Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
3.79K+ 152.5% |
$330K - $403K
|
6.27K
$743K
|
|
|
Nov 14, 2022
Q3 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
3.78KNew |
$329K - $403K
|
3.78K
$448K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
3.77KNew |
$328K - $402K
|
3.77K
$447K
|
|
|
Oct 06, 2022
Q3 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
3.74K+ 5.32% |
$326K - $399K
|
74K
$8.77M
|
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
3.72K+ 10.0% |
$323K - $396K
|
40.9K
$4.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
3.63K+ 4.94% |
$316K - $387K
|
77.2K
$9.14M
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.62K+ 74.32% |
$315K - $386K
|
8.5K
$1.01M
|
|
|
Oct 28, 2022
Q3 2022
|
Newport Capital Group, LLC
|
BUY
|
- |
3.59K+ 92.79% |
$313K - $383K
|
7.46K
$884K
|
|
|
Nov 09, 2022
Q3 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
3.59K+ 15.74% |
$313K - $382K
|
26.4K
$3.13M
|
|
|
Nov 07, 2022
Q3 2022
|
Bfsg, LLC
|
BUY
|
- |
3.59KNew |
$312K - $382K
|
3.59K
$425K
|
|
|
Nov 01, 2022
Q3 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
3.58K+ 3.14% |
$312K - $381K
|
118K
$14M
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.55K+ 5.52% |
$309K - $378K
|
67.8K
$8.03M
|
|
|
Oct 11, 2022
Q3 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
3.54KNew |
$308K - $377K
|
3.54K
$419K
|
|
|
Oct 28, 2022
Q3 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
3.53K+ 30.65% |
$308K - $376K
|
15.1K
$1.78M
|
|
|
Oct 24, 2022
Q3 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
3.5K+ 38.3% |
$304K - $373K
|
12.6K
$1.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
3.5K+ 44.06% |
$304K - $373K
|
11.4K
$1.35M
|
|
|
Oct 24, 2022
Q3 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
3.49K+ 5.75% |
$304K - $372K
|
64.2K
$7.61M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3.48KNew |
$303K - $371K
|
3.48K
$413K
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.48K+ 1.5% |
$303K - $371K
|
235K
$27.8M
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.48K+ 5.36% |
$303K - $370K
|
68.3K
$8.09M
|
|
|
Oct 07, 2022
Q3 2022
|
Wela Strategies, Inc.
|
BUY
|
- |
3.45K+ 10.61% |
$300K - $367K
|
35.9K
$4.26M
|
|
|
Oct 20, 2022
Q3 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.44K+ 1.86% |
$300K - $367K
|
188K
$22.3M
|
|
|
Oct 20, 2022
Q3 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
3.41K+ 8.09% |
$297K - $363K
|
45.6K
$5.4M
|
|
|
Oct 17, 2022
Q3 2022
|
Lantz Financial LLC
|
BUY
|
- |
3.39K+ 82.42% |
$295K - $361K
|
7.5K
$888K
|
|
|
Nov 07, 2022
Q3 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
3.39K+ 2.26% |
$295K - $361K
|
153K
$18.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
3.38K+ 14.68% |
$294K - $359K
|
26.4K
$3.12M
|
|
|
Oct 14, 2022
Q3 2022
|
Well Done, LLC
|
BUY
|
- |
3.37K+ 7.76% |
$293K - $359K
|
46.8K
$5.54M
|
|
|
Nov 08, 2022
Q3 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
3.35K+ 4.68% |
$292K - $357K
|
75K
$8.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
3.35K+ 126.07% |
$291K - $356K
|
6K
$711K
|
|
|
Nov 10, 2022
Q3 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
3.31K+ 2.1% |
$288K - $353K
|
161K
$19.1M
|
|
|
Oct 21, 2022
Q3 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
3.28K+ 1.61% |
$285K - $349K
|
207K
$24.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
3.25K+ 106.52% |
$283K - $346K
|
6.31K
$747K
|
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.22K+ 27.08% |
$280K - $343K
|
15.1K
$1.79M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
3.21KNew |
$280K - $342K
|
3.21K
$380K
|
|
|
Oct 24, 2022
Q3 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.21K+ 13.77% |
$279K - $342K
|
26.5K
$3.14M
|
|
|
Nov 10, 2022
Q3 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
3.18K+ 16.84% |
$277K - $339K
|
22.1K
$2.61M
|
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.16K+ 4.85% |
$275K - $337K
|
68.3K
$8.09M
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
3.13K+ 6.38% |
$272K - $333K
|
52.2K
$6.18M
|
|
|
Nov 09, 2022
Q3 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
3.12K+ 26.27% |
$272K - $332K
|
15K
$1.78M
|
|
|
Oct 17, 2022
Q3 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
3.1KNew |
$270K - $330K
|
3.1K
$367K
|
|
|
Oct 31, 2022
Q3 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
3.08KNew |
$268K - $328K
|
3.08K
$365K
|
|
|
Oct 27, 2022
Q3 2022
|
Albion Financial Group
|
BUY
|
- |
3.04K+ 0.92% |
$265K - $324K
|
335K
$39.7M
|
|
|
Oct 13, 2022
Q3 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
3.04K+ 7.96% |
$264K - $323K
|
41.2K
$4.88M
|
|
|
Nov 09, 2022
Q3 2022
|
Rollins Financial
|
BUY
|
- |
3.03K+ 20.58% |
$263K - $322K
|
17.7K
$2.1M
|
|
|
Nov 04, 2022
Q3 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
3.01K+ 12.45% |
$262K - $321K
|
27.2K
$3.22M
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3.01K+ 7.52% |
$262K - $321K
|
43.1K
$5.1M
|
|
|
Oct 28, 2022
Q3 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
2.99K+ 10.01% |
$260K - $318K
|
32.8K
$3.88M
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
2.97K+ 16.6% |
$258K - $316K
|
20.8K
$2.47M
|
|
|
Oct 13, 2022
Q3 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
2.96K+ 21.19% |
$258K - $315K
|
16.9K
$2.01M
|
|
|
Oct 31, 2022
Q3 2022
|
Human Investing LLC
|
BUY
|
- |
2.96K+ 2.97% |
$257K - $315K
|
103K
$12.1M
|