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 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-691- 6.12% |
$63K - $69K
|
10.6K
$1.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-696- 7.14% |
$63.4K - $69.5K
|
9.05K
$1.02M
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-698- 3.83% |
$63.6K - $69.7K
|
17.5K
$1.98M
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-699- 2.06% |
$63.7K - $69.8K
|
33.3K
$3.76M
|
|
|
Aug 11, 2023
Q2 2023
|
Esl Trust Services, LLC
|
SELL
|
- |
-702- 0.43% |
$64K - $70.1K
|
162K
$18.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-729- 5.56% |
$66.4K - $72.8K
|
12.4K
$1.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-730- 1.84% |
$66.5K - $72.9K
|
38.9K
$4.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-730- 0.92% |
$66.5K - $72.9K
|
78.4K
$8.85M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-733- 0.3% |
$66.8K - $73.2K
|
246K
$27.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-734- 2.96% |
$66.9K - $73.3K
|
24.1K
$2.72M
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-745- 23.87% |
$67.9K - $74.4K
|
2.38K
$268K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-746- 3.84% |
$68K - $74.5K
|
18.7K
$2.11M
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-753- 0.48% |
$68.6K - $75.2K
|
157K
$17.7M
|
|
|
Jul 12, 2023
Q2 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-755- 2.77% |
$68.8K - $75.4K
|
26.5K
$2.99M
|
|
|
Aug 10, 2023
Q2 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-755- 21.11% |
$68.8K - $75.4K
|
2.82K
$319K
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-762- 11.67% |
$69.4K - $76.1K
|
5.77K
$651K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-768- 0.59% |
$70K - $76.7K
|
129K
$14.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-769- 3.53% |
$70.1K - $76.8K
|
21K
$2.37M
|
|
|
Aug 14, 2023
Q2 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-790- 2.62% |
$72K - $78.8K
|
29.3K
$3.32M
|
|
|
Aug 02, 2023
Q2 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-800- 1.3% |
$72.9K - $79.8K
|
60.6K
$6.85M
|
|
|
Aug 02, 2023
Q2 2023
|
Forum Private Client Group LLC
|
SELL
|
- |
-802- 4.46% |
$73.1K - $80K
|
17.2K
$1.94M
|
|
|
Aug 23, 2023
Q2 2023
|
Tnf LLC
|
SELL
|
- |
-806- 3.86% |
$73.5K - $80.4K
|
20.1K
$2.27M
|
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-816- 24.98% |
$74.4K - $81.4K
|
2.45K
$277K
|
|
|
Aug 10, 2023
Q2 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-821- 10.95% |
$74.8K - $81.9K
|
6.68K
$754K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-822- 2.41% |
$74.9K - $82K
|
33.3K
$3.76M
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-825- 13.2% |
$75.2K - $82.3K
|
5.42K
$613K
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-844- 7.24% |
$76.9K - $84.2K
|
10.8K
$1.22M
|
|
|
Aug 07, 2023
Q2 2023
|
Wells Financial Advisors Inc
|
SELL
|
- |
-850- 12.48% |
$77.5K - $84.8K
|
5.96K
$673K
|
|
|
Jul 13, 2023
Q2 2023
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-852- 23.0% |
$77.7K - $85K
|
2.85K
$322K
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-852- 8.29% |
$77.7K - $85K
|
9.43K
$1.07M
|
|
|
Aug 07, 2023
Q2 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-866- 15.7% |
$78.9K - $86.4K
|
4.65K
$525K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-871- 8.59% |
$79.4K - $86.9K
|
9.27K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-879- 3.98% |
$80.1K - $87.7K
|
21.2K
$2.4M
|
|
|
Jul 11, 2023
Q2 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-885- 4.66% |
$80.7K - $88.3K
|
18.1K
$2.05M
|
|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-887- 3.26% |
$80.8K - $88.5K
|
26.3K
$2.97M
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-898- 22.13% |
$81.8K - $89.6K
|
3.16K
$357K
|
|
|
Jul 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-920- 22.31% |
$83.8K - $91.8K
|
3.2K
$362K
|
|
|
Jul 27, 2023
Q2 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-929- 8.36% |
$84.7K - $92.7K
|
10.2K
$1.15M
|
|
|
Jul 11, 2023
Q2 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-943- 2.01% |
$85.9K - $94.1K
|
46K
$5.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-954- 9.15% |
$86.9K - $95.2K
|
9.47K
$1.07M
|
|
|
Aug 10, 2023
Q2 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-964- 13.34% |
$87.9K - $96.2K
|
6.26K
$707K
|
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-982- 0.48% |
$89.5K - $98K
|
202K
$22.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-982- 1.16% |
$89.5K - $98K
|
83.6K
$9.45M
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-993- 15.0% |
$90.5K - $99.1K
|
5.63K
$636K
|
|
|
Jul 11, 2023
Q2 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-1.02K- 10.57% |
$92.9K - $102K
|
8.62K
$974K
|
|
|
Aug 08, 2023
Q2 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-1.02K- 12.99% |
$93.1K - $102K
|
6.84K
$773K
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.03K- 15.81% |
$94K - $103K
|
5.49K
$620K
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.04K- 5.47% |
$94.6K - $104K
|
17.9K
$2.03M
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-1.04K- 15.09% |
$94.7K - $104K
|
5.85K
$661K
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-1.04K- 6.0% |
$95.2K - $104K
|
16.4K
$1.85M
|