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 11, 2023
Q2 2023
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
17+ 0.69% |
$1.55K - $1.7K
|
2.47K
$279K
|
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
16+ 0.59% |
$1.46K - $1.6K
|
2.75K
$311K
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
16New |
$1.46K - $1.6K
|
16
$1.81K
|
|
|
Sep 14, 2023
Q2 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
16+ 0.18% |
$1.46K - $1.6K
|
9.11K
$1.03M
|
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
15+ 0.29% |
$1.37K - $1.5K
|
5.12K
$578K
|
|
|
Jul 28, 2023
Q2 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
15+ 2.98% |
$1.37K - $1.5K
|
518
$58.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Smart Money Group LLC
|
BUY
|
- |
14+ 0.36% |
$1.28K - $1.4K
|
3.87K
$437K
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
14+ 0.11% |
$1.28K - $1.4K
|
12.6K
$1.43M
|
|
|
Oct 15, 2024
Q2 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
14+ 0.24% |
$1.28K - $1.4K
|
5.95K
$672K
|
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
13+ 14.94% |
$1.18K - $1.3K
|
100
$11.3K
|
|
|
Jul 28, 2023
Q2 2023
|
Gfg Capital, LLC
|
BUY
|
- |
13+ 0.28% |
$1.18K - $1.3K
|
4.65K
$525K
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
12+ 1.64% |
$1.09K - $1.2K
|
743
$83.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
12+ 0.22% |
$1.09K - $1.2K
|
5.53K
$625K
|
|
|
Aug 11, 2023
Q2 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
12+ 0.35% |
$1.09K - $1.2K
|
3.42K
$386K
|
|
|
Jul 21, 2023
Q2 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
11+ 0.29% |
$1K - $1.1K
|
3.8K
$429K
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
11+ 0.12% |
$1K - $1.1K
|
9.56K
$1.08M
|
|
|
Aug 08, 2023
Q2 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
11+ 0.28% |
$1K - $1.1K
|
3.91K
$441K
|
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
11+ 0.05% |
$1K - $1.1K
|
22.1K
$2.49M
|
|
|
Jul 26, 2023
Q2 2023
|
Firestone Capital Management
|
BUY
|
- |
10+ 0.16% |
$911 - $998
|
6.26K
$707K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10+ 0.27% |
$911 - $998
|
3.75K
$423K
|
|
|
Aug 14, 2023
Q2 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
10+ 0.35% |
$911 - $998
|
2.88K
$325K
|
|
|
Jul 28, 2023
Q2 2023
|
Peoples Bank
|
BUY
|
- |
9+ 0.02% |
$820 - $898
|
56K
$6.32M
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
9+ 0.35% |
$820 - $898
|
2.55K
$288K
|
|
|
Aug 14, 2023
Q2 2023
|
Garner Asset Management Corp
|
BUY
|
- |
9+ 0.21% |
$820 - $898
|
4.33K
$489K
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
8+ 0.08% |
$729 - $798
|
9.57K
$1.08M
|
|
|
Jul 28, 2023
Q2 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.28% |
$729 - $798
|
2.9K
$328K
|
|
|
Aug 11, 2023
Q2 2023
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
8+ 0.2% |
$729 - $798
|
3.99K
$450K
|
|
|
Aug 14, 2023
Q2 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
8+ 0.34% |
$729 - $798
|
2.36K
$266K
|
|
|
Jul 19, 2023
Q2 2023
|
Planning Directions Inc
|
BUY
|
- |
7+ 0.27% |
$638 - $699
|
2.6K
$294K
|
|
|
Aug 08, 2023
Q2 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
7+ 0.18% |
$638 - $699
|
3.89K
$439K
|
|
|
Jul 28, 2023
Q2 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
6+ 0.28% |
$547 - $599
|
2.14K
$241K
|
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
BUY
|
- |
5+ 0.05% |
$456 - $499
|
9.22K
$1.04M
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.37% |
$365 - $399
|
1.07K
$121K
|
|
|
Jul 13, 2023
Q2 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
4+ 0.18% |
$365 - $399
|
2.26K
$256K
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
4+ 0.12% |
$365 - $399
|
3.22K
$364K
|
|
|
Jul 18, 2023
Q2 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
4+ 0.07% |
$365 - $399
|
5.95K
$672K
|
|
|
Jul 21, 2023
Q2 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
4+ 0.12% |
$365 - $399
|
3.39K
$383K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.05% |
$365 - $399
|
7.88K
$890K
|
|
|
Jul 11, 2023
Q2 2023
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
3+ 0.05% |
$273 - $299
|
6.17K
$697K
|
|
|
Jul 12, 2023
Q2 2023
|
Asset Planning Corporation
|
BUY
|
- |
3+ 0.12% |
$273 - $299
|
2.58K
$291K
|
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
BUY
|
- |
3+ 0.27% |
$273 - $299
|
1.11K
$125K
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3+ 0.01% |
$273 - $299
|
57.9K
$6.54M
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2+ 0.09% |
$182 - $200
|
2.35K
$265K
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
BUY
|
- |
2+ 0.14% |
$182 - $200
|
1.48K
$167K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2+ 0.53% |
$182 - $200
|
381
$43K
|
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
BUY
|
- |
1+ 0.13% |
$91.1 - $99.8
|
776
$87.7K
|
|
|
Jul 17, 2023
Q2 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
1+ 0.2% |
$91.1 - $99.8
|
492
$55.6K
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$91.1 - $99.8
|
6.68K
$755K
|
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1+ 0.04% |
$91.1 - $99.8
|
2.58K
$292K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
1+ 0.42% |
$91.1 - $99.8
|
237
$26.8K
|