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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2023
Q4 2022
|
Norwood Financial Corp
|
SELL
|
- |
-80- 3.68% |
$7.13K - $8.17K
|
2.1K
$237K
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-80- 1.46% |
$7.13K - $8.17K
|
5.41K
$611K
|
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-81- 6.47% |
$7.22K - $8.27K
|
1.17K
$132K
|
|
|
Jan 23, 2023
Q4 2022
|
Greystone Financial Group, LLC
|
SELL
|
- |
-81- 0.8% |
$7.22K - $8.27K
|
10K
$1.13M
|
|
|
Jan 10, 2023
Q4 2022
|
Fc Advisory LLC
|
SELL
|
- |
-84- 2.58% |
$7.48K - $8.58K
|
3.18K
$359K
|
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-89- 0.72% |
$7.93K - $9.09K
|
12.3K
$1.39M
|
|
|
Jan 19, 2023
Q4 2022
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-90- 1.82% |
$8.02K - $9.19K
|
4.85K
$548K
|
|
|
Feb 13, 2023
Q4 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-90- 0.53% |
$8.02K - $9.19K
|
17K
$1.92M
|
|
|
Jan 18, 2023
Q4 2022
|
Strong Box Wealth, LLC
|
SELL
|
- |
-92- 1.62% |
$8.2K - $9.4K
|
5.58K
$630K
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-95- 1.74% |
$8.46K - $9.7K
|
5.36K
$606K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-96- 2.69% |
$8.55K - $9.8K
|
3.47K
$392K
|
|
|
Feb 08, 2023
Q4 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-97- 54.49% |
$8.64K - $9.91K
|
81
$9.15K
|
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-97- 0.82% |
$8.64K - $9.91K
|
11.7K
$1.32M
|
|
|
Feb 16, 2023
Q4 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-97- 0.82% |
$8.64K - $9.91K
|
11.7K
$1.32M
|
|
|
Feb 06, 2023
Q4 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-99- 0.78% |
$8.82K - $10.1K
|
12.5K
$1.42M
|
|
|
Feb 09, 2023
Q4 2022
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-99- 2.55% |
$8.82K - $10.1K
|
3.78K
$427K
|
|
|
Jan 19, 2023
Q4 2022
|
Seelaus Asset Management LLC
|
SELL
|
- |
-101- 2.35% |
$9K - $10.3K
|
4.2K
$474K
|
|
|
Jan 23, 2023
Q4 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-103- 0.83% |
$9.18K - $10.5K
|
12.3K
$1.39M
|
|
|
Jan 31, 2023
Q4 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-106- 1.05% |
$9.44K - $10.8K
|
9.99K
$1.13M
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-107- 2.61% |
$9.53K - $10.9K
|
4K
$451K
|
|
|
Jul 20, 2023
Q4 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-109- 1.58% |
$9.71K - $11.1K
|
6.79K
$767K
|
|
|
Jan 11, 2023
Q4 2022
|
Verity Wealth Advisors
|
SELL
|
- |
-114- 4.93% |
$10.2K - $11.6K
|
2.2K
$249K
|
|
|
Jan 13, 2023
Q4 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-114- 0.1% |
$10.2K - $11.6K
|
117K
$13.2M
|
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-116- 57.14% |
$10.3K - $11.8K
|
87
$9.83K
|
|
|
Feb 08, 2023
Q4 2022
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-116- 2.19% |
$10.3K - $11.8K
|
5.18K
$585K
|
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-117- 0.59% |
$10.4K - $11.9K
|
19.8K
$2.23M
|
|
|
Feb 10, 2023
Q4 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-120- 0.28% |
$10.7K - $12.3K
|
43.4K
$4.9M
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast, Inc.
|
SELL
|
- |
-124- 2.0% |
$11K - $12.7K
|
6.06K
$685K
|
|
|
Feb 14, 2023
Q4 2022
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-125- 2.48% |
$11.1K - $12.8K
|
4.92K
$556K
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-130- 1.39% |
$11.6K - $13.3K
|
9.22K
$1.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-131- 1.3% |
$11.7K - $13.4K
|
9.96K
$1.13M
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-132- 4.04% |
$11.8K - $13.5K
|
3.14K
$354K
|
|
|
Feb 02, 2023
Q4 2022
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-132- 0.55% |
$11.8K - $13.5K
|
24K
$2.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-132- 2.01% |
$11.8K - $13.5K
|
6.42K
$726K
|
|
|
Jan 19, 2023
Q4 2022
|
Farmers Trust CO
|
SELL
|
- |
-134- 0.39% |
$11.9K - $13.7K
|
34K
$3.84M
|
|
|
Feb 09, 2023
Q4 2022
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-138- 6.1% |
$12.3K - $14.1K
|
2.13K
$240K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-139- 26.13% |
$12.4K - $14.2K
|
393
$44.4K
|
|
|
Jan 17, 2023
Q4 2022
|
David J Yvars Group
|
SELL
|
- |
-143- 1.3% |
$12.7K - $14.6K
|
10.8K
$1.22M
|
|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-145- 6.16% |
$12.9K - $14.8K
|
2.21K
$250K
|
|
|
Jan 20, 2023
Q4 2022
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-146- 0.67% |
$13K - $14.9K
|
21.6K
$2.44M
|
|
|
Jan 17, 2023
Q4 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-149- 0.64% |
$13.3K - $15.2K
|
23.1K
$2.61M
|
|
|
Jan 31, 2023
Q4 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-149- 0.19% |
$13.3K - $15.2K
|
78.3K
$8.85M
|
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-150- 0.41% |
$13.4K - $15.3K
|
36.2K
$4.09M
|
|
|
Feb 15, 2023
Q4 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-151- 1.03% |
$13.5K - $15.4K
|
14.5K
$1.63M
|
|
|
Feb 02, 2023
Q4 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-154- 1.81% |
$13.7K - $15.7K
|
8.35K
$943K
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-155- 2.01% |
$13.8K - $15.8K
|
7.58K
$856K
|
|
|
Feb 14, 2023
Q4 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-155- 2.49% |
$13.8K - $15.8K
|
6.07K
$685K
|
|
|
Nov 03, 2023
Q4 2022
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-155- 4.8% |
$13.8K - $15.8K
|
3.08K
$347K
|
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-156- 2.02% |
$13.9K - $15.9K
|
7.56K
$854K
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
SELL
|
- |
-160- 1.55% |
$14.3K - $16.3K
|
10.2K
$1.15M
|