Purchases and Sales Made in Q1 2023 in Ishares Core S&P Sm Cap ETF (IJR)

IJR Quotes by TradingView

This table provides information about the institutional ownership of Ishares Core S&P Sm Cap ETF (IJR) during Q1 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
May 05, 2023 Q1 2023
Sandy Spring Bank

BUY
 -
7.88K
+ 1.35%
$727K - $848K
590K $64.1M
May 10, 2023 Q1 2023
Occidental Asset Management, LLC

BUY
 -
7.79K
+ 22.65%
$719K - $839K
42.2K $4.58M
May 12, 2023 Q1 2023
Nixon Peabody Trust CO

Boston, MA
BUY
 -
7.5K
+ 79.77%
$692K - $808K
16.9K $1.84M
May 12, 2023 Q1 2023
Lauer Wealth, LLC

Valparaiso, IN
BUY
 -
7.5K
New
$692K - $807K
7.5K $814K
Apr 21, 2023 Q1 2023
Whittier Trust CO Of Nevada Inc

BUY
 -
7.49K
+ 3.08%
$691K - $806K
251K $27.2M
Apr 28, 2023 Q1 2023
Pathway Financial Advisors LLC

BUY
 -
7.45K
+ 14.83%
$687K - $802K
57.7K $6.26M
May 15, 2023 Q1 2023
Zacks Investment Management

Chicago, IL
BUY
 -
7.31K
+ 12.19%
$674K - $787K
67.3K $7.31M
May 12, 2023 Q1 2023
Kestra Private Wealth Services, LLC

BUY
 -
7.29K
+ 6.37%
$672K - $784K
122K $13.2M
May 08, 2023 Q1 2023
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
7.28K
+ 7.37%
$672K - $784K
106K $11.5M
May 24, 2023 Q1 2023
Old North State Trust, LLC

Greensboro, NC
BUY
 -
7.22K
+ 122.76%
$666K - $778K
13.1K $1.42M
Sep 15, 2023 Q1 2023
Cjm Wealth Advisers, Ltd.

Falls Church, VA
BUY
 -
7.17K
+ 3.5%
$661K - $772K
212K $23M
May 11, 2023 Q1 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
7.12K
+ 16.62%
$657K - $767K
49.9K $5.42M
Apr 06, 2023 Q1 2023
Fulton Bank, N.A.

BUY
 -
7.08K
+ 101.4%
$653K - $763K
14.1K $1.53M
Apr 18, 2023 Q1 2023
Tcp Asset Management, LLC

Columbus, OH
BUY
 -
7.05K
+ 29.97%
$650K - $759K
30.6K $3.32M
Apr 20, 2023 Q1 2023
Grimes & Company, Inc.

BUY
 -
7.03K
+ 6.51%
$649K - $757K
115K $12.5M
Apr 11, 2023 Q1 2023
Rmr Wealth Builders

BUY
 -
6.96K
+ 6.63%
$642K - $750K
112K $12.2M
May 11, 2023 Q1 2023
Jordan Park Group LLC

BUY
 -
6.96K
New
$642K - $750K
6.96K $756K
May 08, 2023 Q1 2023
Hudock, Inc.

BUY
 -
6.96K
+ 2.74%
$642K - $749K
261K $28.3M
May 04, 2023 Q1 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
6.94K
+ 4.63%
$641K - $748K
157K $17M
Apr 19, 2023 Q1 2023
David J Yvars Group

BUY
 -
6.92K
+ 63.9%
$639K - $745K
17.8K $1.93M
May 02, 2023 Q1 2023
Round Rock Advisors, LLC

BUY
 -
6.92K
+ 3.77%
$638K - $745K
191K $20.7M
May 08, 2023 Q1 2023
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
6.92K
+ 3.25%
$638K - $745K
220K $23.8M
May 15, 2023 Q1 2023
Stephens Inc

BUY
 -
6.91K
+ 23.67%
$638K - $744K
36.1K $3.92M
Apr 17, 2023 Q1 2023
Landmark Wealth Management, LLC

BUY
 -
6.85K
+ 23.89%
$632K - $737K
35.5K $3.85M
May 15, 2023 Q1 2023
Wick Capital Partners, LLC

Wayne, PA
BUY
 -
6.85K
+ 24.77%
$632K - $737K
34.5K $3.74M
May 11, 2023 Q1 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
6.84K
New
$631K - $736K
6.84K $742K
May 05, 2023 Q1 2023
Checchi Capital Advisers, LLC

Beverly Hills, CA
BUY
 -
6.73K
New
$621K - $724K
6.73K $730K
May 08, 2023 Q1 2023
Lionsbridge Wealth Management LLC

Jacksonville Beach, FL
BUY
 -
6.71K
+ 41.04%
$619K - $722K
23K $2.5M
Apr 25, 2023 Q1 2023
Iowa State Bank

BUY
 -
6.66K
+ 7.53%
$615K - $717K
95.2K $10.3M
May 15, 2023 Q1 2023
Maven Securities LTD

St Helier, Y9
BUY
 -
6.66K
New
$615K - $717K
6.66K $723K
May 03, 2023 Q1 2023
Raymond James Trust N.A.

BUY
 -
6.65K
+ 2.7%
$613K - $716K
253K $27.4M
Apr 28, 2023 Q1 2023
Main Street Investment Advisors LLC

BUY
 -
6.6K
+ 1.75%
$609K - $711K
383K $41.6M
Apr 28, 2023 Q1 2023
Aj Wealth Strategies, LLC

BUY
 -
6.56K
+ 101.71%
$605K - $706K
13K $1.41M
Apr 20, 2023 Q1 2023
Norris Perne & French LLP

Grand Rapids, MI
BUY
 -
6.56K
+ 6.99%
$605K - $706K
100K $10.9M
May 10, 2023 Q1 2023
Legacy Financial Strategies, LLC

Leawood, KS
BUY
 -
6.53K
+ 6.59%
$603K - $703K
106K $11.5M
Apr 20, 2023 Q1 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
6.52K
+ 7.37%
$602K - $702K
95K $10.3M
May 02, 2023 Q1 2023
Paradigm, Strategies In Wealth Management, LLC

BUY
 -
6.46K
+ 5.41%
$596K - $696K
126K $13.7M
May 12, 2023 Q1 2023
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
6.28K
+ 3.27%
$580K - $676K
198K $21.5M
Apr 28, 2023 Q1 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
6.2K
+ 18.5%
$572K - $667K
39.7K $4.31M
May 08, 2023 Q1 2023
Tfc Financial Management

BUY
 -
6.05K
+ 61.26%
$558K - $652K
15.9K $1.73M
May 12, 2023 Q1 2023
Callan Family Office, LLC

Radnor, PA
BUY
 -
6.03K
+ 28.95%
$557K - $650K
26.9K $2.92M
May 05, 2023 Q1 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
6.02K
+ 6.0%
$555K - $648K
106K $11.5M
May 02, 2023 Q1 2023
Arkadios Wealth Advisors

BUY
 -
5.97K
+ 9.7%
$551K - $643K
67.5K $7.33M
Apr 13, 2023 Q1 2023
Kmg Fiduciary Partners, LLC

BUY
 -
5.96K
+ 16.14%
$550K - $642K
42.9K $4.66M
Apr 10, 2023 Q1 2023
Dfpg Investments, LLC

BUY
 -
5.9K
+ 139.4%
$545K - $636K
10.1K $1.1M
May 15, 2023 Q1 2023
Ruggaard & Associates LLC

Twinsburg, OH
BUY
 -
5.84K
New
$539K - $629K
5.84K $634K
May 12, 2023 Q1 2023
Cary Street Partners Asset Management LLC

Richmond, VA
BUY
 -
5.83K
+ 5.02%
$538K - $627K
122K $13.2M
Apr 21, 2023 Q1 2023
Defined Wealth Management, LLC

BUY
 -
5.77K
+ 24.59%
$532K - $621K
29.2K $3.17M
May 03, 2023 Q1 2023
Rebalance, LLC

Palo Alto, CA
BUY
 -
5.71K
+ 1.69%
$526K - $614K
342K $37.2M

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