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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.53K- 0.61% |
$220K - $269K
|
413K
$43.9M
|
|
|
Oct 12, 2022
Q3 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-2.6K- 3.52% |
$226K - $277K
|
71.1K
$7.55M
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.66K- 0.39% |
$231K - $283K
|
675K
$71.6M
|
|
|
Oct 19, 2022
Q3 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-2.67K- 5.64% |
$232K - $284K
|
44.6K
$4.74M
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.7K- 0.54% |
$235K - $287K
|
501K
$53.2M
|
|
|
Nov 10, 2022
Q3 2022
|
S&T Bank
Indiana, PA |
SELL
|
- |
-2.74K- 10.4% |
$239K - $292K
|
23.6K
$2.51M
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-2.75K- 33.02% |
$239K - $292K
|
5.57K
$591K
|
|
|
Nov 01, 2022
Q3 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-2.76K- 18.99% |
$240K - $294K
|
11.8K
$1.25M
|
|
|
Oct 31, 2022
Q3 2022
|
Harbor Advisory Corp
|
SELL
|
- |
-2.77K- 4.32% |
$241K - $295K
|
61.3K
$6.51M
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-2.78K- 5.27% |
$242K - $296K
|
49.9K
$5.3M
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
SELL
|
- |
-2.78K- 5.27% |
$242K - $296K
|
49.9K
$5.3M
|
|
|
Oct 11, 2022
Q3 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-2.84K- 1.35% |
$248K - $303K
|
208K
$22.1M
|
|
|
Oct 17, 2022
Q3 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-2.85K- 41.75% |
$248K - $304K
|
3.98K
$422K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-2.85K- 4.94% |
$248K - $304K
|
54.9K
$5.82M
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.87K- 1.0% |
$250K - $305K
|
285K
$30.2M
|
|
|
Oct 12, 2022
Q3 2022
|
Bremer Bank National Association
|
SELL
|
- |
-2.87K- 5.49% |
$250K - $306K
|
49.4K
$5.24M
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-2.88K- 22.8% |
$250K - $306K
|
9.74K
$1.03M
|
|
|
Oct 25, 2022
Q3 2022
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-2.91K- 2.22% |
$253K - $310K
|
128K
$13.6M
|
|
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-2.93K- 8.41% |
$255K - $312K
|
31.8K
$3.38M
|
|
|
Oct 21, 2022
Q3 2022
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-2.93K- 1.33% |
$255K - $312K
|
217K
$23M
|
|
|
Oct 28, 2022
Q3 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-2.94K- 9.48% |
$255K - $313K
|
28K
$2.97M
|
|
|
Oct 27, 2022
Q3 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-2.95K- 16.81% |
$257K - $314K
|
14.6K
$1.55M
|
|
|
Oct 13, 2022
Q3 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2.97K- 23.92% |
$258K - $316K
|
9.44K
$1M
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-2.97K- 15.8% |
$258K - $316K
|
15.8K
$1.68M
|
|
|
Oct 31, 2022
Q3 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-2.99K- 7.5% |
$260K - $318K
|
36.8K
$3.91M
|
|
|
Nov 08, 2022
Q3 2022
|
Black Diamond Financial, LLC
|
SELL
|
- |
-3.05K- 9.36% |
$266K - $325K
|
29.6K
$3.14M
|
|
|
Nov 09, 2022
Q3 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-3.1K- 15.01% |
$270K - $331K
|
17.6K
$1.86M
|
|
|
Oct 25, 2022
Q3 2022
|
Greystone Financial Group, LLC
|
SELL
|
- |
-3.22K- 24.18% |
$280K - $343K
|
10.1K
$1.07M
|
|
|
Oct 25, 2022
Q3 2022
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-3.25K- 44.39% |
$283K - $347K
|
4.08K
$433K
|
|
|
Nov 09, 2022
Q3 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-3.27K- 10.08% |
$285K - $348K
|
29.2K
$3.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-3.28K- 32.15% |
$285K - $349K
|
6.92K
$734K
|
|
|
Nov 14, 2022
Q3 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-3.28K- 36.71% |
$286K - $349K
|
5.66K
$600K
|
|
|
Nov 10, 2022
Q3 2022
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-3.3K- 4.77% |
$287K - $352K
|
65.8K
$6.99M
|
|
|
Nov 03, 2022
Q3 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-3.34K- 11.96% |
$291K - $355K
|
24.6K
$2.61M
|
|
|
Nov 09, 2022
Q3 2022
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-3.38K- 50.59% |
$295K - $360K
|
3.31K
$351K
|
|
|
Oct 21, 2022
Q3 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-3.45K- 25.49% |
$301K - $368K
|
10.1K
$1.07M
|
|
|
Oct 06, 2022
Q3 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-3.66K- 14.8% |
$319K - $390K
|
21.1K
$2.24M
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-3.71K- 0.11% |
$323K - $395K
|
3.48M
$369M
|
|
|
Nov 08, 2022
Q3 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-3.72K- 3.83% |
$324K - $396K
|
93.5K
$9.92M
|
|
|
Nov 07, 2022
Q3 2022
|
Arrow Financial Corp
|
SELL
|
- |
-3.82K- 1.03% |
$332K - $407K
|
367K
$38.9M
|
|
|
Oct 13, 2022
Q3 2022
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-3.85K- 15.22% |
$335K - $410K
|
21.5K
$2.28M
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.87K- 1.07% |
$337K - $412K
|
359K
$38.1M
|
|
|
Nov 02, 2022
Q3 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-3.87K- 15.56% |
$337K - $412K
|
21K
$2.23M
|
|
|
Nov 15, 2022
Q3 2022
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-3.92K- 90.75% |
$341K - $417K
|
399
$42.3K
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-3.94K- 2.89% |
$343K - $420K
|
132K
$14.1M
|
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-3.99K- 27.1% |
$348K - $425K
|
10.7K
$1.14M
|
|
|
Oct 20, 2022
Q3 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-4.03K- 0.6% |
$350K - $429K
|
672K
$71.3M
|
|
|
Nov 18, 2022
Q3 2022
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-4.03K- 60.63% |
$351K - $430K
|
2.62K
$278K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
SELL
|
- |
-4.04KClosed |
$352K - $431K
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.04K- 4.5% |
$352K - $431K
|
85.8K
$9.11M
|