Purchases and Sales Made in Q4 2022 in Ishares Core S&P Sm Cap ETF (IJR)

IJR Quotes by TradingView

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 26, 2023 Q4 2022
Monument Capital Management

SELL
 -
-25.4K
- 14.53%
$2.26M - $2.6M
150K $15.5M
Feb 03, 2023 Q4 2022
Cx Institutional

SELL
 -
-25.7K
- 68.54%
$2.29M - $2.62M
11.8K $1.23M
Jan 20, 2023 Q4 2022
Boyd Wealth Management, LLC

SELL
 -
-26K
- 36.31%
$2.32M - $2.66M
45.6K $4.75M
Feb 14, 2023 Q4 2022
Voya Financial Advisors, Inc.

Windsor, CT
SELL
 -
-26.3K
- 5.13%
$2.34M - $2.69M
487K $50.6M
Feb 10, 2023 Q4 2022
Colonial River Wealth Management, LLC

Midlothian, VA
SELL
 -
-27.4K
- 78.12%
$2.44M - $2.8M
7.67K $798K
Feb 15, 2023 Q4 2022
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-27.5K
- 4.4%
$2.45M - $2.81M
597K $62.1M
Feb 07, 2023 Q4 2022
Nations Financial Group Inc,

Cedar Rapids, IA
SELL
 -
-30.4K
- 21.66%
$2.71M - $3.11M
110K $11.5M
Feb 14, 2023 Q4 2022
United Bank

Vienna, VA
SELL
 -
-31K
- 7.49%
$2.76M - $3.17M
383K $39.8M
Jan 31, 2023 Q4 2022
Advisor Os, LLC

SELL
 -
-31.6K
- 63.94%
$2.82M - $3.23M
17.9K $1.86M
Feb 13, 2023 Q4 2022
Bessemer Group Inc

Woodbridge, NJ
SELL
 -
-31.8K
- 4.77%
$2.83M - $3.25M
635K $66M
Feb 14, 2023 Q4 2022
Qube Research & Technologies LTD

London, X0
SELL
 -
-34.8K
- 9.34%
$3.1M - $3.56M
338K $35.2M
Feb 13, 2023 Q4 2022
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-35K
- 2.51%
$3.12M - $3.57M
1.36M $141M
Jan 12, 2023 Q4 2022
Transform Wealth, LLC

SELL
 -
-35.4K
- 83.34%
$3.15M - $3.61M
7.07K $735K
Jan 30, 2023 Q4 2022
First Interstate Bank

Billings, MT
SELL
 -
-35.4K
- 4.14%
$3.16M - $3.62M
820K $85.3M
Feb 02, 2023 Q4 2022
Forvis Wealth Advisors, LLC

SELL
 -
-38.2K
- 17.78%
$3.4M - $3.9M
177K $18.4M
Feb 14, 2023 Q4 2022
Alliancebernstein L.P.

New York, NY
SELL
 -
-43.2K
- 14.08%
$3.85M - $4.41M
263K $27.4M
Feb 14, 2023 Q4 2022
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-43.5K
- 8.28%
$3.88M - $4.44M
482K $50.1M
Feb 13, 2023 Q4 2022
Frisch Financial Group, Inc.

Melville, NY
SELL
 -
-43.7K
- 47.55%
$3.9M - $4.47M
48.2K $5.02M
Jan 23, 2023 Q4 2022
Jb Capital LLC

SELL
 -
-44.9K
- 28.42%
$4M - $4.58M
113K $11.7M
Feb 14, 2023 Q4 2022
Ironwood Wealth Management, Llc.

SELL
 -
-45.1K
- 36.8%
$4.02M - $4.61M
77.5K $8.06M
Feb 03, 2023 Q4 2022
First National Bank Of Hutchinson

SELL
 -
-45.9K
- 37.51%
$4.09M - $4.69M
76.5K $7.96M
Feb 03, 2023 Q4 2022
St. Louis Trust CO

SELL
 -
-48.1K
- 7.97%
$4.28M - $4.91M
555K $57.7M
Jan 30, 2023 Q4 2022
Paragon Advisors, LLC

SELL
 -
-49.4K
- 77.67%
$4.4M - $5.05M
14.2K $1.48M
Feb 02, 2023 Q4 2022
Bok Financial Private Wealth, Inc.

Denver, CO
SELL
 -
-49.5K
- 16.23%
$4.41M - $5.06M
256K $26.6M
Jul 10, 2024 Q4 2022
Strategic Financial Partners, Ltd.

Bend, OR
SELL
 -
-50.2K
- 37.7%
$4.47M - $5.13M
83K $8.63M
Jan 20, 2023 Q4 2022
Southern Capital Advisors, LLC

SELL
 -
-53.1K
- 64.34%
$4.73M - $5.43M
29.4K $3.06M
Feb 13, 2023 Q4 2022
Pinnacle Wealth Planning Services, Inc.

SELL
 -
-53.4K
- 72.71%
$4.76M - $5.45M
20K $2.08M
Feb 02, 2023 Q4 2022
Western Wealth Management, LLC

SELL
 -
-56.2K
- 53.46%
$5.01M - $5.74M
48.9K $5.09M
Feb 01, 2023 Q4 2022
Janney Montgomery Scott LLC

SELL
 -
-58.3K
- 3.61%
$5.2M - $5.96M
1.56M $162M
Feb 03, 2023 Q4 2022
Grove Bank & Trust

SELL
 -
-59.5K
- 17.18%
$5.3M - $6.08M
287K $29.8M
Feb 02, 2023 Q4 2022
O'Brien Greene & Co. Inc

Media, PA
SELL
 -
-61.4K
- 67.47%
$5.47M - $6.27M
29.6K $3.08M
Feb 14, 2023 Q4 2022
Meeder Asset Management Inc

SELL
 -
-61.4K
- 93.2%
$5.47M - $6.28M
4.48K $466K
Feb 13, 2023 Q4 2022
Tcwp LLC

Tampa, FL
SELL
 -
-63.7K
- 45.27%
$5.67M - $6.5M
77K $8.01M
Jan 27, 2023 Q4 2022
Bdo Wealth Advisors, LLC

Jacksonville, FL
SELL
 -
-63.8K
- 40.62%
$5.69M - $6.52M
93.3K $9.7M
Feb 01, 2023 Q4 2022
Financial Advisory Service, Inc.

SELL
 -
-64.1K
- 48.97%
$5.71M - $6.55M
66.8K $6.95M
Feb 09, 2023 Q4 2022
Coastline Trust CO

SELL
 -
-64.6K
- 73.67%
$5.76M - $6.6M
23.1K $2.4M
Feb 08, 2023 Q4 2022
Cambridge Investment Research Advisors, Inc.

SELL
 -
-64.7K
- 8.59%
$5.76M - $6.6M
688K $71.6M
Feb 01, 2023 Q4 2022
Bank Of Montreal

Toronto, A6
SELL
 -
-64.8K
- 3.74%
$5.77M - $6.62M
1.67M $173M
Feb 01, 2023 Q4 2022
Cwm, LLC

SELL
 -
-67.5K
- 6.79%
$6.01M - $6.89M
927K $96.4M
Jan 19, 2023 Q4 2022
Mayflower Financial Advisors, LLC

SELL
 -
-67.8K
- 80.07%
$6.04M - $6.92M
16.9K $1.76M
Jul 24, 2024 Q4 2022
Focus Financial Network, Inc.

Minneapolis, MN
SELL
 -
-68.7K
Closed
$6.12M - $7.02M
0 $0
Feb 07, 2023 Q4 2022
Ifp Advisors, Inc

SELL
 -
-69.4K
- 32.68%
$6.18M - $7.08M
143K $14.9M
Feb 10, 2023 Q4 2022
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-73.6K
- 53.46%
$6.56M - $7.52M
64.1K $6.66M
Jan 31, 2023 Q4 2022
Venturi Wealth Management, LLC

Austin, TX
SELL
 -
-74.4K
- 9.71%
$6.63M - $7.6M
692K $72M
Feb 06, 2023 Q4 2022
Tmd Wealth Management, LLC

SELL
 -
-75.8K
- 96.68%
$6.75M - $7.74M
2.61K $271K
Jan 26, 2023 Q4 2022
Nationwide Fund Advisors

SELL
 -
-77.5K
- 4.67%
$6.91M - $7.92M
1.58M $165M
Jan 06, 2023 Q4 2022
Legacy Private Trust Co.

SELL
 -
-77.6K
- 30.16%
$6.91M - $7.92M
180K $18.7M
Jan 25, 2023 Q4 2022
Sageworth Trust CO

SELL
 -
-80K
- 14.37%
$7.12M - $8.17M
477K $49.6M
Jan 27, 2023 Q4 2022
Natixis Advisors, L.P.

Boston, MA
SELL
 -
-80K
- 14.52%
$7.12M - $8.17M
471K $49M

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