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 26, 2022
Q3 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
303+ 4.16% |
$26.4K - $32.3K
|
7.58K
$898K
|
|
|
Nov 09, 2022
Q3 2022
|
Tmd Wealth Management, LLC
|
BUY
|
- |
292+ 0.37% |
$25.4K - $31.1K
|
78.4K
$9.29M
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
287+ 7.1% |
$25K - $30.6K
|
4.33K
$513K
|
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
286+ 4.72% |
$24.9K - $30.5K
|
6.34K
$751K
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
286+ 7.25% |
$24.9K - $30.5K
|
4.23K
$501K
|
|
|
Nov 03, 2022
Q3 2022
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
285+ 4.53% |
$24.8K - $30.4K
|
6.58K
$780K
|
|
|
Nov 09, 2022
Q3 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
284+ 5.7% |
$24.7K - $30.2K
|
5.27K
$624K
|
|
|
Nov 01, 2022
Q3 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
282+ 1.6% |
$24.5K - $30K
|
17.9K
$2.12M
|
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
BUY
|
- |
277+ 1.37% |
$24.1K - $29.5K
|
20.5K
$2.43M
|
|
|
Oct 21, 2022
Q3 2022
|
Alaska Permanent Capital Management
|
BUY
|
- |
275+ 0.05% |
$23.9K - $29.3K
|
546K
$64.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
275+ 3.91% |
$23.9K - $29.3K
|
7.31K
$865K
|
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
271New |
$23.6K - $28.9K
|
271
$32.1K
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
268+ 1.94% |
$23.3K - $28.5K
|
14.1K
$1.67M
|
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
265+ 1.93% |
$23.1K - $28.2K
|
14K
$1.66M
|
|
|
Nov 07, 2022
Q3 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
265+ 5.68% |
$23.1K - $28.2K
|
4.93K
$584K
|
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
260+ 1300.0% |
$22.6K - $27.7K
|
280
$33.2K
|
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
BUY
|
- |
250+ 8.87% |
$21.8K - $26.6K
|
3.07K
$363K
|
|
|
Oct 24, 2022
Q3 2022
|
Kg&L Capital Management,Llc
|
BUY
|
- |
248+ 2.69% |
$21.6K - $26.4K
|
9.48K
$1.12M
|
|
|
Nov 04, 2022
Q3 2022
|
Cypress Capital Group
|
BUY
|
- |
242+ 2.3% |
$21.1K - $25.8K
|
10.7K
$1.27M
|
|
|
Nov 04, 2022
Q3 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
241+ 10.79% |
$21K - $25.7K
|
2.48K
$293K
|
|
|
Oct 24, 2022
Q3 2022
|
First National Corp
|
BUY
|
- |
234+ 1.84% |
$20.4K - $24.9K
|
13K
$1.53M
|
|
|
Nov 02, 2022
Q3 2022
|
ETF Store, Inc.
|
BUY
|
- |
233+ 0.59% |
$20.3K - $24.8K
|
39.7K
$4.7M
|
|
|
Oct 18, 2022
Q3 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
227+ 1.87% |
$19.8K - $24.2K
|
12.4K
$1.47M
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
221+ 24.5% |
$19.2K - $23.5K
|
1.12K
$133K
|
|
|
Oct 24, 2022
Q3 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
220+ 9.91% |
$19.1K - $23.4K
|
2.44K
$289K
|
|
|
Oct 06, 2022
Q3 2022
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
219+ 0.5% |
$19.1K - $23.3K
|
43.9K
$5.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
203+ 1.22% |
$17.7K - $21.6K
|
16.8K
$1.99M
|
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
202+ 2.53% |
$17.6K - $21.5K
|
8.2K
$971K
|
|
|
Nov 07, 2022
Q3 2022
|
Capital Planning LLC
|
BUY
|
- |
201+ 1.94% |
$17.5K - $21.4K
|
10.6K
$1.25M
|
|
|
Nov 10, 2022
Q3 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
200+ 1.54% |
$17.4K - $21.3K
|
13.2K
$1.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
198+ 0.21% |
$17.2K - $21.1K
|
93.2K
$11M
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
197+ 3.66% |
$17.1K - $21K
|
5.58K
$660K
|
|
|
Nov 14, 2022
Q3 2022
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
197+ 0.27% |
$17.1K - $21K
|
72.4K
$8.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
196+ 5.19% |
$17.1K - $20.9K
|
3.97K
$471K
|
|
|
Nov 14, 2022
Q3 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
194+ 2.44% |
$16.9K - $20.7K
|
8.15K
$965K
|
|
|
Oct 18, 2022
Q3 2022
|
Newton One Investments LLC
|
BUY
|
- |
193+ 0.43% |
$16.8K - $20.6K
|
45.1K
$5.34M
|
|
|
Oct 18, 2022
Q3 2022
|
Congress Park Capital LLC
|
BUY
|
- |
193+ 0.91% |
$16.8K - $20.6K
|
21.3K
$2.53M
|
|
|
Nov 08, 2022
Q3 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
193+ 5.53% |
$16.8K - $20.6K
|
3.68K
$436K
|
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
193+ 0.47% |
$16.8K - $20.6K
|
40.9K
$4.84M
|
|
|
Jan 03, 2023
Q3 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
192+ 6.38% |
$16.7K - $20.4K
|
3.2K
$379K
|
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
187+ 4.52% |
$16.3K - $19.9K
|
4.33K
$512K
|
|
|
Oct 13, 2022
Q3 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
185+ 3.89% |
$16.1K - $19.7K
|
4.94K
$585K
|
|
|
Nov 09, 2022
Q3 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
181+ 3.19% |
$15.8K - $19.3K
|
5.85K
$693K
|
|
|
Nov 08, 2022
Q3 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
180+ 3.6% |
$15.7K - $19.2K
|
5.18K
$613K
|
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
176+ 6.21% |
$15.3K - $18.7K
|
3.01K
$357K
|
|
|
Oct 25, 2022
Q3 2022
|
Meritage Portfolio Management
|
BUY
|
- |
175+ 1.06% |
$15.2K - $18.6K
|
16.7K
$1.98M
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
175+ 5.5% |
$15.2K - $18.6K
|
3.36K
$398K
|
|
|
Oct 20, 2022
Q3 2022
|
Inlet Private Wealth, LLC
|
BUY
|
- |
174+ 6.33% |
$15.1K - $18.5K
|
2.92K
$346K
|
|
|
Oct 18, 2022
Q3 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
172+ 3.72% |
$15K - $18.3K
|
4.8K
$569K
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
170+ 0.77% |
$14.8K - $18.1K
|
22.3K
$2.65M
|