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 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-50- 1.54% |
$4.35K - $5.33K
|
3.19K
$356K
|
|
|
Nov 07, 2022
Q3 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-53- 1.03% |
$4.61K - $5.64K
|
5.1K
$569K
|
|
|
Sep 01, 2023
Q3 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-55- 0.25% |
$4.79K - $5.86K
|
22K
$2.45M
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-56- 1.57% |
$4.87K - $5.96K
|
3.51K
$392K
|
|
|
Oct 24, 2022
Q3 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-57- 4.71% |
$4.96K - $6.07K
|
1.15K
$129K
|
|
|
Oct 26, 2022
Q3 2022
|
Smart Money Group LLC
|
SELL
|
- |
-60- 1.44% |
$5.22K - $6.39K
|
4.11K
$460K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-60- 0.74% |
$5.22K - $6.39K
|
8.07K
$901K
|
|
|
Nov 09, 2022
Q3 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-61- 0.53% |
$5.31K - $6.5K
|
11.5K
$1.29M
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-61- 0.29% |
$5.31K - $6.5K
|
20.9K
$2.34M
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-65- 4.97% |
$5.66K - $6.92K
|
1.24K
$139K
|
|
|
Oct 12, 2022
Q3 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-67- 1.69% |
$5.83K - $7.14K
|
3.9K
$435K
|
|
|
Nov 07, 2022
Q3 2022
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-68- 0.04% |
$5.92K - $7.24K
|
184K
$20.5M
|
|
|
Oct 13, 2022
Q3 2022
|
Retirement Planning Group
|
SELL
|
- |
-69- 0.63% |
$6.01K - $7.35K
|
10.8K
$1.21M
|
|
|
Nov 02, 2022
Q3 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-69- 0.35% |
$6.01K - $7.35K
|
19.9K
$2.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-70- 0.47% |
$6.09K - $7.46K
|
14.7K
$1.64M
|
|
|
Oct 11, 2022
Q3 2022
|
Gleason Group, Inc.
|
SELL
|
- |
-71- 80.68% |
$6.18K - $7.56K
|
17
$1.9K
|
|
|
Oct 14, 2022
Q3 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-71- 0.71% |
$6.18K - $7.56K
|
9.98K
$1.11M
|
|
|
Oct 17, 2022
Q3 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-74- 9.11% |
$6.44K - $7.88K
|
738
$82.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-74- 42.53% |
$6.44K - $7.88K
|
100
$11.2K
|
|
|
Oct 11, 2022
Q3 2022
|
Hall Laurie J Trustee
|
SELL
|
- |
-75- 25.0% |
$6.53K - $7.99K
|
225
$25.1K
|
|
|
Oct 11, 2022
Q3 2022
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-76- 1.05% |
$6.62K - $8.09K
|
7.16K
$800K
|
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-80- 3.19% |
$6.96K - $8.52K
|
2.43K
$271K
|
|
|
Oct 17, 2022
Q3 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-81- 1.95% |
$7.05K - $8.63K
|
4.07K
$455K
|
|
|
Oct 18, 2022
Q3 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-82- 5.16% |
$7.14K - $8.73K
|
1.51K
$168K
|
|
|
Oct 21, 2022
Q3 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-85- 7.39% |
$7.4K - $9.05K
|
1.07K
$119K
|
|
|
Oct 21, 2022
Q3 2022
|
Sather Financial Group Inc
|
SELL
|
- |
-86- 1.27% |
$7.49K - $9.16K
|
6.67K
$745K
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-86- 1.25% |
$7.49K - $9.16K
|
6.77K
$756K
|
|
|
Oct 14, 2022
Q3 2022
|
West Bancorporation Inc
|
SELL
|
- |
-89- 4.16% |
$7.75K - $9.48K
|
2.05K
$229K
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-89- 0.07% |
$7.75K - $9.48K
|
134K
$15M
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-89- 1.49% |
$7.75K - $9.48K
|
5.89K
$658K
|
|
|
Oct 19, 2022
Q3 2022
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-90- 0.1% |
$7.83K - $9.59K
|
89K
$9.95M
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
SELL
|
- |
-90- 1.36% |
$7.83K - $9.59K
|
6.55K
$731K
|
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-91- 11.99% |
$7.92K - $9.69K
|
668
$74.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-92- 3.66% |
$8.01K - $9.8K
|
2.43K
$271K
|
|
|
Nov 14, 2022
Q3 2022
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-93- 0.31% |
$8.09K - $9.9K
|
30K
$3.35M
|
|
|
Oct 24, 2022
Q3 2022
|
First Bancorp, Inc
|
SELL
|
- |
-95- 0.97% |
$8.27K - $10.1K
|
9.7K
$1.08M
|
|
|
Nov 03, 2022
Q3 2022
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-97- 1.03% |
$8.44K - $10.3K
|
9.28K
$1.04M
|
|
|
Oct 11, 2022
Q3 2022
|
Piscataqua Savings Bank
|
SELL
|
- |
-100- 7.58% |
$8.7K - $10.7K
|
1.22K
$136K
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-100- 0.8% |
$8.7K - $10.7K
|
12.4K
$1.38M
|
|
|
Oct 21, 2022
Q3 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-100- 0.59% |
$8.7K - $10.7K
|
16.8K
$1.88M
|
|
|
Oct 21, 2022
Q3 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-100- 0.48% |
$8.7K - $10.7K
|
20.8K
$2.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-102- 0.26% |
$8.88K - $10.9K
|
39.8K
$4.45M
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-103- 2.52% |
$8.97K - $11K
|
3.98K
$444K
|
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-103- 2.22% |
$8.97K - $11K
|
4.54K
$507K
|
|
|
Nov 09, 2022
Q3 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-103- 2.77% |
$8.97K - $11K
|
3.61K
$403K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-103- 0.37% |
$8.97K - $11K
|
27.4K
$3.06M
|
|
|
Oct 12, 2022
Q3 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-104- 1.15% |
$9.05K - $11.1K
|
8.95K
$1M
|
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-104- 0.6% |
$9.05K - $11.1K
|
17.1K
$1.91M
|
|
|
Oct 03, 2022
Q3 2022
|
Thomasville National Bank
|
SELL
|
- |
-106- 0.9% |
$9.23K - $11.3K
|
11.7K
$1.31M
|
|
|
Oct 11, 2022
Q3 2022
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-106- 0.47% |
$9.23K - $11.3K
|
22.3K
$2.49M
|