Purchases and Sales Made in Q3 2022 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 2022. 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 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.11M+ 67.45% |
$532M - $651M
|
15.2M
$1.87B
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.86M+ 86.59% |
$510M - $625M
|
12.6M
$1.56B
|
|
|
Feb 27, 2023
Q3 2022
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
3.99MNew |
$347M - $425M
|
3.99M
$493M
|
|
|
Oct 27, 2023
Q3 2022
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
3.99MNew |
$347M - $425M
|
3.99M
$493M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.64M+ 47.85% |
$317M - $387M
|
11.2M
$1.39B
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.64M+ 47.85% |
$317M - $387M
|
11.2M
$1.39B
|
|
|
Nov 14, 2022
Q3 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
3.55MNew |
$309M - $378M
|
3.55M
$439M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.65M+ 8.52% |
$144M - $176M
|
21M
$2.6B
|
|
|
May 11, 2023
Q3 2022
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
1.53M+ 6116.93% |
$133M - $163M
|
1.56M
$193M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
893K+ 882.24% |
$77.7M - $95.1M
|
994K
$123M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
706K+ 11.12% |
$61.4M - $75.1M
|
7.05M
$871M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
629K+ 655.76% |
$54.8M - $67M
|
725K
$89.6M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
611K+ 757.91% |
$53.2M - $65.1M
|
692K
$85.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
606K+ 29.25% |
$52.7M - $64.5M
|
2.68M
$331M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
599K+ 14.97% |
$52.1M - $63.8M
|
4.6M
$568M
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
506K+ 5.73% |
$44.1M - $53.9M
|
9.33M
$1.15B
|
|
|
Nov 03, 2022
Q3 2022
|
Millburn Ridgefield Corp
|
BUY
|
- |
498K+ 23.54% |
$43.3M - $53M
|
2.61M
$323M
|
|
|
Nov 08, 2022
Q3 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
498K+ 23.54% |
$43.3M - $53M
|
2.61M
$323M
|
|
|
Nov 14, 2022
Q3 2022
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
379K+ 321.29% |
$33M - $40.3M
|
497K
$61.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
331K+ 32846.97% |
$28.8M - $35.2M
|
332K
$41M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
325K+ 3.88% |
$28.3M - $34.7M
|
8.71M
$1.08B
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
321K+ 29.92% |
$27.9M - $34.2M
|
1.39M
$172M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
320K+ 24.64% |
$27.8M - $34M
|
1.62M
$200M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
311K+ 55.6% |
$27.1M - $33.1M
|
870K
$107M
|
|
|
Nov 15, 2022
Q3 2022
|
Aspireon Wealth Advisors
|
BUY
|
- |
297K+ 953.59% |
$25.8M - $31.6M
|
328K
$40.5M
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
289K+ 160.94% |
$25.2M - $30.8M
|
469K
$57.9M
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
286K+ 1540.36% |
$24.9M - $30.5M
|
305K
$37.7M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
273K+ 3.85% |
$23.8M - $29.1M
|
7.38M
$912M
|
|
|
Nov 14, 2022
Q3 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
224K+ 51.87% |
$19.5M - $23.9M
|
656K
$81M
|
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
219K+ 10.24% |
$19M - $23.3M
|
2.35M
$291M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
193K+ 5.14% |
$16.8M - $20.5M
|
3.94M
$487M
|
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
186K+ 925.03% |
$16.2M - $19.8M
|
206K
$25.4M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
185KNew |
$16.1M - $19.7M
|
185K
$22.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
183KNew |
$15.9M - $19.5M
|
183K
$22.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
177K+ 1.3% |
$15.4M - $18.8M
|
13.8M
$1.71B
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
174K+ 293.17% |
$15.1M - $18.5M
|
233K
$28.8M
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
162K+ 12.68% |
$14.1M - $17.2M
|
1.44M
$177M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
158K+ 49.01% |
$13.8M - $16.9M
|
482K
$59.5M
|
|
|
Oct 14, 2022
Q3 2022
|
Jb Capital LLC
|
BUY
|
- |
155K+ 5516.26% |
$13.5M - $16.5M
|
158K
$19.5M
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
153K+ 395.0% |
$13.3M - $16.3M
|
192K
$23.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
148KNew |
$12.9M - $15.8M
|
148K
$18.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
146K+ 36.2% |
$12.7M - $15.6M
|
551K
$68M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
134K+ 1.99% |
$11.7M - $14.3M
|
6.89M
$851M
|
|
|
Nov 01, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
133K+ 1111.51% |
$11.6M - $14.2M
|
145K
$17.9M
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
133K+ 220.4% |
$11.5M - $14.1M
|
193K
$23.8M
|
|
|
Nov 07, 2022
Q3 2022
|
Monument Capital Management
|
BUY
|
- |
128K+ 270.99% |
$11.1M - $13.6M
|
175K
$21.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
127K+ 1.84% |
$11.1M - $13.6M
|
7.04M
$870M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
127KNew |
$11M - $13.5M
|
127K
$15.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Enzi Wealth
Austin, TX |
BUY
|
- |
117KNew |
$10.2M - $12.4M
|
117K
$14.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
115K+ 28.08% |
$9.99M - $12.2M
|
523K
$64.6M
|