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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2022
Q3 2022
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
93+ 0.25% |
$8.09K - $9.9K
|
36.6K
$4.54M
|
|
|
Nov 09, 2022
Q3 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
93+ 0.34% |
$8.09K - $9.9K
|
27.2K
$3.38M
|
|
|
Oct 17, 2022
Q3 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
86+ 0.07% |
$7.49K - $9.16K
|
128K
$15.9M
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
84+ 5.99% |
$7.31K - $8.95K
|
1.49K
$185K
|
|
|
Nov 09, 2022
Q3 2022
|
Peterson Wealth Services
|
BUY
|
- |
84+ 3.74% |
$7.31K - $8.95K
|
2.33K
$290K
|
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
83+ 0.43% |
$7.22K - $8.84K
|
19.3K
$2.4M
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
82+ 3.25% |
$7.14K - $8.73K
|
2.6K
$324K
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
82+ 1.23% |
$7.14K - $8.73K
|
6.75K
$839K
|
|
|
Nov 09, 2022
Q3 2022
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
80+ 0.56% |
$6.96K - $8.52K
|
14.5K
$1.8M
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
79+ 2.5% |
$6.88K - $8.41K
|
3.24K
$403K
|
|
|
Oct 05, 2022
Q3 2022
|
Engrave Wealth Partners LLC
|
BUY
|
- |
78+ 1.58% |
$6.79K - $8.31K
|
5.01K
$622K
|
|
|
Oct 11, 2022
Q3 2022
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
75+ 1.89% |
$6.53K - $7.99K
|
4.05K
$503K
|
|
|
Oct 27, 2022
Q3 2022
|
Portland Global Advisors LLC
|
BUY
|
- |
75+ 1.91% |
$6.53K - $7.99K
|
3.99K
$496K
|
|
|
Feb 16, 2023
Q3 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
68+ 1.3% |
$5.92K - $7.24K
|
5.32K
$661K
|
|
|
Nov 10, 2022
Q3 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
67+ 2.91% |
$5.83K - $7.14K
|
2.37K
$295K
|
|
|
Nov 04, 2022
Q3 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
64+ 0.1% |
$5.57K - $6.82K
|
63.7K
$7.91M
|
|
|
Oct 13, 2022
Q3 2022
|
Range Financial Group LLC
|
BUY
|
- |
58+ 0.77% |
$5.05K - $6.18K
|
7.61K
$945K
|
|
|
Oct 11, 2022
Q3 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
55+ 0.36% |
$4.79K - $5.86K
|
15.3K
$1.9M
|
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
55+ 0.92% |
$4.79K - $5.86K
|
6.02K
$748K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
54+ 1.54% |
$4.7K - $5.75K
|
3.57K
$443K
|
|
|
Oct 26, 2022
Q3 2022
|
Lincoln Capital LLC
|
BUY
|
- |
53+ 0.57% |
$4.61K - $5.64K
|
9.36K
$1.16M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
52+ 10.83% |
$4.53K - $5.54K
|
532
$66.1K
|
|
|
Oct 21, 2022
Q3 2022
|
Founders Capital Management, LLC
|
BUY
|
- |
51+ 0.21% |
$4.44K - $5.43K
|
23.9K
$2.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
51+ 2.24% |
$4.44K - $5.43K
|
2.33K
$290K
|
|
|
Oct 13, 2022
Q3 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
50+ 15.53% |
$4.35K - $5.33K
|
372
$46.2K
|
|
|
Nov 02, 2022
Q3 2022
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
50+ 2.14% |
$4.35K - $5.33K
|
2.39K
$297K
|
|
|
Oct 28, 2022
Q3 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
48+ 0.48% |
$4.18K - $5.11K
|
10.1K
$1.25M
|
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
48+ 1.23% |
$4.18K - $5.11K
|
3.96K
$492K
|
|
|
Nov 02, 2022
Q3 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
46+ 6.14% |
$4K - $4.9K
|
795
$98.8K
|
|
|
Oct 24, 2022
Q3 2022
|
Willner & Heller, LLC
|
BUY
|
- |
45+ 1.13% |
$3.92K - $4.79K
|
4.05K
$503K
|
|
|
Oct 06, 2022
Q3 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
43+ 0.28% |
$3.74K - $4.58K
|
15.4K
$1.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
41+ 1.7% |
$3.57K - $4.37K
|
2.45K
$304K
|
|
|
Nov 14, 2022
Q3 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
40+ 0.13% |
$3.48K - $4.26K
|
30.6K
$3.8M
|
|
|
Oct 17, 2022
Q3 2022
|
New Potomac Partners, LLC
|
BUY
|
- |
39+ 0.83% |
$3.39K - $4.15K
|
4.76K
$591K
|
|
|
Nov 01, 2022
Q3 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
38+ 0.82% |
$3.31K - $4.05K
|
4.68K
$582K
|
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
BUY
|
- |
38+ 16.96% |
$3.31K - $4.05K
|
262
$32.6K
|
|
|
Oct 27, 2022
Q3 2022
|
Heron Financial Group, LLC
|
BUY
|
- |
37+ 1.06% |
$3.22K - $3.94K
|
3.52K
$437K
|
|
|
Nov 14, 2022
Q3 2022
|
Bowman & CO S.C.
|
BUY
|
- |
37+ 0.62% |
$3.22K - $3.94K
|
6.01K
$747K
|
|
|
Nov 01, 2022
Q3 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
34+ 0.8% |
$2.96K - $3.62K
|
4.3K
$534K
|
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
31+ 0.11% |
$2.7K - $3.3K
|
28.1K
$3.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
31+ 0.35% |
$2.7K - $3.3K
|
8.96K
$1.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
28+ 0.74% |
$2.44K - $2.98K
|
3.82K
$474K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
27+ 29.35% |
$2.35K - $2.88K
|
119
$14.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Aldebaran Financial Inc.
|
BUY
|
- |
27+ 0.54% |
$2.35K - $2.88K
|
5.02K
$624K
|
|
|
Nov 15, 2022
Q3 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
27+ 0.1% |
$2.35K - $2.88K
|
25.7K
$3.2M
|
|
|
Oct 13, 2023
Q3 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
27New |
$2.35K - $2.88K
|
27
$3.35K
|
|
|
Oct 25, 2022
Q3 2022
|
Family Capital Trust CO
|
BUY
|
- |
25+ 19.53% |
$2.18K - $2.66K
|
153
$19K
|
|
|
Nov 14, 2022
Q3 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
25+ 0.25% |
$2.18K - $2.66K
|
9.99K
$1.24M
|
|
|
Oct 12, 2022
Q3 2022
|
C2 C Wealth Management, LLC
|
BUY
|
- |
22+ 0.36% |
$1.91K - $2.34K
|
6.14K
$763K
|
|
|
Oct 17, 2022
Q3 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
22+ 0.36% |
$1.91K - $2.34K
|
6.16K
$766K
|