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 28, 2022
Q3 2022
|
Mitchell Capital Management CO
|
SELL
|
- |
-294- 7.0% |
$25.6K - $31.3K
|
3.91K
$463K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-294- 3.4% |
$25.6K - $31.3K
|
8.35K
$989K
|
|
|
Oct 12, 2022
Q3 2022
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-296- 1.27% |
$25.8K - $31.5K
|
23K
$2.72M
|
|
|
Nov 09, 2022
Q3 2022
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-299- 2.41% |
$26K - $31.8K
|
12.1K
$1.43M
|
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
SELL
|
- |
-300- 5.29% |
$26.1K - $32K
|
5.37K
$636K
|
|
|
Nov 02, 2022
Q3 2022
|
Nelson Capital Management, LLC
|
SELL
|
- |
-301- 2.73% |
$26.2K - $32.1K
|
10.7K
$1.27M
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-308- 4.32% |
$26.8K - $32.8K
|
6.82K
$808K
|
|
|
Oct 17, 2022
Q3 2022
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-310- 1.71% |
$27K - $33K
|
17.8K
$2.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-312- 2.88% |
$27.2K - $33.2K
|
10.5K
$1.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-315- 11.84% |
$27.4K - $33.5K
|
2.35K
$278K
|
|
|
Nov 03, 2022
Q3 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-316- 0.7% |
$27.5K - $33.7K
|
44.7K
$5.29M
|
|
|
Nov 10, 2022
Q3 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-316- 0.37% |
$27.5K - $33.7K
|
84.7K
$10M
|
|
|
Oct 18, 2022
Q3 2022
|
Ballast, Inc.
|
SELL
|
- |
-320- 4.92% |
$27.9K - $34.1K
|
6.19K
$733K
|
|
|
Nov 09, 2022
Q3 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-323- 0.56% |
$28.1K - $34.4K
|
57.2K
$6.78M
|
|
|
Nov 03, 2022
Q3 2022
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-327- 28.12% |
$28.5K - $34.8K
|
836
$99K
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-338- 0.24% |
$29.4K - $36K
|
141K
$16.6M
|
|
|
Oct 27, 2022
Q3 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-343- 1.72% |
$29.9K - $36.5K
|
19.6K
$2.33M
|
|
|
Oct 24, 2022
Q3 2022
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-350- 2.67% |
$30.5K - $37.3K
|
12.8K
$1.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-356- 31.62% |
$31K - $37.9K
|
770
$91.2K
|
|
|
Oct 31, 2022
Q3 2022
|
Abundance Wealth Counselors
|
SELL
|
- |
-359- 0.83% |
$31.2K - $38.2K
|
42.8K
$5.07M
|
|
|
Feb 14, 2023
Q3 2022
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-360- 3.43% |
$31.3K - $38.3K
|
10.1K
$1.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Forum Private Client Group LLC
|
SELL
|
- |
-361- 1.72% |
$31.4K - $38.4K
|
20.6K
$2.44M
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-363- 11.91% |
$31.6K - $38.7K
|
2.68K
$318K
|
|
|
Nov 14, 2022
Q3 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-366- 1.81% |
$31.9K - $39K
|
19.9K
$2.36M
|
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
SELL
|
- |
-373- 0.79% |
$32.5K - $39.7K
|
46.8K
$5.54M
|
|
|
Oct 13, 2022
Q3 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-383- 0.59% |
$33.3K - $40.8K
|
64.1K
$7.59M
|
|
|
Oct 12, 2022
Q3 2022
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-385- 2.08% |
$33.5K - $41K
|
18.1K
$2.15M
|
|
|
Nov 04, 2022
Q3 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-392- 6.35% |
$34.1K - $41.7K
|
5.79K
$685K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-393- 5.94% |
$34.2K - $41.9K
|
6.22K
$737K
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-394- 8.8% |
$34.3K - $42K
|
4.08K
$483K
|
|
|
Oct 12, 2022
Q3 2022
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-395- 1.2% |
$34.4K - $42.1K
|
32.6K
$3.86M
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-397- 90.85% |
$34.6K - $42.3K
|
40
$4.74K
|
|
|
Oct 18, 2022
Q3 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-398- 3.01% |
$34.6K - $42.4K
|
12.8K
$1.52M
|
|
|
Oct 07, 2022
Q3 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-400- 13.73% |
$34.8K - $42.6K
|
2.51K
$298K
|
|
|
Oct 19, 2022
Q3 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-400- 1.54% |
$34.8K - $42.6K
|
25.5K
$3.02M
|
|
|
Nov 10, 2022
Q3 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-400- 1.09% |
$34.8K - $42.6K
|
36.3K
$4.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Truepoint, Inc.
|
SELL
|
- |
-400- 5.65% |
$34.8K - $42.6K
|
6.68K
$791K
|
|
|
Oct 20, 2022
Q3 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-402- 2.78% |
$35K - $42.8K
|
14.1K
$1.67M
|
|
|
Nov 09, 2022
Q3 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-411- 1.34% |
$35.8K - $43.8K
|
30.3K
$3.59M
|
|
|
Nov 08, 2022
Q3 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-420- 0.53% |
$36.6K - $44.7K
|
78.6K
$9.31M
|
|
|
Oct 19, 2022
Q3 2022
|
Sinecera Capital, LLC
|
SELL
|
- |
-428- 10.79% |
$37.3K - $45.6K
|
3.54K
$419K
|
|
|
Nov 14, 2022
Q3 2022
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-428- 1.33% |
$37.3K - $45.6K
|
31.8K
$3.77M
|
|
|
Oct 11, 2022
Q3 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-434- 2.9% |
$37.8K - $46.2K
|
14.6K
$1.72M
|
|
|
Nov 14, 2022
Q3 2022
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-435- 11.32% |
$37.9K - $46.3K
|
3.41K
$404K
|
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
SELL
|
- |
-441- 1.42% |
$38.4K - $47K
|
30.5K
$3.62M
|
|
|
Nov 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-441- 5.79% |
$38.4K - $47K
|
7.18K
$851K
|
|
|
Oct 24, 2022
Q3 2022
|
Forte Asset Management LLC
|
SELL
|
- |
-450- 3.94% |
$39.2K - $47.9K
|
11K
$1.3M
|
|
|
Oct 12, 2022
Q3 2022
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-459- 14.61% |
$40K - $48.9K
|
2.68K
$318K
|
|
|
Oct 31, 2022
Q3 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-463- 2.12% |
$40.3K - $49.3K
|
21.4K
$2.53M
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-474- 0.56% |
$41.3K - $50.5K
|
84.6K
$10M
|