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
|
Planning Alternatives LTD
|
SELL
|
- |
-7.82K- 2.57% |
$696K - $798K
|
297K
$36.8M
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-7.84K- 20.39% |
$698K - $801K
|
30.6K
$3.79M
|
|
|
Feb 21, 2023
Q4 2022
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-7.9K- 4.11% |
$704K - $807K
|
184K
$22.8M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-7.91K- 3.94% |
$705K - $808K
|
193K
$23.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
SELL
|
- |
-7.93K- 32.92% |
$706K - $809K
|
16.1K
$2M
|
|
|
Feb 14, 2023
Q4 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-8.07K- 11.23% |
$719K - $824K
|
63.8K
$7.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-8.2K- 2.79% |
$731K - $838K
|
285K
$35.4M
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-8.23K- 2.61% |
$734K - $841K
|
307K
$38M
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-8.49K- 2.47% |
$757K - $867K
|
336K
$41.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-8.55K- 21.61% |
$762K - $874K
|
31K
$3.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-8.59K- 41.92% |
$765K - $877K
|
11.9K
$1.47M
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-8.64K- 3.05% |
$770K - $883K
|
275K
$34.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-8.65K- 5.72% |
$771K - $883K
|
143K
$17.7M
|
|
|
Jan 13, 2023
Q4 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-8.74K- 1.3% |
$778K - $892K
|
663K
$82.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-8.84K- 9.03% |
$787K - $902K
|
89.1K
$11M
|
|
|
Jan 23, 2023
Q4 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-8.97K- 7.35% |
$799K - $916K
|
113K
$14M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9K- 4.85% |
$802K - $919K
|
177K
$21.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-9.05K- 15.2% |
$807K - $925K
|
50.5K
$6.26M
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-9.23K- 23.47% |
$822K - $943K
|
30.1K
$3.73M
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-9.36K- 19.87% |
$834K - $956K
|
37.8K
$4.68M
|
|
|
Feb 03, 2023
Q4 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-9.38K- 69.15% |
$836K - $958K
|
4.19K
$519K
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
SELL
|
- |
-9.52K- 1.25% |
$848K - $973K
|
754K
$93.4M
|
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-9.56K- 6.73% |
$852K - $976K
|
132K
$16.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-9.67K- 11.37% |
$862K - $988K
|
75.4K
$9.34M
|
|
|
Jan 06, 2023
Q4 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-9.7K- 8.13% |
$864K - $990K
|
110K
$13.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-9.86K- 78.3% |
$878K - $1.01M
|
2.73K
$339K
|
|
|
Jan 20, 2023
Q4 2022
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-10.1K- 9.25% |
$902K - $1.03M
|
99.3K
$12.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-10.2K- 81.04% |
$910K - $1.04M
|
2.39K
$296K
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-10.3K- 1.98% |
$918K - $1.05M
|
510K
$63.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-10.4K- 5.7% |
$925K - $1.06M
|
172K
$21.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-10.5K- 19.58% |
$937K - $1.07M
|
43.2K
$5.35M
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-10.5K- 4.19% |
$938K - $1.08M
|
241K
$29.8M
|
|
|
Jan 18, 2023
Q4 2022
|
Tri Star Advisors Inc.
|
SELL
|
- |
-10.8K- 34.77% |
$964K - $1.1M
|
20.3K
$2.51M
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-10.9K- 9.15% |
$968K - $1.11M
|
108K
$13.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-10.9K- 7.02% |
$973K - $1.12M
|
145K
$17.9M
|
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
SELL
|
- |
-11.1K- 4.75% |
$985K - $1.13M
|
222K
$27.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-11.1K- 2.64% |
$985K - $1.13M
|
407K
$50.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-11.3K- 38.87% |
$1.01M - $1.15M
|
17.7K
$2.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-11.3K- 20.35% |
$1.01M - $1.15M
|
44.2K
$5.48M
|
|
|
Jan 12, 2023
Q4 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-11.7K- 7.92% |
$1.04M - $1.2M
|
136K
$16.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-11.9K- 9.91% |
$1.06M - $1.22M
|
109K
$13.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-12.1K- 12.35% |
$1.08M - $1.23M
|
85.7K
$10.6M
|
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-12.2K- 53.96% |
$1.08M - $1.24M
|
10.4K
$1.29M
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-12.5K- 90.55% |
$1.11M - $1.27M
|
1.3K
$161K
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-12.6K- 4.64% |
$1.12M - $1.29M
|
260K
$32.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-12.8K- 9.85% |
$1.14M - $1.3M
|
117K
$14.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-12.8K- 6.91% |
$1.14M - $1.31M
|
173K
$21.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-13K- 7.65% |
$1.16M - $1.33M
|
157K
$19.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Alaska Permanent Capital Management
|
SELL
|
- |
-13.1K- 2.4% |
$1.17M - $1.34M
|
533K
$66M
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-13.2K- 73.59% |
$1.18M - $1.35M
|
4.75K
$589K
|