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 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
25.3K+ 20.07% |
$2.25M - $2.58M
|
151K
$19.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
24.9K+ 11.23% |
$2.22M - $2.55M
|
247K
$31.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
24.8KNew |
$2.21M - $2.53M
|
24.8K
$3.12M
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
24.8K+ 38.59% |
$2.21M - $2.53M
|
89.1K
$11.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
24.5KNew |
$2.19M - $2.51M
|
24.5K
$3.09M
|
|
|
Feb 06, 2023
Q4 2022
|
Colony Family Offices, LLC
|
BUY
|
- |
24.3K+ 11.58% |
$2.17M - $2.49M
|
235K
$29.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
24.2KNew |
$2.16M - $2.47M
|
24.2K
$3.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
24.2KNew |
$2.16M - $2.47M
|
24.2K
$3.05M
|
|
|
Jan 23, 2023
Q4 2022
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
24.1KNew |
$2.15M - $2.46M
|
24.1K
$3.03M
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
23.9K+ 20.25% |
$2.13M - $2.44M
|
142K
$17.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
23.8KNew |
$2.12M - $2.44M
|
23.8K
$3M
|
|
|
Feb 07, 2023
Q4 2022
|
Members Trust CO
|
BUY
|
- |
23.8K+ 1.2% |
$2.12M - $2.43M
|
2.01M
$253M
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
23.5KNew |
$2.09M - $2.4M
|
23.5K
$2.96M
|
|
|
Jan 20, 2023
Q4 2022
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
23.5KNew |
$2.09M - $2.4M
|
23.5K
$2.96M
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
23.2K+ 6.03% |
$2.07M - $2.37M
|
408K
$51.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
23.1K+ 18.23% |
$2.06M - $2.36M
|
150K
$18.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
22.7K+ 23.91% |
$2.02M - $2.32M
|
118K
$14.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
22.6KNew |
$2.02M - $2.31M
|
22.6K
$2.85M
|
|
|
Feb 07, 2023
Q4 2022
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
22.6KNew |
$2.01M - $2.31M
|
22.6K
$2.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
22.5KNew |
$2.01M - $2.3M
|
22.5K
$2.83M
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
22.4K+ 2.64% |
$2M - $2.29M
|
871K
$110M
|
|
|
Jan 24, 2023
Q4 2022
|
Northstar Advisory Group, LLC
|
BUY
|
- |
22.2K+ 35.83% |
$1.98M - $2.27M
|
84.3K
$10.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Jsf Financial, LLC
|
BUY
|
- |
22.2K+ 53.33% |
$1.98M - $2.27M
|
63.8K
$8.04M
|
|
|
Jan 27, 2023
Q4 2022
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
22KNew |
$1.96M - $2.25M
|
22K
$2.77M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
21.8K+ 9.74% |
$1.94M - $2.23M
|
246K
$30.9M
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
21.6K+ 5.6% |
$1.92M - $2.21M
|
407K
$51.3M
|
|
|
Apr 10, 2023
Q4 2022
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
21.4KNew |
$1.9M - $2.18M
|
21.4K
$2.69M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
21K+ 8.93% |
$1.87M - $2.14M
|
256K
$32.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
20.9KNew |
$1.86M - $2.13M
|
20.9K
$2.63M
|
|
|
Feb 23, 2023
Q4 2022
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
20.8KNew |
$1.86M - $2.13M
|
20.8K
$2.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
20.8K+ 1.97% |
$1.85M - $2.12M
|
1.08M
$136M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
20.8K+ 1.97% |
$1.85M - $2.12M
|
1.08M
$136M
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
20.6KNew |
$1.83M - $2.1M
|
20.6K
$2.59M
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
20.1KNew |
$1.79M - $2.05M
|
20.1K
$2.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
19.9K+ 16.09% |
$1.77M - $2.03M
|
143K
$18M
|
|
|
Feb 16, 2023
Q4 2022
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
19.9KNew |
$1.77M - $2.03M
|
19.9K
$2.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
19.9K+ 131.57% |
$1.77M - $2.03M
|
35K
$4.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
19.7KNew |
$1.75M - $2.01M
|
19.7K
$2.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
19.5K+ 12.39% |
$1.74M - $1.99M
|
177K
$22.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
19.3K+ 48.57% |
$1.72M - $1.98M
|
59.2K
$7.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
19.1K+ 51.59% |
$1.7M - $1.95M
|
56.1K
$7.06M
|
|
|
Jan 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
18.9K+ 6.26% |
$1.69M - $1.93M
|
321K
$40.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
18.7K+ 25.47% |
$1.67M - $1.91M
|
92.4K
$11.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
18.7KNew |
$1.67M - $1.91M
|
18.7K
$2.36M
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
18.7K+ 6.74% |
$1.67M - $1.91M
|
296K
$37.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
18.2K+ 4.01% |
$1.62M - $1.86M
|
472K
$59.4M
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
18.2K+ 15.57% |
$1.62M - $1.85M
|
135K
$17M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
18.1K+ 27.02% |
$1.61M - $1.85M
|
85.1K
$10.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
17.8K+ 82.8% |
$1.58M - $1.81M
|
39.2K
$4.94M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
17.7K+ 10.5% |
$1.58M - $1.81M
|
187K
$23.5M
|