Purchases and Sales Made in Q3 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 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
Archvest Wealth Advisors, Inc.

BUY
 -
965
+ 29.98%
$84K - $103K
4.18K $496K
Oct 17, 2022 Q3 2022
Veracity Capital LLC

BUY
 -
963
+ 18.58%
$83.8K - $103K
6.15K $728K
Oct 17, 2022 Q3 2022
Wealth Care Investment Partners, LLC

BUY
 -
962
+ 6.19%
$83.7K - $102K
16.5K $1.95M
Oct 12, 2022 Q3 2022
Summit Financial Group, Inc.

BUY
 -
961
+ 1.42%
$83.6K - $102K
68.9K $8.16M
Oct 13, 2022 Q3 2022
Cypress Financial Planning LLC

BUY
 -
954
+ 13.08%
$83K - $102K
8.25K $977K
Nov 04, 2022 Q3 2022
Camden National Bank

Camden, ME
BUY
 -
938
+ 1.47%
$81.6K - $99.9K
64.6K $7.65M
Nov 01, 2022 Q3 2022
Ropes Wealth Advisors LLC

Boston, MA
BUY
 -
930
+ 0.95%
$80.9K - $99K
99.1K $11.7M
Nov 07, 2022 Q3 2022
Cozad Asset Management Inc

Champaign, IL
BUY
 -
930
+ 3.01%
$80.9K - $99K
31.8K $3.76M
Jan 25, 2023 Q3 2022
Etfidea, LLC

Syracuse, NY
BUY
 -
926
+ 6.02%
$80.6K - $98.6K
16.3K $1.93M
Oct 21, 2022 Q3 2022
High Mark Wealth Management LLC

BUY
 -
923
+ 1.13%
$80.3K - $98.3K
82.6K $9.79M
Nov 14, 2022 Q3 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
918
+ 10.62%
$79.9K - $97.8K
9.56K $1.13M
Oct 17, 2022 Q3 2022
Cfm Wealth Partners LLC

BUY
 -
899
+ 23.35%
$78.2K - $95.7K
4.75K $562K
Oct 21, 2022 Q3 2022
Gen Trust, LLC

BUY
 -
889
+ 7.45%
$77.4K - $94.7K
12.8K $1.52M
Nov 08, 2022 Q3 2022
Wintrust Investments LLC

Chicago, IL
BUY
 -
886
+ 4.23%
$77.1K - $94.4K
21.8K $2.58M
Nov 14, 2022 Q3 2022
Birchcreek Wealth Management, LLC

Miami Township, OH
BUY
 -
886
+ 5.52%
$77.1K - $94.4K
16.9K $2.01M
Oct 21, 2022 Q3 2022
Beacon Financial Advisory LLC

BUY
 -
870
+ 7.42%
$75.7K - $92.7K
12.6K $1.49M
Oct 18, 2022 Q3 2022
Sabal Trust CO

BUY
 -
857
+ 3.74%
$74.6K - $91.3K
23.8K $2.82M
Oct 05, 2022 Q3 2022
Hbw Advisory Services LLC

BUY
 -
855
+ 3.29%
$74.4K - $91.1K
26.8K $3.17M
Oct 14, 2022 Q3 2022
Cornerstone Wealth Management, LLC

BUY
 -
854
+ 2.95%
$74.3K - $91K
29.8K $3.52M
Nov 14, 2022 Q3 2022
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
848
+ 31.23%
$73.8K - $90.3K
3.56K $422K
Oct 20, 2022 Q3 2022
First Financial Corp

BUY
 -
828
+ 116.62%
$72.1K - $88.2K
1.54K $182K
Oct 11, 2022 Q3 2022
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
820
+ 30.19%
$71.4K - $87.3K
3.54K $419K
Nov 02, 2022 Q3 2022
Hohimer Wealth Management, LLC

BUY
 -
819
+ 7.26%
$71.3K - $87.2K
12.1K $1.43M
Nov 17, 2023 Q3 2022
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
814
+ 17.08%
$70.9K - $86.7K
5.58K $661K
Nov 14, 2022 Q3 2022
Cim Investment Management Inc

Pittsburgh, PA
BUY
 -
813
+ 0.75%
$70.8K - $86.6K
109K $12.9M
Oct 20, 2022 Q3 2022
Signature Estate & Investment Advisors LLC

BUY
 -
809
+ 2.02%
$70.4K - $86.2K
40.9K $4.84M
Oct 12, 2022 Q3 2022
Revolve Wealth Partners, LLC

BUY
 -
803
+ 1.92%
$69.9K - $85.5K
42.5K $5.04M
Oct 27, 2022 Q3 2022
Heritage Investors Management Corp

BUY
 -
787
+ 2.67%
$68.5K - $83.8K
30.2K $3.58M
Oct 18, 2022 Q3 2022
Intergy Private Wealth, LLC

BUY
 -
783
+ 9.71%
$68.2K - $83.4K
8.84K $1.05M
Nov 04, 2022 Q3 2022
Consolidated Planning Corp

Atlanta, GA
BUY
 -
777
+ 1.8%
$67.6K - $82.8K
44K $5.21M
Oct 28, 2022 Q3 2022
Walkner Condon Financial Advisors LLC

BUY
 -
769
+ 10.35%
$66.9K - $81.9K
8.2K $971K
Nov 10, 2022 Q3 2022
Intercontinental Wealth Advisors, LLC

BUY
 -
767
+ 18.37%
$66.8K - $81.7K
4.94K $585K
Nov 14, 2022 Q3 2022
First Business Financial Services, Inc.

BUY
 -
762
+ 0.14%
$66.3K - $81.2K
564K $66.8M
Nov 14, 2022 Q3 2022
Taylor Hoffman Wealth Management

Richmond, VA
BUY
 -
755
+ 22.93%
$65.7K - $80.4K
4.05K $479K
Oct 18, 2022 Q3 2022
Boyd Watterson Asset Management LLC

BUY
 -
750
+ 3.09%
$65.3K - $79.9K
25K $2.96M
Oct 12, 2022 Q3 2022
Dentgroup LLC

BUY
 -
741
+ 13.97%
$64.5K - $78.9K
6.05K $716K
Oct 25, 2022 Q3 2022
Vigilant Capital Management, LLC

BUY
 -
740
+ 35.04%
$64.4K - $78.8K
2.85K $338K
Nov 02, 2022 Q3 2022
Grant

BUY
 -
738
+ 9.08%
$64.2K - $78.6K
8.87K $1.05M
Oct 25, 2022 Q3 2022
Hm Payson & CO

Portland, ME
BUY
 -
726
+ 1.52%
$63.2K - $77.3K
48.5K $5.74M
Nov 14, 2022 Q3 2022
Premier Asset Management LLC

Chicago, IL
BUY
 -
722
+ 2.76%
$62.8K - $76.9K
26.9K $3.18M
Dec 28, 2022 Q3 2022
Headinvest, LLC

Portland, ME
BUY
 -
719
+ 0.27%
$62.6K - $76.6K
270K $32M
Nov 14, 2022 Q3 2022
Segall Bryant & Hamill, LLC

Chicago, IL
BUY
 -
718
+ 6.42%
$62.5K - $76.5K
11.9K $1.41M
Nov 02, 2022 Q3 2022
Plante Moran Financial Advisors, LLC

BUY
 -
716
+ 14.8%
$62.3K - $76.3K
5.55K $658K
Nov 03, 2022 Q3 2022
Oak Harbor Wealth Partners, LLC

BUY
 -
709
+ 1.45%
$61.7K - $75.5K
49.6K $5.87M
Oct 12, 2022 Q3 2022
Cornell Pochily Investment Advisors, Inc.

BUY
 -
705
+ 2.44%
$61.4K - $75.1K
29.6K $3.5M
Oct 13, 2022 Q3 2022
Mc Guire Investment Group, LLC

BUY
 -
699
+ 2.0%
$60.8K - $74.4K
35.6K $4.21M
Oct 12, 2022 Q3 2022
Hudson Capital Management LLC

BUY
 -
696
+ 0.67%
$60.6K - $74.1K
104K $12.3M
Nov 10, 2022 Q3 2022
Argent Trust CO

Nashville, TN
BUY
 -
695
+ 0.95%
$60.5K - $74K
73.6K $8.72M
Nov 15, 2022 Q3 2022
Summit Financial, LLC

Parsippany, NJ
BUY
 -
686
+ 2.97%
$59.7K - $73.1K
23.8K $2.82M

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