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 01, 2023
Q4 2022
|
My Wealth Management Inc.
|
BUY
|
- |
5.58KNew |
$497K - $570K
|
5.58K
$691K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.52K+ 12.59% |
$492K - $564K
|
49.4K
$6.12M
|
|
|
Feb 03, 2023
Q4 2022
|
Performa LTD (Us), LLC
|
BUY
|
- |
5.4K+ 25.0% |
$481K - $552K
|
27K
$3.35M
|
|
|
Feb 08, 2023
Q4 2022
|
Anson Capital, Inc.
|
BUY
|
- |
5.4K+ 13.92% |
$481K - $551K
|
44.2K
$5.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
5.39K+ 11.21% |
$480K - $550K
|
53.4K
$6.62M
|
|
|
Feb 07, 2023
Q4 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
5.38KNew |
$479K - $549K
|
5.38K
$666K
|
|
|
Feb 09, 2023
Q4 2022
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
5.36KNew |
$478K - $548K
|
5.36K
$664K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
5.3KNew |
$472K - $541K
|
5.3K
$656K
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
5.25KNew |
$468K - $536K
|
5.25K
$651K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
5.15KNew |
$459K - $526K
|
5.15K
$638K
|
|
|
Feb 13, 2023
Q4 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
5.15K+ 59.24% |
$459K - $526K
|
13.8K
$1.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.1K+ 9.38% |
$454K - $521K
|
59.5K
$7.37M
|
|
|
Jan 19, 2023
Q4 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.08K+ 19.14% |
$452K - $518K
|
31.6K
$3.92M
|
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
5.01K+ 34.38% |
$446K - $511K
|
19.6K
$2.42M
|
|
|
Feb 09, 2023
Q4 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
5K+ 74.77% |
$446K - $511K
|
11.7K
$1.45M
|
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
BUY
|
- |
4.98KNew |
$444K - $509K
|
4.98K
$617K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
4.95K+ 14.61% |
$441K - $506K
|
38.8K
$4.81M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.94K+ 7.23% |
$440K - $505K
|
73.3K
$9.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
4.92KNew |
$438K - $502K
|
4.92K
$610K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.91K+ 14.49% |
$438K - $502K
|
38.8K
$4.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4.89K+ 17.84% |
$436K - $499K
|
32.3K
$4M
|
|
|
Feb 02, 2023
Q4 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
4.88K+ 10.72% |
$435K - $498K
|
50.4K
$6.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.84K+ 10.72% |
$431K - $494K
|
50K
$6.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
4.81KNew |
$428K - $491K
|
4.81K
$595K
|
|
|
Jan 25, 2023
Q4 2022
|
Wallington Asset Management, LLC
|
BUY
|
- |
4.75K+ 1.92% |
$424K - $486K
|
253K
$31.3M
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
BUY
|
- |
4.74K+ 10.14% |
$422K - $484K
|
51.5K
$6.38M
|
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
4.74KNew |
$422K - $484K
|
4.74K
$587K
|
|
|
Feb 13, 2023
Q4 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
4.71KNew |
$420K - $481K
|
4.71K
$584K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4.69K+ 5.6% |
$418K - $479K
|
88.4K
$11M
|
|
|
Jan 20, 2023
Q4 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
4.63K+ 17.75% |
$413K - $473K
|
30.7K
$3.81M
|
|
|
Jan 27, 2023
Q4 2022
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
4.62KNew |
$411K - $471K
|
4.62K
$572K
|
|
|
Jan 13, 2023
Q4 2022
|
Burns J W & CO Inc
|
BUY
|
- |
4.6KNew |
$410K - $470K
|
4.6K
$570K
|
|
|
Jan 18, 2023
Q4 2022
|
Hudson Capital Management LLC
|
BUY
|
- |
4.56K+ 4.39% |
$407K - $466K
|
109K
$13.5M
|
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
BUY
|
- |
4.55K+ 174.26% |
$405K - $465K
|
7.16K
$887K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
BUY
|
- |
4.51KNew |
$402K - $461K
|
4.51K
$559K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.49K+ 5.35% |
$400K - $459K
|
88.5K
$11M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.47K+ 0.51% |
$398K - $456K
|
874K
$108M
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
4.46KNew |
$397K - $455K
|
4.46K
$553K
|
|
|
Feb 14, 2023
Q4 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
4.46KNew |
$397K - $455K
|
4.46K
$552K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
4.45KNew |
$397K - $455K
|
4.45K
$552K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
4.44KNew |
$396K - $454K
|
4.44K
$550K
|
|
|
Feb 10, 2023
Q4 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
4.43K+ 2.75% |
$395K - $453K
|
165K
$20.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
4.43KNew |
$395K - $452K
|
4.43K
$549K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
4.4K+ 11.29% |
$392K - $450K
|
43.4K
$5.38M
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
4.37K+ 35.45% |
$389K - $446K
|
16.7K
$2.07M
|
|
|
Jan 31, 2023
Q4 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
4.31K+ 3.59% |
$384K - $440K
|
124K
$15.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
4.27K+ 11.06% |
$380K - $436K
|
42.8K
$5.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
4.25K+ 8.5% |
$379K - $434K
|
54.2K
$6.72M
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
4.24K+ 43.51% |
$377K - $433K
|
14K
$1.73M
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
4.23KNew |
$377K - $432K
|
4.23K
$525K
|