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 08, 2022
Q3 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-476- 1.71% |
$41.4K - $50.7K
|
27.3K
$3.23M
|
|
|
Nov 01, 2022
Q3 2022
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-487- 2.71% |
$42.4K - $51.9K
|
17.5K
$2.07M
|
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-487Closed |
$42.4K - $51.9K
|
0
$0
|
|
|
Oct 24, 2022
Q3 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-490- 3.45% |
$42.6K - $52.2K
|
13.7K
$1.62M
|
|
|
Oct 20, 2022
Q3 2022
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-496- 6.89% |
$43.2K - $52.8K
|
6.7K
$793K
|
|
|
Oct 18, 2022
Q3 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-505- 7.2% |
$44K - $53.8K
|
6.51K
$771K
|
|
|
Oct 13, 2022
Q3 2022
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-515- 0.76% |
$44.8K - $54.8K
|
67.2K
$7.96M
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-521- 1.95% |
$45.3K - $55.5K
|
26.2K
$3.11M
|
|
|
Nov 07, 2022
Q3 2022
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-528- 7.61% |
$46K - $56.2K
|
6.41K
$760K
|
|
|
Oct 31, 2022
Q3 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-535- 0.44% |
$46.6K - $57K
|
120K
$14.2M
|
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
SELL
|
- |
-542- 1.48% |
$47.2K - $57.7K
|
36.1K
$4.27M
|
|
|
Nov 08, 2022
Q3 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-546- 2.29% |
$47.5K - $58.1K
|
23.3K
$2.76M
|
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
SELL
|
- |
-551- 0.25% |
$48K - $58.7K
|
224K
$26.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-552- 0.16% |
$48K - $58.8K
|
344K
$40.8M
|
|
|
Oct 18, 2022
Q3 2022
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-561- 0.59% |
$48.8K - $59.7K
|
94.1K
$11.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Peoples Bank
|
SELL
|
- |
-561- 0.98% |
$48.8K - $59.7K
|
56.9K
$6.74M
|
|
|
Oct 28, 2022
Q3 2022
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-566- 9.66% |
$49.3K - $60.3K
|
5.3K
$627K
|
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-574- 1.63% |
$50K - $61.1K
|
34.6K
$4.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Univest Financial Corp
|
SELL
|
- |
-577- 1.79% |
$50.2K - $61.5K
|
31.6K
$3.75M
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-588- 0.81% |
$51.2K - $62.6K
|
72.3K
$8.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-590- 5.24% |
$51.4K - $62.8K
|
10.7K
$1.26M
|
|
|
Oct 17, 2022
Q3 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-592- 0.5% |
$51.5K - $63K
|
117K
$13.9M
|
|
|
Oct 31, 2022
Q3 2022
|
First Farmers & Merchants Bank
|
SELL
|
- |
-596- 2.52% |
$51.9K - $63.5K
|
23K
$2.73M
|
|
|
Nov 08, 2022
Q3 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-598- 8.2% |
$52K - $63.7K
|
6.69K
$792K
|
|
|
Oct 21, 2022
Q3 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-600- 12.26% |
$52.2K - $63.9K
|
4.3K
$509K
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-603- 0.41% |
$52.5K - $64.2K
|
146K
$17.3M
|
|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
SELL
|
- |
-612- 0.28% |
$53.3K - $65.2K
|
216K
$25.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-612- 9.25% |
$53.3K - $65.2K
|
6.01K
$711K
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-614- 1.42% |
$53.4K - $65.4K
|
42.7K
$5.06M
|
|
|
Oct 11, 2022
Q3 2022
|
Trust CO
|
SELL
|
- |
-619- 5.65% |
$53.9K - $65.9K
|
10.3K
$1.22M
|
|
|
Nov 08, 2022
Q3 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-624- 0.42% |
$54.3K - $66.5K
|
147K
$17.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-637- 0.69% |
$55.4K - $67.8K
|
92.2K
$10.9M
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-639- 61.74% |
$55.6K - $68.1K
|
396
$46.9K
|
|
|
Nov 01, 2022
Q3 2022
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-640- 5.59% |
$55.7K - $68.2K
|
10.8K
$1.28M
|
|
|
Oct 28, 2022
Q3 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-644- 0.55% |
$56.1K - $68.6K
|
116K
$13.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-652- -0.0% |
$56.8K - $69.4K
|
26.7M
$3.16B
|
|
|
Nov 10, 2022
Q3 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-661- 3.84% |
$57.5K - $70.4K
|
16.6K
$1.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-670- 0.53% |
$58.3K - $71.4K
|
126K
$14.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-675- 2.72% |
$58.8K - $71.9K
|
24.1K
$2.86M
|
|
|
Oct 14, 2022
Q3 2022
|
Santori & Peters, Inc.
|
SELL
|
- |
-676- 2.91% |
$58.8K - $72K
|
22.6K
$2.67M
|
|
|
Oct 31, 2022
Q3 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-677- 40.73% |
$58.9K - $72.1K
|
985
$117K
|
|
|
Oct 17, 2022
Q3 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-678- 11.85% |
$59K - $72.2K
|
5.04K
$597K
|
|
|
Oct 27, 2022
Q3 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-686- 0.91% |
$59.7K - $73.1K
|
74.8K
$8.85M
|
|
|
Oct 26, 2022
Q3 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-688- 11.72% |
$59.9K - $73.3K
|
5.18K
$614K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
SELL
|
- |
-691- 16.55% |
$60.1K - $73.6K
|
3.48K
$413K
|
|
|
Oct 25, 2022
Q3 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-698- 9.33% |
$60.8K - $74.3K
|
6.79K
$804K
|
|
|
Oct 25, 2022
Q3 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-699- 5.68% |
$60.8K - $74.4K
|
11.6K
$1.38M
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-701- 5.66% |
$61K - $74.7K
|
11.7K
$1.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-705- 2.77% |
$61.4K - $75.1K
|
24.8K
$2.93M
|
|
|
Oct 24, 2022
Q3 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-731- 0.34% |
$63.6K - $77.9K
|
215K
$25.5M
|