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 |
|---|---|---|---|---|---|---|---|
|
Apr 05, 2023
Q4 2022
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
2.62KNew |
$234K - $268K
|
2.62K
$310K
|
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
2.59KNew |
$231K - $265K
|
2.59K
$307K
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
2.59K+ 0.42% |
$231K - $265K
|
622K
$73.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2.58K+ 72.35% |
$230K - $263K
|
6.14K
$727K
|
|
|
Jan 27, 2023
Q4 2022
|
Asset Planning Corporation
|
BUY
|
- |
2.57KNew |
$229K - $262K
|
2.57K
$304K
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.57K+ 31.32% |
$229K - $262K
|
10.8K
$1.28M
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.54K+ 7.07% |
$226K - $259K
|
38.4K
$4.55M
|
|
|
Feb 10, 2023
Q4 2022
|
Compass Financial Group, Inc.
|
BUY
|
- |
2.51KNew |
$223K - $256K
|
2.51K
$297K
|
|
|
Jan 26, 2023
Q4 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
2.51K+ 1.15% |
$223K - $256K
|
220K
$26M
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
2.5K+ 2.87% |
$223K - $256K
|
89.8K
$10.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
2.47K+ 2.03% |
$220K - $252K
|
124K
$14.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.46KNew |
$219K - $251K
|
2.46K
$291K
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Advisors LLC
|
BUY
|
- |
2.44KNew |
$217K - $249K
|
2.44K
$289K
|
|
|
Jan 06, 2023
Q4 2022
|
Iowa State Bank
|
BUY
|
- |
2.43K+ 2.83% |
$217K - $249K
|
88.5K
$10.5M
|
|
|
Jan 13, 2023
Q4 2022
|
Northside Capital Management, LLC
|
BUY
|
- |
2.43KNew |
$216K - $248K
|
2.43K
$288K
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2.43K+ 18.98% |
$216K - $248K
|
15.2K
$1.8M
|
|
|
Jan 17, 2023
Q4 2022
|
F&V Capital Management, LLC
|
BUY
|
- |
2.42KNew |
$215K - $247K
|
2.42K
$286K
|
|
|
Feb 13, 2023
Q4 2022
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
2.41K+ 13.75% |
$215K - $246K
|
19.9K
$2.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Schnieders Capital Management LLC
|
BUY
|
- |
2.41KNew |
$215K - $246K
|
2.41K
$285K
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
2.4KNew |
$214K - $245K
|
2.4K
$284K
|
|
|
Jan 20, 2023
Q4 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
2.4K+ 6.28% |
$214K - $245K
|
40.5K
$4.8M
|
|
|
Feb 15, 2023
Q4 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
2.39K+ 2.47% |
$212K - $244K
|
99.1K
$11.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
2.38K+ 16.18% |
$212K - $243K
|
17.1K
$2.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2.38K+ 17.5% |
$212K - $243K
|
15.9K
$1.89M
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.37K+ 31.01% |
$211K - $242K
|
10K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
2.34K+ 38.98% |
$208K - $239K
|
8.34K
$988K
|
|
|
Jan 12, 2023
Q4 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
2.33KNew |
$207K - $238K
|
2.33K
$276K
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.31KNew |
$206K - $236K
|
2.31K
$274K
|
|
|
Aug 03, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.31K+ 55.55% |
$206K - $236K
|
6.48K
$767K
|
|
|
Jan 19, 2023
Q4 2022
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
2.29KNew |
$204K - $234K
|
2.29K
$272K
|
|
|
Jan 19, 2023
Q4 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.29KNew |
$204K - $234K
|
2.29K
$272K
|
|
|
Jan 19, 2023
Q4 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
2.29KNew |
$204K - $234K
|
2.29K
$271K
|
|
|
Jan 20, 2023
Q4 2022
|
Mechanics Financial Corp
|
BUY
|
- |
2.29K+ 4.34% |
$204K - $234K
|
55K
$6.52M
|
|
|
Jan 19, 2023
Q4 2022
|
Gen Wealth Group, Inc.
|
BUY
|
- |
2.29KNew |
$204K - $234K
|
2.29K
$271K
|
|
|
Jan 18, 2023
Q4 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
2.29KNew |
$204K - $234K
|
2.29K
$271K
|
|
|
Feb 09, 2023
Q4 2022
|
Augustine Asset Management Inc
|
BUY
|
- |
2.27KNew |
$202K - $232K
|
2.27K
$269K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
2.27KNew |
$202K - $231K
|
2.27K
$268K
|
|
|
Feb 02, 2023
Q4 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
2.26KNew |
$202K - $231K
|
2.26K
$268K
|
|
|
Feb 08, 2023
Q4 2022
|
Carson Advisory Inc.
|
BUY
|
- |
2.25KNew |
$200K - $230K
|
2.25K
$266K
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
2.24K+ 19.36% |
$199K - $228K
|
13.8K
$1.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
2.23KNew |
$199K - $228K
|
2.23K
$265K
|
|
|
Jan 18, 2023
Q4 2022
|
Resource Consulting Group Inc
|
BUY
|
- |
2.23KNew |
$198K - $228K
|
2.23K
$264K
|
|
|
Jan 31, 2023
Q4 2022
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
2.23K+ 76.33% |
$198K - $227K
|
5.14K
$609K
|
|
|
Feb 01, 2023
Q4 2022
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.22KNew |
$198K - $227K
|
2.22K
$263K
|
|
|
Feb 06, 2023
Q4 2022
|
Front Barnett Associates LLC
Chicago, IL |
BUY
|
- |
2.22K+ 1.21% |
$198K - $226K
|
186K
$22M
|
|
|
Jan 27, 2023
Q4 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
2.22KNew |
$197K - $226K
|
2.22K
$262K
|
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.21KNew |
$197K - $226K
|
2.21K
$262K
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.21KNew |
$196K - $225K
|
2.21K
$261K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
2.2K+ 4.41% |
$196K - $225K
|
52.1K
$6.17M
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
BUY
|
- |
2.2K+ 4.41% |
$196K - $225K
|
52.1K
$6.17M
|