Purchases and Sales Made in Q3 2022 in Ishares Core S&P Sm Cap ETF (IJR)

IJR Quotes by TradingView

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 07, 2022 Q3 2022
High Tower Trust Services, Lta

BUY
 -
7.11K
New
$619K - $757K
7.11K $842K
Nov 15, 2022 Q3 2022
Nvwm, LLC

BUY
 -
7.1K
+ 43.12%
$618K - $757K
23.6K $2.79M
Dec 13, 2022 Q3 2022
Houlihan Financial Resource Group, Ltd.

Ashburn, VA
BUY
 -
7.03K
+ 6.26%
$612K - $748K
119K $14.1M
Oct 20, 2022 Q3 2022
Naples Global Advisors, LLC

Naples, FL
BUY
 -
6.97K
+ 18.8%
$607K - $743K
44.1K $5.22M
Nov 14, 2022 Q3 2022
Operose Advisors LLC

Milwaukee, WI
BUY
 -
6.97K
+ 4.01%
$607K - $743K
181K $21.4M
Nov 09, 2022 Q3 2022
Long Run Wealth Advisors, LLC

BUY
 -
6.95K
+ 7.69%
$605K - $741K
97.4K $11.5M
Oct 31, 2022 Q3 2022
Patriot Financial Group Insurance Agency, LLC

BUY
 -
6.89K
+ 8.93%
$599K - $733K
84K $9.95M
Nov 10, 2022 Q3 2022
Core Wealth Advisors, Inc.

Lakeland, FL
BUY
 -
6.81K
+ 5.93%
$593K - $725K
122K $14.4M
Oct 31, 2022 Q3 2022
Prairie View Partners, LLC

BUY
 -
6.73K
+ 21.21%
$585K - $716K
38.4K $4.55M
Nov 14, 2022 Q3 2022
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
6.67K
+ 10.05%
$580K - $710K
73K $8.64M
Nov 10, 2022 Q3 2022
New York Life Investment Management LLC

New York, NY
BUY
 -
6.57K
+ 5.91%
$572K - $700K
118K $14M
Nov 07, 2022 Q3 2022
Heritage Investment Group, Inc.

BUY
 -
6.57K
+ 11.02%
$571K - $699K
66.2K $7.84M
Oct 17, 2022 Q3 2022
One Advisory Partners, LLC

BUY
 -
6.55K
+ 189.09%
$570K - $698K
10K $1.19M
Nov 09, 2022 Q3 2022
Performa LTD (Us), LLC

BUY
 -
6.51K
+ 43.09%
$566K - $693K
21.6K $2.56M
Oct 26, 2022 Q3 2022
Galvin, Gaustad & Stein, LLC

BUY
 -
6.47K
+ 4.24%
$563K - $689K
159K $18.9M
Oct 27, 2022 Q3 2022
Sage Financial Group Inc

BUY
 -
6.45K
+ 2.49%
$561K - $686K
265K $31.4M
Nov 10, 2022 Q3 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
6.42K
+ 10.49%
$559K - $684K
67.6K $8.01M
Nov 14, 2022 Q3 2022
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
6.42K
+ 0.96%
$559K - $683K
678K $80.3M
Oct 21, 2022 Q3 2022
Greenup Street Wealth Management LLC

BUY
 -
6.39K
+ 32.94%
$557K - $681K
25.8K $3.06M
Oct 17, 2022 Q3 2022
My Legacy Advisors, LLC

BUY
 -
6.35K
New
$552K - $676K
6.35K $752K
Nov 14, 2022 Q3 2022
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
6.3K
New
$548K - $671K
6.3K $746K
Oct 28, 2022 Q3 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
6.22K
+ 8.82%
$541K - $662K
76.7K $9.09M
Oct 24, 2022 Q3 2022
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
6.18K
+ 2.23%
$538K - $658K
284K $33.6M
Nov 14, 2022 Q3 2022
Ascent Group, LLC

BUY
 -
6.1K
+ 14.25%
$531K - $649K
48.9K $5.79M
Nov 09, 2022 Q3 2022
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
6.09K
+ 5.44%
$530K - $648K
118K $14M
Nov 14, 2022 Q3 2022
Pine Ridge Advisers LLC

New York, NY
BUY
 -
6.06K
+ 9.81%
$527K - $645K
67.8K $8.02M
Oct 31, 2022 Q3 2022
Capital Advantage, Inc.

BUY
 -
6.04K
+ 3.68%
$526K - $643K
170K $20.2M
Oct 14, 2022 Q3 2022
Montecito Bank & Trust

BUY
 -
6K
+ 9.73%
$523K - $639K
67.7K $8.02M
Nov 15, 2022 Q3 2022
Oxler Private Wealth LLC

New York, NY
BUY
 -
6K
+ 866.23%
$523K - $639K
6.7K $793K
Oct 31, 2022 Q3 2022
West Coast Financial LLC

BUY
 -
5.97K
+ 0.8%
$519K - $636K
752K $89.1M
Oct 31, 2022 Q3 2022
Pinnacle Associates LTD

BUY
 -
5.9K
+ 2.83%
$513K - $628K
214K $25.4M
Nov 14, 2022 Q3 2022
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
5.89K
+ 0.14%
$513K - $628K
4.21M $499M
Nov 10, 2022 Q3 2022
Goelzer Investment Management, Inc.

BUY
 -
5.89K
+ 1.2%
$513K - $628K
495K $58.7M
Oct 20, 2022 Q3 2022
Round Rock Advisors, LLC

BUY
 -
5.83K
+ 3.3%
$507K - $621K
182K $21.6M
Nov 09, 2022 Q3 2022
Palisade Asset Management, LLC

BUY
 -
5.83K
+ 100.26%
$507K - $621K
11.6K $1.38M
Oct 28, 2022 Q3 2022
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
5.82K
+ 2.59%
$506K - $620K
230K $27.3M
Nov 14, 2022 Q3 2022
Banco Btg Pactual S.A.

Rio De Janeiro, D5
BUY
 -
5.76K
New
$502K - $614K
5.76K $683K
Oct 21, 2022 Q3 2022
Arkadios Wealth Advisors

BUY
 -
5.71K
+ 13.17%
$497K - $608K
49.1K $5.81M
Nov 09, 2022 Q3 2022
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
5.58K
+ 4.16%
$485K - $594K
140K $16.5M
Oct 24, 2022 Q3 2022
Stratos Wealth Advisors, LLC

BUY
 -
5.56K
+ 7.38%
$484K - $592K
81K $9.59M
Oct 12, 2022 Q3 2022
Emerald Advisors, LLC

BUY
 -
5.53K
+ 24.32%
$481K - $589K
28.3K $3.35M
Oct 31, 2022 Q3 2022
Bank Of The West

BUY
 -
5.42K
+ 5.62%
$472K - $577K
102K $12.1M
Nov 01, 2022 Q3 2022
Modera Wealth Management, LLC

BUY
 -
5.42K
+ 25.53%
$472K - $577K
26.6K $3.16M
Nov 08, 2022 Q3 2022
Legacy Financial Strategies, LLC

Leawood, KS
BUY
 -
5.41K
+ 5.93%
$471K - $576K
96.7K $11.4M
Nov 10, 2022 Q3 2022
Credit Suisse Ag

Zurich, V8
BUY
 -
5.41K
+ 3.39%
$471K - $576K
165K $19.5M
Feb 06, 2023 Q3 2022
Private Management Group Inc

BUY
 -
5.4K
New
$470K - $575K
5.4K $639K
Feb 06, 2023 Q3 2022
Private Management Group Inc

BUY
 -
5.4K
New
$470K - $575K
5.4K $639K
Nov 09, 2022 Q3 2022
Journey Advisory Group, LLC

BUY
 -
5.37K
+ 8.76%
$467K - $572K
66.6K $7.89M
Nov 10, 2022 Q3 2022
F Dx Advisors, Inc.

BUY
 -
5.29K
+ 7.59%
$460K - $563K
75K $8.88M

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