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
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
163+ 4.1% |
$14.2K - $17.4K
|
4.14K
$514K
|
|
|
Oct 14, 2022
Q3 2022
|
Corsicana & Co.
|
BUY
|
- |
161+ 1.05% |
$14K - $17.1K
|
15.5K
$1.93M
|
|
|
Nov 16, 2023
Q3 2022
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
160+ 18.71% |
$13.9K - $17K
|
1.02K
$126K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
159+ 1.75% |
$13.8K - $16.9K
|
9.23K
$1.15M
|
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
BUY
|
- |
157+ 1.34% |
$13.7K - $16.7K
|
11.9K
$1.48M
|
|
|
Oct 28, 2022
Q3 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
153+ 6.17% |
$13.3K - $16.3K
|
2.63K
$327K
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
153+ 0.83% |
$13.3K - $16.3K
|
18.5K
$2.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
149+ 0.78% |
$13K - $15.9K
|
19.2K
$2.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
147+ 1.44% |
$12.8K - $15.7K
|
10.4K
$1.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
145+ 1.74% |
$12.6K - $15.4K
|
8.5K
$1.06M
|
|
|
Oct 18, 2022
Q3 2022
|
Security National Bank
|
BUY
|
- |
144+ 3.75% |
$12.5K - $15.3K
|
3.98K
$495K
|
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
142+ 1014.29% |
$12.4K - $15.1K
|
156
$19.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
142+ 4.83% |
$12.4K - $15.1K
|
3.08K
$383K
|
|
|
Oct 19, 2022
Q3 2022
|
Essex Savings Bank
|
BUY
|
- |
136+ 0.95% |
$11.8K - $14.5K
|
14.5K
$1.8M
|
|
|
Nov 03, 2022
Q3 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
134+ 4.92% |
$11.7K - $14.3K
|
2.86K
$355K
|
|
|
Nov 14, 2022
Q3 2022
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
134+ 2.73% |
$11.7K - $14.3K
|
5.05K
$627K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
132+ 8.03% |
$11.5K - $14.1K
|
1.78K
$221K
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
130New |
$11.3K - $13.8K
|
130
$16.2K
|
|
|
Oct 13, 2022
Q3 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
129+ 1.08% |
$11.2K - $13.7K
|
12.1K
$1.5M
|
|
|
Oct 21, 2022
Q3 2022
|
Tfg Advisers LLC
|
BUY
|
- |
129+ 0.81% |
$11.2K - $13.7K
|
16K
$1.98M
|
|
|
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
$1.45M
|
|
|
Nov 10, 2022
Q3 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
125+ 3.26% |
$10.9K - $13.3K
|
3.96K
$492K
|
|
|
Nov 04, 2022
Q3 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
123+ 4.61% |
$10.7K - $13.1K
|
2.79K
$347K
|
|
|
Nov 10, 2022
Q3 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
122+ 0.13% |
$10.6K - $13K
|
96.4K
$12M
|
|
|
Nov 08, 2022
Q3 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
121+ 0.33% |
$10.5K - $12.9K
|
36.8K
$4.57M
|
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
121+ 0.7% |
$10.5K - $12.9K
|
17.5K
$2.17M
|
|
|
Nov 01, 2022
Q3 2022
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
119+ 0.68% |
$10.4K - $12.7K
|
17.5K
$2.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
118+ 0.27% |
$10.3K - $12.6K
|
43.1K
$5.36M
|
|
|
Oct 17, 2022
Q3 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
116+ 2.68% |
$10.1K - $12.4K
|
4.45K
$553K
|
|
|
Oct 17, 2022
Q3 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
114+ 2.19% |
$9.92K - $12.1K
|
5.31K
$660K
|
|
|
Nov 14, 2022
Q3 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
113+ 0.57% |
$9.84K - $12K
|
19.9K
$2.47M
|
|
|
Nov 09, 2022
Q3 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
112+ 0.65% |
$9.75K - $11.9K
|
17.4K
$2.16M
|
|
|
Nov 15, 2022
Q3 2022
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
112New |
$9.75K - $11.9K
|
112
$13.9K
|
|
|
Dec 09, 2022
Q3 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
111+ 0.67% |
$9.66K - $11.8K
|
16.7K
$2.07M
|
|
|
Oct 04, 2022
Q3 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
108+ 1.39% |
$9.4K - $11.5K
|
7.89K
$981K
|
|
|
Oct 18, 2022
Q3 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
107+ 2.08% |
$9.31K - $11.4K
|
5.26K
$654K
|
|
|
Oct 25, 2022
Q3 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
107+ 3.05% |
$9.31K - $11.4K
|
3.62K
$449K
|
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
106+ 0.46% |
$9.23K - $11.3K
|
23.3K
$2.9M
|
|
|
Nov 23, 2022
Q3 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
105+ 3.55% |
$9.14K - $11.2K
|
3.07K
$381K
|
|
|
Oct 14, 2022
Q3 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
104+ 1.12% |
$9.05K - $11.1K
|
9.38K
$1.17M
|
|
|
Oct 28, 2022
Q3 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
104+ 4.65% |
$9.05K - $11.1K
|
2.34K
$291K
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
104+ 0.19% |
$9.05K - $11.1K
|
56K
$6.96M
|
|
|
Nov 08, 2022
Q3 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
99+ 2.58% |
$8.62K - $10.5K
|
3.93K
$488K
|
|
|
Nov 14, 2022
Q3 2022
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
99+ 0.38% |
$8.62K - $10.5K
|
26.5K
$3.29M
|
|
|
Oct 12, 2022
Q3 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
95+ 1.04% |
$8.27K - $10.1K
|
9.26K
$1.15M
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
95+ 3.55% |
$8.27K - $10.1K
|
2.77K
$344K
|
|
|
Oct 28, 2022
Q3 2022
|
Mechanics Financial Corp
|
BUY
|
- |
94+ 0.18% |
$8.18K - $10K
|
52.8K
$6.56M
|
|
|
Nov 10, 2022
Q3 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
94+ 0.94% |
$8.18K - $10K
|
10.1K
$1.25M
|
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
BUY
|
- |
94+ 0.88% |
$8.18K - $10K
|
10.8K
$1.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
94+ 3.03% |
$8.18K - $10K
|
3.2K
$397K
|