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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
BUY
|
- |
2.2K+ 4.41% |
$196K - $225K
|
52.1K
$6.11M
|
|
|
Feb 07, 2023
Q4 2022
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
2.2K+ 56.87% |
$196K - $225K
|
6.07K
$712K
|
|
|
Jan 19, 2023
Q4 2022
|
Elk River Wealth Management, LLC
|
BUY
|
- |
2.2K+ 0.76% |
$196K - $225K
|
290K
$34M
|
|
|
Feb 02, 2023
Q4 2022
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
2.2KNew |
$196K - $224K
|
2.2K
$257K
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
2.19KNew |
$195K - $224K
|
2.19K
$257K
|
|
|
Jan 19, 2024
Q4 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
2.18KNew |
$194K - $222K
|
2.18K
$255K
|
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2.18K+ 28.66% |
$194K - $222K
|
9.77K
$1.14M
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
2.17K+ 4.63% |
$193K - $221K
|
49K
$5.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
2.17K+ 3.05% |
$193K - $221K
|
73.2K
$8.57M
|
|
|
Jan 23, 2023
Q4 2022
|
Moody Aldrich Partners LLC
|
BUY
|
- |
2.16KNew |
$192K - $221K
|
2.16K
$253K
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.16K+ 8.71% |
$192K - $220K
|
26.9K
$3.15M
|
|
|
Jan 19, 2023
Q4 2022
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
2.15K+ 41.71% |
$192K - $220K
|
7.32K
$857K
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
BUY
|
- |
2.15K+ 7.32% |
$192K - $220K
|
31.5K
$3.69M
|
|
|
Jan 30, 2023
Q4 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.15K+ 1.4% |
$191K - $219K
|
156K
$18.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2.14KNew |
$190K - $218K
|
2.14K
$250K
|
|
|
Feb 03, 2023
Q4 2022
|
Am Investment Strategies LLC
|
BUY
|
- |
2.13KNew |
$190K - $218K
|
2.13K
$250K
|
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
2.13KNew |
$190K - $218K
|
2.13K
$250K
|
|
|
Feb 13, 2023
Q4 2022
|
Compton Financial Group, LLC
|
BUY
|
- |
2.12K+ 1.63% |
$189K - $217K
|
132K
$15.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
2.11KNew |
$188K - $215K
|
2.11K
$247K
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.1K+ 5.97% |
$187K - $215K
|
37.3K
$4.37M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
2.1K+ 4.02% |
$187K - $214K
|
54.3K
$6.36M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
2.09K+ 0.81% |
$186K - $213K
|
259K
$30.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
2.07K+ 12.25% |
$185K - $212K
|
19K
$2.23M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.07K+ 12.71% |
$184K - $211K
|
18.3K
$2.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.05K+ 2.33% |
$183K - $210K
|
90.3K
$10.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
2.03K+ 0.6% |
$180K - $207K
|
337K
$39.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.03K+ 51.1% |
$180K - $207K
|
5.99K
$701K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.01K+ 4.52% |
$179K - $206K
|
46.5K
$5.45M
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.01K+ 12.69% |
$179K - $205K
|
17.8K
$2.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
2KNew |
$178K - $204K
|
2K
$234K
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
2K+ 1600.0% |
$178K - $204K
|
2.13K
$249K
|
|
|
Feb 14, 2023
Q4 2022
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
1.95K+ 2.22% |
$173K - $199K
|
89.4K
$10.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.92K+ 3.13% |
$171K - $196K
|
63.2K
$7.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
1.91K+ 22.05% |
$171K - $195K
|
10.6K
$1.24M
|
|
|
Jan 30, 2023
Q4 2022
|
Cypress Financial Planning LLC
|
BUY
|
- |
1.91K+ 23.14% |
$170K - $195K
|
10.2K
$1.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Maple Capital Management, Inc.
|
BUY
|
- |
1.9K+ 23.37% |
$169K - $194K
|
10K
$1.17M
|
|
|
Feb 03, 2023
Q4 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
1.89K+ 9.56% |
$168K - $193K
|
21.7K
$2.54M
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.88K+ 14.28% |
$168K - $192K
|
15.1K
$1.76M
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.88K+ 40.9% |
$167K - $192K
|
6.46K
$757K
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
1.85K+ 20.83% |
$165K - $189K
|
10.8K
$1.26M
|
|
|
Jan 24, 2023
Q4 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
1.85K+ 2.01% |
$165K - $189K
|
93.7K
$11M
|
|
|
Feb 09, 2023
Q4 2022
|
Firestone Capital Management
|
BUY
|
- |
1.84K+ 41.89% |
$164K - $188K
|
6.24K
$731K
|
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1.83K+ 13.79% |
$163K - $187K
|
15.1K
$1.77M
|
|
|
Feb 28, 2023
Q4 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
1.83K+ 3.94% |
$163K - $186K
|
48.2K
$5.64M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.82K+ 1.62% |
$162K - $186K
|
114K
$13.4M
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.82K+ 12.14% |
$162K - $186K
|
16.8K
$1.97M
|
|
|
Feb 01, 2023
Q4 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
1.81K+ 8.28% |
$161K - $185K
|
23.7K
$2.78M
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.77K+ 1055.95% |
$158K - $181K
|
1.94K
$228K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.77K+ 19.13% |
$157K - $180K
|
11K
$1.29M
|
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1.75K+ 1.44% |
$156K - $179K
|
123K
$14.5M
|