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 27, 2022
Q3 2022
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-1- 0.03% |
$87 - $107
|
3.88K
$433K
|
|
|
Nov 04, 2022
Q3 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1- 0.04% |
$87 - $107
|
2.44K
$272K
|
|
|
Nov 08, 2022
Q3 2022
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-2- -0.0% |
$174 - $213
|
59.5K
$6.65M
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-4- 36.36% |
$348 - $426
|
7
$782
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-5- 5.43% |
$435 - $533
|
87
$9.72K
|
|
|
Nov 03, 2022
Q3 2022
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-5- 0.21% |
$435 - $533
|
2.38K
$266K
|
|
|
Nov 14, 2022
Q3 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-5- 0.02% |
$435 - $533
|
29.8K
$3.33M
|
|
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-5- 9.26% |
$435 - $533
|
49
$5.47K
|
|
|
Oct 19, 2022
Q3 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-6- 0.05% |
$522 - $639
|
12.2K
$1.36M
|
|
|
Oct 03, 2022
Q3 2022
|
Somerset Trust CO
|
SELL
|
- |
-7- 0.13% |
$609 - $746
|
5.25K
$586K
|
|
|
Nov 07, 2022
Q3 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-9- 0.27% |
$783 - $959
|
3.32K
$371K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-9- 0.37% |
$783 - $959
|
2.44K
$273K
|
|
|
Nov 09, 2022
Q3 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-10- 0.21% |
$870 - $1.07K
|
4.75K
$530K
|
|
|
Oct 25, 2022
Q3 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-12- 0.3% |
$1.04K - $1.28K
|
3.99K
$446K
|
|
|
Jul 20, 2023
Q3 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-12- 0.17% |
$1.04K - $1.28K
|
6.9K
$770K
|
|
|
Oct 31, 2022
Q3 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-17- 0.32% |
$1.48K - $1.81K
|
5.24K
$585K
|
|
|
Oct 26, 2022
Q3 2022
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-18- 0.28% |
$1.57K - $1.92K
|
6.3K
$704K
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-18- 0.27% |
$1.57K - $1.92K
|
6.68K
$746K
|
|
|
Feb 27, 2023
Q3 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-18- 0.01% |
$1.57K - $1.92K
|
141K
$15.8M
|
|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
SELL
|
- |
-23- 0.48% |
$2K - $2.45K
|
4.72K
$527K
|
|
|
Nov 09, 2022
Q3 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-23- 0.13% |
$2K - $2.45K
|
17.6K
$1.97M
|
|
|
Oct 12, 2022
Q3 2022
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-24- 0.28% |
$2.09K - $2.56K
|
8.68K
$970K
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
SELL
|
- |
-24- 0.01% |
$2.09K - $2.56K
|
180K
$20.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Field & Main Bank
|
SELL
|
- |
-26- 9.25% |
$2.26K - $2.77K
|
255
$28.5K
|
|
|
Oct 25, 2022
Q3 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-29- 0.71% |
$2.52K - $3.09K
|
4.03K
$451K
|
|
|
Nov 14, 2022
Q3 2022
|
Family Management Corp
New York, NY |
SELL
|
- |
-29- 0.21% |
$2.52K - $3.09K
|
13.9K
$1.55M
|
|
|
Oct 14, 2022
Q3 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-30- 0.68% |
$2.61K - $3.2K
|
4.4K
$491K
|
|
|
Nov 08, 2022
Q3 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-30- 0.03% |
$2.61K - $3.2K
|
97.9K
$10.9M
|
|
|
Oct 24, 2022
Q3 2022
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-33- 0.92% |
$2.87K - $3.51K
|
3.54K
$396K
|
|
|
Nov 14, 2022
Q3 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-33- 0.26% |
$2.87K - $3.51K
|
12.6K
$1.41M
|
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-33- 4.55% |
$2.87K - $3.51K
|
693
$77.4K
|
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-35- 0.65% |
$3.05K - $3.73K
|
5.38K
$602K
|
|
|
Oct 14, 2022
Q3 2022
|
Strong Box Wealth, LLC
|
SELL
|
- |
-36- 0.63% |
$3.13K - $3.83K
|
5.67K
$633K
|
|
|
Oct 18, 2022
Q3 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-36- 0.32% |
$3.13K - $3.83K
|
11.1K
$1.24M
|
|
|
Oct 20, 2022
Q3 2022
|
Gds Wealth Management
|
SELL
|
- |
-37- 1.0% |
$3.22K - $3.94K
|
3.65K
$408K
|
|
|
Nov 02, 2022
Q3 2022
|
Kraft Asset Management, LLC
|
SELL
|
- |
-38- 0.42% |
$3.31K - $4.05K
|
9K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-38- 1.47% |
$3.31K - $4.05K
|
2.55K
$285K
|
|
|
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
$3.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Advisors LLC
|
SELL
|
- |
-40- 0.09% |
$3.48K - $4.26K
|
46.8K
$5.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-40- 3.57% |
$3.48K - $4.26K
|
1.08K
$121K
|
|
|
Oct 26, 2022
Q3 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-43- 0.48% |
$3.74K - $4.58K
|
8.94K
$998K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-46- 0.26% |
$4K - $4.9K
|
17.9K
$2M
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-47- 1.01% |
$4.09K - $5.01K
|
4.6K
$514K
|
|
|
Nov 17, 2022
Q3 2022
|
Ims Capital Management
|
SELL
|
- |
-47- 0.47% |
$4.09K - $5.01K
|
10K
$1.12M
|
|
|
Oct 21, 2022
Q3 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-48- 0.92% |
$4.18K - $5.11K
|
5.16K
$576K
|
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-48- 0.82% |
$4.18K - $5.11K
|
5.83K
$651K
|
|
|
Oct 31, 2022
Q3 2022
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-49- 0.45% |
$4.26K - $5.22K
|
10.9K
$1.22M
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-50- 0.08% |
$4.35K - $5.33K
|
63.8K
$7.13M
|
|
|
Oct 11, 2022
Q3 2022
|
Norwood Financial Corp
|
SELL
|
- |
-50- 2.25% |
$4.35K - $5.33K
|
2.18K
$243K
|