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 |
---|---|---|---|---|---|---|---|
Oct 31, 2022
Q3 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.39K+ 3.11% |
$121K - $148K
|
46K
$5.45M
|
|
Oct 07, 2022
Q3 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.38K+ 3.02% |
$120K - $146K
|
47K
$5.56M
|
|
Nov 07, 2022
Q3 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
1.37K+ 2.76% |
$119K - $146K
|
51.1K
$6.05M
|
|
Nov 18, 2022
Q3 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.37K+ 5.57% |
$119K - $145K
|
25.9K
$3.06M
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.36K+ 45.39% |
$118K - $145K
|
4.36K
$516K
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
1.35K+ 7.94% |
$118K - $144K
|
18.4K
$2.18M
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.32K+ 8.85% |
$115K - $141K
|
16.3K
$1.93M
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.32K+ 5.15% |
$115K - $141K
|
27K
$3.19M
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.32K+ 3.81% |
$115K - $140K
|
35.9K
$4.25M
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.32K+ 12.46% |
$114K - $140K
|
11.9K
$1.41M
|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
1.3K+ 1.1% |
$113K - $138K
|
119K
$14.1M
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1.29K+ 15.17% |
$112K - $137K
|
9.78K
$1.16M
|
|
Oct 27, 2022
Q3 2022
|
Esl Trust Services, LLC
|
BUY
|
- |
1.29K+ 0.81% |
$112K - $137K
|
161K
$19M
|
|
Nov 01, 2022
Q3 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
1.26K+ 7.12% |
$110K - $134K
|
19K
$2.25M
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1.24K+ 0.96% |
$107K - $132K
|
130K
$15.5M
|
|
Nov 14, 2022
Q3 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
1.23K+ 29.84% |
$107K - $131K
|
5.36K
$634K
|
|
Oct 26, 2022
Q3 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
1.22K+ 1.37% |
$107K - $130K
|
90.6K
$10.7M
|
|
Oct 21, 2022
Q3 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
1.22K+ 8.05% |
$106K - $130K
|
16.3K
$1.93M
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1.19K+ 1082.73% |
$104K - $127K
|
1.3K
$154K
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.19KNew |
$103K - $127K
|
1.19K
$141K
|
|
Oct 26, 2022
Q3 2022
|
Fort Henry Capital, LLC
|
BUY
|
- |
1.17K+ 0.76% |
$102K - $125K
|
155K
$18.4M
|
|
Nov 03, 2022
Q3 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.16K+ 29.37% |
$101K - $123K
|
5.1K
$604K
|
|
Sep 18, 2023
Q3 2022
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
1.16K+ 1.55% |
$101K - $123K
|
75.9K
$8.99M
|
|
Nov 04, 2022
Q3 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1.15K+ 4.78% |
$100K - $123K
|
25.3K
$2.99M
|
|
Oct 12, 2022
Q3 2022
|
Ignite Planners, LLC
|
BUY
|
- |
1.15K+ 12.84% |
$99.8K - $122K
|
10.1K
$1.19M
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.14K+ 18.4% |
$99.5K - $122K
|
7.36K
$871K
|
|
Oct 26, 2022
Q3 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.14K+ 2.33% |
$99.3K - $122K
|
50.1K
$5.93M
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.14K+ 0.22% |
$99.3K - $122K
|
520K
$61.6M
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.13K+ 5.13% |
$98.6K - $121K
|
23.2K
$2.75M
|
|
Oct 31, 2022
Q3 2022
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
1.12K+ 50.98% |
$97.5K - $119K
|
3.32K
$393K
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.09K+ 5.78% |
$95.2K - $117K
|
20K
$2.37M
|
|
Nov 03, 2022
Q3 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
1.09K+ 2.94% |
$94.9K - $116K
|
38.2K
$4.52M
|
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.08K+ 33.2% |
$94.4K - $115K
|
4.35K
$515K
|
|
Oct 13, 2022
Q3 2022
|
Ade, LLC
|
BUY
|
- |
1.08K+ 10.49% |
$94.2K - $115K
|
11.4K
$1.35M
|
|
Oct 13, 2022
Q3 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.08K+ 9.8% |
$94.1K - $115K
|
12.1K
$1.43M
|
|
Nov 14, 2022
Q3 2022
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.07K+ 3.14% |
$93.5K - $114K
|
35.3K
$4.18M
|
|
Nov 09, 2022
Q3 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
1.06K+ 1.08% |
$92K - $113K
|
98.5K
$11.7M
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.06KNew |
$91.8K - $112K
|
1.06K
$125K
|
|
Nov 09, 2022
Q3 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
1.03K+ 7.09% |
$89.6K - $110K
|
15.5K
$1.84M
|
|
Oct 24, 2022
Q3 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
1.02K+ 1.74% |
$89K - $109K
|
59.7K
$7.08M
|
|
Nov 14, 2022
Q3 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.02K+ 2.78% |
$88.9K - $109K
|
37.8K
$4.48M
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.01KNew |
$88.3K - $108K
|
1.01K
$120K
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.01K+ 8.58% |
$88.2K - $108K
|
12.8K
$1.52M
|
|
Nov 01, 2022
Q3 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.01K+ 30.3% |
$87.6K - $107K
|
4.33K
$513K
|
|
Oct 18, 2022
Q3 2022
|
Wallington Asset Management, LLC
|
BUY
|
- |
996+ 0.4% |
$86.7K - $106K
|
248K
$29.4M
|
|
Nov 09, 2022
Q3 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
983+ 4.63% |
$85.6K - $105K
|
22.2K
$2.63M
|
|
Oct 13, 2022
Q3 2022
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
978+ 5.3% |
$85.1K - $104K
|
19.4K
$2.3M
|
|
Nov 10, 2022
Q3 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
977+ 3.43% |
$85K - $104K
|
29.4K
$3.49M
|
|
Nov 03, 2022
Q3 2022
|
Ifs Advisors, LLC
|
BUY
|
- |
973New |
$84.7K - $104K
|
973
$115K
|
|
Oct 17, 2022
Q3 2022
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
969+ 2.58% |
$84.3K - $103K
|
38.6K
$4.57M
|