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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
17.6K+ 2.57% |
$1.57M - $1.8M
|
703K
$88.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Rex Capital Advisors, LLC
Providence, RI |
BUY
|
- |
17.3KNew |
$1.54M - $1.77M
|
17.3K
$2.18M
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
17.1K+ 30.25% |
$1.52M - $1.75M
|
73.6K
$9.27M
|
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
17K+ 7.61% |
$1.51M - $1.74M
|
240K
$30.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17K+ 3.1% |
$1.51M - $1.73M
|
565K
$71.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
16.7KNew |
$1.49M - $1.7M
|
16.7K
$2.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
16.6K+ 9.19% |
$1.48M - $1.7M
|
198K
$24.9M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16.5K+ 4.23% |
$1.47M - $1.69M
|
408K
$51.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
16.3KNew |
$1.46M - $1.67M
|
16.3K
$2.06M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
16.2K+ 31.63% |
$1.44M - $1.65M
|
67.4K
$8.48M
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
16.1K+ 7.41% |
$1.44M - $1.65M
|
234K
$29.4M
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
16K+ 13.6% |
$1.43M - $1.64M
|
134K
$16.8M
|
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
16K+ 8.61% |
$1.43M - $1.63M
|
202K
$25.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
16K+ 5.97% |
$1.42M - $1.63M
|
283K
$35.7M
|
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
BUY
|
- |
15.8K+ 5.85% |
$1.41M - $1.62M
|
286K
$36M
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
15.7K+ 7.64% |
$1.4M - $1.61M
|
222K
$27.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
15.7KNew |
$1.4M - $1.6M
|
15.7K
$1.97M
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
15.5K+ 2.73% |
$1.38M - $1.58M
|
582K
$73.3M
|
|
|
Jan 19, 2023
Q4 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
15.4K+ 122.77% |
$1.37M - $1.57M
|
27.9K
$3.51M
|
|
|
Jan 17, 2023
Q4 2022
|
Legacy Wealth Management, Inc
|
BUY
|
- |
15.3K+ 4.19% |
$1.36M - $1.56M
|
381K
$47.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
15.3K+ 41.29% |
$1.36M - $1.56M
|
52.3K
$6.58M
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
BUY
|
- |
15.2K+ 11.14% |
$1.35M - $1.55M
|
152K
$19.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Financial Group Inc
|
BUY
|
- |
15.1K+ 5.7% |
$1.34M - $1.54M
|
280K
$35.3M
|
|
|
Jul 18, 2023
Q4 2022
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
15.1KNew |
$1.34M - $1.54M
|
15.1K
$1.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15K+ 16.13% |
$1.34M - $1.53M
|
108K
$13.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investment Group, Inc.
|
BUY
|
- |
15K+ 22.62% |
$1.33M - $1.53M
|
81.1K
$10.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
14.9K+ 23.24% |
$1.33M - $1.52M
|
79.1K
$9.96M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
14.9K+ 18.42% |
$1.33M - $1.52M
|
95.9K
$12.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
14.9K+ 8.19% |
$1.33M - $1.52M
|
197K
$24.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
14.9K+ 7.37% |
$1.33M - $1.52M
|
217K
$27.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
14.8K+ 438.78% |
$1.32M - $1.51M
|
18.2K
$2.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
14.8K+ 10.42% |
$1.32M - $1.51M
|
157K
$19.7M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.7KNew |
$1.31M - $1.5M
|
14.7K
$1.85M
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
14.6K+ 63.54% |
$1.3M - $1.5M
|
37.7K
$4.74M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
14.6K+ 63.54% |
$1.3M - $1.5M
|
37.7K
$4.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
14.6KNew |
$1.3M - $1.49M
|
14.6K
$1.83M
|
|
|
Sep 05, 2023
Q4 2022
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
14.5KNew |
$1.29M - $1.48M
|
14.5K
$1.82M
|
|
|
Jan 17, 2023
Q4 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
14.3KNew |
$1.27M - $1.46M
|
14.3K
$1.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
14.3KNew |
$1.27M - $1.46M
|
14.3K
$1.79M
|
|
|
Feb 09, 2023
Q4 2022
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
14.2KNew |
$1.27M - $1.46M
|
14.2K
$1.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
14.2KNew |
$1.27M - $1.45M
|
14.2K
$1.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
14.2K+ 225.26% |
$1.27M - $1.45M
|
20.5K
$2.58M
|
|
|
Mar 01, 2023
Q4 2022
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
14.1KNew |
$1.26M - $1.44M
|
14.1K
$1.78M
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
14.1K+ 2846.37% |
$1.26M - $1.44M
|
14.6K
$1.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
13.8K+ 13.04% |
$1.23M - $1.41M
|
120K
$15.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
13.8KNew |
$1.23M - $1.41M
|
13.8K
$1.73M
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
13.7K+ 84.94% |
$1.22M - $1.4M
|
29.8K
$3.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
13.6K+ 10.53% |
$1.21M - $1.39M
|
143K
$17.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
13.5K+ 15.49% |
$1.2M - $1.38M
|
101K
$12.7M
|
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
13.4KNew |
$1.2M - $1.37M
|
13.4K
$1.69M
|