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 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-2.17K- 0.79% |
$193K - $221K
|
271K
$34.1M
|
|
|
Jan 24, 2023
Q4 2022
|
Verde Capital Management
|
SELL
|
- |
-2.19K- 1.76% |
$195K - $224K
|
123K
$15.4M
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-2.2K- 7.7% |
$196K - $224K
|
26.3K
$3.32M
|
|
|
Feb 07, 2023
Q4 2022
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-2.22K- 5.43% |
$197K - $226K
|
38.6K
$4.86M
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.22K- 97.84% |
$198K - $227K
|
49
$6.17K
|
|
|
Feb 15, 2023
Q4 2022
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-2.25K- 2.06% |
$200K - $229K
|
107K
$13.4M
|
|
|
Jan 18, 2023
Q4 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-2.25K- 2.29% |
$201K - $230K
|
95.9K
$12.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-2.25K- 2.27% |
$201K - $230K
|
96.9K
$12.2M
|
|
|
Jan 10, 2023
Q4 2022
|
Kwmg, LLC
|
SELL
|
- |
-2.28K- 7.88% |
$203K - $233K
|
26.7K
$3.36M
|
|
|
Jan 19, 2023
Q4 2022
|
Kingfisher Capital LLC
|
SELL
|
- |
-2.29K- 12.77% |
$204K - $234K
|
15.6K
$1.97M
|
|
|
Feb 02, 2023
Q4 2022
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-2.3K- 1.64% |
$205K - $235K
|
138K
$17.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-2.3K- 8.91% |
$205K - $235K
|
23.6K
$2.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2.32K- 17.5% |
$207K - $237K
|
10.9K
$1.38M
|
|
|
Jan 09, 2023
Q4 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-2.42K- 3.51% |
$216K - $247K
|
66.4K
$8.36M
|
|
|
Feb 09, 2023
Q4 2022
|
Virginia National Bank
|
SELL
|
- |
-2.43K- 38.55% |
$216K - $248K
|
3.87K
$487K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.44K- 24.19% |
$217K - $249K
|
7.64K
$962K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.44K- 4.36% |
$217K - $249K
|
53.5K
$6.73M
|
|
|
Jan 12, 2023
Q4 2022
|
Corundum Group, Inc.
|
SELL
|
- |
-2.5K- 18.43% |
$223K - $255K
|
11.1K
$1.39M
|
|
|
Jan 19, 2023
Q4 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-2.5K- 5.49% |
$223K - $255K
|
43.1K
$5.42M
|
|
|
Jan 24, 2023
Q4 2022
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-2.5K- 4.47% |
$223K - $255K
|
53.4K
$6.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-2.52K- 5.16% |
$224K - $257K
|
46.3K
$5.83M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.55K- 50.96% |
$227K - $260K
|
2.45K
$309K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-2.57K- 0.66% |
$229K - $262K
|
386K
$48.6M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.57K- 3.43% |
$229K - $263K
|
72.4K
$9.11M
|
|
|
Jan 11, 2023
Q4 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-2.59K- 1.25% |
$231K - $265K
|
205K
$25.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-2.61K- 2.49% |
$233K - $267K
|
102K
$12.9M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-2.61K- 5.32% |
$233K - $267K
|
46.5K
$5.86M
|
|
|
Feb 08, 2023
Q4 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-2.64K- 7.45% |
$235K - $269K
|
32.8K
$4.13M
|
|
|
Feb 07, 2023
Q4 2022
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-2.65K- 2.85% |
$236K - $270K
|
90.2K
$11.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-2.66K- 34.36% |
$237K - $272K
|
5.08K
$639K
|
|
|
Feb 09, 2023
Q4 2022
|
Univest Financial Corp
|
SELL
|
- |
-2.69K- 8.52% |
$240K - $275K
|
28.9K
$3.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.75K- 2.99% |
$245K - $281K
|
89.5K
$11.3M
|
|
|
Sep 21, 2023
Q4 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-2.77K- 1.86% |
$246K - $282K
|
146K
$18.4M
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-2.78K- 3.39% |
$248K - $284K
|
79.1K
$9.96M
|
|
|
Feb 01, 2023
Q4 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-2.81K- 9.48% |
$250K - $286K
|
26.8K
$3.37M
|
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-2.83K- 9.6% |
$252K - $289K
|
26.6K
$3.35M
|
|
|
Feb 09, 2023
Q4 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-2.88K- 35.51% |
$256K - $294K
|
5.22K
$657K
|
|
|
Feb 14, 2023
Q4 2022
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-2.88K- 6.46% |
$257K - $294K
|
41.7K
$5.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-2.88K- 32.97% |
$257K - $294K
|
5.86K
$737K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-2.91K- 1.42% |
$259K - $297K
|
202K
$25.4M
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-2.93K- 15.19% |
$261K - $299K
|
16.4K
$2.06M
|
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-3K- 57.97% |
$267K - $306K
|
2.18K
$274K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-3.04K- 5.81% |
$271K - $311K
|
49.3K
$6.21M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-3.06K- 73.85% |
$272K - $312K
|
1.08K
$136K
|
|
|
Jan 23, 2023
Q4 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-3.07K- 9.19% |
$274K - $314K
|
30.3K
$3.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3.12K- 6.65% |
$278K - $319K
|
43.8K
$5.52M
|
|
|
Jan 19, 2023
Q4 2022
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-3.13K- 5.1% |
$279K - $320K
|
58.3K
$7.34M
|
|
|
Jan 27, 2023
Q4 2022
|
Human Investing LLC
|
SELL
|
- |
-3.14K- 3.06% |
$280K - $321K
|
99.4K
$12.5M
|
|
|
Jan 06, 2023
Q4 2022
|
Avondale Wealth Management
|
SELL
|
- |
-3.15K- 51.01% |
$281K - $322K
|
3.03K
$381K
|
|
|
Feb 06, 2023
Q4 2022
|
Black Diamond Financial, LLC
|
SELL
|
- |
-3.21K- 10.88% |
$286K - $328K
|
26.3K
$3.32M
|