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 28, 2022
Q3 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-4.84K- 4.08% |
$422K - $516K
|
114K
$14M
|
|
|
Oct 14, 2022
Q3 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-5K- 31.77% |
$435K - $532K
|
10.7K
$1.33M
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.03K- 1.19% |
$437K - $535K
|
418K
$51.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-5.09K- 11.31% |
$443K - $542K
|
39.9K
$4.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-5.13K- 20.8% |
$446K - $546K
|
19.5K
$2.41M
|
|
|
Oct 28, 2022
Q3 2022
|
Financial Life Advisors
|
SELL
|
- |
-5.17K- 11.91% |
$450K - $551K
|
38.2K
$4.72M
|
|
|
Oct 24, 2022
Q3 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-5.18K- 9.66% |
$451K - $552K
|
48.5K
$5.99M
|
|
|
Nov 15, 2022
Q3 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-5.27KClosed |
$459K - $561K
|
0
$0
|
|
|
Oct 28, 2022
Q3 2022
|
Grove Bank & Trust
|
SELL
|
- |
-5.29K- 1.5% |
$460K - $563K
|
346K
$42.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-5.3K- 8.72% |
$462K - $565K
|
55.5K
$6.86M
|
|
|
Oct 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-5.35K- 2.32% |
$466K - $570K
|
226K
$27.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-5.38K- 6.97% |
$469K - $573K
|
71.8K
$8.87M
|
|
|
Oct 20, 2022
Q3 2022
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-5.48K- 4.95% |
$477K - $583K
|
105K
$13M
|
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-5.66K- 34.65% |
$493K - $603K
|
10.7K
$1.32M
|
|
|
Nov 01, 2022
Q3 2022
|
Anson Capital, Inc.
|
SELL
|
- |
-5.68K- 12.76% |
$494K - $604K
|
38.8K
$4.79M
|
|
|
Oct 14, 2022
Q3 2022
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-5.82K- 19.07% |
$507K - $620K
|
24.7K
$3.05M
|
|
|
Oct 20, 2022
Q3 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-5.84K- 4.17% |
$509K - $622K
|
134K
$16.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-6.01K- 64.53% |
$523K - $640K
|
3.3K
$408K
|
|
|
Nov 14, 2022
Q3 2022
|
United Bank
Vienna, VA |
SELL
|
- |
-6.02K- 1.43% |
$524K - $641K
|
414K
$51.1M
|
|
|
Feb 03, 2023
Q3 2022
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-6.46K- 65.83% |
$562K - $687K
|
3.35K
$414K
|
|
|
Oct 13, 2022
Q3 2022
|
Legacy Financial Group LLC
|
SELL
|
- |
-6.48K- 38.76% |
$564K - $690K
|
10.2K
$1.26M
|
|
|
Nov 10, 2022
Q3 2022
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-6.49K- 4.11% |
$565K - $692K
|
151K
$18.7M
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-6.5K- 3.12% |
$566K - $692K
|
202K
$25M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-6.5K- 3.12% |
$566K - $692K
|
202K
$25M
|
|
|
Oct 13, 2022
Q3 2022
|
Defined Wealth Management, LLC
|
SELL
|
- |
-6.5K- 18.2% |
$566K - $693K
|
29.2K
$3.61M
|
|
|
Oct 19, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-6.56K- 12.51% |
$571K - $699K
|
45.9K
$5.67M
|
|
|
Nov 14, 2022
Q3 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-6.7K- 71.96% |
$583K - $714K
|
2.61K
$323K
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-6.7K- 43.57% |
$584K - $714K
|
8.68K
$1.07M
|
|
|
Oct 11, 2022
Q3 2022
|
Steph & CO
|
SELL
|
- |
-6.8K- 29.49% |
$592K - $724K
|
16.3K
$2.01M
|
|
|
Oct 13, 2022
Q3 2022
|
Orin Green Financial, LLC
|
SELL
|
- |
-7.08K- 13.25% |
$616K - $754K
|
46.3K
$5.73M
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-7.09K- 59.2% |
$617K - $755K
|
4.89K
$604K
|
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-7.12K- 9.6% |
$619K - $758K
|
67K
$8.28M
|
|
|
Nov 09, 2022
Q3 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-7.12K- 16.05% |
$619K - $758K
|
37.2K
$4.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Plancorp, LLC
|
SELL
|
- |
-7.12K- 30.98% |
$620K - $758K
|
15.9K
$1.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-7.19K- 93.55% |
$626K - $766K
|
496
$61.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Verde Capital Management
|
SELL
|
- |
-7.22K- 5.46% |
$628K - $769K
|
125K
$15.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Divergent Wealth Advisors
|
SELL
|
- |
-7.27K- 5.44% |
$633K - $774K
|
126K
$15.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-7.27K- 30.33% |
$633K - $774K
|
16.7K
$2.06M
|
|
|
Nov 22, 2022
Q3 2022
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-7.32K- 1.78% |
$637K - $780K
|
404K
$50M
|
|
|
Oct 25, 2022
Q3 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-7.36K- 23.11% |
$641K - $784K
|
24.5K
$3.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-7.4K- 34.95% |
$644K - $788K
|
13.8K
$1.7M
|
|
|
Oct 18, 2022
Q3 2022
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-7.57K- 10.97% |
$659K - $806K
|
61.4K
$7.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-7.66K- 12.76% |
$667K - $816K
|
52.4K
$6.47M
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-7.74K- 1.93% |
$673K - $824K
|
393K
$48.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-7.9K- 7.68% |
$687K - $841K
|
95K
$11.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-8K- 9.3% |
$696K - $852K
|
78K
$9.64M
|
|
|
Oct 28, 2022
Q3 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-8.03K- 2.05% |
$699K - $855K
|
384K
$47.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-8.09K- 13.13% |
$704K - $861K
|
53.5K
$6.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-8.1K- 39.31% |
$705K - $863K
|
12.5K
$1.54M
|
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-8.14K- 28.78% |
$708K - $867K
|
20.1K
$2.49M
|