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 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-197- 4.48% |
$17.1K - $21K
|
4.21K
$498K
|
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-200- 6.77% |
$17.4K - $21.3K
|
2.76K
$326K
|
|
|
Nov 03, 2022
Q3 2022
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-200- 3.02% |
$17.4K - $21.3K
|
6.42K
$761K
|
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-200- 34.6% |
$17.4K - $21.3K
|
378
$44.8K
|
|
|
Nov 10, 2022
Q3 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-200- 4.66% |
$17.4K - $21.3K
|
4.1K
$485K
|
|
|
Nov 15, 2022
Q3 2022
|
Washington Trust Bank
|
SELL
|
- |
-202- 2.41% |
$17.6K - $21.5K
|
8.18K
$969K
|
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-206- 2.61% |
$17.9K - $21.9K
|
7.69K
$911K
|
|
|
Oct 18, 2022
Q3 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-207- 0.91% |
$18K - $22K
|
22.6K
$2.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-212- 5.6% |
$18.5K - $22.6K
|
3.58K
$424K
|
|
|
Nov 10, 2022
Q3 2022
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-215- 5.26% |
$18.7K - $22.9K
|
3.87K
$459K
|
|
|
Mar 15, 2023
Q3 2022
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-215- 2.29% |
$18.7K - $22.9K
|
9.19K
$1.09M
|
|
|
Oct 24, 2022
Q3 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-217- 8.02% |
$18.9K - $23.1K
|
2.49K
$295K
|
|
|
Nov 10, 2022
Q3 2022
|
Concord Wealth Partners
|
SELL
|
- |
-218- 8.42% |
$19K - $23.2K
|
2.37K
$281K
|
|
|
Nov 07, 2022
Q3 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-219- 7.46% |
$19.1K - $23.3K
|
2.72K
$322K
|
|
|
Oct 19, 2022
Q3 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-223- 4.01% |
$19.4K - $23.7K
|
5.34K
$632K
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-224- 3.69% |
$19.5K - $23.9K
|
5.85K
$693K
|
|
|
Nov 09, 2022
Q3 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-224- 7.26% |
$19.5K - $23.9K
|
2.86K
$339K
|
|
|
Oct 18, 2022
Q3 2022
|
Courier Capital LLC
|
SELL
|
- |
-226- 0.41% |
$19.7K - $24.1K
|
54.8K
$6.49M
|
|
|
Nov 10, 2022
Q3 2022
|
Gs Investments, Inc.
|
SELL
|
- |
-226- 4.8% |
$19.7K - $24.1K
|
4.49K
$531K
|
|
|
Oct 18, 2022
Q3 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-228- 28.64% |
$19.8K - $24.3K
|
568
$67.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-230- 1.54% |
$20K - $24.5K
|
14.8K
$1.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-231- 2.57% |
$20.1K - $24.6K
|
8.74K
$1.04M
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-233- 34.21% |
$20.3K - $24.8K
|
448
$53.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-234Closed |
$20.4K - $24.9K
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-235- 4.4% |
$20.5K - $25K
|
5.1K
$604K
|
|
|
Jan 02, 2024
Q3 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-235- 4.96% |
$20.5K - $25K
|
4.5K
$533K
|
|
|
Nov 16, 2022
Q3 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-243- 3.98% |
$21.2K - $25.9K
|
5.86K
$694K
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-251- 4.78% |
$21.8K - $26.7K
|
5K
$592K
|
|
|
Nov 01, 2022
Q3 2022
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-251- 9.64% |
$21.8K - $26.7K
|
2.35K
$279K
|
|
|
Oct 26, 2022
Q3 2022
|
Kwmg, LLC
|
SELL
|
- |
-254- 0.87% |
$22.1K - $27.1K
|
28.9K
$3.43M
|
|
|
Oct 11, 2022
Q3 2022
|
Woodstock Corp
|
SELL
|
- |
-257- 3.39% |
$22.4K - $27.4K
|
7.32K
$867K
|
|
|
Oct 18, 2022
Q3 2022
|
Ledyard National Bank
|
SELL
|
- |
-257- 5.49% |
$22.4K - $27.4K
|
4.43K
$524K
|
|
|
Oct 20, 2022
Q3 2022
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-263- 2.94% |
$22.9K - $28K
|
8.68K
$1.03M
|
|
|
Oct 21, 2022
Q3 2022
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-266- 6.77% |
$23.2K - $28.3K
|
3.66K
$434K
|
|
|
Nov 10, 2022
Q3 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-266- 2.05% |
$23.2K - $28.3K
|
12.7K
$1.51M
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-269- 7.21% |
$23.4K - $28.6K
|
3.46K
$410K
|
|
|
Oct 25, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-269- 11.66% |
$23.4K - $28.6K
|
2.04K
$241K
|
|
|
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-269- 3.17% |
$23.4K - $28.6K
|
8.23K
$974K
|
|
|
Oct 25, 2022
Q3 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-271- 23.75% |
$23.6K - $28.9K
|
870
$103K
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-273- 0.07% |
$23.8K - $29.1K
|
374K
$44.3M
|
|
|
Oct 18, 2022
Q3 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-277- 1.18% |
$24.1K - $29.5K
|
23.3K
$2.76M
|
|
|
Nov 07, 2022
Q3 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-277- 0.53% |
$24.1K - $29.5K
|
52K
$6.16M
|
|
|
Nov 07, 2022
Q3 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-277- 6.12% |
$24.1K - $29.5K
|
4.25K
$503K
|
|
|
Nov 09, 2022
Q3 2022
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-277- 20.91% |
$24.1K - $29.5K
|
1.05K
$124K
|
|
|
Nov 10, 2022
Q3 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-280- 7.98% |
$24.4K - $29.8K
|
3.23K
$382K
|
|
|
Oct 06, 2022
Q3 2022
|
Greenfield Savings Bank
|
SELL
|
- |
-282- 0.8% |
$24.5K - $30K
|
34.9K
$4.13M
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
SELL
|
- |
-284- 6.3% |
$24.7K - $30.2K
|
4.22K
$500K
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-284- 8.59% |
$24.7K - $30.2K
|
3.02K
$358K
|
|
|
Nov 08, 2022
Q3 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-289- 5.03% |
$25.2K - $30.8K
|
5.45K
$646K
|
|
|
Oct 24, 2022
Q3 2022
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-291- 5.34% |
$25.3K - $31K
|
5.16K
$611K
|