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 08, 2023
Q4 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
171+ 1.02% |
$15.2K - $17.5K
|
16.9K
$1.9M
|
|
|
Jan 18, 2023
Q4 2022
|
New Potomac Partners, LLC
|
BUY
|
- |
169+ 3.55% |
$15.1K - $17.3K
|
4.92K
$556K
|
|
|
Feb 10, 2023
Q4 2022
|
United Bank
|
BUY
|
- |
160+ 0.53% |
$14.3K - $16.3K
|
30.1K
$3.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
158+ 0.52% |
$14.1K - $16.1K
|
30.6K
$3.45M
|
|
|
Feb 07, 2023
Q4 2022
|
Mtc Wealth Management LLC
|
BUY
|
- |
155+ 0.14% |
$13.8K - $15.8K
|
114K
$12.9M
|
|
|
Feb 14, 2023
Q4 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
151+ 9.08% |
$13.5K - $15.4K
|
1.81K
$205K
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
150+ 6.25% |
$13.4K - $15.3K
|
2.55K
$288K
|
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
150+ 1.23% |
$13.4K - $15.3K
|
12.3K
$1.39M
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
147+ 0.56% |
$13.1K - $15K
|
26.3K
$2.97M
|
|
|
Jan 27, 2023
Q4 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
141+ 1.52% |
$12.6K - $14.4K
|
9.4K
$1.06M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
141+ 11.33% |
$12.6K - $14.4K
|
1.39K
$156K
|
|
|
Feb 01, 2023
Q4 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
137+ 5.23% |
$12.2K - $14K
|
2.76K
$311K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
137New |
$12.2K - $14K
|
137
$15.5K
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
136+ 0.63% |
$12.1K - $13.9K
|
21.6K
$2.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
132+ 0.15% |
$11.8K - $13.5K
|
90.7K
$10.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
131New |
$11.7K - $13.4K
|
131
$14.8K
|
|
|
Jan 20, 2023
Q4 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
129+ 0.12% |
$11.5K - $13.2K
|
105K
$11.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
126+ 0.05% |
$11.2K - $12.9K
|
252K
$28.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
126+ 4.09% |
$11.2K - $12.9K
|
3.21K
$362K
|
|
|
Feb 14, 2023
Q4 2022
|
Willner & Heller, LLC
|
BUY
|
- |
125+ 3.09% |
$11.1K - $12.8K
|
4.17K
$471K
|
|
|
Feb 01, 2023
Q4 2022
|
Security National Bank
|
BUY
|
- |
124+ 3.11% |
$11K - $12.7K
|
4.11K
$464K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
123New |
$11K - $12.6K
|
123
$13.9K
|
|
|
Jan 20, 2023
Q4 2022
|
Wp Advisors, LLC
|
BUY
|
- |
121+ 0.96% |
$10.8K - $12.4K
|
12.8K
$1.44M
|
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
120+ 0.23% |
$10.7K - $12.3K
|
52.1K
$5.89M
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
119+ 1.68% |
$10.6K - $12.2K
|
7.21K
$815K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
116+ 11.15% |
$10.3K - $11.8K
|
1.16K
$131K
|
|
|
Jan 27, 2023
Q4 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
115+ 0.99% |
$10.2K - $11.7K
|
11.7K
$1.32M
|
|
|
Feb 06, 2023
Q4 2022
|
Aaf Wealth Management, LLC
|
BUY
|
- |
114+ 0.21% |
$10.2K - $11.6K
|
55.1K
$6.23M
|
|
|
Jan 24, 2023
Q4 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
112+ 4.78% |
$9.98K - $11.4K
|
2.45K
$277K
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
BUY
|
- |
109+ 0.36% |
$9.71K - $11.1K
|
30.6K
$3.46M
|
|
|
Feb 03, 2023
Q4 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
109+ 0.52% |
$9.71K - $11.1K
|
21K
$2.37M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
108+ 257.14% |
$9.62K - $11K
|
150
$16.9K
|
|
|
Feb 15, 2023
Q4 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
108+ 3.91% |
$9.62K - $11K
|
2.87K
$324K
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
104New |
$9.27K - $10.6K
|
104
$11.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
102+ 0.95% |
$9.09K - $10.4K
|
10.9K
$1.23M
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
100New |
$8.91K - $10.2K
|
100
$11.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
100+ 1.96% |
$8.91K - $10.2K
|
5.2K
$587K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
99New |
$8.82K - $10.1K
|
99
$11.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Resolute Advisors LLC
|
BUY
|
- |
97+ 0.21% |
$8.64K - $9.91K
|
46.9K
$5.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
96+ 0.49% |
$8.55K - $9.8K
|
19.8K
$2.24M
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
96+ 102.13% |
$8.55K - $9.8K
|
190
$21.5K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
91+ 1.07% |
$8.11K - $9.29K
|
8.59K
$970K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
85+ 2.01% |
$7.57K - $8.68K
|
4.31K
$487K
|
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
BUY
|
- |
83+ 0.57% |
$7.39K - $8.48K
|
14.5K
$1.64M
|
|
|
Jan 18, 2023
Q4 2022
|
Kg&L Capital Management,Llc
|
BUY
|
- |
83+ 0.88% |
$7.39K - $8.48K
|
9.56K
$1.08M
|
|
|
Jan 30, 2023
Q4 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
83+ 3.01% |
$7.39K - $8.48K
|
2.84K
$321K
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
83+ 1.63% |
$7.39K - $8.48K
|
5.19K
$586K
|
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
83New |
$7.39K - $8.48K
|
83
$9.38K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
81+ 2.73% |
$7.22K - $8.27K
|
3.05K
$345K
|
|
|
Feb 01, 2023
Q4 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
80+ 1.36% |
$7.13K - $8.17K
|
5.94K
$671K
|