Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
4.23KNew |
$377K - $432K
|
4.23K
$501K
|
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
4.21K+ 28.03% |
$375K - $430K
|
19.2K
$2.28M
|
|
|
Feb 07, 2023
Q4 2022
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
4.19KNew |
$373K - $428K
|
4.19K
$496K
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.19K+ 11.81% |
$373K - $428K
|
39.6K
$4.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
4.15K+ 3.39% |
$370K - $424K
|
127K
$15M
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
4.15K+ 24.0% |
$369K - $424K
|
21.4K
$2.54M
|
|
|
Feb 15, 2023
Q4 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.14KNew |
$368K - $422K
|
4.14K
$490K
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
4.12K+ 15.99% |
$367K - $420K
|
29.9K
$3.54M
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
4.11K+ 3.53% |
$366K - $420K
|
121K
$14.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
4.07KNew |
$362K - $415K
|
4.07K
$481K
|
|
|
Feb 02, 2023
Q4 2022
|
Rmr Wealth Builders
|
BUY
|
- |
4.04K+ 4.01% |
$360K - $413K
|
105K
$12.4M
|
|
|
Jan 10, 2023
Q4 2022
|
Grant
|
BUY
|
- |
4.02K+ 45.36% |
$358K - $411K
|
12.9K
$1.53M
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
4.02KNew |
$358K - $410K
|
4.02K
$476K
|
|
|
Jan 18, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
4K+ 161.7% |
$357K - $409K
|
6.48K
$767K
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
4KNew |
$356K - $409K
|
4K
$474K
|
|
|
Feb 07, 2023
Q4 2022
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
4K+ 11.76% |
$356K - $409K
|
38K
$4.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Parker Investment Management, LLC
|
BUY
|
- |
4KNew |
$356K - $408K
|
4K
$474K
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.98K+ 7.11% |
$355K - $407K
|
60K
$7.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
3.98KNew |
$354K - $406K
|
3.98K
$471K
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
BUY
|
- |
3.97K+ 9.14% |
$354K - $406K
|
47.4K
$5.62M
|
|
|
Feb 03, 2023
Q4 2022
|
White Pine Investment CO
|
BUY
|
- |
3.96K+ 6.99% |
$353K - $404K
|
60.6K
$7.18M
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3.84K+ 0.95% |
$342K - $392K
|
410K
$48.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
3.82K+ 4.29% |
$341K - $390K
|
92.9K
$11M
|
|
|
Feb 08, 2023
Q4 2022
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
3.8K+ 147.0% |
$339K - $388K
|
6.39K
$756K
|
|
|
Feb 13, 2023
Q4 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
3.77K+ 10.12% |
$335K - $385K
|
41K
$4.85M
|
|
|
Jan 17, 2023
Q4 2022
|
Novare Capital Management LLC
|
BUY
|
- |
3.76KNew |
$335K - $384K
|
3.76K
$445K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.75K+ 6.69% |
$334K - $382K
|
59.8K
$7.08M
|
|
|
Feb 07, 2023
Q4 2022
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
3.74KNew |
$333K - $382K
|
3.74K
$443K
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3.71K+ 76.18% |
$331K - $379K
|
8.59K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
3.71KNew |
$330K - $379K
|
3.71K
$439K
|
|
|
Jan 10, 2023
Q4 2022
|
Woodstock Corp
|
BUY
|
- |
3.66K+ 49.98% |
$326K - $374K
|
11K
$1.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
3.64KNew |
$325K - $372K
|
3.64K
$432K
|
|
|
Feb 06, 2023
Q4 2022
|
Park National Corp
|
BUY
|
- |
3.62KNew |
$323K - $370K
|
3.62K
$429K
|
|
|
Jan 24, 2023
Q4 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.61K+ 48.65% |
$322K - $369K
|
11K
$1.31M
|
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
BUY
|
- |
3.59K+ 20.28% |
$320K - $367K
|
21.3K
$2.53M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens National Bank Trust Department
|
BUY
|
- |
3.58K+ 5.66% |
$318K - $365K
|
66.7K
$7.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
3.54K+ 14.68% |
$315K - $362K
|
27.7K
$3.28M
|
|
|
Jan 27, 2023
Q4 2022
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
3.53KNew |
$314K - $360K
|
3.53K
$418K
|
|
|
Jan 11, 2023
Q4 2022
|
Triangle Securities Wealth Management
|
BUY
|
- |
3.5K+ 7.84% |
$312K - $358K
|
48.1K
$5.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Fort Henry Capital, LLC
|
BUY
|
- |
3.49K+ 2.24% |
$311K - $356K
|
159K
$18.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
3.48KNew |
$310K - $356K
|
3.48K
$413K
|
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
3.46K+ 1.65% |
$308K - $353K
|
213K
$25.3M
|
|
|
Feb 14, 2023
Q4 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
3.42K+ 1.81% |
$304K - $349K
|
192K
$22.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
BUY
|
- |
3.41K+ 1.58% |
$304K - $348K
|
219K
$25.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
BUY
|
- |
3.4K+ 5.02% |
$303K - $347K
|
71.1K
$8.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
3.31K+ 1.23% |
$295K - $338K
|
273K
$32.4M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.3K+ 2.89% |
$294K - $337K
|
117K
$13.9M
|
|
|
Dec 19, 2024
Q4 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
3.29K+ 6.22% |
$293K - $336K
|
56.3K
$6.66M
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3.28K+ 8.29% |
$292K - $335K
|
42.8K
$5.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
3.26K+ 2.77% |
$291K - $333K
|
121K
$14.3M
|