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 10, 2022
Q3 2022
|
Campion Asset Management
|
BUY
|
- |
443+ 1.87% |
$38.6K - $47.2K
|
24.1K
$2.86M
|
|
|
Oct 20, 2022
Q3 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
442+ 2.06% |
$38.5K - $47.1K
|
21.9K
$2.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
433+ 17.59% |
$37.7K - $46.1K
|
2.89K
$343K
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
433+ 0.51% |
$37.7K - $46.1K
|
85.6K
$10.1M
|
|
|
Oct 18, 2022
Q3 2022
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
428+ 0.32% |
$37.3K - $45.6K
|
134K
$15.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Neumann Capital Management, LLC
|
BUY
|
- |
428+ 0.37% |
$37.3K - $45.6K
|
116K
$13.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
423+ 1.22% |
$36.8K - $45K
|
35.1K
$4.15M
|
|
|
Oct 11, 2022
Q3 2022
|
Seelaus Asset Management LLC
|
BUY
|
- |
418+ 10.77% |
$36.4K - $44.5K
|
4.3K
$509K
|
|
|
Oct 12, 2022
Q3 2022
|
Sol Capital Management CO
|
BUY
|
- |
415+ 1.93% |
$36.1K - $44.2K
|
22K
$2.6M
|
|
|
Nov 02, 2022
Q3 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
411+ 10.15% |
$35.8K - $43.8K
|
4.46K
$528K
|
|
|
Nov 14, 2022
Q3 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
406+ 1.09% |
$35.3K - $43.2K
|
37.8K
$4.48M
|
|
|
Nov 09, 2022
Q3 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
403+ 10.55% |
$35.1K - $42.9K
|
4.22K
$500K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
401+ 6.39% |
$34.9K - $42.7K
|
6.68K
$791K
|
|
|
Oct 20, 2022
Q3 2022
|
Girard Partners Ltd.
|
BUY
|
- |
400+ 12.4% |
$34.8K - $42.6K
|
3.63K
$429K
|
|
|
Nov 08, 2022
Q3 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
398+ 4.06% |
$34.6K - $42.4K
|
10.2K
$1.21M
|
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
397+ 9.8% |
$34.6K - $42.3K
|
4.45K
$527K
|
|
|
Oct 28, 2022
Q3 2022
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
386+ 1.28% |
$33.6K - $41.1K
|
30.4K
$3.6M
|
|
|
Oct 12, 2022
Q3 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
379+ 7.42% |
$33K - $40.4K
|
5.49K
$650K
|
|
|
Oct 04, 2022
Q3 2022
|
Weaver Consulting Group
|
BUY
|
- |
373+ 13.96% |
$32.5K - $39.7K
|
3.04K
$361K
|
|
|
Nov 07, 2022
Q3 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
373+ 8.5% |
$32.5K - $39.7K
|
4.76K
$564K
|
|
|
Oct 20, 2022
Q3 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
371+ 13.5% |
$32.3K - $39.5K
|
3.12K
$369K
|
|
|
Nov 10, 2022
Q3 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
370+ 4.27% |
$32.2K - $39.4K
|
9.03K
$1.07M
|
|
|
Oct 26, 2022
Q3 2022
|
Autumn Glory Partners, LLC
|
BUY
|
- |
366+ 1.96% |
$31.9K - $39K
|
19.1K
$2.26M
|
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
BUY
|
- |
365+ 8.82% |
$31.8K - $38.9K
|
4.51K
$534K
|
|
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
363+ 2.07% |
$31.6K - $38.7K
|
17.9K
$2.12M
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
362+ 20.16% |
$31.5K - $38.6K
|
2.16K
$256K
|
|
|
Nov 08, 2022
Q3 2022
|
Gfg Capital, LLC
|
BUY
|
- |
358+ 7.86% |
$31.2K - $38.1K
|
4.91K
$582K
|
|
|
Nov 09, 2022
Q3 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
358+ 15.0% |
$31.2K - $38.1K
|
2.75K
$325K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
357+ 2.79% |
$31.1K - $38K
|
13.2K
$1.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
353+ 8.17% |
$30.7K - $37.6K
|
4.68K
$554K
|
|
|
Oct 07, 2022
Q3 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
351+ 1.61% |
$30.6K - $37.4K
|
22.2K
$2.63M
|
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
350+ 11.99% |
$30.5K - $37.3K
|
3.27K
$387K
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
347+ 2.92% |
$30.2K - $37K
|
12.2K
$1.45M
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
342+ 0.3% |
$29.8K - $36.4K
|
114K
$13.5M
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
BUY
|
- |
341+ 1.02% |
$29.7K - $36.3K
|
33.9K
$4.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
340+ 3.79% |
$29.6K - $36.2K
|
9.31K
$1.1M
|
|
|
Oct 26, 2022
Q3 2022
|
F3 Logic, LLC
|
BUY
|
- |
337+ 5.75% |
$29.3K - $35.9K
|
6.2K
$734K
|
|
|
Oct 27, 2022
Q3 2022
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
337+ 0.29% |
$29.3K - $35.9K
|
118K
$14M
|
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
334+ 2.92% |
$29.1K - $35.6K
|
11.8K
$1.39M
|
|
|
Nov 16, 2022
Q3 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
334+ 2.92% |
$29.1K - $35.6K
|
11.8K
$1.39M
|
|
|
Nov 09, 2022
Q3 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
332+ 2.54% |
$28.9K - $35.4K
|
13.4K
$1.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
331+ 0.52% |
$28.8K - $35.3K
|
63.8K
$7.55M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
329+ 0.52% |
$28.6K - $35K
|
63.8K
$7.55M
|
|
|
Oct 18, 2022
Q3 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
327+ 4.02% |
$28.5K - $34.8K
|
8.45K
$1M
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
323+ 1.42% |
$28.1K - $34.4K
|
23K
$2.73M
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
323+ 1.42% |
$28.1K - $34.4K
|
23K
$2.73M
|
|
|
Oct 03, 2022
Q3 2022
|
M&R Capital Management Inc
|
BUY
|
- |
322+ 13.83% |
$28K - $34.3K
|
2.65K
$314K
|
|
|
Oct 27, 2022
Q3 2022
|
Alley Investment Management Company, LLC
|
BUY
|
- |
313+ 0.68% |
$27.2K - $33.3K
|
46.3K
$5.49M
|
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
310+ 13.2% |
$27K - $33K
|
2.66K
$315K
|
|
|
Nov 08, 2022
Q3 2022
|
Nbt Bank N A
|
BUY
|
- |
307+ 5.95% |
$26.7K - $32.7K
|
5.47K
$647K
|