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
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-763- 0.45% |
$66.4K - $81.3K
|
170K
$20.9M
|
|
|
Oct 28, 2022
Q3 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-766- 0.72% |
$66.7K - $81.6K
|
106K
$13.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-768- 10.49% |
$66.8K - $81.8K
|
6.56K
$810K
|
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-775- 1.25% |
$67.5K - $82.5K
|
61.3K
$7.57M
|
|
|
Nov 09, 2022
Q3 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-778- 15.26% |
$67.7K - $82.9K
|
4.32K
$534K
|
|
|
Oct 31, 2022
Q3 2022
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-779- 4.75% |
$67.8K - $83K
|
15.6K
$1.93M
|
|
|
Oct 13, 2022
Q3 2022
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-781- 3.32% |
$68K - $83.2K
|
22.7K
$2.81M
|
|
|
Oct 24, 2022
Q3 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-789- 1.62% |
$68.7K - $84K
|
48K
$5.94M
|
|
|
Nov 08, 2022
Q3 2022
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-798- 1.36% |
$69.5K - $85K
|
57.8K
$7.14M
|
|
|
Nov 02, 2022
Q3 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-802- 6.98% |
$69.8K - $85.4K
|
10.7K
$1.32M
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-803- 2.62% |
$69.9K - $85.5K
|
29.8K
$3.68M
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-821- 1.58% |
$71.5K - $87.4K
|
51K
$6.31M
|
|
|
Oct 21, 2022
Q3 2022
|
Cadinha & CO LLC
|
SELL
|
- |
-825- 5.7% |
$71.8K - $87.9K
|
13.6K
$1.68M
|
|
|
Nov 09, 2022
Q3 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-838- 0.69% |
$72.9K - $89.2K
|
121K
$15M
|
|
|
Oct 11, 2022
Q3 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-853- 80.78% |
$74.2K - $90.8K
|
203
$25.1K
|
|
|
Oct 19, 2022
Q3 2022
|
Rockland Trust CO
|
SELL
|
- |
-856- 7.07% |
$74.5K - $91.2K
|
11.2K
$1.39M
|
|
|
Oct 17, 2022
Q3 2022
|
Capital Advisors Inc
|
SELL
|
- |
-872- 0.34% |
$75.9K - $92.9K
|
252K
$31.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-884- 0.12% |
$76.9K - $94.1K
|
716K
$88.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-892- 1.63% |
$77.6K - $95K
|
53.7K
$6.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-895- 1.01% |
$77.9K - $95.3K
|
88.1K
$10.9M
|
|
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-906- 5.69% |
$78.9K - $96.5K
|
15K
$1.85M
|
|
|
Nov 21, 2022
Q3 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-911- 1.15% |
$79.3K - $97K
|
78.5K
$9.69M
|
|
|
Oct 12, 2022
Q3 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-933- 6.9% |
$81.2K - $99.4K
|
12.6K
$1.56M
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-941- 2.32% |
$81.9K - $100K
|
39.5K
$4.89M
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-949- 17.44% |
$82.6K - $101K
|
4.49K
$555K
|
|
|
Nov 14, 2022
Q3 2022
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-956- 3.77% |
$83.2K - $102K
|
24.4K
$3.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-968- 15.94% |
$84.3K - $103K
|
5.11K
$631K
|
|
|
Nov 09, 2022
Q3 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-979- 5.69% |
$85.2K - $104K
|
16.2K
$2M
|
|
|
Oct 13, 2022
Q3 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-991- 0.36% |
$86.3K - $106K
|
273K
$33.7M
|
|
|
Oct 12, 2022
Q3 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-994- 5.19% |
$86.5K - $106K
|
18.2K
$2.24M
|
|
|
Oct 13, 2022
Q3 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-994- 1.07% |
$86.5K - $106K
|
91.9K
$11.4M
|
|
|
Oct 18, 2022
Q3 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-997- 3.35% |
$86.8K - $106K
|
28.7K
$3.55M
|
|
|
Nov 07, 2022
Q3 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-998- 3.69% |
$86.9K - $106K
|
26.1K
$3.22M
|
|
|
Oct 21, 2022
Q3 2022
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1K- 3.33% |
$87K - $107K
|
29K
$3.58M
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-1.01K- 0.76% |
$87.8K - $107K
|
131K
$16.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-1.02K- 28.17% |
$88.3K - $108K
|
2.59K
$320K
|
|
|
Oct 18, 2022
Q3 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.02K- 3.19% |
$88.4K - $108K
|
30.8K
$3.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-1.04K- 3.26% |
$90.6K - $111K
|
30.9K
$3.82M
|
|
|
Nov 02, 2022
Q3 2022
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-1.08K- 10.81% |
$93.9K - $115K
|
8.9K
$1.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Planning Directions Inc
|
SELL
|
- |
-1.13K- 30.53% |
$98.7K - $121K
|
2.58K
$319K
|
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.16K- 14.37% |
$101K - $124K
|
6.93K
$856K
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.17K- 2.88% |
$101K - $124K
|
39.3K
$4.86M
|
|
|
Nov 03, 2022
Q3 2022
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-1.17K- 4.74% |
$102K - $124K
|
23.4K
$2.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Liquid Strategies, LLC
Atlanta, GA |
SELL
|
- |
-1.17K- 1.5% |
$102K - $124K
|
76.8K
$9.49M
|
|
|
Oct 11, 2022
Q3 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1.18K- 40.3% |
$102K - $125K
|
1.74K
$215K
|
|
|
Oct 27, 2022
Q3 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.18K- 10.01% |
$103K - $126K
|
10.6K
$1.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-1.2K- 6.0% |
$104K - $128K
|
18.8K
$2.32M
|
|
|
Nov 07, 2022
Q3 2022
|
Windsor Group LTD
|
SELL
|
- |
-1.21K- 0.88% |
$105K - $129K
|
136K
$16.8M
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.22K- 4.72% |
$106K - $130K
|
24.7K
$3.05M
|
|
|
Oct 26, 2022
Q3 2022
|
David J Yvars Group
|
SELL
|
- |
-1.23K- 10.08% |
$107K - $131K
|
11K
$1.36M
|