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
|
Loomis Sayles & CO L P
|
SELL
|
- |
-19- 4.19% |
$1.73K - $1.9K
|
435
$49.1K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-19- 11.66% |
$1.73K - $1.9K
|
144
$16.3K
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-20- 0.21% |
$1.82K - $2K
|
9.49K
$1.07M
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-20- 1.73% |
$1.82K - $2K
|
1.13K
$128K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-20- 1.19% |
$1.82K - $2K
|
1.66K
$188K
|
|
|
Jul 31, 2023
Q2 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-21- 0.32% |
$1.91K - $2.1K
|
6.62K
$748K
|
|
|
Jul 25, 2023
Q2 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-22- 0.64% |
$2.01K - $2.2K
|
3.42K
$387K
|
|
|
Aug 02, 2023
Q2 2023
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-22- 0.59% |
$2.01K - $2.2K
|
3.72K
$420K
|
|
|
Aug 04, 2023
Q2 2023
|
Helen Stephens Group, LLC
|
SELL
|
- |
-22- 0.48% |
$2.01K - $2.2K
|
4.59K
$519K
|
|
|
Aug 07, 2023
Q2 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-23- 0.02% |
$2.1K - $2.3K
|
147K
$16.7M
|
|
|
Mar 11, 2024
Q2 2023
|
Nepc LLC
Boston, MA |
SELL
|
- |
-24- 0.07% |
$2.19K - $2.4K
|
34.6K
$3.91M
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-25- 0.65% |
$2.28K - $2.5K
|
3.81K
$431K
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
SELL
|
- |
-25- 0.07% |
$2.28K - $2.5K
|
36.3K
$4.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-25- 0.1% |
$2.28K - $2.5K
|
24.2K
$2.74M
|
|
|
Aug 10, 2023
Q2 2023
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-25- 11.11% |
$2.28K - $2.5K
|
200
$22.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
SELL
|
- |
-26- 0.38% |
$2.37K - $2.6K
|
6.9K
$780K
|
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-26- 0.68% |
$2.37K - $2.6K
|
3.78K
$427K
|
|
|
Jul 06, 2023
Q2 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-27- 0.19% |
$2.46K - $2.69K
|
14.3K
$1.62M
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-27- 0.17% |
$2.46K - $2.69K
|
16.2K
$1.83M
|
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-27- 0.46% |
$2.46K - $2.69K
|
5.85K
$660K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-32- 32.99% |
$2.92K - $3.19K
|
65
$7.34K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-34- 0.8% |
$3.1K - $3.39K
|
4.21K
$475K
|
|
|
Jul 05, 2023
Q2 2023
|
Private Asset Management Inc
|
SELL
|
- |
-35- 0.62% |
$3.19K - $3.49K
|
5.6K
$633K
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-35- 0.76% |
$3.19K - $3.49K
|
4.55K
$514K
|
|
|
Jul 18, 2023
Q2 2023
|
Welch Group, LLC
|
SELL
|
- |
-35- 0.79% |
$3.19K - $3.49K
|
4.37K
$494K
|
|
|
Jul 24, 2023
Q2 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-35- 0.8% |
$3.19K - $3.49K
|
4.35K
$491K
|
|
|
Jul 31, 2023
Q2 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-35- 0.6% |
$3.19K - $3.49K
|
5.77K
$652K
|
|
|
Feb 13, 2025
Q2 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-36- 0.22% |
$3.28K - $3.59K
|
16.6K
$1.88M
|
|
|
Jul 21, 2023
Q2 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-38- 0.75% |
$3.46K - $3.79K
|
5K
$565K
|
|
|
Jul 26, 2023
Q2 2023
|
Santori & Peters, Inc.
|
SELL
|
- |
-39- 0.17% |
$3.55K - $3.89K
|
22.3K
$2.52M
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-40- 1.09% |
$3.65K - $3.99K
|
3.63K
$410K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-41- 3.31% |
$3.74K - $4.09K
|
1.2K
$135K
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-42- 0.03% |
$3.83K - $4.19K
|
126K
$14.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-42- 5.25% |
$3.83K - $4.19K
|
758
$85.6K
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-43- 0.22% |
$3.92K - $4.29K
|
19.9K
$2.25M
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-43- 0.76% |
$3.92K - $4.29K
|
5.64K
$637K
|
|
|
Jul 17, 2023
Q2 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-44- 0.84% |
$4.01K - $4.39K
|
5.18K
$585K
|
|
|
Jul 21, 2023
Q2 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-46- 2.01% |
$4.19K - $4.59K
|
2.24K
$253K
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-47- 0.67% |
$4.28K - $4.69K
|
6.99K
$789K
|
|
|
Jul 17, 2023
Q2 2023
|
Bowman & CO S.C.
|
SELL
|
- |
-47- 1.08% |
$4.28K - $4.69K
|
4.29K
$484K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-50- 56.82% |
$4.56K - $4.99K
|
38
$4.29K
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-51- 0.36% |
$4.65K - $5.09K
|
14K
$1.58M
|
|
|
Aug 09, 2023
Q2 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-52- 1.22% |
$4.74K - $5.19K
|
4.2K
$474K
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-52- 0.7% |
$4.74K - $5.19K
|
7.41K
$837K
|
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-53- 0.51% |
$4.83K - $5.29K
|
10.4K
$1.18M
|
|
|
Jul 31, 2023
Q2 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-55- 0.41% |
$5.01K - $5.49K
|
13.5K
$1.52M
|
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-55- 0.49% |
$5.01K - $5.49K
|
11.3K
$1.27M
|
|
|
Aug 07, 2023
Q2 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-56- 5.3% |
$5.1K - $5.59K
|
1K
$113K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-56- 0.33% |
$5.1K - $5.59K
|
16.9K
$1.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-63- 1.68% |
$5.74K - $6.29K
|
3.69K
$417K
|