Purchases and Sales Made in Q3 2022 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 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
Oct 25, 2022 Q3 2022
Meritage Portfolio Management

BUY
 -
175
+ 1.06%
$15.2K - $18.6K
16.7K $1.67M
Nov 03, 2022 Q3 2022
Larson Financial Group LLC

BUY
 -
175
+ 5.5%
$15.2K - $18.6K
3.36K $335K
Oct 20, 2022 Q3 2022
Inlet Private Wealth, LLC

BUY
 -
174
+ 6.33%
$15.1K - $18.5K
2.92K $292K
Oct 18, 2022 Q3 2022
Kathleen S. Wright Associates Inc.

BUY
 -
172
+ 3.72%
$15K - $18.3K
4.8K $479K
Nov 02, 2022 Q3 2022
Ellevest, Inc.

BUY
 -
170
+ 0.77%
$14.8K - $18.1K
22.3K $2.23M
Nov 21, 2022 Q3 2022
Bray Capital Advisors

BUY
 -
165
+ 33.0%
$14.4K - $17.6K
665 $66.4K
Nov 14, 2022 Q3 2022
Innealta Capital, LLC

Austin, TX
BUY
 -
163
+ 4.1%
$14.2K - $17.4K
4.14K $413K
Oct 14, 2022 Q3 2022
Corsicana & Co.

BUY
 -
161
+ 1.05%
$14K - $17.1K
15.5K $1.55M
Nov 16, 2023 Q3 2022
Disciplina Capital Management LLC

Nashville, TN
BUY
 -
160
+ 18.71%
$13.9K - $17K
1.02K $101K
Nov 01, 2022 Q3 2022
Harbor Investment Advisory, LLC

BUY
 -
159
+ 1.75%
$13.8K - $16.9K
9.23K $921K
Oct 28, 2022 Q3 2022
Tiedemann Advisors, LLC

BUY
 -
153
+ 6.17%
$13.3K - $16.3K
2.63K $263K
Nov 10, 2022 Q3 2022
Cibc World Market Inc.

Toronto, A6
BUY
 -
153
+ 0.83%
$13.3K - $16.3K
18.5K $1.85M
Nov 14, 2022 Q3 2022
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
149
+ 0.78%
$13K - $15.9K
19.2K $1.91M
Nov 14, 2022 Q3 2022
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
147
+ 1.44%
$12.8K - $15.7K
10.4K $1.04M
Nov 14, 2022 Q3 2022
Ascent Wealth Partners, LLC

New Hartford, NY
BUY
 -
145
+ 1.74%
$12.6K - $15.4K
8.5K $849K
Oct 18, 2022 Q3 2022
Security National Bank

BUY
 -
144
+ 3.75%
$12.5K - $15.3K
3.98K $398K
Nov 08, 2022 Q3 2022
Blue Bell Private Wealth Management, LLC

BUY
 -
142
+ 1014.29%
$12.4K - $15.1K
156 $15.6K
Nov 14, 2022 Q3 2022
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
142
+ 4.83%
$12.4K - $15.1K
3.08K $308K
Oct 19, 2022 Q3 2022
Essex Savings Bank

BUY
 -
136
+ 0.95%
$11.8K - $14.5K
14.5K $1.44M
Nov 03, 2022 Q3 2022
Bcgm Wealth Management, LLC

BUY
 -
134
+ 4.92%
$11.7K - $14.3K
2.86K $285K
Nov 14, 2022 Q3 2022
Alerus Financial Na

Grand Forks, ND
BUY
 -
134
+ 2.73%
$11.7K - $14.3K
5.05K $504K
Nov 03, 2022 Q3 2022
Bogart Wealth, LLC

BUY
 -
132
+ 8.03%
$11.5K - $14.1K
1.78K $177K
Nov 18, 2022 Q3 2022
Legend Financial Advisors, Inc.

Pittsburgh, PA
BUY
 -
130
New
$11.3K - $13.8K
130 $13K
Oct 13, 2022 Q3 2022
Future Financial Wealth Managment LLC

BUY
 -
129
+ 1.08%
$11.2K - $13.7K
12.1K $1.2M
Oct 21, 2022 Q3 2022
Tfg Advisers LLC

BUY
 -
129
+ 0.81%
$11.2K - $13.7K
16K $1.59M
Nov 02, 2022 Q3 2022
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
127
+ 1.1%
$11.1K - $13.5K
11.7K $1.17M
Nov 10, 2022 Q3 2022
Madison Wealth Management

Cincinnati, OH
BUY
 -
125
+ 3.26%
$10.9K - $13.3K
3.96K $396K
Nov 04, 2022 Q3 2022
Detalus Advisors, LLC

BUY
 -
123
+ 4.61%
$10.7K - $13.1K
2.79K $279K
Nov 10, 2022 Q3 2022
Greenwood Capital Associates LLC

Greenwood, SC
BUY
 -
122
+ 0.13%
$10.6K - $13K
96.4K $9.63M
Nov 08, 2022 Q3 2022
First Western Trust Bank

Denver, CO
BUY
 -
121
+ 0.33%
$10.5K - $12.9K
36.8K $3.67M
Sep 06, 2024 Q3 2022
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
121
+ 0.7%
$10.5K - $12.9K
17.5K $1.75M
Nov 01, 2022 Q3 2022
Astoria Strategic Wealth, Inc.

BUY
 -
119
+ 0.68%
$10.4K - $12.7K
17.5K $1.75M
Nov 14, 2022 Q3 2022
Accretive Wealth Partners, LLC

Parsippany, NJ
BUY
 -
118
+ 0.27%
$10.3K - $12.6K
43.1K $4.31M
Oct 17, 2022 Q3 2022
Oxinas Partners Wealth Management LLC

BUY
 -
116
+ 2.68%
$10.1K - $12.4K
4.45K $444K
Oct 17, 2022 Q3 2022
Roman Butler Fullerton & CO

BUY
 -
114
+ 2.19%
$9.92K - $12.1K
5.31K $531K
Nov 14, 2022 Q3 2022
Palumbo Wealth Management LLC

Great Neck, NY
BUY
 -
113
+ 0.57%
$9.84K - $12K
19.9K $1.99M
Nov 09, 2022 Q3 2022
J. W. Coons Advisors, LLC

BUY
 -
112
+ 0.65%
$9.75K - $11.9K
17.4K $1.74M
Nov 15, 2022 Q3 2022
Kelly Lawrence W & Associates Inc

Pasadena, CA
BUY
 -
112
New
$9.75K - $11.9K
112 $11.2K
Dec 09, 2022 Q3 2022
Obermeyer Wood Investment Counsel, Lllp

Aspen, CO
BUY
 -
111
+ 0.67%
$9.66K - $11.8K
16.7K $1.67M
Oct 04, 2022 Q3 2022
Horizons Wealth Management

Asheville, NC
BUY
 -
108
+ 1.39%
$9.4K - $11.5K
7.89K $788K
Oct 18, 2022 Q3 2022
Compass Ion Advisors, LLC

BUY
 -
107
+ 2.08%
$9.31K - $11.4K
5.26K $525K
Oct 25, 2022 Q3 2022
Live Oak Private Wealth LLC

BUY
 -
107
+ 3.05%
$9.31K - $11.4K
3.62K $361K
Oct 27, 2022 Q3 2022
Thoroughbred Financial Services, LLC

BUY
 -
106
+ 0.46%
$9.23K - $11.3K
23.3K $2.33M
Nov 23, 2022 Q3 2022
Fsb Premier Wealth Management, Inc.

BUY
 -
105
+ 3.55%
$9.14K - $11.2K
3.07K $306K
Oct 14, 2022 Q3 2022
Edmonds Duncan Registered Investment Advisors, LLC

BUY
 -
104
+ 1.12%
$9.05K - $11.1K
9.38K $937K
Oct 28, 2022 Q3 2022
Stonegate Investment Group, LLC

Birmingham, AL
BUY
 -
104
+ 4.65%
$9.05K - $11.1K
2.34K $234K
Nov 14, 2022 Q3 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
104
+ 0.19%
$9.05K - $11.1K
56K $5.59M
Nov 08, 2022 Q3 2022
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
99
+ 2.58%
$8.62K - $10.5K
3.93K $392K
Nov 14, 2022 Q3 2022
High Pines Wealth Management, LLC

Duxbury, MA
BUY
 -
99
+ 0.38%
$8.62K - $10.5K
26.5K $2.64M

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