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
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.9KNew |
$252K - $309K
|
2.9K
$343K
|
|
|
Oct 14, 2022
Q3 2022
|
Northstar Advisory Group, LLC
|
BUY
|
- |
2.87K+ 4.85% |
$250K - $306K
|
62.1K
$7.35M
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2.86K+ 222.7% |
$248K - $304K
|
4.14K
$490K
|
|
|
Nov 14, 2022
Q3 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
2.84K+ 15.29% |
$247K - $303K
|
21.4K
$2.54M
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.82K+ 3.49% |
$246K - $301K
|
83.7K
$9.92M
|
|
|
Oct 07, 2022
Q3 2022
|
Avondale Wealth Management
|
BUY
|
- |
2.81K+ 83.45% |
$244K - $299K
|
6.18K
$731K
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.79K+ 1.12% |
$243K - $297K
|
252K
$29.8M
|
|
|
Oct 28, 2022
Q3 2022
|
Welch & Forbes LLC
|
BUY
|
- |
2.79K+ 10.18% |
$243K - $297K
|
30.2K
$3.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
2.78K+ 61.58% |
$242K - $296K
|
7.3K
$865K
|
|
|
Oct 12, 2022
Q3 2022
|
Planning Alternatives LTD
|
BUY
|
- |
2.77K+ 0.92% |
$241K - $295K
|
304K
$36.1M
|
|
|
Oct 27, 2022
Q3 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
2.77KNew |
$241K - $295K
|
2.77K
$328K
|
|
|
Nov 14, 2022
Q3 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
2.76KNew |
$240K - $294K
|
2.76K
$327K
|
|
|
Oct 27, 2022
Q3 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.76K+ 3.23% |
$240K - $294K
|
88.2K
$10.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.76K+ 5.31% |
$240K - $294K
|
54.7K
$6.48M
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.74K+ 2.14% |
$239K - $292K
|
131K
$15.5M
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.74K+ 64.91% |
$238K - $291K
|
6.95K
$823K
|
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.71K+ 8.29% |
$236K - $289K
|
35.5K
$4.2M
|
|
|
Oct 11, 2022
Q3 2022
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
2.71K+ 4.37% |
$236K - $289K
|
64.8K
$7.67M
|
|
|
Oct 31, 2022
Q3 2022
|
Narwhal Capital Management
|
BUY
|
- |
2.7K+ 16.52% |
$235K - $288K
|
19K
$2.26M
|
|
|
Oct 31, 2022
Q3 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.7K+ 21.88% |
$235K - $287K
|
15K
$1.78M
|
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
2.67K+ 9.91% |
$233K - $285K
|
29.6K
$3.51M
|
|
|
Oct 26, 2022
Q3 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
2.66K+ 1.81% |
$232K - $284K
|
149K
$17.7M
|
|
|
Oct 18, 2022
Q3 2022
|
Elm Partners Management LLC
|
BUY
|
- |
2.65K+ 11.55% |
$230K - $282K
|
25.6K
$3.03M
|
|
|
Oct 17, 2022
Q3 2022
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
2.63KNew |
$229K - $280K
|
2.63K
$312K
|
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.63KNew |
$229K - $280K
|
2.63K
$311K
|
|
|
Nov 14, 2022
Q3 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.62K+ 94.15% |
$228K - $279K
|
5.41K
$640K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2.6K+ 3.76% |
$227K - $277K
|
71.9K
$8.52M
|
|
|
Oct 28, 2022
Q3 2022
|
Conning Inc.
|
BUY
|
- |
2.6K+ 0.67% |
$226K - $277K
|
389K
$46.1M
|
|
|
Oct 20, 2022
Q3 2022
|
Vigilare Wealth Management
|
BUY
|
- |
2.59KNew |
$226K - $276K
|
2.59K
$307K
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.59K+ 3.11% |
$225K - $275K
|
85.7K
$10.2M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.58K+ 2.75% |
$224K - $274K
|
96.3K
$11.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2.55K+ 2.11% |
$222K - $271K
|
123K
$14.6M
|
|
|
Nov 14, 2022
Q3 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
2.53K+ 7.69% |
$220K - $269K
|
35.4K
$4.19M
|
|
|
Oct 04, 2022
Q3 2022
|
Boltwood Capital Management
|
BUY
|
- |
2.52K+ 4.54% |
$219K - $268K
|
58.1K
$6.88M
|
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.5KNew |
$217K - $266K
|
2.5K
$296K
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.5K+ 17.31% |
$217K - $266K
|
16.9K
$2M
|
|
|
Nov 07, 2022
Q3 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
2.48KNew |
$216K - $264K
|
2.48K
$293K
|
|
|
Oct 28, 2022
Q3 2022
|
Aaf Wealth Management, LLC
|
BUY
|
- |
2.47K+ 4.7% |
$215K - $263K
|
55K
$6.52M
|
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
2.47K+ 2.09% |
$215K - $263K
|
121K
$14.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.47K+ 3.32% |
$215K - $263K
|
76.8K
$9.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.44K+ 4.56% |
$213K - $260K
|
56K
$6.63M
|
|
|
Nov 07, 2022
Q3 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2.44KNew |
$212K - $259K
|
2.44K
$288K
|
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
BUY
|
- |
2.43K+ 1.11% |
$212K - $259K
|
222K
$26.3M
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
BUY
|
- |
2.43KNew |
$211K - $258K
|
2.43K
$287K
|
|
|
Oct 21, 2022
Q3 2022
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
2.42K+ 1.83% |
$211K - $258K
|
135K
$16M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2.42K+ 21.7% |
$211K - $258K
|
13.6K
$1.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
2.42K+ 16.39% |
$211K - $258K
|
17.2K
$2.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.41K+ 0.18% |
$210K - $257K
|
1.34M
$159M
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
2.39K+ 6.54% |
$208K - $255K
|
39K
$4.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
2.38KNew |
$207K - $253K
|
2.38K
$282K
|