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 03, 2022
Q3 2022
|
Lynch & Associates
|
BUY
|
- |
681+ 1.67% |
$59.3K - $72.5K
|
41.4K
$4.9M
|
|
|
Oct 21, 2022
Q3 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
679+ 2.67% |
$59.1K - $72.3K
|
26.1K
$3.09M
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
651+ 25.83% |
$56.7K - $69.3K
|
3.17K
$376K
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
650+ 1511.63% |
$56.6K - $69.2K
|
693
$82.1K
|
|
|
Oct 12, 2022
Q3 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
643+ 3.57% |
$56K - $68.5K
|
18.6K
$2.21M
|
|
|
Oct 25, 2022
Q3 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
641+ 3.13% |
$55.8K - $68.3K
|
21.1K
$2.5M
|
|
|
Oct 31, 2022
Q3 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
640+ 2.9% |
$55.7K - $68.2K
|
22.7K
$2.69M
|
|
|
Nov 10, 2022
Q3 2022
|
American Money Management, LLC
|
BUY
|
- |
639+ 3.01% |
$55.6K - $68.1K
|
21.8K
$2.59M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
633+ 4.03% |
$55.1K - $67.4K
|
16.3K
$1.94M
|
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
BUY
|
- |
632+ 14.17% |
$55K - $67.3K
|
5.09K
$603K
|
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
629+ 7.78% |
$54.7K - $67K
|
8.72K
$1.03M
|
|
|
Nov 14, 2022
Q3 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
626+ 2.94% |
$54.5K - $66.7K
|
21.9K
$2.6M
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
624+ 1.8% |
$54.3K - $66.5K
|
35.2K
$4.17M
|
|
|
Oct 11, 2022
Q3 2022
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
620+ 1.81% |
$54K - $66K
|
34.8K
$4.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
617+ 2.49% |
$53.7K - $65.7K
|
25.4K
$3M
|
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
611+ 8.17% |
$53.2K - $65.1K
|
8.09K
$958K
|
|
|
Nov 14, 2022
Q3 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
611+ 1.17% |
$53.2K - $65.1K
|
53K
$6.28M
|
|
|
Oct 18, 2022
Q3 2022
|
Zhang Financial LLC
|
BUY
|
- |
609+ 4.11% |
$53K - $64.9K
|
15.4K
$1.83M
|
|
|
Oct 24, 2022
Q3 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
608+ 1.1% |
$52.9K - $64.8K
|
55.9K
$6.62M
|
|
|
Oct 18, 2022
Q3 2022
|
Mill Capital Management, LLC
|
BUY
|
- |
600New |
$52.2K - $63.9K
|
600
$71.1K
|
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
599+ 1.12% |
$52.1K - $63.8K
|
54.3K
$6.43M
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
595+ 3.38% |
$51.8K - $63.4K
|
18.2K
$2.16M
|
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
BUY
|
- |
591+ 2.17% |
$51.4K - $62.9K
|
27.9K
$3.3M
|
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
579+ 1.22% |
$50.4K - $61.7K
|
48K
$5.69M
|
|
|
Nov 14, 2022
Q3 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
579+ 3.08% |
$50.4K - $61.7K
|
19.4K
$2.29M
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
577+ 1.49% |
$50.2K - $61.5K
|
39.3K
$4.65M
|
|
|
Oct 11, 2022
Q3 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
573+ 1.17% |
$49.9K - $61K
|
49.6K
$5.87M
|
|
|
Nov 08, 2022
Q3 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
566+ 4.76% |
$49.3K - $60.3K
|
12.5K
$1.48M
|
|
|
Oct 05, 2022
Q3 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
559+ 0.77% |
$48.7K - $59.5K
|
73K
$8.65M
|
|
|
Oct 21, 2022
Q3 2022
|
Tufton Capital Management
|
BUY
|
- |
556+ 6.98% |
$48.4K - $59.2K
|
8.52K
$1.01M
|
|
|
Oct 28, 2022
Q3 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
555+ 1.81% |
$48.3K - $59.1K
|
31.1K
$3.69M
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
545+ 4.89% |
$47.4K - $58K
|
11.7K
$1.38M
|
|
|
Nov 09, 2022
Q3 2022
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
545+ 23.0% |
$47.4K - $58K
|
2.92K
$345K
|
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
536+ 7.83% |
$46.7K - $57.1K
|
7.38K
$874K
|
|
|
Oct 12, 2022
Q3 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
520+ 1.83% |
$45.3K - $55.4K
|
29K
$3.43M
|
|
|
Oct 11, 2022
Q3 2022
|
Fc Advisory LLC
|
BUY
|
- |
515+ 18.77% |
$44.8K - $54.8K
|
3.26K
$386K
|
|
|
Oct 21, 2022
Q3 2022
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
514+ 5.47% |
$44.7K - $54.7K
|
9.91K
$1.17M
|
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
507+ 3.99% |
$44.1K - $54K
|
13.2K
$1.56M
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
492+ 18.59% |
$42.8K - $52.4K
|
3.14K
$372K
|
|
|
Oct 17, 2022
Q3 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
489+ 22.97% |
$42.6K - $52.1K
|
2.62K
$310K
|
|
|
Nov 15, 2022
Q3 2022
|
Maple Capital Management, Inc.
|
BUY
|
- |
478+ 6.26% |
$41.6K - $50.9K
|
8.11K
$961K
|
|
|
Nov 14, 2022
Q3 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
477+ 1.11% |
$41.5K - $50.8K
|
43.6K
$5.17M
|
|
|
Nov 10, 2022
Q3 2022
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
469+ 1.01% |
$40.8K - $49.9K
|
46.8K
$5.54M
|
|
|
Oct 31, 2022
Q3 2022
|
Trust CO Of Virginia
|
BUY
|
- |
462+ 3.8% |
$40.2K - $49.2K
|
12.6K
$1.49M
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
454+ 504.44% |
$39.5K - $48.4K
|
544
$64.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
451+ 20.22% |
$39.3K - $48K
|
2.68K
$318K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
447+ 2.58% |
$38.9K - $47.6K
|
17.8K
$2.1M
|
|
|
Oct 14, 2022
Q3 2022
|
Diversified Trust CO
|
BUY
|
- |
445+ 1.82% |
$38.7K - $47.4K
|
24.9K
$2.95M
|
|
|
Oct 24, 2022
Q3 2022
|
Busey Wealth Management
|
BUY
|
- |
445+ 3.43% |
$38.7K - $47.4K
|
13.4K
$1.59M
|
|
|
Oct 17, 2022
Q3 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
443+ 11.05% |
$38.6K - $47.2K
|
4.45K
$527K
|