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 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-31.8K- 4.77% |
$2.83M - $3.25M
|
635K
$78.6M
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-33.8K- 10.17% |
$3.01M - $3.45M
|
298K
$36.9M
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-34.8K- 9.34% |
$3.1M - $3.56M
|
338K
$41.9M
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-35K- 2.51% |
$3.12M - $3.57M
|
1.36M
$168M
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-35.4K- 83.34% |
$3.15M - $3.61M
|
7.07K
$876K
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-35.4K- 4.14% |
$3.16M - $3.62M
|
820K
$102M
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-38.2K- 17.78% |
$3.4M - $3.9M
|
177K
$21.9M
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-43.2K- 14.08% |
$3.85M - $4.41M
|
263K
$32.7M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-43.5K- 8.28% |
$3.88M - $4.44M
|
482K
$59.7M
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-43.7K- 47.55% |
$3.9M - $4.47M
|
48.2K
$5.98M
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
SELL
|
- |
-44.9K- 28.42% |
$4M - $4.58M
|
113K
$14M
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-45.1K- 36.8% |
$4.02M - $4.61M
|
77.5K
$9.61M
|
|
Feb 03, 2023
Q4 2022
|
First National Bank Of Hutchinson
|
SELL
|
- |
-45.9K- 37.51% |
$4.09M - $4.69M
|
76.5K
$9.48M
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
SELL
|
- |
-48.1K- 7.97% |
$4.28M - $4.91M
|
555K
$68.8M
|
|
Jan 30, 2023
Q4 2022
|
Paragon Advisors, LLC
|
SELL
|
- |
-49.4K- 77.67% |
$4.4M - $5.05M
|
14.2K
$1.76M
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-49.5K- 16.23% |
$4.41M - $5.06M
|
256K
$31.7M
|
|
Jul 10, 2024
Q4 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-50.2K- 37.7% |
$4.47M - $5.13M
|
83K
$10.3M
|
|
Jan 20, 2023
Q4 2022
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-53.1K- 64.34% |
$4.73M - $5.43M
|
29.4K
$3.65M
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-53.4K- 72.71% |
$4.76M - $5.45M
|
20K
$2.48M
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-56.2K- 53.46% |
$5.01M - $5.74M
|
48.9K
$6.06M
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-58.3K- 3.61% |
$5.2M - $5.96M
|
1.56M
$193M
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
SELL
|
- |
-59.5K- 17.18% |
$5.3M - $6.08M
|
287K
$35.6M
|
|
Feb 02, 2023
Q4 2022
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-61.4K- 67.47% |
$5.47M - $6.27M
|
29.6K
$3.67M
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-61.4K- 93.2% |
$5.47M - $6.28M
|
4.48K
$555K
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-63.7K- 45.27% |
$5.67M - $6.5M
|
77K
$9.54M
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-63.8K- 40.62% |
$5.69M - $6.52M
|
93.3K
$11.6M
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-64.1K- 48.97% |
$5.71M - $6.55M
|
66.8K
$8.28M
|
|
Feb 09, 2023
Q4 2022
|
Coastline Trust CO
|
SELL
|
- |
-64.6K- 73.67% |
$5.76M - $6.6M
|
23.1K
$2.86M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-64.7K- 8.59% |
$5.76M - $6.6M
|
688K
$85.3M
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-64.8K- 3.74% |
$5.77M - $6.62M
|
1.67M
$206M
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-67.5K- 6.79% |
$6.01M - $6.89M
|
927K
$115M
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-67.8K- 80.07% |
$6.04M - $6.92M
|
16.9K
$2.09M
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-68.7KClosed |
$6.12M - $7.02M
|
0
$0
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-69.4K- 32.68% |
$6.18M - $7.08M
|
143K
$17.7M
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-73.6K- 53.46% |
$6.56M - $7.52M
|
64.1K
$7.94M
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-74.4K- 9.71% |
$6.63M - $7.6M
|
692K
$85.8M
|
|
Feb 06, 2023
Q4 2022
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-75.8K- 96.68% |
$6.75M - $7.74M
|
2.61K
$323K
|
|
Jan 26, 2023
Q4 2022
|
Nationwide Fund Advisors
|
SELL
|
- |
-77.5K- 4.67% |
$6.91M - $7.92M
|
1.58M
$196M
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-77.6K- 30.16% |
$6.91M - $7.92M
|
180K
$22.3M
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
SELL
|
- |
-80K- 14.37% |
$7.12M - $8.17M
|
477K
$59.1M
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-80K- 14.52% |
$7.12M - $8.17M
|
471K
$58.3M
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-89.3K- 16.99% |
$7.96M - $9.12M
|
436K
$54.1M
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-93.4K- 99.92% |
$8.32M - $9.54M
|
77
$9.54K
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-93.5K- 60.01% |
$8.33M - $9.55M
|
62.3K
$7.72M
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-103K- 53.95% |
$9.14M - $10.5M
|
87.5K
$10.8M
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-130K- 67.29% |
$11.6M - $13.3M
|
63.1K
$7.82M
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-139K- 61.73% |
$12.4M - $14.2M
|
86.3K
$10.7M
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-148K- 54.93% |
$13.2M - $15.1M
|
121K
$15M
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-153K- 0.82% |
$13.6M - $15.6M
|
18.5M
$2.29B
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-165K- 23.79% |
$14.7M - $16.8M
|
527K
$65.3M
|