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 31, 2022
Q3 2022
|
Graypoint LLC
|
BUY
|
- |
5.28K+ 2.83% |
$459K - $562K
|
192K
$23.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
5.28K+ 54.01% |
$459K - $562K
|
15K
$1.86M
|
|
|
Oct 27, 2022
Q3 2022
|
Asio Capital, LLC
|
BUY
|
- |
5.15K+ 5.31% |
$449K - $549K
|
102K
$12.6M
|
|
|
Oct 14, 2022
Q3 2022
|
Iowa State Bank
|
BUY
|
- |
5.12K+ 6.32% |
$446K - $545K
|
86.1K
$10.6M
|
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
BUY
|
- |
5.08KNew |
$442K - $541K
|
5.08K
$627K
|
|
|
Sep 15, 2023
Q3 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
5.02K+ 2.61% |
$437K - $535K
|
197K
$24.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
5.01K+ 3.24% |
$436K - $534K
|
160K
$19.7M
|
|
|
Nov 09, 2022
Q3 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
4.95KNew |
$430K - $527K
|
4.95K
$611K
|
|
|
Oct 11, 2022
Q3 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.9K+ 3.69% |
$427K - $522K
|
138K
$17M
|
|
|
Nov 10, 2022
Q3 2022
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
4.89K+ 1.66% |
$425K - $521K
|
299K
$37M
|
|
|
Oct 18, 2022
Q3 2022
|
Corundum Group, Inc.
|
BUY
|
- |
4.87K+ 56.06% |
$424K - $519K
|
13.6K
$1.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.85K+ 66.42% |
$422K - $517K
|
12.2K
$1.5M
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4.83K+ 1.49% |
$420K - $514K
|
329K
$40.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
4.82K+ 7.02% |
$419K - $513K
|
73.4K
$9.07M
|
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
4.81K+ 106.2% |
$419K - $512K
|
9.34K
$1.15M
|
|
|
Nov 30, 2022
Q3 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
4.78K+ 12.34% |
$416K - $509K
|
43.5K
$5.37M
|
|
|
Nov 10, 2022
Q3 2022
|
Destination Wealth Management
|
BUY
|
- |
4.77K+ 0.63% |
$415K - $508K
|
763K
$94.3M
|
|
|
Oct 26, 2022
Q3 2022
|
Financial Insights, Inc.
|
BUY
|
- |
4.69KNew |
$408K - $499K
|
4.69K
$579K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
4.66KNew |
$406K - $497K
|
4.66K
$576K
|
|
|
Nov 14, 2022
Q3 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
4.53K+ 108.99% |
$395K - $483K
|
8.69K
$1.07M
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4.52K+ 184.63% |
$393K - $481K
|
6.97K
$860K
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
4.34KNew |
$378K - $463K
|
4.34K
$536K
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
4.3KNew |
$374K - $458K
|
4.3K
$531K
|
|
|
Oct 25, 2022
Q3 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
4.28K+ 10.1% |
$373K - $456K
|
46.7K
$5.77M
|
|
|
Nov 17, 2022
Q3 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
4.27K+ 2.19% |
$372K - $455K
|
199K
$24.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Citizens National Bank Trust Department
|
BUY
|
- |
4.21K+ 7.15% |
$367K - $449K
|
63.1K
$7.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
4.2KNew |
$366K - $447K
|
4.2K
$519K
|
|
|
Nov 16, 2022
Q3 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
4.18K+ 1047.12% |
$364K - $445K
|
4.58K
$565K
|
|
|
Oct 19, 2022
Q3 2022
|
Fusion Family Wealth LLC
|
BUY
|
- |
4.16K+ 12.1% |
$362K - $443K
|
38.5K
$4.76M
|
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
4.16KNew |
$362K - $443K
|
4.16K
$514K
|
|
|
Nov 01, 2022
Q3 2022
|
Evergreen Advisors, LLC
|
BUY
|
- |
4.15K+ 2.94% |
$361K - $442K
|
145K
$17.9M
|
|
|
Nov 02, 2022
Q3 2022
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
4.15K+ 86.69% |
$361K - $442K
|
8.93K
$1.1M
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.13K+ 35.89% |
$359K - $440K
|
15.6K
$1.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
4.12KNew |
$359K - $439K
|
4.12K
$509K
|
|
|
Jan 04, 2023
Q3 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
4.1KNew |
$357K - $437K
|
4.1K
$507K
|
|
|
Oct 18, 2022
Q3 2022
|
Norway Savings Bank
|
BUY
|
- |
4.07K+ 16.09% |
$354K - $433K
|
29.4K
$3.63M
|
|
|
Oct 28, 2022
Q3 2022
|
Country Club Bank
|
BUY
|
- |
4.04K+ 10.26% |
$352K - $430K
|
43.4K
$5.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4.04K+ 4.15% |
$351K - $430K
|
101K
$12.5M
|
|
|
Nov 23, 2022
Q3 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
4.02KNew |
$350K - $428K
|
4.02K
$497K
|
|
|
Nov 14, 2022
Q3 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
4.02K+ 0.79% |
$350K - $428K
|
513K
$63.4M
|
|
|
Oct 26, 2022
Q3 2022
|
Spc Financial, Inc.
|
BUY
|
- |
4K+ 35.55% |
$348K - $426K
|
15.2K
$1.88M
|
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
4K+ 19.83% |
$348K - $426K
|
24.1K
$2.98M
|
|
|
Nov 07, 2022
Q3 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3.98K+ 42.92% |
$346K - $424K
|
13.3K
$1.64M
|
|
|
Nov 02, 2022
Q3 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
3.91K+ 3.35% |
$340K - $416K
|
121K
$14.9M
|
|
|
Feb 14, 2023
Q3 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.91KNew |
$340K - $416K
|
3.91K
$483K
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.89K+ 77.67% |
$338K - $414K
|
8.9K
$1.1M
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.89K+ 3.86% |
$338K - $414K
|
104K
$12.9M
|
|
|
Oct 31, 2022
Q3 2022
|
Parthenon LLC
|
BUY
|
- |
3.84K+ 10.51% |
$334K - $409K
|
40.4K
$4.99M
|
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
BUY
|
- |
3.8K+ 14.31% |
$331K - $405K
|
30.4K
$3.75M
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.8K+ 3.45% |
$331K - $404K
|
114K
$14.1M
|