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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.36K- 3.68% |
$126K - $143K
|
35.5K
$4.01M
|
|
|
Oct 18, 2023
Q3 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1.36K- 1.83% |
$126K - $143K
|
72.8K
$8.22M
|
|
|
Oct 25, 2023
Q3 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.37K- 3.08% |
$127K - $144K
|
42.9K
$4.85M
|
|
|
Nov 07, 2023
Q3 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-1.37K- 4.04% |
$128K - $144K
|
32.6K
$3.69M
|
|
|
Oct 04, 2023
Q3 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.38K- 3.25% |
$128K - $145K
|
41K
$4.63M
|
|
|
Nov 06, 2023
Q3 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-1.38K- 32.86% |
$128K - $145K
|
2.82K
$319K
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.39K- 0.9% |
$129K - $146K
|
153K
$17.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.39K- 15.0% |
$129K - $146K
|
7.87K
$889K
|
|
|
Nov 01, 2023
Q3 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-1.4K- 39.36% |
$130K - $147K
|
2.15K
$243K
|
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-1.41K- 20.58% |
$131K - $148K
|
5.43K
$613K
|
|
|
Oct 26, 2023
Q3 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-1.41K- 1.58% |
$131K - $149K
|
87.9K
$9.93M
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-1.42K- 24.3% |
$132K - $149K
|
4.43K
$500K
|
|
|
Oct 16, 2023
Q3 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-1.42K- 2.71% |
$132K - $150K
|
51.1K
$5.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.43K- 8.48% |
$133K - $150K
|
15.4K
$1.74M
|
|
|
Oct 31, 2023
Q3 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-1.44K- 0.42% |
$134K - $151K
|
343K
$38.8M
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.45K- 4.16% |
$135K - $153K
|
33.4K
$3.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-1.47K- 3.5% |
$136K - $154K
|
40.4K
$4.56M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.47K- 6.24% |
$136K - $154K
|
22K
$2.49M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.48K- 2.67% |
$138K - $156K
|
54K
$6.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-1.48K- 26.48% |
$138K - $156K
|
4.12K
$465K
|
|
|
Feb 20, 2025
Q3 2023
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-1.5K- 17.64% |
$139K - $157K
|
6.98K
$788K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.54K- 36.41% |
$143K - $162K
|
2.68K
$303K
|
|
|
Nov 09, 2023
Q3 2023
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-1.54K- 25.17% |
$143K - $162K
|
4.58K
$517K
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.55K- 3.1% |
$144K - $163K
|
48.4K
$5.47M
|
|
|
Nov 08, 2023
Q3 2023
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-1.57K- 6.96% |
$145K - $165K
|
20.9K
$2.36M
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.57K- 4.81% |
$146K - $165K
|
31.1K
$3.52M
|
|
|
Oct 10, 2023
Q3 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-1.58K- 1.79% |
$147K - $167K
|
86.8K
$9.81M
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.59K- 1.64% |
$148K - $167K
|
95.3K
$10.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.6K- 2.9% |
$149K - $168K
|
53.6K
$6.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.61K- 1.37% |
$149K - $169K
|
116K
$13.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.62K- 3.74% |
$150K - $170K
|
41.6K
$4.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-1.62K- 3.41% |
$150K - $170K
|
45.9K
$5.18M
|
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.62K- 0.79% |
$150K - $170K
|
203K
$22.9M
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.64K- 1.56% |
$152K - $172K
|
103K
$11.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-1.65K- 3.97% |
$153K - $173K
|
39.8K
$4.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-1.65K- 7.21% |
$154K - $174K
|
21.3K
$2.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.65K- 7.03% |
$154K - $174K
|
21.9K
$2.47M
|
|
|
Nov 08, 2023
Q3 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-1.72K- 6.03% |
$159K - $180K
|
26.7K
$3.02M
|
|
|
Oct 11, 2023
Q3 2023
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-1.75K- 22.07% |
$162K - $184K
|
6.16K
$696K
|
|
|
Nov 13, 2023
Q3 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-1.76K- 44.69% |
$163K - $185K
|
2.17K
$245K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.76K- 2.85% |
$164K - $185K
|
60K
$6.77M
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.77K- 10.04% |
$164K - $186K
|
15.8K
$1.79M
|
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.79K- 6.67% |
$166K - $188K
|
25K
$2.83M
|
|
|
Nov 07, 2023
Q3 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-1.8K- 31.18% |
$167K - $189K
|
3.96K
$448K
|
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.81K- 7.29% |
$168K - $190K
|
23K
$2.6M
|
|
|
Feb 15, 2024
Q3 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-1.82K- 45.13% |
$169K - $192K
|
2.22K
$250K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.83K- 1.69% |
$170K - $193K
|
106K
$12M
|
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.86K- 3.83% |
$173K - $195K
|
46.7K
$5.27M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.86K- 1.74% |
$173K - $196K
|
105K
$11.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-1.87K- 11.46% |
$174K - $197K
|
14.5K
$1.64M
|