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 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
33.4K+ 3.64% |
$2.91M - $3.56M
|
951K
$113M
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
32.9K+ 26.39% |
$2.87M - $3.51M
|
158K
$18.7M
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
32.7K+ 39.76% |
$2.84M - $3.48M
|
115K
$13.6M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
32.6K+ 4.51% |
$2.84M - $3.47M
|
756K
$89.5M
|
|
Oct 21, 2022
Q3 2022
|
Transform Wealth, LLC
|
BUY
|
- |
31.8K+ 299.17% |
$2.77M - $3.39M
|
42.5K
$5.03M
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
31.7K+ 21.14% |
$2.76M - $3.38M
|
182K
$21.5M
|
|
Oct 12, 2022
Q3 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
31.1KNew |
$2.71M - $3.31M
|
31.1K
$3.68M
|
|
Oct 12, 2022
Q3 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
31.1KNew |
$2.7M - $3.31M
|
31.1K
$3.68M
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
BUY
|
- |
30.5K+ 209.28% |
$2.65M - $3.24M
|
45K
$5.33M
|
|
Oct 24, 2022
Q3 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
29.3KNew |
$2.55M - $3.12M
|
29.3K
$3.47M
|
|
Nov 09, 2022
Q3 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
28.8K+ 238.7% |
$2.5M - $3.06M
|
40.8K
$4.83M
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
28.2K+ 49.39% |
$2.45M - $3M
|
85.2K
$10.1M
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
27.6K+ 267.44% |
$2.4M - $2.94M
|
37.9K
$4.49M
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
27.3K+ 17.63% |
$2.38M - $2.91M
|
182K
$21.6M
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
27.1K+ 17.16% |
$2.36M - $2.89M
|
185K
$21.9M
|
|
Oct 31, 2022
Q3 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
27K+ 8.46% |
$2.35M - $2.88M
|
347K
$41M
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
26.8K+ 59.84% |
$2.33M - $2.86M
|
71.7K
$8.49M
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
26.5K+ 1.29% |
$2.31M - $2.82M
|
2.08M
$247M
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
26.2K+ 7.55% |
$2.28M - $2.79M
|
373K
$44.2M
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
26.2K+ 4.49% |
$2.28M - $2.79M
|
609K
$72.1M
|
|
Nov 15, 2022
Q3 2022
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
26.1KNew |
$2.27M - $2.78M
|
26.1K
$3.09M
|
|
Oct 28, 2022
Q3 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
26.1K+ 31.28% |
$2.27M - $2.78M
|
109K
$13M
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
26KNew |
$2.26M - $2.77M
|
26K
$3.08M
|
|
Mar 11, 2024
Q3 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
25.8KNew |
$2.24M - $2.74M
|
25.8K
$3.05M
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
25.5K+ 31.1% |
$2.22M - $2.72M
|
108K
$12.7M
|
|
Nov 09, 2022
Q3 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
24.9K+ 169.56% |
$2.17M - $2.65M
|
39.6K
$4.69M
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
24.8K+ 69.73% |
$2.16M - $2.64M
|
60.4K
$7.16M
|
|
Nov 07, 2022
Q3 2022
|
Allen Investment Management LLC
|
BUY
|
- |
24.7K+ 65.06% |
$2.15M - $2.63M
|
62.6K
$7.41M
|
|
Oct 25, 2022
Q3 2022
|
First Merchants Corp
|
BUY
|
- |
24.5K+ 9.94% |
$2.13M - $2.61M
|
271K
$32M
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
BUY
|
- |
24.3KNew |
$2.11M - $2.58M
|
24.3K
$2.87M
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
24.3K+ 3.66% |
$2.11M - $2.58M
|
688K
$81.5M
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
23.9K+ 8.25% |
$2.08M - $2.55M
|
314K
$37.2M
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
23.9K+ 21.25% |
$2.08M - $2.55M
|
136K
$16.2M
|
|
Jan 12, 2023
Q3 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
23.8K+ 12.83% |
$2.07M - $2.54M
|
209K
$24.8M
|
|
Oct 17, 2022
Q3 2022
|
Elk River Wealth Management, LLC
|
BUY
|
- |
23.7K+ 8.99% |
$2.06M - $2.53M
|
288K
$34.1M
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
23.4K+ 1.75% |
$2.04M - $2.5M
|
1.37M
$162M
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
23.4K+ 174.67% |
$2.04M - $2.49M
|
36.8K
$4.36M
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
23.3K+ 11.99% |
$2.03M - $2.48M
|
218K
$25.8M
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
23.3K+ 22.49% |
$2.03M - $2.48M
|
127K
$15M
|
|
Oct 12, 2022
Q3 2022
|
Tnf LLC
|
BUY
|
- |
23.2K+ 96.92% |
$2.02M - $2.47M
|
47.2K
$5.59M
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
23.1K+ 56.17% |
$2.01M - $2.46M
|
64.3K
$7.61M
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
23.1KNew |
$2.01M - $2.46M
|
23.1K
$2.74M
|
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
23K+ 21.3% |
$2M - $2.45M
|
131K
$15.5M
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
22.9K+ 72.45% |
$1.99M - $2.43M
|
54.4K
$6.44M
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
22.7K+ 12.28% |
$1.98M - $2.42M
|
208K
$24.6M
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
22.6K+ 13.85% |
$1.97M - $2.4M
|
186K
$22M
|
|
Nov 14, 2022
Q3 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
22.2K+ 9.07% |
$1.94M - $2.37M
|
267K
$31.7M
|
|
Oct 13, 2022
Q3 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
22.1K+ 20.61% |
$1.93M - $2.36M
|
130K
$15.4M
|
|
Oct 25, 2022
Q3 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
22.1K+ 2.66% |
$1.93M - $2.36M
|
856K
$101M
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
21.8K+ 25.82% |
$1.9M - $2.32M
|
106K
$12.6M
|