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 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.22K- 4.72% |
$106K - $130K
|
24.7K
$2.92M
|
|
|
Oct 26, 2022
Q3 2022
|
David J Yvars Group
|
SELL
|
- |
-1.23K- 10.08% |
$107K - $131K
|
11K
$1.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Argent Capital Management LLC
|
SELL
|
- |
-1.25K- 34.52% |
$108K - $133K
|
2.36K
$280K
|
|
|
Nov 14, 2022
Q3 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-1.25K- 5.25% |
$109K - $133K
|
22.5K
$2.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-1.27K- 5.01% |
$110K - $135K
|
24K
$2.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.3K- 19.61% |
$113K - $138K
|
5.32K
$631K
|
|
|
Oct 13, 2022
Q3 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.31K- 7.73% |
$114K - $139K
|
15.6K
$1.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.31K- 11.01% |
$114K - $139K
|
10.6K
$1.25M
|
|
|
Oct 13, 2022
Q3 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1.31K- 3.73% |
$114K - $139K
|
33.8K
$4M
|
|
|
Oct 26, 2022
Q3 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.31K- 0.7% |
$114K - $139K
|
186K
$22M
|
|
|
Oct 17, 2022
Q3 2022
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-1.34K- 1.05% |
$117K - $143K
|
126K
$15M
|
|
|
Oct 18, 2022
Q3 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-1.35K- 6.18% |
$117K - $143K
|
20.5K
$2.42M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Ozk
|
SELL
|
- |
-1.35K- 9.8% |
$117K - $144K
|
12.4K
$1.47M
|
|
|
Nov 02, 2022
Q3 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.35K- 19.84% |
$118K - $144K
|
5.46K
$646K
|
|
|
Dec 19, 2024
Q3 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.36K- 2.88% |
$118K - $145K
|
45.9K
$5.44M
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.36K- 75.17% |
$119K - $145K
|
450
$53.3K
|
|
|
Oct 06, 2022
Q3 2022
|
Vera Bank, N.A.
|
SELL
|
- |
-1.36K- 5.34% |
$119K - $145K
|
24.1K
$2.86M
|
|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.37K- 73.23% |
$119K - $146K
|
500
$59.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.37K- 4.86% |
$119K - $146K
|
26.8K
$3.17M
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-1.38K- 11.27% |
$120K - $147K
|
10.9K
$1.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.39K- 15.18% |
$121K - $148K
|
7.75K
$917K
|
|
|
Nov 14, 2022
Q3 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.39K- 0.88% |
$121K - $148K
|
156K
$18.4M
|
|
|
Nov 04, 2022
Q3 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-1.4K- 6.13% |
$122K - $149K
|
21.4K
$2.53M
|
|
|
Nov 09, 2022
Q3 2022
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.4K- 9.54% |
$122K - $149K
|
13.3K
$1.57M
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.4K- 0.88% |
$122K - $150K
|
158K
$18.7M
|
|
|
Oct 21, 2022
Q3 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.42K- 10.75% |
$124K - $151K
|
11.8K
$1.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-1.43K- 6.7% |
$124K - $152K
|
19.9K
$2.36M
|
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.5K- 36.06% |
$130K - $160K
|
2.66K
$315K
|
|
|
Oct 28, 2022
Q3 2022
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1.51K- 2.4% |
$132K - $161K
|
61.5K
$7.28M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.52K- 17.42% |
$133K - $162K
|
7.22K
$855K
|
|
|
Oct 12, 2022
Q3 2022
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-1.54K- 5.65% |
$134K - $164K
|
25.7K
$3.05M
|
|
|
Nov 01, 2022
Q3 2022
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-1.54K- 28.7% |
$134K - $164K
|
3.83K
$453K
|
|
|
Nov 14, 2022
Q3 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-1.55K- 28.35% |
$135K - $165K
|
3.92K
$464K
|
|
|
Oct 19, 2022
Q3 2022
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-1.56K- 13.5% |
$136K - $166K
|
10K
$1.18M
|
|
|
Oct 25, 2022
Q3 2022
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-1.57K- 3.63% |
$136K - $167K
|
41.6K
$4.93M
|
|
|
Oct 31, 2022
Q3 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.58K- 4.66% |
$138K - $168K
|
32.4K
$3.83M
|
|
|
Nov 10, 2022
Q3 2022
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-1.6K- 1.06% |
$139K - $171K
|
150K
$17.7M
|
|
|
Oct 13, 2022
Q3 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.61K- 8.62% |
$140K - $171K
|
17.1K
$2.02M
|
|
|
Nov 01, 2022
Q3 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.62K- 1.31% |
$141K - $173K
|
122K
$14.4M
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.63K- 3.14% |
$142K - $173K
|
50.1K
$5.94M
|
|
|
Nov 07, 2022
Q3 2022
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-1.66K- 1.1% |
$144K - $176K
|
148K
$17.6M
|
|
|
Nov 02, 2022
Q3 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-1.66K- 17.47% |
$145K - $177K
|
7.86K
$931K
|
|
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.71K- 18.95% |
$149K - $182K
|
7.3K
$865K
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.75K- 21.63% |
$152K - $186K
|
6.34K
$751K
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.79K- 9.36% |
$155K - $190K
|
17.3K
$2.05M
|
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.8K- 1.38% |
$156K - $191K
|
129K
$15.3M
|
|
|
Nov 04, 2022
Q3 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.8K- 30.77% |
$157K - $192K
|
4.05K
$480K
|
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
SELL
|
- |
-1.81K- 23.15% |
$158K - $193K
|
6.01K
$712K
|
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-1.81K- 25.31% |
$158K - $193K
|
5.34K
$633K
|
|
|
Oct 12, 2023
Q3 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.82K- 34.86% |
$158K - $194K
|
3.4K
$402K
|