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 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.83K- 30.18% |
$159K - $194K
|
4.22K
$500K
|
|
|
Nov 10, 2022
Q3 2022
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-1.86K- 0.96% |
$161K - $198K
|
190K
$22.6M
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-1.88K- 7.25% |
$164K - $201K
|
24.1K
$2.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.89K- 17.86% |
$165K - $201K
|
8.7K
$1.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-1.93K- 0.58% |
$168K - $206K
|
331K
$39.1M
|
|
|
Nov 07, 2022
Q3 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.93K- 28.19% |
$168K - $206K
|
4.92K
$583K
|
|
|
Nov 04, 2022
Q3 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.94K- 19.59% |
$169K - $207K
|
7.97K
$944K
|
|
|
Nov 14, 2022
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-1.95K- 2.32% |
$170K - $207K
|
81.9K
$9.7M
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.98K- 3.42% |
$172K - $211K
|
55.9K
$6.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-1.99K- 3.16% |
$173K - $212K
|
60.9K
$7.21M
|
|
|
Oct 13, 2022
Q3 2022
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-1.99K- 1.71% |
$173K - $212K
|
115K
$13.6M
|
|
|
Oct 25, 2022
Q3 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1.99K- 2.24% |
$173K - $212K
|
87.1K
$10.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2K- 3.85% |
$174K - $213K
|
49.8K
$5.9M
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-2.03K- 1.8% |
$177K - $217K
|
111K
$13.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Jsf Financial, LLC
|
SELL
|
- |
-2.04K- 4.66% |
$177K - $217K
|
41.6K
$4.93M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.04KClosed |
$177K - $217K
|
0
$0
|
|
|
Oct 20, 2022
Q3 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-2.04K- 3.49% |
$178K - $218K
|
56.5K
$6.69M
|
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-2.05K- 8.47% |
$178K - $218K
|
22.1K
$2.62M
|
|
|
Oct 17, 2022
Q3 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-2.09K- 1.81% |
$182K - $223K
|
114K
$13.5M
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
SELL
|
- |
-2.1K- 9.59% |
$183K - $224K
|
19.8K
$2.35M
|
|
|
Nov 04, 2022
Q3 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.11K- 9.31% |
$184K - $225K
|
20.6K
$2.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.11KClosed |
$184K - $225K
|
0
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-2.13K- 8.68% |
$185K - $226K
|
22.4K
$2.65M
|
|
|
Nov 03, 2022
Q3 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.15K- 11.79% |
$187K - $229K
|
16.1K
$1.91M
|
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.16K- 5.95% |
$188K - $230K
|
34.1K
$4.03M
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
SELL
|
- |
-2.18K- 4.01% |
$189K - $232K
|
52K
$6.16M
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-2.18K- 4.22% |
$190K - $232K
|
49.5K
$5.86M
|
|
|
Oct 26, 2022
Q3 2022
|
Twele Capital Management, Inc.
|
SELL
|
- |
-2.28K- 1.19% |
$199K - $243K
|
190K
$22.4M
|
|
|
Oct 27, 2022
Q3 2022
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-2.29K- 2.02% |
$199K - $243K
|
111K
$13.2M
|
|
|
Nov 14, 2022
Q3 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-2.29K- 7.58% |
$199K - $244K
|
27.9K
$3.3M
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-2.33K- 24.81% |
$202K - $248K
|
7.05K
$835K
|
|
|
Nov 08, 2022
Q3 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.33K- 33.68% |
$203K - $248K
|
4.59K
$543K
|
|
|
Oct 13, 2022
Q3 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-2.34K- 1.14% |
$203K - $249K
|
202K
$23.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.4K- 3.91% |
$208K - $255K
|
58.9K
$6.97M
|
|
|
Oct 26, 2022
Q3 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-2.41K- 36.67% |
$210K - $256K
|
4.16K
$492K
|
|
|
Nov 09, 2022
Q3 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-2.41K- 24.08% |
$210K - $256K
|
7.59K
$899K
|
|
|
Nov 01, 2022
Q3 2022
|
Daniels&Tansey,Llp
|
SELL
|
- |
-2.44K- 1.26% |
$212K - $260K
|
191K
$22.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Camden Capital, LLC
|
SELL
|
- |
-2.46K- 2.13% |
$214K - $262K
|
113K
$13.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.49K- 24.26% |
$217K - $266K
|
7.79K
$922K
|
|
|
Oct 19, 2022
Q3 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-2.51K- 7.0% |
$219K - $268K
|
33.4K
$3.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-2.52K- 20.31% |
$220K - $269K
|
9.9K
$1.17M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.53K- 0.61% |
$220K - $269K
|
413K
$49M
|
|
|
Oct 12, 2022
Q3 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-2.6K- 3.52% |
$226K - $277K
|
71.1K
$8.43M
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.66K- 0.39% |
$231K - $283K
|
675K
$79.9M
|
|
|
Oct 19, 2022
Q3 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-2.67K- 5.64% |
$232K - $284K
|
44.6K
$5.29M
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.7K- 0.54% |
$235K - $287K
|
501K
$59.3M
|
|
|
Nov 10, 2022
Q3 2022
|
S&T Bank
Indiana, PA |
SELL
|
- |
-2.74K- 10.4% |
$239K - $292K
|
23.6K
$2.8M
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-2.75K- 33.02% |
$239K - $292K
|
5.57K
$660K
|
|
|
Nov 01, 2022
Q3 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-2.76K- 18.99% |
$240K - $294K
|
11.8K
$1.4M
|
|
|
Oct 31, 2022
Q3 2022
|
Harbor Advisory Corp
|
SELL
|
- |
-2.77K- 4.32% |
$241K - $295K
|
61.3K
$7.26M
|