Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-3- 1.61% |
$279 - $315
|
183
$20.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-3- 0.14% |
$279 - $315
|
2.21K
$249K
|
|
|
Oct 10, 2023
Q3 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-4- 0.18% |
$372 - $421
|
2.17K
$245K
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-4- 0.03% |
$372 - $421
|
15.4K
$1.74M
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
SELL
|
- |
-5- 0.08% |
$465 - $526
|
6.52K
$736K
|
|
|
Oct 18, 2023
Q3 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-5- 0.19% |
$465 - $526
|
2.63K
$297K
|
|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-5- 0.18% |
$465 - $526
|
2.82K
$318K
|
|
|
Nov 13, 2023
Q3 2023
|
Smart Money Group LLC
|
SELL
|
- |
-5- 0.13% |
$465 - $526
|
3.86K
$436K
|
|
|
Nov 13, 2023
Q3 2023
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-6- 0.13% |
$557 - $631
|
4.5K
$508K
|
|
|
Oct 26, 2023
Q3 2023
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-7- 0.01% |
$650 - $736
|
117K
$13.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-7- 0.05% |
$650 - $736
|
12.8K
$1.45M
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-7- 0.12% |
$650 - $736
|
6.06K
$684K
|
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-8- 0.32% |
$743 - $841
|
2.49K
$281K
|
|
|
Nov 15, 2023
Q3 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-8- 0.08% |
$743 - $841
|
9.97K
$1.13M
|
|
|
Oct 13, 2023
Q3 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-10- 0.39% |
$929 - $1.05K
|
2.54K
$287K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-10- 8.4% |
$929 - $1.05K
|
109
$12.3K
|
|
|
Nov 16, 2023
Q3 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-10- 0.23% |
$929 - $1.05K
|
4.34K
$490K
|
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.28% |
$1.02K - $1.16K
|
3.88K
$439K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-11- 0.17% |
$1.02K - $1.16K
|
6.59K
$745K
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-11- 0.1% |
$1.02K - $1.16K
|
10.8K
$1.23M
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-12- 0.69% |
$1.11K - $1.26K
|
1.73K
$195K
|
|
|
Oct 13, 2023
Q3 2023
|
Ti Trust, Inc
|
SELL
|
- |
-13- 0.36% |
$1.21K - $1.37K
|
3.59K
$405K
|
|
|
Nov 03, 2023
Q3 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-13- 0.05% |
$1.21K - $1.37K
|
26.1K
$2.95M
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-14- 10.14% |
$1.3K - $1.47K
|
124
$14K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-14- 1.32% |
$1.3K - $1.47K
|
1.05K
$118K
|
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-15- 0.83% |
$1.39K - $1.58K
|
1.78K
$202K
|
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-16- 1.7% |
$1.49K - $1.68K
|
925
$104K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-17- 2.68% |
$1.58K - $1.79K
|
617
$69.7K
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
SELL
|
- |
-18- 0.12% |
$1.67K - $1.89K
|
15.5K
$1.75M
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-18- 0.76% |
$1.67K - $1.89K
|
2.36K
$266K
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-18- 0.06% |
$1.67K - $1.89K
|
28.2K
$3.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-18- 0.75% |
$1.67K - $1.89K
|
2.37K
$267K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-19- 9.55% |
$1.77K - $2K
|
180
$20.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-19- 0.24% |
$1.77K - $2K
|
7.83K
$884K
|
|
|
Oct 11, 2023
Q3 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-20- 0.76% |
$1.86K - $2.1K
|
2.6K
$294K
|
|
|
Oct 13, 2023
Q3 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-20- 0.71% |
$1.86K - $2.1K
|
2.78K
$314K
|
|
|
Oct 17, 2023
Q3 2023
|
Somerset Trust CO
|
SELL
|
- |
-20- 0.39% |
$1.86K - $2.1K
|
5.06K
$571K
|
|
|
Oct 17, 2023
Q3 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.1% |
$1.86K - $2.1K
|
19.5K
$2.21M
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
SELL
|
- |
-22- 0.11% |
$2.04K - $2.31K
|
19.8K
$2.24M
|
|
|
Oct 23, 2023
Q3 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-23- 0.18% |
$2.14K - $2.42K
|
12.8K
$1.44M
|
|
|
Nov 08, 2023
Q3 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-23- 0.68% |
$2.14K - $2.42K
|
3.37K
$381K
|
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-24- 0.75% |
$2.23K - $2.52K
|
3.19K
$360K
|
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-25- 0.22% |
$2.32K - $2.63K
|
11.5K
$1.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-25- 0.57% |
$2.32K - $2.63K
|
4.34K
$490K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-25- 10.08% |
$2.32K - $2.63K
|
223
$25.2K
|
|
|
Oct 19, 2023
Q3 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-26- 0.25% |
$2.42K - $2.73K
|
10.2K
$1.15M
|
|
|
Nov 14, 2023
Q3 2023
|
My Wealth Management Inc.
|
SELL
|
- |
-26- 0.41% |
$2.42K - $2.73K
|
6.3K
$711K
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-27Closed |
$2.51K - $2.84K
|
0
$0
|
|
|
Oct 27, 2023
Q3 2023
|
Narwhal Capital Management
|
SELL
|
- |
-28- 0.13% |
$2.6K - $2.94K
|
20.8K
$2.34M
|
|
|
Oct 06, 2023
Q3 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-29- 0.06% |
$2.69K - $3.05K
|
47.1K
$5.32M
|