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 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
447+ 2.58% |
$38.9K - $47.6K
|
17.8K
$1.98M
|
|
|
Oct 14, 2022
Q3 2022
|
Diversified Trust CO
|
BUY
|
- |
445+ 1.82% |
$38.7K - $47.4K
|
24.9K
$2.78M
|
|
|
Oct 24, 2022
Q3 2022
|
Busey Wealth Management
|
BUY
|
- |
445+ 3.43% |
$38.7K - $47.4K
|
13.4K
$1.5M
|
|
|
Oct 17, 2022
Q3 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
443+ 11.05% |
$38.6K - $47.2K
|
4.45K
$497K
|
|
|
Nov 10, 2022
Q3 2022
|
Campion Asset Management
|
BUY
|
- |
443+ 1.87% |
$38.6K - $47.2K
|
24.1K
$2.7M
|
|
|
Oct 20, 2022
Q3 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
442+ 2.06% |
$38.5K - $47.1K
|
21.9K
$2.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
433+ 17.59% |
$37.7K - $46.1K
|
2.89K
$323K
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
433+ 0.51% |
$37.7K - $46.1K
|
85.6K
$9.56M
|
|
|
Oct 18, 2022
Q3 2022
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
428+ 0.32% |
$37.3K - $45.6K
|
134K
$15M
|
|
|
Nov 14, 2022
Q3 2022
|
Neumann Capital Management, LLC
|
BUY
|
- |
428+ 0.37% |
$37.3K - $45.6K
|
116K
$12.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
423+ 1.22% |
$36.8K - $45K
|
35.1K
$3.92M
|
|
|
Oct 11, 2022
Q3 2022
|
Seelaus Asset Management LLC
|
BUY
|
- |
418+ 10.77% |
$36.4K - $44.5K
|
4.3K
$480K
|
|
|
Oct 12, 2022
Q3 2022
|
Sol Capital Management CO
|
BUY
|
- |
415+ 1.93% |
$36.1K - $44.2K
|
22K
$2.45M
|
|
|
Nov 02, 2022
Q3 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
411+ 10.15% |
$35.8K - $43.8K
|
4.46K
$498K
|
|
|
Nov 14, 2022
Q3 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
406+ 1.09% |
$35.3K - $43.2K
|
37.8K
$4.22M
|
|
|
Nov 09, 2022
Q3 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
403+ 10.55% |
$35.1K - $42.9K
|
4.22K
$472K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
401+ 6.39% |
$34.9K - $42.7K
|
6.68K
$746K
|
|
|
Oct 20, 2022
Q3 2022
|
Girard Partners Ltd.
|
BUY
|
- |
400+ 12.4% |
$34.8K - $42.6K
|
3.63K
$405K
|
|
|
Nov 08, 2022
Q3 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
398+ 4.06% |
$34.6K - $42.4K
|
10.2K
$1.14M
|
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
397+ 9.8% |
$34.6K - $42.3K
|
4.45K
$497K
|
|
|
Oct 28, 2022
Q3 2022
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
386+ 1.28% |
$33.6K - $41.1K
|
30.4K
$3.4M
|
|
|
Oct 12, 2022
Q3 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
379+ 7.42% |
$33K - $40.4K
|
5.49K
$613K
|
|
|
Oct 04, 2022
Q3 2022
|
Weaver Consulting Group
|
BUY
|
- |
373+ 13.96% |
$32.5K - $39.7K
|
3.04K
$340K
|
|
|
Nov 07, 2022
Q3 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
373+ 8.5% |
$32.5K - $39.7K
|
4.76K
$532K
|
|
|
Oct 20, 2022
Q3 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
371+ 13.5% |
$32.3K - $39.5K
|
3.12K
$348K
|
|
|
Nov 10, 2022
Q3 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
370+ 4.27% |
$32.2K - $39.4K
|
9.03K
$1.01M
|
|
|
Oct 26, 2022
Q3 2022
|
Autumn Glory Partners, LLC
|
BUY
|
- |
366+ 1.96% |
$31.9K - $39K
|
19.1K
$2.13M
|
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
BUY
|
- |
365+ 8.82% |
$31.8K - $38.9K
|
4.51K
$503K
|
|
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
363+ 2.07% |
$31.6K - $38.7K
|
17.9K
$2M
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
362+ 20.16% |
$31.5K - $38.6K
|
2.16K
$241K
|
|
|
Nov 08, 2022
Q3 2022
|
Gfg Capital, LLC
|
BUY
|
- |
358+ 7.86% |
$31.2K - $38.1K
|
4.91K
$549K
|
|
|
Nov 09, 2022
Q3 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
358+ 15.0% |
$31.2K - $38.1K
|
2.75K
$307K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
357+ 2.79% |
$31.1K - $38K
|
13.2K
$1.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
353+ 8.17% |
$30.7K - $37.6K
|
4.68K
$522K
|
|
|
Oct 07, 2022
Q3 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
351+ 1.61% |
$30.6K - $37.4K
|
22.2K
$2.48M
|
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
350+ 11.99% |
$30.5K - $37.3K
|
3.27K
$365K
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
347+ 2.92% |
$30.2K - $37K
|
12.2K
$1.37M
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
342+ 0.3% |
$29.8K - $36.4K
|
114K
$12.7M
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
BUY
|
- |
341+ 1.02% |
$29.7K - $36.3K
|
33.9K
$3.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
340+ 3.79% |
$29.6K - $36.2K
|
9.31K
$1.04M
|
|
|
Oct 26, 2022
Q3 2022
|
F3 Logic, LLC
|
BUY
|
- |
337+ 5.75% |
$29.3K - $35.9K
|
6.2K
$693K
|
|
|
Oct 27, 2022
Q3 2022
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
337+ 0.29% |
$29.3K - $35.9K
|
118K
$13.2M
|
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
334+ 2.92% |
$29.1K - $35.6K
|
11.8K
$1.31M
|
|
|
Nov 16, 2022
Q3 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
334+ 2.92% |
$29.1K - $35.6K
|
11.8K
$1.31M
|
|
|
Nov 09, 2022
Q3 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
332+ 2.54% |
$28.9K - $35.4K
|
13.4K
$1.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
331+ 0.52% |
$28.8K - $35.3K
|
63.8K
$7.13M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
329+ 0.52% |
$28.6K - $35K
|
63.8K
$7.13M
|
|
|
Oct 18, 2022
Q3 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
327+ 4.02% |
$28.5K - $34.8K
|
8.45K
$944K
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
323+ 1.42% |
$28.1K - $34.4K
|
23K
$2.57M
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
323+ 1.42% |
$28.1K - $34.4K
|
23K
$2.57M
|