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 06, 2023
Q4 2022
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-75.8K- 96.68% |
$6.75M - $7.74M
|
2.61K
$277K
|
|
|
Jan 26, 2023
Q4 2022
|
Nationwide Fund Advisors
|
SELL
|
- |
-77.5K- 4.67% |
$6.91M - $7.92M
|
1.58M
$168M
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-77.6K- 30.16% |
$6.91M - $7.92M
|
180K
$19.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
SELL
|
- |
-80K- 14.37% |
$7.12M - $8.17M
|
477K
$50.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-80K- 14.52% |
$7.12M - $8.17M
|
471K
$50M
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-89.3K- 16.99% |
$7.96M - $9.12M
|
436K
$46.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-93.4K- 99.92% |
$8.32M - $9.54M
|
77
$8.17K
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-93.5K- 60.01% |
$8.33M - $9.55M
|
62.3K
$6.61M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-103K- 53.95% |
$9.14M - $10.5M
|
87.5K
$9.29M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-130K- 67.29% |
$11.6M - $13.3M
|
63.1K
$6.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-139K- 61.73% |
$12.4M - $14.2M
|
86.3K
$9.16M
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-148K- 54.93% |
$13.2M - $15.1M
|
121K
$12.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-153K- 0.82% |
$13.6M - $15.6M
|
18.5M
$1.96B
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-165K- 23.79% |
$14.7M - $16.8M
|
527K
$56M
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-173K- 28.26% |
$15.4M - $17.6M
|
438K
$46.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-183K- 89.09% |
$16.3M - $18.7M
|
22.4K
$2.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-185K- 40.93% |
$16.4M - $18.9M
|
266K
$28.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-210K- 26.56% |
$18.7M - $21.5M
|
582K
$61.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-234K- 16.35% |
$20.9M - $23.9M
|
1.2M
$127M
|
|
|
Feb 01, 2023
Q4 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-264K- 92.81% |
$23.6M - $27M
|
20.5K
$2.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-269K- 3.78% |
$24M - $27.5M
|
6.85M
$728M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-297K- 3.18% |
$26.5M - $30.3M
|
9.04M
$959M
|
|
|
Feb 13, 2023
Q4 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-360K- 68.89% |
$32.1M - $36.8M
|
163K
$17.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-365K- 49.92% |
$32.5M - $37.3M
|
366K
$38.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-367K- 5.2% |
$32.7M - $37.5M
|
6.69M
$710M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-376K- 28.65% |
$33.5M - $38.4M
|
936K
$99.3M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-479K- 10.89% |
$42.7M - $48.9M
|
3.92M
$416M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-534K- 1.84% |
$47.5M - $54.5M
|
28.4M
$3.02B
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-592K- 4.69% |
$52.8M - $60.5M
|
12M
$1.28B
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-834K- 5.5% |
$74.3M - $85.2M
|
14.3M
$1.52B
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.93M- 17.2% |
$172M - $197M
|
9.3M
$987M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.93M- 17.2% |
$172M - $197M
|
9.3M
$987M
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.09M- 98.69% |
$186M - $214M
|
27.8K
$2.95M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-738M- 100.0% |
$65.8B - $75.4B
|
1.58K
$168K
|