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 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.37K+ 13.11% |
$207K - $253K
|
20.5K
$2.43M
|
|
|
Oct 14, 2022
Q3 2022
|
Next Capital Management LLC
|
BUY
|
- |
2.37K+ 11.19% |
$206K - $252K
|
23.5K
$2.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
2.36KNew |
$205K - $251K
|
2.36K
$279K
|
|
|
Nov 09, 2022
Q3 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
2.36KNew |
$205K - $251K
|
2.36K
$279K
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.35KNew |
$204K - $250K
|
2.35K
$278K
|
|
|
Nov 14, 2022
Q3 2022
|
Bison Wealth, LLC
|
BUY
|
- |
2.35K+ 742.09% |
$204K - $250K
|
2.66K
$315K
|
|
|
Oct 27, 2022
Q3 2022
|
Verity Wealth Advisors
|
BUY
|
- |
2.31KNew |
$201K - $246K
|
2.31K
$274K
|
|
|
Nov 03, 2022
Q3 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
2.3K+ 9.68% |
$201K - $245K
|
26.1K
$3.09M
|
|
|
Nov 07, 2022
Q3 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
2.3KNew |
$200K - $245K
|
2.3K
$273K
|
|
|
Oct 25, 2022
Q3 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
2.3KNew |
$200K - $245K
|
2.3K
$272K
|
|
|
Oct 24, 2022
Q3 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
2.3K+ 2.76% |
$200K - $245K
|
85.5K
$10.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
2.3K+ 6.61% |
$200K - $245K
|
37K
$4.38M
|
|
|
Oct 14, 2022
Q3 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
2.28K+ 2.39% |
$199K - $243K
|
97.8K
$11.6M
|
|
|
Nov 01, 2022
Q3 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
2.26K+ 2.98% |
$197K - $241K
|
78.1K
$9.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
2.26K+ 32.25% |
$197K - $241K
|
9.27K
$1.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
2.26K+ 50.54% |
$197K - $241K
|
6.73K
$797K
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.25K+ 2.8% |
$196K - $240K
|
82.7K
$9.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.23K+ 5.27% |
$194K - $237K
|
44.5K
$5.27M
|
|
|
Oct 20, 2022
Q3 2022
|
Central Bank & Trust CO
|
BUY
|
- |
2.22K+ 5.97% |
$193K - $236K
|
39.4K
$4.67M
|
|
|
Nov 09, 2022
Q3 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
2.22K+ 3.7% |
$193K - $236K
|
62.2K
$7.37M
|
|
|
Oct 24, 2022
Q3 2022
|
Wealth Architects, LLC
|
BUY
|
- |
2.21K+ 0.57% |
$192K - $235K
|
389K
$46M
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.21K+ 5.75% |
$192K - $235K
|
40.6K
$4.8M
|
|
|
Nov 08, 2022
Q3 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2.2KNew |
$191K - $234K
|
2.2K
$260K
|
|
|
Oct 20, 2022
Q3 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
2.18K+ 2.71% |
$190K - $232K
|
82.6K
$9.78M
|
|
|
Oct 18, 2022
Q3 2022
|
360 Financial, Inc.
|
BUY
|
- |
2.15K+ 7.82% |
$187K - $229K
|
29.6K
$3.51M
|
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
BUY
|
- |
2.14K+ 1.77% |
$186K - $227K
|
122K
$14.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
2.12K+ 3.08% |
$185K - $226K
|
71K
$8.41M
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.09K+ 33.91% |
$182K - $222K
|
8.25K
$977K
|
|
|
Nov 14, 2022
Q3 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.08K+ 58.71% |
$181K - $222K
|
5.63K
$667K
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.07K+ 25.76% |
$180K - $220K
|
10.1K
$1.19M
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2.03K+ 9240.91% |
$177K - $217K
|
2.06K
$243K
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.03K+ 1.72% |
$177K - $217K
|
120K
$14.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
2.03K+ 9.2% |
$177K - $216K
|
24.1K
$2.86M
|
|
|
Oct 17, 2022
Q3 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2K+ 3.09% |
$174K - $213K
|
66.8K
$7.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.99K+ 16.86% |
$173K - $212K
|
13.8K
$1.63M
|
|
|
Oct 18, 2022
Q3 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
1.98K+ 7.8% |
$172K - $211K
|
27.3K
$3.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1.95K+ 10.99% |
$170K - $208K
|
19.7K
$2.33M
|
|
|
Nov 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.94K+ 3.99% |
$169K - $207K
|
50.6K
$6M
|
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.93K+ 8.02% |
$168K - $205K
|
26K
$3.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1.92KNew |
$167K - $204K
|
1.92K
$227K
|
|
|
Oct 12, 2022
Q3 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
1.92K+ 1.99% |
$167K - $204K
|
98.2K
$11.6M
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
BUY
|
- |
1.91K+ 1.75% |
$167K - $204K
|
111K
$13.2M
|
|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1.91K+ 20.23% |
$166K - $204K
|
11.4K
$1.35M
|
|
|
Nov 21, 2022
Q3 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.89K+ 12.49% |
$164K - $201K
|
17K
$2.01M
|
|
|
Nov 09, 2022
Q3 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
1.85K+ 15.78% |
$161K - $197K
|
13.6K
$1.61M
|
|
|
Oct 17, 2022
Q3 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
1.84K+ 47.0% |
$160K - $196K
|
5.75K
$681K
|
|
|
Nov 08, 2022
Q3 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.82K+ 38.79% |
$159K - $194K
|
6.52K
$773K
|
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.82K+ 14.94% |
$158K - $193K
|
14K
$1.65M
|
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
BUY
|
- |
1.8K+ 12.21% |
$157K - $192K
|
16.5K
$1.96M
|
|
|
Oct 19, 2022
Q3 2022
|
Mtc Wealth Management LLC
|
BUY
|
- |
1.8K+ 1.6% |
$157K - $192K
|
114K
$13.5M
|