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 09, 2022
Q3 2022
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-18.2K- 62.76% |
$1.58M - $1.93M
|
10.8K
$1.28M
|
|
|
Nov 08, 2022
Q3 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-18.2K- 2.59% |
$1.58M - $1.94M
|
682K
$80.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-19.4K- 35.69% |
$1.69M - $2.07M
|
35K
$4.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-19.5K- 3.05% |
$1.7M - $2.08M
|
621K
$73.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-19.6K- 15.2% |
$1.7M - $2.08M
|
109K
$12.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-19.6K- 16.69% |
$1.71M - $2.09M
|
97.9K
$11.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-20K- 19.76% |
$1.74M - $2.13M
|
81.3K
$9.62M
|
|
|
Nov 10, 2022
Q3 2022
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-20.2K- 12.59% |
$1.76M - $2.16M
|
140K
$16.6M
|
|
|
Nov 03, 2022
Q3 2022
|
Moneywise, Inc.
|
SELL
|
- |
-21.9K- 72.97% |
$1.91M - $2.33M
|
8.12K
$961K
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-22.4K- 2.07% |
$1.95M - $2.38M
|
1.06M
$125M
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-22.4K- 2.07% |
$1.95M - $2.38M
|
1.06M
$125M
|
|
|
Nov 14, 2022
Q3 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-22.4KClosed |
$1.95M - $2.39M
|
0
$0
|
|
|
Oct 12, 2022
Q3 2022
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-22.6K- 9.68% |
$1.97M - $2.41M
|
211K
$25M
|
|
|
Nov 14, 2022
Q3 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-23.4K- 6.36% |
$2.04M - $2.49M
|
344K
$40.8M
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-24.3K- 9.78% |
$2.11M - $2.58M
|
224K
$26.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-24.3K- 10.28% |
$2.12M - $2.59M
|
212K
$25.1M
|
|
|
Oct 18, 2022
Q3 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-25K- 51.67% |
$2.17M - $2.66M
|
23.4K
$2.77M
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-27.5K- 13.27% |
$2.4M - $2.93M
|
180K
$21.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-30.1K- 4.27% |
$2.62M - $3.2M
|
674K
$79.8M
|
|
|
Oct 26, 2022
Q3 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-30.8K- 71.2% |
$2.68M - $3.28M
|
12.5K
$1.47M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-31.4K- 1.4% |
$2.73M - $3.35M
|
2.22M
$263M
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-32.6K- 14.93% |
$2.84M - $3.47M
|
186K
$22M
|
|
|
Oct 24, 2022
Q3 2022
|
Nationwide Fund Advisors
|
SELL
|
- |
-32.6K- 1.92% |
$2.84M - $3.47M
|
1.66M
$197M
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-34.3K- 6.13% |
$2.99M - $3.66M
|
526K
$62.3M
|
|
|
Nov 02, 2022
Q3 2022
|
Middleton & CO Inc
|
SELL
|
- |
-34.5K- 39.3% |
$3M - $3.67M
|
53.3K
$6.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-34.7K- 19.67% |
$3.02M - $3.7M
|
142K
$16.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-34.7K- 19.67% |
$3.02M - $3.7M
|
142K
$16.8M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-36.8K- 3.72% |
$3.2M - $3.92M
|
952K
$113M
|
|
|
Nov 03, 2022
Q3 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-37.9K- 11.43% |
$3.3M - $4.04M
|
294K
$34.8M
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-40.6K- 15.47% |
$3.54M - $4.33M
|
222K
$26.3M
|
|
|
Oct 21, 2022
Q3 2022
|
Bridges Investment Management Inc
|
SELL
|
- |
-41.6K- 3.92% |
$3.62M - $4.43M
|
1.02M
$121M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-41.6K- 13.49% |
$3.63M - $4.44M
|
267K
$31.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-42.9K- 4.59% |
$3.74M - $4.57M
|
893K
$106M
|
|
|
Nov 09, 2022
Q3 2022
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-45K- 48.68% |
$3.91M - $4.79M
|
47.4K
$5.61M
|
|
|
Oct 21, 2022
Q3 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-45K- 15.62% |
$3.92M - $4.79M
|
243K
$28.8M
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-45.3K- 0.87% |
$3.95M - $4.83M
|
5.16M
$611M
|
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-45.4K- 14.3% |
$3.95M - $4.84M
|
272K
$32.2M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-48K- 35.05% |
$4.18M - $5.12M
|
89K
$10.5M
|
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-48.1K- 46.37% |
$4.19M - $5.13M
|
55.7K
$6.59M
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
SELL
|
- |
-50.3K- 57.28% |
$4.37M - $5.35M
|
37.5K
$4.44M
|
|
|
Oct 13, 2022
Q3 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-50.3K- 83.16% |
$4.38M - $5.35M
|
10.2K
$1.21M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-50.7K- 4.46% |
$4.41M - $5.4M
|
1.09M
$129M
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
SELL
|
- |
-50.8K- 3.73% |
$4.42M - $5.41M
|
1.31M
$155M
|
|
|
Oct 12, 2022
Q3 2022
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-58.5K- 94.62% |
$5.09M - $6.23M
|
3.33K
$394K
|
|
|
Oct 21, 2022
Q3 2022
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-64K- 22.77% |
$5.57M - $6.81M
|
217K
$25.7M
|
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
SELL
|
- |
-64.3K- 1.75% |
$5.6M - $6.85M
|
3.61M
$427M
|
|
|
Nov 09, 2022
Q3 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-68.5K- 41.47% |
$5.96M - $7.3M
|
96.7K
$11.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-69.5K- 60.12% |
$6.05M - $7.4M
|
46.1K
$5.46M
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-69.9K- 2.61% |
$6.08M - $7.44M
|
2.61M
$309M
|
|
|
Nov 09, 2022
Q3 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-70.2K- 33.08% |
$6.11M - $7.47M
|
142K
$16.8M
|