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 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
1.19K+ 3.93% |
$106K - $121K
|
31.3K
$3.71M
|
|
|
Feb 07, 2023
Q4 2022
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
1.19K+ 1.03% |
$106K - $121K
|
116K
$13.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
1.18K+ 0.87% |
$105K - $120K
|
136K
$16.1M
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
1.17K+ 7.1% |
$105K - $120K
|
17.7K
$2.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.17K+ 1.42% |
$104K - $120K
|
83.9K
$9.93M
|
|
|
Jan 23, 2023
Q4 2022
|
Culbertson A N & CO Inc
|
BUY
|
- |
1.16K+ 13.63% |
$103K - $118K
|
9.67K
$1.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.14K+ 3.51% |
$102K - $117K
|
33.7K
$3.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
1.14K+ 6.58% |
$101K - $116K
|
18.4K
$2.18M
|
|
|
Jan 19, 2023
Q4 2022
|
Roth Financial Partners LLC
|
BUY
|
- |
1.14K+ 0.74% |
$101K - $116K
|
155K
$18.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.13K+ 5.1% |
$101K - $116K
|
23.4K
$2.77M
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.11KNew |
$98.8K - $113K
|
1.11K
$131K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
1.1KNew |
$98.2K - $113K
|
1.1K
$131K
|
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.1K+ 6.51% |
$98.2K - $113K
|
18K
$2.14M
|
|
|
Feb 10, 2023
Q4 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.09KNew |
$97.5K - $112K
|
1.09K
$130K
|
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
1.08K+ 0.95% |
$96.5K - $111K
|
115K
$13.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.08K+ 1.43% |
$95.8K - $110K
|
76.3K
$9.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.07K+ 3.99% |
$95.2K - $109K
|
27.9K
$3.3M
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.06K+ 1.26% |
$94.7K - $109K
|
85.6K
$10.1M
|
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
BUY
|
- |
1.05K+ 4.8% |
$93.5K - $107K
|
22.9K
$2.71M
|
|
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
1.05K+ 6.83% |
$93.4K - $107K
|
16.4K
$1.94M
|
|
|
Jan 10, 2023
Q4 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
1.04K+ 1.4% |
$92.6K - $106K
|
75.1K
$8.89M
|
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.04K+ 0.17% |
$92.5K - $106K
|
613K
$72.6M
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.04K+ 5.47% |
$92.2K - $106K
|
19.9K
$2.36M
|
|
|
Jan 03, 2023
Q4 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.03K+ 0.55% |
$92.1K - $106K
|
188K
$22.3M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.02KNew |
$90.8K - $104K
|
1.02K
$121K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.02K+ 1.86% |
$90.7K - $104K
|
55.7K
$6.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Ozk
|
BUY
|
- |
1.02K+ 8.19% |
$90.6K - $104K
|
13.4K
$1.59M
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
1.01K+ 3.34% |
$89.9K - $103K
|
31.2K
$3.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1K+ 19.66% |
$89.3K - $102K
|
6.1K
$722K
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1K+ 14.45% |
$89.2K - $102K
|
7.93K
$939K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
997+ 1.56% |
$88.8K - $102K
|
64.8K
$7.68M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
997+ 1.02% |
$88.8K - $102K
|
98.9K
$11.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
996+ 4.86% |
$88.7K - $102K
|
21.5K
$2.54M
|
|
|
Feb 02, 2023
Q4 2022
|
Evergreen Advisors, LLC
|
BUY
|
- |
980+ 0.68% |
$87.3K - $100K
|
146K
$17.3M
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
977+ 5.38% |
$87K - $99.8K
|
19.1K
$2.27M
|
|
|
Jan 17, 2023
Q4 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
977+ 16.99% |
$87K - $99.8K
|
6.73K
$797K
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
965New |
$86K - $98.6K
|
965
$114K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
962+ 3.81% |
$85.7K - $98.2K
|
26.2K
$3.11M
|
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
953+ 2.31% |
$84.9K - $97.3K
|
42.1K
$4.99M
|
|
|
Feb 01, 2023
Q4 2022
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
950+ 23.48% |
$84.6K - $97K
|
5K
$592K
|
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
BUY
|
- |
934+ 15.2% |
$83.2K - $95.4K
|
7.08K
$838K
|
|
|
Feb 06, 2023
Q4 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
921+ 0.54% |
$82.1K - $94.1K
|
171K
$20.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Leisure Capital Management
|
BUY
|
- |
918+ 18.94% |
$81.8K - $93.8K
|
5.77K
$683K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
915+ 1.54% |
$81.5K - $93.4K
|
60.4K
$7.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
915+ 5.37% |
$81.5K - $93.4K
|
18K
$2.13M
|
|
|
Feb 07, 2023
Q4 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
910+ 1.21% |
$81.1K - $92.9K
|
75.9K
$8.99M
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
906New |
$80.7K - $92.5K
|
906
$107K
|
|
|
Feb 01, 2023
Q4 2022
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
906+ 0.42% |
$80.7K - $92.5K
|
218K
$25.8M
|
|
|
Jan 27, 2023
Q4 2022
|
First Bank & Trust
|
BUY
|
- |
897+ 0.86% |
$79.9K - $91.6K
|
105K
$12.4M
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
874+ 32.97% |
$77.9K - $89.3K
|
3.53K
$418K
|