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
|
Hudock, Inc.
|
SELL
|
- |
-3.24K- 1.26% |
$289K - $331K
|
254K
$31.9M
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
SELL
|
- |
-3.25K- 1.81% |
$290K - $332K
|
176K
$22.2M
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-3.26K- 3.67% |
$291K - $333K
|
85.8K
$10.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
SELL
|
- |
-3.27K- 21.11% |
$291K - $334K
|
12.2K
$1.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-3.27K- 10.58% |
$291K - $334K
|
27.6K
$3.48M
|
|
|
Feb 10, 2023
Q4 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-3.29K- 36.18% |
$293K - $336K
|
5.8K
$731K
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-3.3K- 16.12% |
$294K - $337K
|
17.2K
$2.16M
|
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-3.34K- 20.46% |
$298K - $341K
|
13K
$1.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.36K- 5.7% |
$299K - $343K
|
55.5K
$6.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-3.36K- 4.87% |
$299K - $343K
|
65.7K
$8.27M
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
SELL
|
- |
-3.37K- 56.01% |
$300K - $344K
|
2.64K
$333K
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-3.39K- 14.02% |
$302K - $346K
|
20.8K
$2.61M
|
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.41K- 26.62% |
$304K - $348K
|
9.4K
$1.18M
|
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-3.49K- 8.29% |
$311K - $357K
|
38.7K
$4.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.51K- 4.09% |
$313K - $359K
|
82.3K
$10.4M
|
|
|
Jan 18, 2023
Q4 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-3.53K- 32.87% |
$314K - $360K
|
7.2K
$907K
|
|
|
Jan 20, 2023
Q4 2022
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-3.57K- 18.36% |
$318K - $364K
|
15.9K
$2M
|
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
SELL
|
- |
-3.61K- 2.44% |
$321K - $368K
|
144K
$18.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-3.61K- 24.03% |
$322K - $369K
|
11.4K
$1.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.63K- 5.35% |
$323K - $370K
|
64.2K
$8.08M
|
|
|
Jan 26, 2023
Q4 2022
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-3.64K- 16.59% |
$324K - $371K
|
18.3K
$2.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Emerald Advisors, LLC
|
SELL
|
- |
-3.85K- 13.62% |
$343K - $393K
|
24.4K
$3.07M
|
|
|
Feb 03, 2023
Q4 2022
|
Newport Capital Group, LLC
|
SELL
|
- |
-3.89K- 52.16% |
$347K - $398K
|
3.57K
$449K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.9K- 0.57% |
$347K - $398K
|
684K
$86.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-3.91KClosed |
$348K - $399K
|
0
$0
|
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
SELL
|
- |
-3.92K- 7.93% |
$349K - $400K
|
45.4K
$5.72M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-3.92K- 16.46% |
$349K - $400K
|
19.9K
$2.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-3.98K- 14.56% |
$354K - $406K
|
23.3K
$2.94M
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-3.98K- 19.8% |
$354K - $406K
|
16.1K
$2.03M
|
|
|
Jan 20, 2023
Q4 2022
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-4K- 7.38% |
$357K - $409K
|
50.2K
$6.32M
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-4.04K- 18.92% |
$360K - $413K
|
17.3K
$2.18M
|
|
|
Jan 17, 2023
Q4 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-4.05K- 53.3% |
$361K - $414K
|
3.55K
$447K
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-4.05K- 18.57% |
$361K - $414K
|
17.8K
$2.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-4.1K- 20.6% |
$365K - $419K
|
15.8K
$1.99M
|
|
|
Jan 26, 2023
Q4 2022
|
Elm Partners Management LLC
|
SELL
|
- |
-4.14K- 16.21% |
$369K - $423K
|
21.4K
$2.7M
|
|
|
Jan 18, 2023
Q4 2022
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-4.16K- 16.16% |
$370K - $425K
|
21.6K
$2.72M
|
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-4.2K- 9.87% |
$374K - $429K
|
38.3K
$4.83M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
SELL
|
- |
-4.27K- 8.65% |
$381K - $436K
|
45.1K
$5.68M
|
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-4.27K- 9.83% |
$381K - $437K
|
39.2K
$4.94M
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-4.35K- 1.19% |
$388K - $444K
|
362K
$45.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-4.36K- 9.61% |
$388K - $445K
|
41K
$5.16M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-4.36K- 31.27% |
$388K - $445K
|
9.58K
$1.21M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.38K- 0.17% |
$390K - $447K
|
2.6M
$328M
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.42K- 1.2% |
$394K - $452K
|
365K
$45.9M
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-4.46K- 15.86% |
$397K - $455K
|
23.6K
$2.98M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-4.61K- 29.73% |
$411K - $471K
|
10.9K
$1.37M
|
|
|
Jan 30, 2023
Q4 2022
|
Gen Trust, LLC
|
SELL
|
- |
-4.66K- 36.36% |
$415K - $476K
|
8.16K
$1.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-4.69K- 43.93% |
$418K - $479K
|
5.99K
$754K
|
|
|
Jan 12, 2023
Q4 2022
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-4.74K- 1.17% |
$422K - $484K
|
400K
$50.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.74K- 3.98% |
$422K - $484K
|
114K
$14.4M
|