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 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.74K+ 3.88% |
$848K - $1.04M
|
261K
$32.2M
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.45KNew |
$822K - $1.01M
|
9.45K
$1.17M
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
9.35K+ 97.83% |
$814K - $996K
|
18.9K
$2.34M
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.25K+ 37.51% |
$805K - $985K
|
33.9K
$4.19M
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
9.22KNew |
$802K - $982K
|
9.22K
$1.14M
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
9.12K+ 11.46% |
$794K - $971K
|
88.7K
$11M
|
|
Nov 14, 2022
Q3 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
9.1KNew |
$792K - $969K
|
9.1K
$1.12M
|
|
Oct 21, 2022
Q3 2022
|
G&S Capital LLC
|
BUY
|
- |
9.08K+ 23.67% |
$791K - $967K
|
47.5K
$5.86M
|
|
Oct 26, 2022
Q3 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
9K+ 13.94% |
$783K - $959K
|
73.6K
$9.09M
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
8.96K+ 7.91% |
$780K - $954K
|
122K
$15.1M
|
|
Nov 10, 2022
Q3 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
8.95K+ 3.07% |
$779K - $953K
|
301K
$37.1M
|
|
Oct 12, 2022
Q3 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
8.73K+ 2.21% |
$760K - $930K
|
405K
$50M
|
|
Nov 14, 2022
Q3 2022
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
8.7KNew |
$757K - $926K
|
8.7K
$1.07M
|
|
Oct 04, 2022
Q3 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
8.66K+ 4.85% |
$753K - $922K
|
187K
$23.1M
|
|
Oct 18, 2022
Q3 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
8.64K+ 2.94% |
$752K - $920K
|
302K
$37.4M
|
|
Nov 10, 2022
Q3 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
8.59K+ 7.19% |
$748K - $915K
|
128K
$15.8M
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8.58K+ 9.26% |
$747K - $914K
|
101K
$12.5M
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
8.47K+ 20.9% |
$737K - $902K
|
49K
$6.06M
|
|
Oct 24, 2022
Q3 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
8.32K+ 19.38% |
$724K - $886K
|
51.3K
$6.33M
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
8.32K+ 3.35% |
$724K - $886K
|
257K
$31.7M
|
|
Nov 14, 2022
Q3 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
8.31K+ 17.43% |
$723K - $885K
|
56K
$6.92M
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
8.12K+ 2.11% |
$707K - $865K
|
394K
$48.6M
|
|
Oct 31, 2022
Q3 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
8K+ 21.31% |
$696K - $852K
|
45.5K
$5.63M
|
|
Nov 14, 2022
Q3 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
7.99K+ 7.89% |
$695K - $851K
|
109K
$13.5M
|
|
Oct 13, 2022
Q3 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
7.95K+ 2.74% |
$692K - $847K
|
298K
$36.9M
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7.92K+ 22.04% |
$690K - $844K
|
43.9K
$5.42M
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.87K+ 10.42% |
$685K - $838K
|
83.4K
$10.3M
|
|
Oct 07, 2022
Q3 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
7.85K+ 5.86% |
$684K - $836K
|
142K
$17.5M
|
|
Nov 03, 2022
Q3 2022
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
7.77K+ 6.77% |
$676K - $827K
|
123K
$15.1M
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7.75K+ 10.74% |
$675K - $826K
|
79.9K
$9.87M
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
7.74KNew |
$674K - $824K
|
7.74K
$956K
|
|
Nov 08, 2022
Q3 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
7.71K+ 3.23% |
$671K - $821K
|
247K
$30.5M
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
7.7K+ 4.11% |
$670K - $820K
|
195K
$24.1M
|
|
Nov 09, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
7.66K+ 16.69% |
$667K - $816K
|
53.6K
$6.62M
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
7.59K+ 5.26% |
$660K - $808K
|
152K
$18.7M
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
7.59K+ 35.34% |
$660K - $808K
|
29.1K
$3.59M
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
7.55K+ 28.19% |
$657K - $804K
|
34.3K
$4.24M
|
|
Nov 02, 2022
Q3 2022
|
Navalign, LLC
|
BUY
|
- |
7.52K+ 7.0% |
$654K - $801K
|
115K
$14.2M
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
7.52K+ 29.99% |
$654K - $800K
|
32.6K
$4.02M
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.44K+ 19.72% |
$647K - $792K
|
45.2K
$5.58M
|
|
Oct 21, 2022
Q3 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
7.42KNew |
$646K - $790K
|
7.42K
$917K
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
7.33K+ 3.77% |
$638K - $781K
|
202K
$25M
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
7.27K+ 33.4% |
$632K - $774K
|
29K
$3.58M
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.26K+ 24.41% |
$632K - $773K
|
37K
$4.57M
|
|
Oct 28, 2022
Q3 2022
|
White Pine Investment CO
|
BUY
|
- |
7.22K+ 14.59% |
$628K - $768K
|
56.7K
$7M
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.21K+ 6.46% |
$628K - $768K
|
119K
$14.7M
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.21K+ 6.46% |
$628K - $768K
|
119K
$14.7M
|
|
Oct 27, 2022
Q3 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
7.19K+ 138.47% |
$625K - $765K
|
12.4K
$1.53M
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
7.17K+ 7.24% |
$624K - $763K
|
106K
$13.1M
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
7.14K+ 8.71% |
$621K - $760K
|
89.1K
$11M
|