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
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
113K+ 38.06% |
$9.84M - $12M
|
410K
$50.7M
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
112K+ 6.89% |
$9.71M - $11.9M
|
1.73M
$214M
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
111K+ 125.25% |
$9.68M - $11.8M
|
200K
$24.7M
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
110K+ 21.39% |
$9.58M - $11.7M
|
625K
$77.2M
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
108K+ 6.06% |
$9.42M - $11.5M
|
1.9M
$234M
|
|
Nov 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
104K+ 32.72% |
$9.09M - $11.1M
|
424K
$52.3M
|
|
Nov 14, 2022
Q3 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
102K+ 42.5% |
$8.89M - $10.9M
|
342K
$42.3M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
99.9K+ 99.23% |
$8.7M - $10.6M
|
201K
$24.8M
|
|
Nov 10, 2022
Q3 2022
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
99.5KNew |
$8.66M - $10.6M
|
99.5K
$12.3M
|
|
Nov 09, 2022
Q3 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
99.2K+ 30.31% |
$8.63M - $10.6M
|
426K
$52.7M
|
|
Nov 03, 2022
Q3 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
97.8K+ 168.82% |
$8.52M - $10.4M
|
156K
$19.2M
|
|
Nov 08, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
96.7KNew |
$8.41M - $10.3M
|
96.7K
$11.9M
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
96.4K+ 9.66% |
$8.39M - $10.3M
|
1.09M
$135M
|
|
Oct 11, 2022
Q3 2022
|
Jvl Associates LLC
|
BUY
|
- |
96.4K+ 142.09% |
$8.39M - $10.3M
|
164K
$20.3M
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
96.2K+ 13.43% |
$8.38M - $10.2M
|
813K
$100M
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
95.9K+ 69.64% |
$8.34M - $10.2M
|
234K
$28.8M
|
|
Nov 14, 2022
Q3 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
94.5K+ 811.98% |
$8.23M - $10.1M
|
106K
$13.1M
|
|
Nov 08, 2022
Q3 2022
|
Wms Partners, LLC
|
BUY
|
- |
94.5K+ 75.37% |
$8.23M - $10.1M
|
220K
$27.2M
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
93.5K+ 12.43% |
$8.14M - $9.96M
|
846K
$105M
|
|
Nov 03, 2022
Q3 2022
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
92.9KNew |
$8.09M - $9.89M
|
92.9K
$11.5M
|
|
Nov 14, 2022
Q3 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
92KNew |
$8M - $9.79M
|
92K
$11.4M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
91.3K+ 21.03% |
$7.95M - $9.72M
|
525K
$64.9M
|
|
Oct 19, 2022
Q3 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
90.7K+ 68.43% |
$7.89M - $9.66M
|
223K
$27.6M
|
|
Oct 11, 2022
Q3 2022
|
Telemus Capital, LLC
|
BUY
|
- |
83.7K+ 27.71% |
$7.29M - $8.92M
|
386K
$47.7M
|
|
Nov 09, 2022
Q3 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
81.9K+ 393.61% |
$7.13M - $8.72M
|
103K
$12.7M
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
80K+ 138.95% |
$6.97M - $8.52M
|
138K
$17M
|
|
Nov 03, 2022
Q3 2022
|
Coastline Trust CO
|
BUY
|
- |
79K+ 903.27% |
$6.87M - $8.41M
|
87.7K
$10.8M
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
78.8K+ 1348.16% |
$6.86M - $8.4M
|
84.7K
$10.5M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
78K+ 2.54% |
$6.79M - $8.3M
|
3.15M
$390M
|
|
Nov 14, 2022
Q3 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
75.9KNew |
$6.6M - $8.08M
|
75.9K
$9.37M
|
|
Nov 08, 2022
Q3 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
73.9KNew |
$6.43M - $7.87M
|
73.9K
$9.13M
|
|
Nov 14, 2022
Q3 2022
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
72.6K+ 490.44% |
$6.32M - $7.73M
|
87.4K
$10.8M
|
|
Nov 14, 2022
Q3 2022
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
71.4KNew |
$6.21M - $7.6M
|
71.4K
$8.82M
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
70.7KNew |
$6.15M - $7.53M
|
70.7K
$8.73M
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
67K+ 90.91% |
$5.83M - $7.13M
|
141K
$17.4M
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
65.1K+ 30.68% |
$5.66M - $6.93M
|
277K
$34.2M
|
|
Oct 31, 2022
Q3 2022
|
Paragon Advisors, LLC
|
BUY
|
- |
63.7KNew |
$5.54M - $6.78M
|
63.7K
$7.86M
|
|
Nov 14, 2022
Q3 2022
|
Apexium Financial, LP
|
BUY
|
- |
63.4K+ 303.59% |
$5.52M - $6.75M
|
84.3K
$10.4M
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
63.3K+ 67.42% |
$5.51M - $6.74M
|
157K
$19.4M
|
|
Nov 15, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
63.2KNew |
$5.5M - $6.73M
|
63.2K
$7.8M
|
|
Nov 14, 2022
Q3 2022
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
62.9K+ 3.39% |
$5.47M - $6.7M
|
1.92M
$237M
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
62.2K+ 34.58% |
$5.42M - $6.63M
|
242K
$29.9M
|
|
Nov 09, 2022
Q3 2022
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
61.4K+ 208.04% |
$5.35M - $6.54M
|
90.9K
$11.2M
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
60.4K+ 245.07% |
$5.26M - $6.43M
|
85K
$10.5M
|
|
Oct 24, 2022
Q3 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
59.8K+ 34.6% |
$5.21M - $6.37M
|
233K
$28.7M
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
59.8K+ 12.56% |
$5.21M - $6.37M
|
536K
$66.2M
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
58.3K+ 7.25% |
$5.07M - $6.21M
|
862K
$106M
|
|
Nov 14, 2022
Q3 2022
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
58.2K+ 14.81% |
$5.06M - $6.19M
|
451K
$55.7M
|
|
Nov 07, 2022
Q3 2022
|
Members Trust CO
|
BUY
|
- |
56.9K+ 2.95% |
$4.96M - $6.06M
|
1.99M
$246M
|
|
Nov 09, 2022
Q3 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
56.7K+ 108.51% |
$4.93M - $6.04M
|
109K
$13.5M
|