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 04, 2022
Q3 2022
|
1 St Source Bank
|
BUY
|
- |
21.8K+ 17.57% |
$1.89M - $2.32M
|
146K
$18M
|
|
Nov 03, 2022
Q3 2022
|
Advisor Os, LLC
|
BUY
|
- |
21.5K+ 77.04% |
$1.87M - $2.29M
|
49.5K
$6.11M
|
|
Nov 04, 2022
Q3 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
21.4K+ 65.22% |
$1.86M - $2.28M
|
54.2K
$6.7M
|
|
Oct 27, 2022
Q3 2022
|
Bank Of Stockton
|
BUY
|
- |
21.3K+ 10.35% |
$1.85M - $2.26M
|
227K
$28M
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
21.2K+ 317.1% |
$1.85M - $2.26M
|
27.9K
$3.45M
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
20.9K+ 8.88% |
$1.82M - $2.23M
|
256K
$31.7M
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
20.9K+ 109.78% |
$1.82M - $2.22M
|
39.9K
$4.93M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20.8K+ 5.53% |
$1.81M - $2.22M
|
397K
$49.1M
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
20.7K+ 22.53% |
$1.8M - $2.2M
|
113K
$13.9M
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
19.8K+ 36.48% |
$1.72M - $2.11M
|
74K
$9.15M
|
|
Nov 15, 2022
Q3 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
19.4KNew |
$1.69M - $2.07M
|
19.4K
$2.4M
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
19.3K+ 6.13% |
$1.68M - $2.06M
|
334K
$41.3M
|
|
Oct 24, 2022
Q3 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
18.6K+ 27.66% |
$1.62M - $1.98M
|
86K
$10.6M
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
18.4K+ 2.21% |
$1.6M - $1.96M
|
849K
$105M
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
18.4K+ 6.45% |
$1.6M - $1.96M
|
303K
$37.4M
|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
18.2KNew |
$1.58M - $1.93M
|
18.2K
$2.24M
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
BUY
|
- |
18K+ 27.2% |
$1.57M - $1.92M
|
84.3K
$10.4M
|
|
Nov 02, 2022
Q3 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
18K+ 11998.0% |
$1.57M - $1.92M
|
18.1K
$2.24M
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
BUY
|
- |
17.8K+ 25.04% |
$1.55M - $1.9M
|
89.1K
$11M
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
17.7K+ 2.16% |
$1.54M - $1.88M
|
836K
$103M
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
17.5KNew |
$1.52M - $1.86M
|
17.5K
$2.16M
|
|
Oct 12, 2022
Q3 2022
|
Legacy Wealth Management, Inc
|
BUY
|
- |
16.6K+ 4.77% |
$1.45M - $1.77M
|
366K
$45.2M
|
|
Nov 16, 2022
Q3 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
16.5KNew |
$1.44M - $1.76M
|
16.5K
$2.04M
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
16.5K+ 57.26% |
$1.44M - $1.76M
|
45.3K
$5.6M
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
16.4K+ 9.78% |
$1.43M - $1.75M
|
184K
$22.8M
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
16.4K+ 64.44% |
$1.43M - $1.75M
|
41.8K
$5.17M
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
16.4K+ 2.52% |
$1.42M - $1.74M
|
666K
$82.3M
|
|
Nov 08, 2022
Q3 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
16.3K+ 22.91% |
$1.42M - $1.73M
|
87.3K
$10.8M
|
|
Nov 09, 2022
Q3 2022
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
16.1K+ 12.97% |
$1.41M - $1.72M
|
141K
$17.4M
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
15.8K+ 7.24% |
$1.38M - $1.69M
|
235K
$29M
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
15.6K+ 1.25% |
$1.36M - $1.67M
|
1.27M
$156M
|
|
Oct 21, 2022
Q3 2022
|
Colony Family Offices, LLC
|
BUY
|
- |
15.5K+ 7.96% |
$1.35M - $1.65M
|
210K
$26M
|
|
Oct 13, 2022
Q3 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
15.5KNew |
$1.35M - $1.65M
|
15.5K
$1.91M
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
15.3K+ 20.74% |
$1.33M - $1.63M
|
89.1K
$11M
|
|
Oct 06, 2022
Q3 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
15.3K+ 6.31% |
$1.33M - $1.63M
|
257K
$31.8M
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
15.1K+ 17.9% |
$1.32M - $1.61M
|
99.7K
$12.3M
|
|
Nov 10, 2022
Q3 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
14.9K+ 685.21% |
$1.29M - $1.58M
|
17K
$2.11M
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
14.8K+ 12.43% |
$1.29M - $1.58M
|
134K
$16.6M
|
|
Nov 08, 2022
Q3 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
14.7K+ 97886.67% |
$1.28M - $1.56M
|
14.7K
$1.82M
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
14.7KNew |
$1.28M - $1.56M
|
14.7K
$1.81M
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
14.7K+ 129.86% |
$1.28M - $1.56M
|
26K
$3.21M
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
14.7KNew |
$1.28M - $1.56M
|
14.7K
$1.81M
|
|
Oct 11, 2022
Q3 2022
|
Holland Advisory Services, Inc.
|
BUY
|
- |
14.6K+ 18.2% |
$1.27M - $1.55M
|
94.7K
$11.7M
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
14.6K+ 2.03% |
$1.27M - $1.55M
|
732K
$90.4M
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
14.5K+ 15.11% |
$1.26M - $1.54M
|
110K
$13.6M
|
|
Nov 02, 2022
Q3 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
14.3K+ 12.59% |
$1.24M - $1.52M
|
128K
$15.8M
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
14K+ 6.17% |
$1.22M - $1.49M
|
241K
$29.8M
|
|
Nov 14, 2022
Q3 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
13.9K+ 212.26% |
$1.21M - $1.48M
|
20.5K
$2.53M
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
13.6K+ 8.15% |
$1.19M - $1.45M
|
181K
$22.4M
|
|
Nov 15, 2022
Q3 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
13.4K+ 40.72% |
$1.17M - $1.43M
|
46.3K
$5.72M
|