626+ 18.36% |
$57.1K - $62.5K
|
4.04K
$456K
|
|
|
Jul 10, 2023
Q2 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
625+ 4.23% |
$57K - $62.4K
|
15.4K
$1.74M
|
|
|
Jul 17, 2023
Q2 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
625+ 5.66% |
$57K - $62.4K
|
11.7K
$1.32M
|
|
|
Aug 07, 2023
Q2 2023
|
Bfsg, LLC
|
BUY
|
- |
624+ 26.8% |
$56.9K - $62.3K
|
2.95K
$333K
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
BUY
|
- |
616+ 4.69% |
$56.1K - $61.5K
|
13.7K
$1.55M
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
612+ 11.46% |
$55.8K - $61.1K
|
5.95K
$673K
|
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
BUY
|
- |
609+ 4.78% |
$55.5K - $60.8K
|
13.3K
$1.51M
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
BUY
|
- |
600+ 2.7% |
$54.7K - $59.9K
|
22.8K
$2.58M
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
600+ 18.83% |
$54.7K - $59.9K
|
3.79K
$428K
|
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
600+ 21.59% |
$54.7K - $59.9K
|
3.38K
$382K
|
|
|
Aug 07, 2023
Q2 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
597+ 3.59% |
$54.4K - $59.6K
|
17.2K
$1.95M
|
|
|
Jul 25, 2023
Q2 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
593+ 0.53% |
$54K - $59.2K
|
112K
$12.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
591+ 12.63% |
$53.9K - $59K
|
5.27K
$596K
|
|
|
Aug 01, 2023
Q2 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
590+ 1.88% |
$53.8K - $58.9K
|
31.9K
$3.61M
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
586+ 1.06% |
$53.4K - $58.5K
|
55.7K
$6.29M
|
|
|
Jul 31, 2023
Q2 2023
|
Argent Capital Management LLC
|
BUY
|
- |
586+ 16.28% |
$53.4K - $58.5K
|
4.19K
$473K
|
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
578+ 0.62% |
$52.7K - $57.7K
|
93.5K
$10.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
575+ 2.19% |
$52.4K - $57.4K
|
26.8K
$3.03M
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
574+ 0.47% |
$52.3K - $57.3K
|
122K
$13.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
572+ 0.32% |
$52.1K - $57.1K
|
181K
$20.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
559New |
$50.9K - $55.8K
|
559
$63.1K
|