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 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-7.74K- 1.93% |
$673K - $824K
|
393K
$43.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-7.9K- 7.68% |
$687K - $841K
|
95K
$10.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-8K- 9.3% |
$696K - $852K
|
78K
$8.72M
|
|
|
Oct 28, 2022
Q3 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-8.03K- 2.05% |
$699K - $855K
|
384K
$43M
|
|
|
Nov 14, 2022
Q3 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-8.09K- 13.13% |
$704K - $861K
|
53.5K
$5.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-8.1K- 39.31% |
$705K - $863K
|
12.5K
$1.4M
|
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-8.14K- 28.78% |
$708K - $867K
|
20.1K
$2.25M
|
|
|
Nov 08, 2022
Q3 2022
|
Rmr Wealth Builders
|
SELL
|
- |
-8.19K- 7.51% |
$713K - $873K
|
101K
$11.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-8.33K- 7.63% |
$725K - $887K
|
101K
$11.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-8.65K- 4.02% |
$753K - $922K
|
207K
$23.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-8.67K- 1.96% |
$755K - $923K
|
434K
$48.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-8.69K- 11.64% |
$756K - $925K
|
65.9K
$7.37M
|
|
|
Oct 20, 2022
Q3 2022
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-8.86K- 63.0% |
$771K - $943K
|
5.2K
$581K
|
|
|
Oct 11, 2022
Q3 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-8.88K- 9.49% |
$773K - $946K
|
84.7K
$9.46M
|
|
|
Nov 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-9.04K- 75.11% |
$787K - $962K
|
2.99K
$334K
|
|
|
Nov 03, 2022
Q3 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-9.21K- 39.37% |
$801K - $981K
|
14.2K
$1.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-9.28K- 38.34% |
$808K - $988K
|
14.9K
$1.67M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-9.42K- 1.96% |
$820K - $1M
|
471K
$52.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Total Wealth Planning, LLC
|
SELL
|
- |
-9.49K- 56.32% |
$826K - $1.01M
|
7.36K
$822K
|
|
|
Oct 24, 2022
Q3 2022
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-9.53K- 38.71% |
$830K - $1.02M
|
15.1K
$1.69M
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-9.62K- 4.05% |
$837K - $1.02M
|
228K
$25.5M
|
|
|
Nov 04, 2022
Q3 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-9.66K- 4.82% |
$840K - $1.03M
|
191K
$21.3M
|
|
|
Nov 02, 2022
Q3 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-9.75K- 1.4% |
$849K - $1.04M
|
686K
$76.6M
|
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
SELL
|
- |
-9.96K- 29.27% |
$867K - $1.06M
|
24.1K
$2.69M
|
|
|
Oct 13, 2022
Q3 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-10K- 17.97% |
$873K - $1.07M
|
45.8K
$5.11M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.3K- 2.51% |
$898K - $1.1M
|
400K
$44.7M
|
|
|
Nov 07, 2022
Q3 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-10.6K- 3.39% |
$919K - $1.13M
|
301K
$33.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-10.7K- 56.91% |
$931K - $1.14M
|
8.1K
$905K
|
|
|
Oct 12, 2022
Q3 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-10.7K- 4.22% |
$934K - $1.14M
|
244K
$27.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-11.1K- 15.95% |
$965K - $1.18M
|
58.4K
$6.53M
|
|
|
Oct 19, 2022
Q3 2022
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-11.4K- 8.95% |
$994K - $1.22M
|
116K
$13M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-11.5K- 70.61% |
$1M - $1.23M
|
4.8K
$536K
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-11.6K- 3.41% |
$1.01M - $1.23M
|
329K
$36.7M
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-11.6K- 3.08% |
$1.01M - $1.24M
|
367K
$40.9M
|
|
|
Nov 15, 2022
Q3 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-11.7K- 40.45% |
$1.02M - $1.25M
|
17.3K
$1.93M
|
|
|
Oct 31, 2022
Q3 2022
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-11.8K- 35.0% |
$1.03M - $1.26M
|
21.9K
$2.45M
|
|
|
Oct 28, 2022
Q3 2022
|
Keystone Financial Services
|
SELL
|
- |
-11.8K- 32.87% |
$1.03M - $1.26M
|
24.1K
$2.7M
|
|
|
Nov 07, 2022
Q3 2022
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-12.1K- 57.82% |
$1.05M - $1.29M
|
8.82K
$985K
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-12.6K- 29.73% |
$1.1M - $1.34M
|
29.8K
$3.32M
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-12.6K- 13.61% |
$1.1M - $1.34M
|
79.9K
$8.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-12.7K- 3.07% |
$1.1M - $1.35M
|
401K
$44.8M
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-13.2K- 12.41% |
$1.15M - $1.4M
|
93.1K
$10.4M
|
|
|
Oct 21, 2022
Q3 2022
|
First National Bank Of Hutchinson
|
SELL
|
- |
-14K- 10.28% |
$1.22M - $1.49M
|
122K
$13.7M
|
|
|
Nov 07, 2022
Q3 2022
|
Fiducient Advisors LLC
|
SELL
|
- |
-14.1K- 41.6% |
$1.23M - $1.5M
|
19.8K
$2.21M
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-14.3K- 9.56% |
$1.24M - $1.52M
|
135K
$15.1M
|
|
|
Oct 20, 2022
Q3 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-14.5K- 28.28% |
$1.26M - $1.55M
|
36.8K
$4.12M
|
|
|
Nov 15, 2022
Q3 2022
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-14.7K- 33.16% |
$1.28M - $1.56M
|
29.6K
$3.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-14.7K- 21.46% |
$1.28M - $1.57M
|
53.8K
$6.01M
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-15.2K- 9.49% |
$1.33M - $1.62M
|
145K
$16.2M
|
|
|
Oct 07, 2022
Q3 2022
|
Single Point Partners, LLC
|
SELL
|
- |
-15.4K- 6.21% |
$1.34M - $1.64M
|
233K
$26M
|