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 13, 2023 Q4 2022
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
13.4K
+ 8.81%
$1.19M - $1.37M
165K $20.5M
Feb 03, 2023 Q4 2022
Goldstein Advisors, LLC

Madison, WI
BUY
 -
13.3K
New
$1.18M - $1.36M
13.3K $1.65M
Jan 31, 2023 Q4 2022
Source Financial Advisors LLC

New York, NY
BUY
 -
13.2K
+ 196.88%
$1.18M - $1.35M
20K $2.48M
Jan 19, 2023 Q4 2022
Cfm Wealth Partners LLC

BUY
 -
13.2K
+ 278.61%
$1.18M - $1.35M
18K $2.23M
Feb 17, 2023 Q4 2022
La Salle St. Investment Advisors, LLC

Elmhurst, IL
BUY
 -
13.1K
New
$1.17M - $1.34M
13.1K $1.63M
Jan 25, 2023 Q4 2022
Greenleaf Trust

Kalamazoo, MI
BUY
 -
13.1K
+ 1.78%
$1.16M - $1.33M
745K $92.3M
Jan 05, 2023 Q4 2022
General Partner, Inc.

Pittsburgh, PA
BUY
 -
13K
New
$1.15M - $1.32M
13K $1.61M
Feb 13, 2023 Q4 2022
Operose Advisors LLC

Milwaukee, WI
BUY
 -
12.9K
+ 7.11%
$1.15M - $1.31M
194K $24M
Feb 13, 2023 Q4 2022
Jones Financial Companies Lllp

BUY
 -
12.9K
+ 1.39%
$1.15M - $1.31M
934K $116M
Feb 14, 2023 Q4 2022
Westshore Wealth, LLC

BUY
 -
12.8K
New
$1.14M - $1.31M
12.8K $1.59M
Jan 25, 2023 Q4 2022
Tarbox Family Office, Inc.

BUY
 -
12.8K
+ 6.33%
$1.14M - $1.3M
215K $26.6M
Jan 30, 2023 Q4 2022
Geneos Wealth Management Inc.

BUY
 -
12.8K
+ 3.19%
$1.14M - $1.3M
414K $51.3M
Jan 25, 2023 Q4 2022
Calamos Wealth Management LLC

BUY
 -
12.8K
+ 93.0%
$1.14M - $1.3M
26.5K $3.28M
Jun 25, 2024 Q4 2022
Sensible Money, LLC

Scottsdale, AZ
BUY
 -
12.8K
New
$1.14M - $1.3M
12.8K $1.58M
Feb 15, 2023 Q4 2022
Vicus Capital

State College, PA
BUY
 -
12.7K
+ 1.69%
$1.13M - $1.29M
761K $94.3M
Aug 07, 2024 Q4 2022
Abound Wealth Management

Franklin, TN
BUY
 -
12.7K
+ 7.04%
$1.13M - $1.29M
193K $23.9M
Jan 25, 2023 Q4 2022
Enzi Wealth

Austin, TX
BUY
 -
12.5K
+ 10.74%
$1.12M - $1.28M
129K $16M
Jan 11, 2023 Q4 2022
Arkadios Wealth Advisors

BUY
 -
12.5K
+ 25.5%
$1.11M - $1.28M
61.6K $7.63M
Feb 07, 2023 Q4 2022
Cozad Asset Management Inc

Champaign, IL
BUY
 -
12.5K
+ 39.23%
$1.11M - $1.27M
44.2K $5.48M
Feb 03, 2023 Q4 2022
Larson Financial Group LLC

BUY
 -
12.5K
+ 371.11%
$1.11M - $1.27M
15.8K $1.96M
Jan 27, 2023 Q4 2022
Traynor Capital Management, Inc.

BUY
 -
12.4K
+ 19.68%
$1.11M - $1.27M
75.6K $9.37M
Feb 02, 2023 Q4 2022
Centurion Wealth Management LLC

Mclean, VA
BUY
 -
12.3K
New
$1.1M - $1.26M
12.3K $1.53M
Jan 24, 2023 Q4 2022
Mascoma Wealth Management LLC

BUY
 -
12.3K
+ 34.95%
$1.1M - $1.26M
47.5K $5.88M
Jan 31, 2023 Q4 2022
Ifg Advisors, LLC

BUY
 -
12.3K
+ 9.6%
$1.09M - $1.25M
140K $17.3M
Mar 01, 2023 Q4 2022
Panoramic Investment Advisors, LLC

Denver, CO
BUY
 -
12.2K
New
$1.08M - $1.24M
12.2K $1.51M
Feb 14, 2023 Q4 2022
Innovis Asset Management LLC

Chicago, IL
BUY
 -
11.8K
New
$1.05M - $1.21M
11.8K $1.47M
Jan 24, 2023 Q4 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
11.8K
+ 4.51%
$1.05M - $1.2M
273K $33.8M
Feb 09, 2023 Q4 2022
Financial Partners Group, LLC

Gallatin, TN
BUY
 -
11.7K
New
$1.05M - $1.2M
11.7K $1.45M
Jan 17, 2023 Q4 2022
Horan Securities, Inc.

BUY
 -
11.7K
+ 4.85%
$1.04M - $1.19M
253K $31.3M
Jan 17, 2023 Q4 2022
Bank Of Stockton

BUY
 -
11.6K
+ 5.11%
$1.03M - $1.18M
238K $29.5M
Jan 27, 2023 Q4 2022
Signaturefd, LLC

Atlanta, GA
BUY
 -
11.5K
+ 52.59%
$1.03M - $1.18M
33.5K $4.15M
Oct 03, 2024 Q4 2022
Keeler & Nadler Financial Planning & Wealth Management

Dublin, OH
BUY
 -
11.4K
+ 102.8%
$1.01M - $1.16M
22.4K $2.78M
Jan 27, 2023 Q4 2022
Tkg Advisors, LLC

BUY
 -
11.3K
+ 22.86%
$1.01M - $1.16M
60.8K $7.54M
Feb 09, 2023 Q4 2022
Citizens Financial Group Inc

BUY
 -
11.3K
+ 32.94%
$1.01M - $1.16M
45.7K $5.66M
Jan 19, 2023 Q4 2022
Conservest Capital Advisors, Inc.

BUY
 -
11.3K
+ 3.77%
$1M - $1.15M
310K $38.4M
Feb 09, 2023 Q4 2022
Abundance Wealth Counselors

BUY
 -
11.2K
+ 25.78%
$1M - $1.15M
54.8K $6.79M
Feb 01, 2023 Q4 2022
Arrow Financial Corp

BUY
 -
10.9K
+ 2.97%
$970K - $1.11M
378K $46.8M
Feb 14, 2023 Q4 2022
Jt Stratford LLC

Gainesville, GA
BUY
 -
10.7K
+ 20.23%
$956K - $1.1M
63.8K $7.9M
Feb 01, 2023 Q4 2022
Portland Global Advisors LLC

BUY
 -
10.7K
+ 268.54%
$955K - $1.09M
14.7K $1.82M
Feb 15, 2023 Q4 2022
Talisman Wealth Advisors LLC

Mountainside, NJ
BUY
 -
10.5K
New
$937K - $1.07M
10.5K $1.3M
Jan 20, 2023 Q4 2022
Paradigm, Strategies In Wealth Management, LLC

BUY
 -
10.5K
+ 9.61%
$933K - $1.07M
119K $14.8M
Feb 15, 2023 Q4 2022
Kraft, Davis & Associates, LLC

St. Louis, MO
BUY
 -
10.4K
New
$929K - $1.07M
10.4K $1.29M
Feb 07, 2023 Q4 2022
Lockerman Financial Group, Inc.

BUY
 -
10.4K
+ 259.97%
$926K - $1.06M
14.4K $1.78M
Feb 14, 2023 Q4 2022
Mangham Associates,Llc

Charlottesville, VA
BUY
 -
10.4K
+ 545.01%
$924K - $1.06M
12.3K $1.52M
Feb 14, 2023 Q4 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
10.2K
+ 4.83%
$912K - $1.05M
222K $27.6M
Jan 20, 2023 Q4 2022
G&S Capital LLC

BUY
 -
10.2K
+ 21.48%
$908K - $1.04M
57.7K $7.14M
Apr 24, 2024 Q4 2022
Bulltick Wealth Management, LLC

Miami, FL
BUY
 -
10.2K
+ 9.65%
$907K - $1.04M
116K $14.3M
Feb 07, 2023 Q4 2022
Compass Financial Group, Inc/Sd

Sioux Falls, SD
BUY
 -
10.1K
New
$901K - $1.03M
10.1K $1.25M
Feb 02, 2023 Q4 2022
Kellett Schaffner Wealth Advisors LLC

Cincinnati, OH
BUY
 -
10.1K
+ 25.27%
$899K - $1.03M
50K $6.2M

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