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 03, 2022
Q3 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-106- 17.41% |
$9.23K - $11.3K
|
503
$56.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-107- 5.65% |
$9.31K - $11.4K
|
1.79K
$200K
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-108- 0.62% |
$9.4K - $11.5K
|
17.3K
$1.93M
|
|
|
Oct 26, 2022
Q3 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-109- 0.38% |
$9.49K - $11.6K
|
28.6K
$3.2M
|
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-109- 0.63% |
$9.49K - $11.6K
|
17.3K
$1.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-109- 1.83% |
$9.49K - $11.6K
|
5.84K
$652K
|
|
|
Nov 04, 2022
Q3 2022
|
Virginia National Bank
|
SELL
|
- |
-111- 1.73% |
$9.66K - $11.8K
|
6.3K
$704K
|
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-112- 3.35% |
$9.75K - $11.9K
|
3.23K
$361K
|
|
|
Oct 31, 2022
Q3 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-113- 9.02% |
$9.84K - $12K
|
1.14K
$127K
|
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-113- 1.6% |
$9.84K - $12K
|
6.94K
$775K
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-117- 28.82% |
$10.2K - $12.5K
|
289
$32.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-119- 4.46% |
$10.4K - $12.7K
|
2.55K
$285K
|
|
|
Nov 14, 2022
Q3 2022
|
Wrapmanager Inc
|
SELL
|
- |
-119- 1.9% |
$10.4K - $12.7K
|
6.14K
$686K
|
|
|
Oct 24, 2022
Q3 2022
|
Lincoln Capital Corp
|
SELL
|
- |
-125- 1.85% |
$10.9K - $13.3K
|
6.65K
$742K
|
|
|
Nov 01, 2022
Q3 2022
|
Dagco, Inc.
|
SELL
|
- |
-125- 2.47% |
$10.9K - $13.3K
|
4.94K
$551K
|
|
|
Nov 15, 2022
Q3 2022
|
Family Firm, Inc.
|
SELL
|
- |
-126- 0.41% |
$11K - $13.4K
|
30.9K
$3.45M
|
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-129- 4.59% |
$11.2K - $13.7K
|
2.68K
$300K
|
|
|
Nov 14, 2022
Q3 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-129- 2.34% |
$11.2K - $13.7K
|
5.39K
$602K
|
|
|
Oct 13, 2022
Q3 2022
|
Curated Wealth Partners LLC
|
SELL
|
- |
-130- 2.15% |
$11.3K - $13.8K
|
5.92K
$661K
|
|
|
Oct 24, 2022
Q3 2022
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-130- 3.15% |
$11.3K - $13.8K
|
4K
$447K
|
|
|
Oct 17, 2022
Q3 2022
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-132- 0.6% |
$11.5K - $14.1K
|
21.8K
$2.43M
|
|
|
Oct 31, 2022
Q3 2022
|
Lee Danner & Bass Inc
|
SELL
|
- |
-132- 0.36% |
$11.5K - $14.1K
|
37K
$4.13M
|
|
|
Oct 13, 2022
Q3 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-138- 2.17% |
$12K - $14.7K
|
6.21K
$693K
|
|
|
Nov 14, 2022
Q3 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-138- 0.69% |
$12K - $14.7K
|
19.7K
$2.2M
|
|
|
Oct 05, 2022
Q3 2022
|
Edge Rock Capital LLC
|
SELL
|
- |
-139- 0.34% |
$12.1K - $14.8K
|
41.2K
$4.6M
|
|
|
Oct 20, 2022
Q3 2022
|
Mcrae Capital Management Inc
|
SELL
|
- |
-139- 2.29% |
$12.1K - $14.8K
|
5.93K
$663K
|
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-140- 3.68% |
$12.2K - $14.9K
|
3.66K
$409K
|
|
|
Oct 31, 2022
Q3 2022
|
Leuthold Group, LLC
|
SELL
|
- |
-142- 5.64% |
$12.4K - $15.1K
|
2.38K
$265K
|
|
|
Oct 13, 2022
Q3 2022
|
Schwab Charitable Fund
|
SELL
|
- |
-144- 3.01% |
$12.5K - $15.3K
|
4.63K
$518K
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
SELL
|
- |
-146- 0.75% |
$12.7K - $15.5K
|
19.2K
$2.15M
|
|
|
Oct 28, 2022
Q3 2022
|
Sym Financial Corp
|
SELL
|
- |
-149- 23.65% |
$13K - $15.9K
|
481
$53.7K
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-150- 8.48% |
$13.1K - $16K
|
1.62K
$181K
|
|
|
Nov 09, 2022
Q3 2022
|
American Investment Services, Inc.
|
SELL
|
- |
-150- 1.3% |
$13.1K - $16K
|
11.4K
$1.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-151- 0.57% |
$13.1K - $16.1K
|
26.1K
$2.92M
|
|
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-151- 39.43% |
$13.1K - $16.1K
|
232
$25.9K
|
|
|
Nov 07, 2022
Q3 2022
|
Magnolia Capital Management LTD
|
SELL
|
- |
-153- 0.35% |
$13.3K - $16.3K
|
43.1K
$4.81M
|
|
|
Oct 28, 2022
Q3 2022
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-155- 2.05% |
$13.5K - $16.5K
|
7.42K
$829K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-163- 0.27% |
$14.2K - $17.4K
|
59.5K
$6.65M
|
|
|
Oct 17, 2022
Q3 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-163- 3.07% |
$14.2K - $17.4K
|
5.15K
$576K
|
|
|
Oct 25, 2022
Q3 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-166- 3.0% |
$14.4K - $17.7K
|
5.37K
$600K
|
|
|
Oct 18, 2022
Q3 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-168- 3.32% |
$14.6K - $17.9K
|
4.89K
$546K
|
|
|
Nov 08, 2022
Q3 2022
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-170- 5.62% |
$14.8K - $18.1K
|
2.85K
$319K
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-171- 1.62% |
$14.9K - $18.2K
|
10.4K
$1.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-173- 2.67% |
$15.1K - $18.4K
|
6.32K
$706K
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-173- 11.66% |
$15.1K - $18.4K
|
1.31K
$146K
|
|
|
Oct 24, 2022
Q3 2022
|
Northern Capital Management, Inc.
|
SELL
|
- |
-177- 0.29% |
$15.4K - $18.9K
|
61.8K
$6.91M
|
|
|
Nov 04, 2022
Q3 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-177- 4.14% |
$15.4K - $18.9K
|
4.1K
$458K
|
|
|
Nov 14, 2022
Q3 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-177- 1.38% |
$15.4K - $18.9K
|
12.7K
$1.42M
|
|
|
Oct 11, 2022
Q3 2022
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-179- 0.31% |
$15.6K - $19.1K
|
56.9K
$6.36M
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-180- 0.18% |
$15.7K - $19.2K
|
98.5K
$11M
|