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
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-5- 0.02% |
$435 - $533
|
29.8K
$3.7M
|
|
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-5- 9.26% |
$435 - $533
|
49
$6.09K
|
|
|
Oct 19, 2022
Q3 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-6- 0.05% |
$522 - $639
|
12.2K
$1.51M
|
|
|
Oct 03, 2022
Q3 2022
|
Somerset Trust CO
|
SELL
|
- |
-7- 0.13% |
$609 - $746
|
5.25K
$652K
|
|
|
Nov 07, 2022
Q3 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-9- 0.27% |
$783 - $959
|
3.32K
$413K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-9- 0.37% |
$783 - $959
|
2.44K
$304K
|
|
|
Nov 09, 2022
Q3 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-10- 0.21% |
$870 - $1.07K
|
4.75K
$590K
|
|
|
Oct 25, 2022
Q3 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-12- 0.3% |
$1.04K - $1.28K
|
3.99K
$496K
|
|
|
Jul 20, 2023
Q3 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-12- 0.17% |
$1.04K - $1.28K
|
6.9K
$857K
|
|
|
Oct 31, 2022
Q3 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-17- 0.32% |
$1.48K - $1.81K
|
5.24K
$651K
|
|
|
Oct 26, 2022
Q3 2022
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-18- 0.28% |
$1.57K - $1.92K
|
6.3K
$783K
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-18- 0.27% |
$1.57K - $1.92K
|
6.68K
$830K
|
|
|
Feb 27, 2023
Q3 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-18- 0.01% |
$1.57K - $1.92K
|
141K
$17.5M
|
|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
SELL
|
- |
-23- 0.48% |
$2K - $2.45K
|
4.72K
$586K
|
|
|
Nov 09, 2022
Q3 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-23- 0.13% |
$2K - $2.45K
|
17.6K
$2.19M
|
|
|
Oct 12, 2022
Q3 2022
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-24- 0.28% |
$2.09K - $2.56K
|
8.68K
$1.08M
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
SELL
|
- |
-24- 0.01% |
$2.09K - $2.56K
|
180K
$22.3M
|
|
|
Oct 25, 2022
Q3 2022
|
Field & Main Bank
|
SELL
|
- |
-26- 9.25% |
$2.26K - $2.77K
|
255
$31.7K
|
|
|
Oct 25, 2022
Q3 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-29- 0.71% |
$2.52K - $3.09K
|
4.03K
$501K
|
|
|
Nov 14, 2022
Q3 2022
|
Family Management Corp
New York, NY |
SELL
|
- |
-29- 0.21% |
$2.52K - $3.09K
|
13.9K
$1.73M
|
|
|
Oct 14, 2022
Q3 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-30- 0.68% |
$2.61K - $3.2K
|
4.4K
$547K
|
|
|
Nov 08, 2022
Q3 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-30- 0.03% |
$2.61K - $3.2K
|
97.9K
$12.2M
|
|
|
Oct 24, 2022
Q3 2022
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-33- 0.92% |
$2.87K - $3.51K
|
3.54K
$440K
|
|
|
Nov 14, 2022
Q3 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-33- 0.26% |
$2.87K - $3.51K
|
12.6K
$1.56M
|
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-33- 4.55% |
$2.87K - $3.51K
|
693
$86.1K
|
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-35- 0.65% |
$3.05K - $3.73K
|
5.38K
$669K
|
|
|
Oct 14, 2022
Q3 2022
|
Strong Box Wealth, LLC
|
SELL
|
- |
-36- 0.63% |
$3.13K - $3.83K
|
5.67K
$704K
|
|
|
Oct 18, 2022
Q3 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-36- 0.32% |
$3.13K - $3.83K
|
11.1K
$1.38M
|
|
|
Oct 20, 2022
Q3 2022
|
Gds Wealth Management
|
SELL
|
- |
-37- 1.0% |
$3.22K - $3.94K
|
3.65K
$454K
|
|
|
Nov 02, 2022
Q3 2022
|
Kraft Asset Management, LLC
|
SELL
|
- |
-38- 0.42% |
$3.31K - $4.05K
|
9K
$1.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-38- 1.47% |
$3.31K - $4.05K
|
2.55K
$317K
|
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-39Closed |
$3.39K - $4.15K
|
0
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-40- 0.12% |
$3.48K - $4.26K
|
32.6K
$4.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Advisors LLC
|
SELL
|
- |
-40- 0.09% |
$3.48K - $4.26K
|
46.8K
$5.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-40- 3.57% |
$3.48K - $4.26K
|
1.08K
$134K
|
|
|
Oct 26, 2022
Q3 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-43- 0.48% |
$3.74K - $4.58K
|
8.94K
$1.11M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-46- 0.26% |
$4K - $4.9K
|
17.9K
$2.22M
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-47- 1.01% |
$4.09K - $5.01K
|
4.6K
$572K
|
|
|
Nov 17, 2022
Q3 2022
|
Ims Capital Management
|
SELL
|
- |
-47- 0.47% |
$4.09K - $5.01K
|
10K
$1.25M
|
|
|
Oct 21, 2022
Q3 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-48- 0.92% |
$4.18K - $5.11K
|
5.16K
$641K
|
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-48- 0.82% |
$4.18K - $5.11K
|
5.83K
$724K
|
|
|
Oct 31, 2022
Q3 2022
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-49- 0.45% |
$4.26K - $5.22K
|
10.9K
$1.36M
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-50- 0.08% |
$4.35K - $5.33K
|
63.8K
$7.93M
|
|
|
Oct 11, 2022
Q3 2022
|
Norwood Financial Corp
|
SELL
|
- |
-50- 2.25% |
$4.35K - $5.33K
|
2.18K
$270K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-50- 1.54% |
$4.35K - $5.33K
|
3.19K
$396K
|
|
|
Nov 07, 2022
Q3 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-53- 1.03% |
$4.61K - $5.64K
|
5.1K
$633K
|
|
|
Sep 01, 2023
Q3 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-55- 0.25% |
$4.79K - $5.86K
|
22K
$2.73M
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-56- 1.57% |
$4.87K - $5.96K
|
3.51K
$436K
|
|
|
Oct 24, 2022
Q3 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-57- 4.71% |
$4.96K - $6.07K
|
1.15K
$143K
|
|
|
Oct 26, 2022
Q3 2022
|
Smart Money Group LLC
|
SELL
|
- |
-60- 1.44% |
$5.22K - $6.39K
|
4.11K
$511K
|