Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
738M+ 118698.9% |
$65.7B - $75.3B
|
738M
$93.4B
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
14MNew |
$1.25B - $1.43B
|
14M
$1.77B
|
|
|
May 30, 2023
Q4 2022
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
4.37MNew |
$389M - $446M
|
4.37M
$552M
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.1M+ 9021.62% |
$187M - $214M
|
2.12M
$268M
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.25M+ 50889.87% |
$111M - $127M
|
1.25M
$158M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
835K+ 76.3% |
$74.4M - $85.3M
|
1.93M
$244M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
661K+ 9.59% |
$58.8M - $67.5M
|
7.55M
$955M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
656K+ 60.39% |
$58.4M - $66.9M
|
1.74M
$220M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
600K+ 37917.07% |
$53.4M - $61.3M
|
601K
$76.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
588KNew |
$52.4M - $60M
|
588K
$74.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
561K+ 7.97% |
$50M - $57.3M
|
7.6M
$962M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
491K+ 52.45% |
$43.7M - $50.1M
|
1.43M
$181M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
480K+ 1.8% |
$42.8M - $49.1M
|
27.2M
$3.44B
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
421K+ 886.34% |
$37.5M - $43M
|
469K
$59.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
414K+ 61.0% |
$36.9M - $42.3M
|
1.09M
$138M
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
413KNew |
$36.8M - $42.2M
|
413K
$52.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
378K+ 79.64% |
$33.7M - $38.6M
|
853K
$108M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
357K+ 95.36% |
$31.8M - $36.4M
|
731K
$92.5M
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
343KNew |
$30.6M - $35M
|
343K
$43.4M
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
337KNew |
$30M - $34.4M
|
337K
$42.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
331K+ 50.54% |
$29.5M - $33.8M
|
987K
$125M
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
318K+ 23.71% |
$28.3M - $32.4M
|
1.66M
$210M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
310K+ 3.3% |
$27.6M - $31.7M
|
9.7M
$1.23B
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
291KNew |
$25.9M - $29.7M
|
291K
$36.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
283K+ 37.52% |
$25.3M - $29M
|
1.04M
$131M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
278K+ 12.54% |
$24.8M - $28.4M
|
2.5M
$316M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
270K+ 3.1% |
$24M - $27.6M
|
8.98M
$1.14B
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
269K+ 2847.54% |
$24M - $27.5M
|
279K
$35.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
267K+ 3.62% |
$23.8M - $27.3M
|
7.65M
$968M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
251K+ 9.68% |
$22.4M - $25.7M
|
2.85M
$360M
|
|
|
Jan 20, 2023
Q4 2022
|
Millburn Ridgefield Corp
|
BUY
|
- |
234K+ 8.94% |
$20.8M - $23.9M
|
2.85M
$360M
|
|
|
Feb 07, 2023
Q4 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
234K+ 8.94% |
$20.8M - $23.9M
|
2.85M
$360M
|
|
|
Feb 15, 2023
Q4 2022
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
218KNew |
$19.5M - $22.3M
|
218K
$27.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
203K+ 40.93% |
$18.1M - $20.8M
|
700K
$88.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
199KNew |
$17.7M - $20.3M
|
199K
$25.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
198K+ 50.3% |
$17.6M - $20.2M
|
591K
$74.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
193K+ 23.71% |
$17.2M - $19.7M
|
1.01M
$127M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
191K+ 22.81% |
$17M - $19.5M
|
1.03M
$130M
|
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
183K+ 38.79% |
$16.3M - $18.7M
|
654K
$82.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
182K+ 2102.89% |
$16.3M - $18.6M
|
191K
$24.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
180KNew |
$16.1M - $18.4M
|
180K
$22.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
177KNew |
$15.8M - $18.1M
|
177K
$22.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
175K+ 38.72% |
$15.6M - $17.9M
|
629K
$79.5M
|
|
|
Apr 04, 2023
Q4 2022
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
162KNew |
$14.4M - $16.5M
|
162K
$20.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
161K+ 788.45% |
$14.3M - $16.4M
|
181K
$22.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
159K+ 29.88% |
$14.2M - $16.2M
|
691K
$87.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
156K+ 229.07% |
$13.9M - $16M
|
225K
$28.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Ctf Capital Management, LP
Old Greenwich, CT |
BUY
|
- |
155KNew |
$13.8M - $15.8M
|
155K
$19.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
152KNew |
$13.5M - $15.5M
|
152K
$19.2M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
149KNew |
$13.3M - $15.2M
|
149K
$18.8M
|