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 21, 2022
Q3 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
13.3K+ 8.51% |
$1.16M - $1.42M
|
170K
$21M
|
|
|
Oct 27, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
13.3KNew |
$1.15M - $1.41M
|
13.3K
$1.64M
|
|
|
Nov 08, 2022
Q3 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
13.1K+ 42.15% |
$1.14M - $1.4M
|
44.3K
$5.48M
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13K+ 28.14% |
$1.13M - $1.39M
|
59.4K
$7.33M
|
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
13K+ 57.79% |
$1.13M - $1.39M
|
35.5K
$4.39M
|
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
12.9KNew |
$1.12M - $1.37M
|
12.9K
$1.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
12.9K+ 17.67% |
$1.12M - $1.37M
|
85.6K
$10.6M
|
|
|
Oct 07, 2022
Q3 2022
|
Roth Financial Partners LLC
|
BUY
|
- |
12.8K+ 9.03% |
$1.11M - $1.36M
|
154K
$19M
|
|
|
Nov 09, 2022
Q3 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
12.7K+ 6.7% |
$1.1M - $1.35M
|
202K
$24.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
12.7K+ 10.5% |
$1.1M - $1.35M
|
133K
$16.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
12.6KNew |
$1.1M - $1.34M
|
12.6K
$1.56M
|
|
|
Nov 10, 2022
Q3 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
12.3K+ 33.1% |
$1.07M - $1.31M
|
49.5K
$6.12M
|
|
|
Oct 17, 2022
Q3 2022
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
12.2KNew |
$1.06M - $1.3M
|
12.2K
$1.51M
|
|
|
Nov 23, 2022
Q3 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
12.1K+ 4.44% |
$1.05M - $1.29M
|
285K
$35.2M
|
|
|
Oct 20, 2022
Q3 2022
|
Mcia Inc
|
BUY
|
- |
11.9K+ 15.04% |
$1.03M - $1.26M
|
90.6K
$11.2M
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
11.8K+ 2.13% |
$1.03M - $1.26M
|
567K
$70M
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
11.7K+ 12.56% |
$1.02M - $1.25M
|
105K
$13M
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
11.7K+ 5.9% |
$1.02M - $1.25M
|
210K
$26M
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
11.7K+ 5.9% |
$1.02M - $1.25M
|
210K
$26M
|
|
|
Nov 16, 2022
Q3 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
11.6KNew |
$1.01M - $1.24M
|
11.6K
$1.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.5K+ 33.46% |
$999K - $1.22M
|
45.8K
$5.65M
|
|
|
Oct 11, 2022
Q3 2022
|
Lvz, Inc.
|
BUY
|
- |
11.3K+ 1.66% |
$986K - $1.21M
|
695K
$85.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11.3K+ 7.71% |
$986K - $1.21M
|
158K
$19.5M
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
11.3K+ 23.42% |
$981K - $1.2M
|
59.4K
$7.34M
|
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
11.3K+ 63.44% |
$981K - $1.2M
|
29K
$3.59M
|
|
|
Nov 10, 2022
Q3 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
11.2K+ 9.06% |
$976K - $1.19M
|
135K
$16.7M
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
11.2K+ 409.62% |
$975K - $1.19M
|
13.9K
$1.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
11.2K+ 2.8% |
$972K - $1.19M
|
410K
$50.6M
|
|
|
Oct 12, 2022
Q3 2022
|
Harbor Group, Inc.
|
BUY
|
- |
11.1K+ 6.49% |
$963K - $1.18M
|
181K
$22.4M
|
|
|
Oct 26, 2022
Q3 2022
|
Hancock Whitney Corp
|
BUY
|
- |
11K+ 4.03% |
$960K - $1.17M
|
284K
$35.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
11K+ 12523.86% |
$959K - $1.17M
|
11.1K
$1.37M
|
|
|
Nov 07, 2022
Q3 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
11K+ 44.74% |
$953K - $1.17M
|
35.4K
$4.38M
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
10.9K+ 13.42% |
$952K - $1.16M
|
92.4K
$11.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
10.9K+ 191.8% |
$947K - $1.16M
|
16.6K
$2.05M
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Management Network Inc
|
BUY
|
- |
10.7K+ 14.75% |
$934K - $1.14M
|
83.5K
$10.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
10.7K+ 4.44% |
$929K - $1.14M
|
251K
$31M
|
|
|
Nov 14, 2022
Q3 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
10.6K+ 6.08% |
$926K - $1.13M
|
185K
$22.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
10.6K+ 489.99% |
$924K - $1.13M
|
12.8K
$1.58M
|
|
|
Nov 10, 2022
Q3 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
10.5K+ 30.87% |
$915K - $1.12M
|
44.6K
$5.51M
|
|
|
Oct 21, 2022
Q3 2022
|
Provence Wealth Management Group
|
BUY
|
- |
10.5K+ 208.61% |
$911K - $1.12M
|
15.5K
$1.91M
|
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
10.4K+ 57.85% |
$908K - $1.11M
|
28.5K
$3.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
10.3K+ 26.6% |
$893K - $1.09M
|
48.9K
$6.03M
|
|
|
Nov 08, 2022
Q3 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
10.2K+ 9.21% |
$890K - $1.09M
|
121K
$15M
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
10.2K+ 86.48% |
$886K - $1.08M
|
21.9K
$2.71M
|
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
10.2K+ 5.19% |
$884K - $1.08M
|
206K
$25.4M
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
10.1K+ 25.96% |
$881K - $1.08M
|
49.1K
$6.07M
|
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
10K+ 5.61% |
$872K - $1.07M
|
188K
$23.3M
|
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
10K+ 43.48% |
$871K - $1.07M
|
33K
$4.08M
|
|
|
Nov 07, 2022
Q3 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
10K+ 15.5% |
$871K - $1.07M
|
74.6K
$9.21M
|
|
|
Oct 24, 2022
Q3 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
9.82K+ 1.61% |
$854K - $1.05M
|
619K
$76.5M
|