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 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-13.4K- 27.35% |
$1.19M - $1.37M
|
35.5K
$4.47M
|
|
|
Sep 05, 2024
Q4 2022
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-13.4K- 61.3% |
$1.19M - $1.37M
|
8.44K
$1.06M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-13.4K- 9.38% |
$1.19M - $1.37M
|
129K
$16.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-13.5K- 16.65% |
$1.21M - $1.38M
|
67.7K
$8.53M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-13.5K- 3.12% |
$1.21M - $1.38M
|
421K
$53M
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-14K- 10.43% |
$1.25M - $1.43M
|
120K
$15.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-14K- 7.32% |
$1.25M - $1.43M
|
178K
$22.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-14K- 4.66% |
$1.25M - $1.43M
|
287K
$36.1M
|
|
|
Feb 02, 2023
Q4 2022
|
First Business Financial Services, Inc.
|
SELL
|
- |
-14.3K- 2.54% |
$1.28M - $1.46M
|
550K
$69.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-14.5K- 64.98% |
$1.3M - $1.48M
|
7.84K
$986K
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-15.1K- 21.42% |
$1.35M - $1.55M
|
55.6K
$7M
|
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-15.5K- 33.02% |
$1.38M - $1.58M
|
31.4K
$3.95M
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-15.5K- 80.25% |
$1.38M - $1.58M
|
3.82K
$480K
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-15.9K- 25.77% |
$1.42M - $1.63M
|
45.9K
$5.78M
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
SELL
|
- |
-16.1K- 8.38% |
$1.43M - $1.64M
|
176K
$22.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-16.4K- 61.99% |
$1.46M - $1.67M
|
10K
$1.26M
|
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-16.5K- 34.41% |
$1.47M - $1.69M
|
31.5K
$3.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-17.1K- 19.61% |
$1.52M - $1.75M
|
70.1K
$8.82M
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-17.3K- 35.6% |
$1.54M - $1.76M
|
31.2K
$3.93M
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-17.3K- 2.57% |
$1.54M - $1.77M
|
657K
$82.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-18K- 13.94% |
$1.6M - $1.83M
|
111K
$14M
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-18.4K- 13.86% |
$1.64M - $1.87M
|
114K
$14.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-18.4K- 17.33% |
$1.64M - $1.88M
|
87.9K
$11.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-19.1K- 2.82% |
$1.7M - $1.95M
|
655K
$82.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Harbor Advisory Corp
|
SELL
|
- |
-19.6K- 31.89% |
$1.74M - $2M
|
41.8K
$5.26M
|
|
|
Feb 13, 2023
Q4 2022
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-19.6K- 89.16% |
$1.74M - $2M
|
2.38K
$299K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-19.9K- 6.04% |
$1.77M - $2.03M
|
309K
$38.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-20.2K- 50.63% |
$1.8M - $2.06M
|
19.7K
$2.48M
|
|
|
Feb 02, 2023
Q4 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-20.2K- 5.09% |
$1.8M - $2.06M
|
377K
$47.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-20.2K- 10.11% |
$1.8M - $2.07M
|
180K
$22.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-20.9K- 20.77% |
$1.87M - $2.14M
|
79.9K
$10.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-21.1K- 27.84% |
$1.88M - $2.16M
|
54.7K
$6.89M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-21.8K- 42.78% |
$1.95M - $2.23M
|
29.2K
$3.68M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-22.3K- 19.58% |
$1.98M - $2.27M
|
91.5K
$11.5M
|
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-23.2K- 40.93% |
$2.07M - $2.37M
|
33.5K
$4.21M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
SELL
|
- |
-24.2K- 12.83% |
$2.16M - $2.47M
|
165K
$20.7M
|
|
|
Jan 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-24.4K- 53.22% |
$2.17M - $2.49M
|
21.4K
$2.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-24.9K- 56.28% |
$2.22M - $2.55M
|
19.4K
$2.44M
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Advantage, Inc.
|
SELL
|
- |
-25.2K- 14.81% |
$2.25M - $2.57M
|
145K
$18.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Rovin Capital
|
SELL
|
- |
-25.2K- 22.78% |
$2.25M - $2.58M
|
85.5K
$10.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Pine Ridge Advisers LLC
New York, NY |
SELL
|
- |
-25.4K- 37.47% |
$2.26M - $2.59M
|
42.4K
$5.33M
|
|
|
Jan 26, 2023
Q4 2022
|
Monument Capital Management
|
SELL
|
- |
-25.4K- 14.53% |
$2.26M - $2.6M
|
150K
$18.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
SELL
|
- |
-25.7K- 68.54% |
$2.29M - $2.62M
|
11.8K
$1.48M
|
|
|
Jan 20, 2023
Q4 2022
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-26K- 36.31% |
$2.32M - $2.66M
|
45.6K
$5.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-26.3K- 5.13% |
$2.34M - $2.69M
|
487K
$61.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-27.4K- 78.12% |
$2.44M - $2.8M
|
7.67K
$966K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-27.5K- 4.4% |
$2.45M - $2.81M
|
597K
$75.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-30.4K- 21.66% |
$2.71M - $3.11M
|
110K
$13.9M
|
|
|
Feb 14, 2023
Q4 2022
|
United Bank
Vienna, VA |
SELL
|
- |
-31K- 7.49% |
$2.76M - $3.17M
|
383K
$48.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
SELL
|
- |
-31.6K- 63.94% |
$2.82M - $3.23M
|
17.9K
$2.25M
|