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 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
3.26K+ 2.77% |
$291K - $333K
|
121K
$12.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Ti Trust, Inc
|
BUY
|
- |
3.26KNew |
$290K - $333K
|
3.26K
$326K
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.26KNew |
$290K - $333K
|
3.26K
$326K
|
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.24K+ 28.6% |
$289K - $331K
|
14.6K
$1.46M
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
3.24K+ 2.91% |
$288K - $330K
|
114K
$11.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Financial Council Asset Management Inc
|
BUY
|
- |
3.22KNew |
$287K - $329K
|
3.22K
$322K
|
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
3.22K+ 0.46% |
$287K - $329K
|
698K
$69.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
3.21KNew |
$286K - $328K
|
3.21K
$322K
|
|
|
Jan 27, 2023
Q4 2022
|
Columbia Advisory Partners LLC
|
BUY
|
- |
3.17KNew |
$283K - $324K
|
3.17K
$318K
|
|
|
Mar 02, 2023
Q4 2022
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
3.14KNew |
$280K - $321K
|
3.14K
$314K
|
|
|
Jan 17, 2023
Q4 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
3.14KNew |
$279K - $320K
|
3.14K
$314K
|
|
|
Feb 13, 2023
Q4 2022
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
3.12KNew |
$278K - $318K
|
3.12K
$312K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
3.08K+ 49.69% |
$274K - $315K
|
9.28K
$929K
|
|
|
Feb 08, 2023
Q4 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
3.08K+ 5.15% |
$274K - $314K
|
62.8K
$6.29M
|
|
|
Jan 24, 2023
Q4 2022
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
3.08KNew |
$274K - $314K
|
3.08K
$308K
|
|
|
Jan 20, 2023
Q4 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3.08KNew |
$274K - $314K
|
3.08K
$308K
|
|
|
Feb 14, 2023
Q4 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
3.07K+ 20.01% |
$273K - $313K
|
18.4K
$1.84M
|
|
|
Jan 20, 2023
Q4 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
3.06KNew |
$273K - $313K
|
3.06K
$307K
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
3.06K+ 0.78% |
$273K - $313K
|
397K
$39.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
3.05K+ 188.26% |
$272K - $311K
|
4.67K
$467K
|
|
|
Jan 17, 2023
Q4 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
3.04K+ 44.48% |
$270K - $310K
|
9.86K
$987K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.03KNew |
$269K - $309K
|
3.03K
$303K
|
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
3.01K+ 5.08% |
$268K - $307K
|
62.2K
$6.23M
|
|
|
Jan 12, 2023
Q4 2022
|
Next Capital Management LLC
|
BUY
|
- |
3.01K+ 12.79% |
$268K - $307K
|
26.5K
$2.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
3.01KNew |
$268K - $307K
|
3.01K
$301K
|
|
|
Feb 10, 2023
Q4 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
2.98KNew |
$265K - $304K
|
2.98K
$298K
|
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
BUY
|
- |
2.97K+ 19.46% |
$264K - $303K
|
18.2K
$1.82M
|
|
|
Jan 27, 2023
Q4 2022
|
Gratus Capital LLC
|
BUY
|
- |
2.94KNew |
$262K - $301K
|
2.94K
$295K
|
|
|
Sep 06, 2024
Q4 2022
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
2.93KNew |
$261K - $299K
|
2.93K
$293K
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
2.91K+ 19.34% |
$260K - $298K
|
18K
$1.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
2.91KNew |
$259K - $297K
|
2.91K
$291K
|
|
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
BUY
|
- |
2.89KNew |
$257K - $295K
|
2.89K
$289K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2.85K+ 79.13% |
$254K - $291K
|
6.45K
$646K
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
2.85K+ 0.58% |
$254K - $291K
|
498K
$49.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
2.84K+ 11.51% |
$253K - $290K
|
27.5K
$2.76M
|
|
|
Jan 10, 2023
Q4 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
2.84KNew |
$253K - $290K
|
2.84K
$284K
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
2.84K+ 62.49% |
$253K - $290K
|
7.38K
$739K
|
|
|
Feb 10, 2023
Q4 2022
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
2.83KNew |
$252K - $289K
|
2.83K
$283K
|
|
|
Apr 10, 2023
Q4 2022
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
2.83KNew |
$252K - $289K
|
2.83K
$283K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.79K+ 2.9% |
$248K - $285K
|
99.1K
$9.92M
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.79K+ 2.3% |
$248K - $285K
|
124K
$12.4M
|
|
|
Mar 28, 2023
Q4 2022
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
2.78KNew |
$248K - $284K
|
2.78K
$279K
|
|
|
Feb 03, 2023
Q4 2022
|
Wells Financial Advisors Inc
|
BUY
|
- |
2.78K+ 68.53% |
$248K - $284K
|
6.84K
$685K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.77K+ 2.06% |
$246K - $282K
|
137K
$13.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Of Marin
Novato, CA |
BUY
|
- |
2.77KNew |
$246K - $282K
|
2.77K
$277K
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.72K+ 1.7% |
$242K - $277K
|
162K
$16.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
2.7KNew |
$241K - $276K
|
2.7K
$270K
|
|
|
Feb 13, 2023
Q4 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.69KNew |
$239K - $274K
|
2.69K
$269K
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
2.68K+ 1.1% |
$239K - $274K
|
246K
$24.6M
|
|
|
Apr 10, 2025
Q4 2022
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
2.67K+ 33.57% |
$238K - $272K
|
10.6K
$1.06M
|