Purchases and Sales Made in Q3 2022 in Ishares Core S&P Sm Cap ETF (IJR)

IJR Quotes by TradingView

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
Bokf, Na

Tulsa, OK
BUY
 -
56.6K
+ 13.63%
$4.93M - $6.03M
472K $59.4M
Nov 10, 2022 Q3 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
56.6K
+ 13.54%
$4.93M - $6.03M
475K $59.8M
Oct 24, 2022 Q3 2022
Horst & Graben Wealth Management LLC

BUY
 -
56.3K
+ 1894.72%
$4.9M - $6M
59.3K $7.47M
Nov 14, 2022 Q3 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
55.6K
+ 22.81%
$4.84M - $5.92M
299K $37.7M
Oct 30, 2023 Q3 2022
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
55.4K
New
$4.83M - $5.9M
55.4K $6.98M
Nov 01, 2022 Q3 2022
Atria Investments LLC

Charlotte, NC
BUY
 -
54.6K
+ 62.09%
$4.75M - $5.82M
143K $17.9M
Nov 10, 2022 Q3 2022
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
53.9K
+ 0.76%
$4.7M - $5.74M
7.12M $897M
Nov 02, 2022 Q3 2022
Sharkey, Howes & Javer

BUY
 -
53.7K
+ 1786.65%
$4.67M - $5.71M
56.7K $7.13M
Oct 25, 2022 Q3 2022
Rovin Capital

BUY
 -
53.6K
+ 93.95%
$4.67M - $5.71M
111K $13.9M
Nov 03, 2022 Q3 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
52.8K
+ 5.61%
$4.6M - $5.63M
994K $125M
Oct 31, 2022 Q3 2022
Farmers & Merchants Investments Inc

BUY
 -
51.5K
+ 7.81%
$4.48M - $5.48M
710K $89.4M
Nov 14, 2022 Q3 2022
High Falls Advisors, Inc

Rochester, NY
BUY
 -
50.7K
+ 454.54%
$4.41M - $5.4M
61.9K $7.79M
Oct 24, 2022 Q3 2022
First Command Advisory Services, Inc.

BUY
 -
48.8K
+ 0.54%
$4.25M - $5.2M
9.03M $1.14B
Nov 01, 2022 Q3 2022
Avantax Advisory Services, Inc.

BUY
 -
48.7K
+ 9.75%
$4.24M - $5.19M
548K $69M
Oct 28, 2022 Q3 2022
Austin Private Wealth, LLC

BUY
 -
47.1K
New
$4.1M - $5.02M
47.1K $5.93M
Oct 21, 2022 Q3 2022
West Wealth Group, LLC

BUY
 -
46.8K
New
$4.08M - $4.99M
46.8K $5.9M
Nov 09, 2022 Q3 2022
Legacy Advisors, LLC

BUY
 -
46.7K
+ 689.52%
$4.06M - $4.97M
53.5K $6.73M
Nov 04, 2022 Q3 2022
Yousif Capital Management, LLC

BUY
 -
46.5K
+ 127.75%
$4.05M - $4.95M
82.9K $10.4M
Nov 01, 2022 Q3 2022
St. Louis Trust CO

BUY
 -
45.6K
+ 8.18%
$3.97M - $4.86M
603K $75.9M
Nov 14, 2022 Q3 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
45.4K
+ 99.07%
$3.95M - $4.83M
91.2K $11.5M
Nov 03, 2022 Q3 2022
Jones Financial Companies Lllp

BUY
 -
44.8K
+ 5.11%
$3.9M - $4.77M
922K $116M
Oct 31, 2022 Q3 2022
One Day In July LLC

BUY
 -
44.4K
+ 12.03%
$3.86M - $4.73M
413K $52.1M
Nov 15, 2022 Q3 2022
Alliancebernstein L.P.

New York, NY
BUY
 -
44.2K
+ 16.84%
$3.85M - $4.71M
307K $38.6M
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
44.1K
+ 13.39%
$3.84M - $4.69M
373K $47M
Oct 07, 2022 Q3 2022
Crestmont Private Wealth LLC

BUY
 -
44K
+ 81.54%
$3.83M - $4.69M
98K $12.3M
Oct 19, 2022 Q3 2022
Foundations Investment Advisors, LLC

BUY
 -
43.8K
+ 588.82%
$3.81M - $4.66M
51.2K $6.45M
Nov 09, 2022 Q3 2022
Scarborough Advisors, LLC

Annapolis, MD
BUY
 -
43.5K
New
$3.78M - $4.63M
43.5K $5.47M
Nov 09, 2022 Q3 2022
Svb Wealth LLC

Boston, MA
BUY
 -
42.9K
+ 12.14%
$3.73M - $4.56M
396K $49.8M
Nov 03, 2022 Q3 2022
Hills Bank & Trust CO

BUY
 -
42.1K
+ 21.82%
$3.67M - $4.49M
235K $29.6M
Nov 22, 2022 Q3 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
41.4K
+ 90.47%
$3.6M - $4.41M
87.2K $11M
Nov 14, 2022 Q3 2022
Pax Financial Group, LLC

San Antonio, TX
BUY
 -
41K
+ 1515.71%
$3.57M - $4.37M
43.7K $5.5M
Oct 24, 2022 Q3 2022
Quattro Financial Advisors LLC

BUY
 -
40.7K
+ 161.62%
$3.55M - $4.34M
65.9K $8.3M
Nov 09, 2022 Q3 2022
Blair William & CO

Chicago, IL
BUY
 -
40.6K
+ 31.6%
$3.53M - $4.32M
169K $21.3M
Oct 19, 2022 Q3 2022
Hb Wealth Management, LLC

BUY
 -
40.3K
+ 86.03%
$3.51M - $4.29M
87.1K $11M
Oct 18, 2022 Q3 2022
Romano Brothers And Company

Evanston, IL
BUY
 -
40.2K
New
$3.5M - $4.28M
40.2K $5.06M
Nov 08, 2022 Q3 2022
Ifp Advisors, Inc

BUY
 -
39.9K
+ 23.16%
$3.47M - $4.25M
212K $26.7M
Jul 10, 2024 Q3 2022
Strategic Financial Partners, Ltd.

Bend, OR
BUY
 -
39.9K
+ 42.74%
$3.47M - $4.25M
133K $16.8M
Nov 09, 2022 Q3 2022
Sws Partners

BUY
 -
39.6K
New
$3.45M - $4.22M
39.6K $4.99M
Oct 13, 2022 Q3 2022
Gofen & Glossberg LLC

BUY
 -
39.4K
+ 23.82%
$3.43M - $4.19M
205K $25.8M
Nov 09, 2022 Q3 2022
Boston Financial Mangement LLC

Boston, MA
BUY
 -
38.8K
+ 49.96%
$3.38M - $4.13M
116K $14.7M
Oct 26, 2022 Q3 2022
Steel Peak Wealth Management LLC

BUY
 -
37.8K
+ 950.53%
$3.29M - $4.02M
41.7K $5.26M
Nov 08, 2022 Q3 2022
Vicus Capital

State College, PA
BUY
 -
36K
+ 5.05%
$3.13M - $3.83M
748K $94.2M
Sep 25, 2024 Q3 2022
Paragon Capital Management Inc

Provo, UT
BUY
 -
35.9K
New
$3.13M - $3.83M
35.9K $4.52M
Nov 14, 2022 Q3 2022
Tradition Wealth Management, LLC

BUY
 -
35.8K
+ 44.21%
$3.11M - $3.81M
117K $14.7M
Oct 14, 2022 Q3 2022
Blb&B Advisors, LLC

BUY
 -
35.1K
+ 4.84%
$3.05M - $3.74M
760K $95.7M
Nov 03, 2022 Q3 2022
Yhb Investment Advisors, Inc.

BUY
 -
34.9K
+ 33.74%
$3.03M - $3.71M
138K $17.4M
Oct 17, 2022 Q3 2022
Boyd Wealth Management, LLC

BUY
 -
34.6K
+ 93.13%
$3.01M - $3.68M
71.7K $9.02M
Nov 15, 2022 Q3 2022
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
34.5K
New
$3.01M - $3.68M
34.5K $4.35M
Oct 21, 2022 Q3 2022
All Season Financial Advisors, Inc.

BUY
 -
34.3K
+ 79.89%
$2.99M - $3.66M
77.3K $9.73M

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