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
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 $2.06M
Jan 23, 2023 Q4 2022
Capital Advantage, Inc.

SELL
 -
-25.2K
- 14.81%
$2.25M - $2.57M
145K $15.4M
Jan 23, 2023 Q4 2022
Rovin Capital

SELL
 -
-25.2K
- 22.78%
$2.25M - $2.58M
85.5K $9.07M
Feb 10, 2023 Q4 2022
Pine Ridge Advisers LLC

New York, NY
SELL
 -
-25.4K
- 37.47%
$2.26M - $2.59M
42.4K $4.5M
Jan 26, 2023 Q4 2022
Monument Capital Management

SELL
 -
-25.4K
- 14.53%
$2.26M - $2.6M
150K $15.9M
Feb 03, 2023 Q4 2022
Cx Institutional

SELL
 -
-25.7K
- 68.54%
$2.29M - $2.62M
11.8K $1.25M
Jan 20, 2023 Q4 2022
Boyd Wealth Management, LLC

SELL
 -
-26K
- 36.31%
$2.32M - $2.66M
45.6K $4.84M
Feb 14, 2023 Q4 2022
Voya Financial Advisors, Inc.

Windsor, CT
SELL
 -
-26.3K
- 5.13%
$2.34M - $2.69M
487K $51.7M
Feb 10, 2023 Q4 2022
Colonial River Wealth Management, LLC

Midlothian, VA
SELL
 -
-27.4K
- 78.12%
$2.44M - $2.8M
7.67K $814K
Feb 15, 2023 Q4 2022
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-27.5K
- 4.4%
$2.45M - $2.81M
597K $63.4M
Feb 14, 2023 Q4 2022
United Bank

Vienna, VA
SELL
 -
-31K
- 7.49%
$2.76M - $3.17M
383K $40.7M
Jan 31, 2023 Q4 2022
Advisor Os, LLC

SELL
 -
-31.6K
- 63.94%
$2.82M - $3.23M
17.9K $1.89M
Feb 13, 2023 Q4 2022
Bessemer Group Inc

Woodbridge, NJ
SELL
 -
-31.8K
- 4.77%
$2.83M - $3.25M
635K $67.4M
Feb 07, 2023 Q4 2022
Edge Capital Group, LLC

SELL
 -
-33.8K
- 10.17%
$3.01M - $3.45M
298K $31.6M
Feb 14, 2023 Q4 2022
Qube Research & Technologies LTD

London, X0
SELL
 -
-34.8K
- 9.34%
$3.1M - $3.56M
338K $35.9M
Feb 13, 2023 Q4 2022
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-35K
- 2.51%
$3.12M - $3.57M
1.36M $144M
Jan 12, 2023 Q4 2022
Transform Wealth, LLC

SELL
 -
-35.4K
- 83.34%
$3.15M - $3.61M
7.07K $751K
Jan 30, 2023 Q4 2022
First Interstate Bank

Billings, MT
SELL
 -
-35.4K
- 4.14%
$3.16M - $3.62M
820K $87.1M
Feb 02, 2023 Q4 2022
Forvis Wealth Advisors, LLC

SELL
 -
-38.2K
- 17.78%
$3.4M - $3.9M
177K $18.8M
Feb 14, 2023 Q4 2022
Alliancebernstein L.P.

New York, NY
SELL
 -
-43.2K
- 14.08%
$3.85M - $4.41M
263K $28M
Feb 14, 2023 Q4 2022
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-43.5K
- 8.28%
$3.88M - $4.44M
482K $51.1M
Feb 13, 2023 Q4 2022
Frisch Financial Group, Inc.

Melville, NY
SELL
 -
-43.7K
- 47.55%
$3.9M - $4.47M
48.2K $5.12M
May 19, 2025 Q4 2022
Heck Capital Advisors, LLC

Rhinelander, WI
SELL
 -
-44.1K
- 15.14%
$3.93M - $4.5M
247K $26.2M
Jan 23, 2023 Q4 2022
Jb Capital LLC

SELL
 -
-44.9K
- 28.42%
$4M - $4.58M
113K $12M
Feb 14, 2023 Q4 2022
Ironwood Wealth Management, Llc.

SELL
 -
-45.1K
- 36.8%
$4.02M - $4.61M
77.5K $8.23M
Feb 03, 2023 Q4 2022
First National Bank Of Hutchinson

SELL
 -
-45.9K
- 37.51%
$4.09M - $4.69M
76.5K $8.12M
Feb 03, 2023 Q4 2022
St. Louis Trust CO

SELL
 -
-48.1K
- 7.97%
$4.28M - $4.91M
555K $58.9M
Jan 30, 2023 Q4 2022
Paragon Advisors, LLC

SELL
 -
-49.4K
- 77.67%
$4.4M - $5.05M
14.2K $1.51M
Feb 02, 2023 Q4 2022
Bok Financial Private Wealth, Inc.

Denver, CO
SELL
 -
-49.5K
- 16.23%
$4.41M - $5.06M
256K $27.1M
Jul 10, 2024 Q4 2022
Strategic Financial Partners, Ltd.

Bend, OR
SELL
 -
-50.2K
- 37.7%
$4.47M - $5.13M
83K $8.81M
Jan 20, 2023 Q4 2022
Southern Capital Advisors, LLC

SELL
 -
-53.1K
- 64.34%
$4.73M - $5.43M
29.4K $3.13M
Feb 13, 2023 Q4 2022
Pinnacle Wealth Planning Services, Inc.

SELL
 -
-53.4K
- 72.71%
$4.76M - $5.45M
20K $2.13M
Feb 02, 2023 Q4 2022
Western Wealth Management, LLC

SELL
 -
-56.2K
- 53.46%
$5.01M - $5.74M
48.9K $5.19M
Feb 01, 2023 Q4 2022
Janney Montgomery Scott LLC

SELL
 -
-58.3K
- 3.61%
$5.2M - $5.96M
1.56M $165M
Feb 03, 2023 Q4 2022
Grove Bank & Trust

SELL
 -
-59.5K
- 17.18%
$5.3M - $6.08M
287K $30.5M
Feb 02, 2023 Q4 2022
O'Brien Greene & Co. Inc

Media, PA
SELL
 -
-61.4K
- 67.47%
$5.47M - $6.27M
29.6K $3.14M
Feb 14, 2023 Q4 2022
Meeder Asset Management Inc

SELL
 -
-61.4K
- 93.2%
$5.47M - $6.28M
4.48K $476K
Feb 13, 2023 Q4 2022
Tcwp LLC

Tampa, FL
SELL
 -
-63.7K
- 45.27%
$5.67M - $6.5M
77K $8.17M
Jan 27, 2023 Q4 2022
Bdo Wealth Advisors, LLC

Jacksonville, FL
SELL
 -
-63.8K
- 40.62%
$5.69M - $6.52M
93.3K $9.9M
Feb 01, 2023 Q4 2022
Financial Advisory Service, Inc.

SELL
 -
-64.1K
- 48.97%
$5.71M - $6.55M
66.8K $7.1M
Feb 09, 2023 Q4 2022
Coastline Trust CO

SELL
 -
-64.6K
- 73.67%
$5.76M - $6.6M
23.1K $2.45M
Feb 08, 2023 Q4 2022
Cambridge Investment Research Advisors, Inc.

SELL
 -
-64.7K
- 8.59%
$5.76M - $6.6M
688K $73M
Feb 01, 2023 Q4 2022
Bank Of Montreal

Toronto, A6
SELL
 -
-64.8K
- 3.74%
$5.77M - $6.62M
1.67M $177M
Feb 01, 2023 Q4 2022
Cwm, LLC

SELL
 -
-67.5K
- 6.79%
$6.01M - $6.89M
927K $98.4M
Jan 19, 2023 Q4 2022
Mayflower Financial Advisors, LLC

SELL
 -
-67.8K
- 80.07%
$6.04M - $6.92M
16.9K $1.79M
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 $15.2M
Feb 10, 2023 Q4 2022
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-73.6K
- 53.46%
$6.56M - $7.52M
64.1K $6.8M
Jan 31, 2023 Q4 2022
Venturi Wealth Management, LLC

Austin, TX
SELL
 -
-74.4K
- 9.71%
$6.63M - $7.6M
692K $73.5M

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