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 15, 2022
Q3 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
27+ 0.1% |
$2.35K - $2.88K
|
25.7K
$2.88M
|
|
|
Oct 13, 2023
Q3 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
27New |
$2.35K - $2.88K
|
27
$3.02K
|
|
|
Oct 25, 2022
Q3 2022
|
Family Capital Trust CO
|
BUY
|
- |
25+ 19.53% |
$2.18K - $2.66K
|
153
$17.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
25+ 0.25% |
$2.18K - $2.66K
|
9.99K
$1.12M
|
|
|
Oct 12, 2022
Q3 2022
|
C2 C Wealth Management, LLC
|
BUY
|
- |
22+ 0.36% |
$1.91K - $2.34K
|
6.14K
$686K
|
|
|
Oct 17, 2022
Q3 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
22+ 0.36% |
$1.91K - $2.34K
|
6.16K
$688K
|
|
|
Oct 21, 2022
Q3 2022
|
Tfc Financial Management
|
BUY
|
- |
22+ 0.23% |
$1.91K - $2.34K
|
9.69K
$1.08M
|
|
|
Nov 03, 2022
Q3 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
21+ 0.71% |
$1.83K - $2.24K
|
2.96K
$331K
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
BUY
|
- |
21+ 0.69% |
$1.83K - $2.24K
|
3.06K
$342K
|
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
20+ 0.28% |
$1.74K - $2.13K
|
7.09K
$792K
|
|
|
Oct 20, 2022
Q3 2022
|
S.A. Mason LLC
|
BUY
|
- |
20+ 0.55% |
$1.74K - $2.13K
|
3.65K
$408K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
19+ 0.31% |
$1.65K - $2.02K
|
6.22K
$695K
|
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
19+ 0.78% |
$1.65K - $2.02K
|
2.46K
$275K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Capital Management LLC
|
BUY
|
- |
18+ 0.26% |
$1.57K - $1.92K
|
6.86K
$766K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
17New |
$1.48K - $1.81K
|
17
$1.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
15+ 0.39% |
$1.31K - $1.6K
|
3.82K
$426K
|
|
|
Oct 05, 2022
Q3 2022
|
Bath Savings Trust CO
|
BUY
|
- |
14+ 0.53% |
$1.22K - $1.49K
|
2.66K
$297K
|
|
|
Oct 13, 2022
Q3 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.07% |
$1.22K - $1.49K
|
19.4K
$2.17M
|
|
|
Oct 17, 2022
Q3 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
14+ 0.4% |
$1.22K - $1.49K
|
3.48K
$388K
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
14+ 0.03% |
$1.22K - $1.49K
|
49.4K
$5.52M
|
|
|
Nov 07, 2022
Q3 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
14+ 0.16% |
$1.22K - $1.49K
|
8.68K
$970K
|
|
|
Oct 18, 2022
Q3 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
13+ 0.51% |
$1.13K - $1.38K
|
2.54K
$284K
|
|
|
Nov 14, 2022
Q3 2022
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
12+ 0.49% |
$1.04K - $1.28K
|
2.44K
$272K
|
|
|
Oct 26, 2022
Q3 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
10+ 0.18% |
$870 - $1.07K
|
5.68K
$634K
|
|
|
Oct 31, 2022
Q3 2022
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
10+ 0.39% |
$870 - $1.07K
|
2.59K
$289K
|
|
|
Nov 02, 2022
Q3 2022
|
Paulson Wealth Management Inc.
|
BUY
|
- |
10+ 0.32% |
$870 - $1.07K
|
3.1K
$347K
|
|
|
Nov 09, 2022
Q3 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
10+ 0.39% |
$870 - $1.07K
|
2.59K
$290K
|
|
|
Nov 04, 2022
Q3 2022
|
Gw Henssler & Associates LTD
|
BUY
|
- |
9+ 0.18% |
$783 - $959
|
5.1K
$570K
|
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
8+ 0.31% |
$696 - $852
|
2.6K
$290K
|
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
7+ 0.47% |
$609 - $746
|
1.48K
$166K
|
|
|
Nov 14, 2022
Q3 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
6+ 0.03% |
$522 - $639
|
22.3K
$2.5M
|
|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
BUY
|
- |
5+ 0.05% |
$435 - $533
|
10.8K
$1.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
5+ 0.54% |
$435 - $533
|
934
$104K
|
|
|
Nov 14, 2022
Q3 2022
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
5+ 0.13% |
$435 - $533
|
3.79K
$424K
|
|
|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
BUY
|
- |
4New |
$348 - $426
|
4
$447
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.39% |
$348 - $426
|
1.04K
$116K
|
|
|
Oct 06, 2022
Q3 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
3New |
$261 - $320
|
3
$335
|
|
|
Oct 14, 2022
Q3 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
3+ 0.13% |
$261 - $320
|
2.26K
$253K
|
|
|
Nov 01, 2022
Q3 2022
|
Morling Financial Advisors, LLC
|
BUY
|
- |
3+ 0.44% |
$261 - $320
|
682
$76.2K
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3+ 0.06% |
$261 - $320
|
4.63K
$517K
|
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
2+ 0.01% |
$174 - $213
|
21.5K
$2.4M
|
|
|
Oct 19, 2022
Q3 2022
|
West Branch Capital LLC
|
BUY
|
- |
2+ 0.11% |
$174 - $213
|
1.76K
$197K
|
|
|
Oct 19, 2022
Q3 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
2+ 0.02% |
$174 - $213
|
10.1K
$1.12M
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2+ 0.02% |
$174 - $213
|
8.79K
$982K
|
|
|
Oct 21, 2022
Q3 2022
|
Rothschild Investment Corp
|
BUY
|
- |
1+ 0.02% |
$87 - $107
|
4.91K
$548K
|
|
|
Nov 01, 2022
Q3 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
1+ 0.03% |
$87 - $107
|
3.95K
$441K
|
|
|
Nov 04, 2022
Q3 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1+ 0.0% |
$87 - $107
|
28.7K
$3.21M
|
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1+ 0.03% |
$87 - $107
|
2.97K
$332K
|
|
|
Nov 14, 2022
Q3 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$87 - $107
|
4.41K
$493K
|
|
|
Nov 15, 2022
Q3 2022
|
Burney CO
Reston, VA |
BUY
|
- |
1+ 0.04% |
$87 - $107
|
2.74K
$306K
|