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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
65+ 2.19% |
$5.92K - $6.49K
|
3.03K
$343K
|
|
|
Jul 20, 2023
Q2 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
61+ 0.09% |
$5.56K - $6.09K
|
67.8K
$7.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
61+ 2.12% |
$5.56K - $6.09K
|
2.93K
$331K
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
59+ 0.11% |
$5.38K - $5.89K
|
52.8K
$5.96M
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
55+ 1.21% |
$5.01K - $5.49K
|
4.61K
$521K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
55New |
$5.01K - $5.49K
|
55
$6.21K
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
55+ 1.94% |
$5.01K - $5.49K
|
2.9K
$327K
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
54+ 3.25% |
$4.92K - $5.39K
|
1.72K
$194K
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
53+ 1.31% |
$4.83K - $5.29K
|
4.11K
$464K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
51+ 1.79% |
$4.65K - $5.09K
|
2.91K
$328K
|
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
51+ 2.13% |
$4.65K - $5.09K
|
2.45K
$277K
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
50New |
$4.56K - $4.99K
|
50
$5.65K
|
|
|
Aug 10, 2023
Q2 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
50+ 0.3% |
$4.56K - $4.99K
|
16.8K
$1.89M
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
BUY
|
- |
46+ 3.08% |
$4.19K - $4.59K
|
1.54K
$174K
|
|
|
Jul 19, 2023
Q2 2023
|
First Bancorp, Inc
|
BUY
|
- |
46+ 0.52% |
$4.19K - $4.59K
|
8.89K
$1M
|
|
|
Jul 26, 2023
Q2 2023
|
Wp Advisors, LLC
|
BUY
|
- |
45+ 0.35% |
$4.1K - $4.49K
|
12.9K
$1.45M
|
|
|
Jul 21, 2023
Q2 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
43+ 0.23% |
$3.92K - $4.29K
|
19K
$2.15M
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
41+ 1.41% |
$3.74K - $4.09K
|
2.95K
$334K
|
|
|
Jul 28, 2023
Q2 2023
|
Tufton Capital Management
|
BUY
|
- |
39+ 0.42% |
$3.55K - $3.89K
|
9.3K
$1.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
39+ 0.35% |
$3.55K - $3.89K
|
11K
$1.25M
|
|
|
Aug 08, 2023
Q2 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
38+ 0.85% |
$3.46K - $3.79K
|
4.52K
$510K
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
36+ 0.18% |
$3.28K - $3.59K
|
19.9K
$2.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
36+ 1.22% |
$3.28K - $3.59K
|
2.98K
$337K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
34+ 0.08% |
$3.1K - $3.39K
|
40.5K
$4.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
34+ 0.26% |
$3.1K - $3.39K
|
13.2K
$1.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
33+ 0.11% |
$3.01K - $3.29K
|
30.4K
$3.43M
|
|
|
Aug 04, 2023
Q2 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
32+ 0.49% |
$2.92K - $3.19K
|
6.58K
$744K
|
|
|
Aug 08, 2023
Q2 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
31New |
$2.83K - $3.09K
|
31
$3.5K
|
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
30+ 0.71% |
$2.73K - $2.99K
|
4.26K
$481K
|
|
|
Aug 03, 2023
Q2 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
29+ 0.61% |
$2.64K - $2.89K
|
4.82K
$544K
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
29+ 0.58% |
$2.64K - $2.89K
|
5.03K
$568K
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
29+ 0.44% |
$2.64K - $2.89K
|
6.56K
$741K
|
|
|
Aug 10, 2023
Q2 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
29+ 0.24% |
$2.64K - $2.89K
|
12K
$1.35M
|
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
26+ 0.3% |
$2.37K - $2.6K
|
8.64K
$975K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
26+ 0.32% |
$2.37K - $2.6K
|
8.18K
$924K
|
|
|
Aug 14, 2023
Q2 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
26+ 0.6% |
$2.37K - $2.6K
|
4.36K
$493K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
26+ 0.2% |
$2.37K - $2.6K
|
13.1K
$1.48M
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
26+ 104.0% |
$2.37K - $2.6K
|
51
$5.76K
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
25+ 0.91% |
$2.28K - $2.5K
|
2.77K
$312K
|
|
|
Aug 09, 2023
Q2 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
25+ 0.83% |
$2.28K - $2.5K
|
3.05K
$345K
|
|
|
Jul 27, 2023
Q2 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
23+ 0.45% |
$2.1K - $2.3K
|
5.12K
$578K
|
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
23+ 0.24% |
$2.1K - $2.3K
|
9.81K
$1.11M
|
|
|
Jul 18, 2023
Q2 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
22+ 0.32% |
$2.01K - $2.2K
|
6.85K
$774K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
21+ 67.74% |
$1.91K - $2.1K
|
52
$5.87K
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
20+ 0.26% |
$1.82K - $2K
|
7.83K
$884K
|
|
|
Aug 03, 2023
Q2 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
19+ 0.36% |
$1.73K - $1.9K
|
5.34K
$603K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
19+ 0.27% |
$1.73K - $1.9K
|
7.13K
$805K
|
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
18+ 7.63% |
$1.64K - $1.8K
|
254
$28.7K
|
|
|
Jul 19, 2023
Q2 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
17+ 0.65% |
$1.55K - $1.7K
|
2.64K
$298K
|
|
|
Jul 24, 2023
Q2 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
17+ 0.39% |
$1.55K - $1.7K
|
4.36K
$492K
|