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 02, 2022
Q3 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-1.66K- 17.47% |
$145K - $177K
|
7.86K
$834K
|
|
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.71K- 18.95% |
$149K - $182K
|
7.3K
$775K
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.75K- 21.63% |
$152K - $186K
|
6.34K
$673K
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.79K- 9.36% |
$155K - $190K
|
17.3K
$1.83M
|
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.8K- 1.38% |
$156K - $191K
|
129K
$13.7M
|
|
|
Nov 04, 2022
Q3 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.8K- 30.77% |
$157K - $192K
|
4.05K
$430K
|
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
SELL
|
- |
-1.81K- 23.15% |
$158K - $193K
|
6.01K
$638K
|
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-1.81K- 25.31% |
$158K - $193K
|
5.34K
$567K
|
|
|
Oct 12, 2023
Q3 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.82K- 34.86% |
$158K - $194K
|
3.4K
$360K
|
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.83K- 30.18% |
$159K - $194K
|
4.22K
$448K
|
|
|
Nov 10, 2022
Q3 2022
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-1.86K- 0.96% |
$161K - $198K
|
190K
$20.2M
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-1.88K- 7.25% |
$164K - $201K
|
24.1K
$2.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.89K- 17.86% |
$165K - $201K
|
8.7K
$923K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-1.93K- 0.58% |
$168K - $206K
|
331K
$35.1M
|
|
|
Nov 07, 2022
Q3 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.93K- 28.19% |
$168K - $206K
|
4.92K
$523K
|
|
|
Nov 04, 2022
Q3 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.94K- 19.59% |
$169K - $207K
|
7.97K
$846K
|
|
|
Nov 14, 2022
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-1.95K- 2.32% |
$170K - $207K
|
81.9K
$8.69M
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.98K- 3.42% |
$172K - $211K
|
55.9K
$5.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-1.99K- 3.16% |
$173K - $212K
|
60.9K
$6.46M
|
|
|
Oct 13, 2022
Q3 2022
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-1.99K- 1.71% |
$173K - $212K
|
115K
$12.2M
|
|
|
Oct 25, 2022
Q3 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1.99K- 2.24% |
$173K - $212K
|
87.1K
$9.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2K- 3.85% |
$174K - $213K
|
49.8K
$5.29M
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-2.03K- 1.8% |
$177K - $217K
|
111K
$11.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Jsf Financial, LLC
|
SELL
|
- |
-2.04K- 4.66% |
$177K - $217K
|
41.6K
$4.42M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.04KClosed |
$177K - $217K
|
0
$0
|
|
|
Oct 20, 2022
Q3 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-2.04K- 3.49% |
$178K - $218K
|
56.5K
$6M
|
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-2.05K- 8.47% |
$178K - $218K
|
22.1K
$2.35M
|
|
|
Oct 17, 2022
Q3 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-2.09K- 1.81% |
$182K - $223K
|
114K
$12.1M
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
SELL
|
- |
-2.1K- 9.59% |
$183K - $224K
|
19.8K
$2.1M
|
|
|
Nov 04, 2022
Q3 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.11K- 9.31% |
$184K - $225K
|
20.6K
$2.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.11KClosed |
$184K - $225K
|
0
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-2.13K- 8.68% |
$185K - $226K
|
22.4K
$2.37M
|
|
|
Nov 03, 2022
Q3 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.15K- 11.79% |
$187K - $229K
|
16.1K
$1.71M
|
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.16K- 5.95% |
$188K - $230K
|
34.1K
$3.62M
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
SELL
|
- |
-2.18K- 4.01% |
$189K - $232K
|
52K
$5.52M
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-2.18K- 4.22% |
$190K - $232K
|
49.5K
$5.25M
|
|
|
Oct 26, 2022
Q3 2022
|
Twele Capital Management, Inc.
|
SELL
|
- |
-2.28K- 1.19% |
$199K - $243K
|
190K
$20.1M
|
|
|
Oct 27, 2022
Q3 2022
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-2.29K- 2.02% |
$199K - $243K
|
111K
$11.8M
|
|
|
Nov 14, 2022
Q3 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-2.29K- 7.58% |
$199K - $244K
|
27.9K
$2.96M
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-2.33K- 24.81% |
$202K - $248K
|
7.05K
$748K
|
|
|
Nov 08, 2022
Q3 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.33K- 33.68% |
$203K - $248K
|
4.59K
$487K
|
|
|
Oct 13, 2022
Q3 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-2.34K- 1.14% |
$203K - $249K
|
202K
$21.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.4K- 3.91% |
$208K - $255K
|
58.9K
$6.25M
|
|
|
Oct 26, 2022
Q3 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-2.41K- 36.67% |
$210K - $256K
|
4.16K
$441K
|
|
|
Nov 09, 2022
Q3 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-2.41K- 24.08% |
$210K - $256K
|
7.59K
$806K
|
|
|
Nov 01, 2022
Q3 2022
|
Daniels&Tansey,Llp
|
SELL
|
- |
-2.44K- 1.26% |
$212K - $260K
|
191K
$20.3M
|
|
|
Nov 08, 2022
Q3 2022
|
Camden Capital, LLC
|
SELL
|
- |
-2.46K- 2.13% |
$214K - $262K
|
113K
$12M
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.49K- 24.26% |
$217K - $266K
|
7.79K
$827K
|
|
|
Oct 19, 2022
Q3 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-2.51K- 7.0% |
$219K - $268K
|
33.4K
$3.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-2.52K- 20.31% |
$220K - $269K
|
9.9K
$1.05M
|