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 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.82K+ 14.94% |
$158K - $193K
|
14K
$1.39M
|
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
BUY
|
- |
1.8K+ 12.21% |
$157K - $192K
|
16.5K
$1.65M
|
|
|
Oct 19, 2022
Q3 2022
|
Mtc Wealth Management LLC
|
BUY
|
- |
1.8K+ 1.6% |
$157K - $192K
|
114K
$11.4M
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.8KNew |
$156K - $191K
|
1.8K
$179K
|
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
1.79K+ 1.22% |
$156K - $191K
|
149K
$14.9M
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
1.79K+ 55.82% |
$155K - $190K
|
4.98K
$498K
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.78K+ 5.32% |
$155K - $189K
|
35.2K
$3.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1.77K+ 19.63% |
$154K - $189K
|
10.8K
$1.08M
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.76K+ 4.54% |
$153K - $188K
|
40.6K
$4.05M
|
|
|
Nov 10, 2022
Q3 2022
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.75K+ 1.13% |
$153K - $187K
|
157K
$15.7M
|
|
|
Dec 19, 2024
Q3 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
1.75K+ 3.42% |
$153K - $187K
|
53K
$5.29M
|
|
|
Nov 15, 2022
Q3 2022
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
1.75K+ 1.63% |
$152K - $186K
|
109K
$10.9M
|
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.74K+ 1.15% |
$152K - $185K
|
153K
$15.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
1.71K+ 5.24% |
$149K - $182K
|
34.4K
$3.43M
|
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
BUY
|
- |
1.71K+ 0.91% |
$148K - $182K
|
189K
$18.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
1.7K+ 5.22% |
$148K - $181K
|
34.3K
$3.42M
|
|
|
Nov 03, 2022
Q3 2022
|
Renasant Bank
|
BUY
|
- |
1.67K+ 11.1% |
$146K - $178K
|
16.7K
$1.67M
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.67K+ 1.28% |
$146K - $178K
|
132K
$13.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.67K+ 16.32% |
$146K - $178K
|
11.9K
$1.19M
|
|
|
Oct 21, 2022
Q3 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.65K+ 25.93% |
$144K - $176K
|
8.01K
$800K
|
|
|
Oct 20, 2022
Q3 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.63K+ 2.23% |
$142K - $174K
|
74.9K
$7.48M
|
|
|
Nov 09, 2022
Q3 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.63K+ 11.91% |
$142K - $173K
|
15.3K
$1.53M
|
|
|
Oct 26, 2022
Q3 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.63K+ 0.59% |
$142K - $173K
|
278K
$27.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.62K+ 4.45% |
$141K - $173K
|
38.1K
$3.8M
|
|
|
Oct 24, 2022
Q3 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.62K+ 15.68% |
$141K - $172K
|
11.9K
$1.19M
|
|
|
Nov 09, 2022
Q3 2022
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
1.61K+ 2.18% |
$140K - $172K
|
75.8K
$7.56M
|
|
|
Aug 13, 2024
Q3 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.61K+ 2.56% |
$140K - $171K
|
64.5K
$6.44M
|
|
|
Nov 10, 2022
Q3 2022
|
United Bank
|
BUY
|
- |
1.6K+ 5.65% |
$140K - $171K
|
30K
$2.99M
|
|
|
Nov 10, 2022
Q3 2022
|
Souders Financial Advisors
|
BUY
|
- |
1.6K+ 7.54% |
$139K - $170K
|
22.8K
$2.28M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.6K+ 2.55% |
$139K - $170K
|
64.3K
$6.42M
|
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
1.59K+ 5.58% |
$139K - $170K
|
30.2K
$3.01M
|
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.57K+ 2.72% |
$136K - $167K
|
59.2K
$5.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.56K+ 2.12% |
$136K - $166K
|
75.2K
$7.51M
|
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
BUY
|
- |
1.56K+ 7.08% |
$135K - $166K
|
23.5K
$2.35M
|
|
|
Oct 24, 2022
Q3 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.55K+ 1.31% |
$135K - $165K
|
120K
$12M
|
|
|
Nov 14, 2022
Q3 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.55K+ 45.89% |
$135K - $165K
|
4.92K
$491K
|
|
|
Nov 10, 2022
Q3 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.53K+ 127.51% |
$134K - $163K
|
2.74K
$273K
|
|
|
Oct 27, 2022
Q3 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
1.51K+ 1.46% |
$132K - $161K
|
105K
$10.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Asset Management CO
|
BUY
|
- |
1.51K+ 4.42% |
$131K - $160K
|
35.6K
$3.55M
|
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1.5KNew |
$131K - $160K
|
1.5K
$150K
|
|
|
Oct 13, 2022
Q3 2022
|
Beacon Financial Group
|
BUY
|
- |
1.47K+ 48.9% |
$128K - $157K
|
4.48K
$447K
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.47K+ 10.47% |
$128K - $156K
|
15.5K
$1.55M
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.46K+ 3395.35% |
$127K - $155K
|
1.5K
$150K
|
|
|
Oct 13, 2022
Q3 2022
|
Culbertson A N & CO Inc
|
BUY
|
- |
1.45K+ 20.56% |
$126K - $155K
|
8.51K
$850K
|
|
|
Oct 25, 2022
Q3 2022
|
Nova R Wealth, Inc.
|
BUY
|
- |
1.45K+ 18.85% |
$126K - $154K
|
9.11K
$910K
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.44K+ 33.08% |
$126K - $154K
|
5.81K
$580K
|
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
1.43K+ 19.92% |
$125K - $153K
|
8.62K
$861K
|
|
|
Oct 24, 2022
Q3 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.43K+ 1.18% |
$124K - $152K
|
122K
$12.2M
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
1.42K+ 20.09% |
$123K - $151K
|
8.48K
$846K
|
|
|
Oct 24, 2022
Q3 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
1.41K+ 3.38% |
$123K - $151K
|
43.2K
$4.32M
|