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 08, 2023
Q4 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
870+ 0.82% |
$77.5K - $88.9K
|
107K
$12.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
870New |
$77.5K - $88.9K
|
870
$103K
|
|
|
Jan 06, 2023
Q4 2022
|
Boltwood Capital Management
|
BUY
|
- |
859+ 1.48% |
$76.5K - $87.7K
|
58.9K
$6.98M
|
|
|
Feb 02, 2023
Q4 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
847+ 36.79% |
$75.5K - $86.5K
|
3.15K
$373K
|
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
832+ 2.2% |
$74.1K - $85K
|
38.6K
$4.57M
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
829New |
$73.9K - $84.7K
|
829
$98.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Camden National Bank
Camden, ME |
BUY
|
- |
827+ 1.28% |
$73.7K - $84.5K
|
65.5K
$7.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
826+ 1.91% |
$73.6K - $84.4K
|
44K
$5.21M
|
|
|
Jan 30, 2023
Q4 2022
|
West Bancorporation Inc
|
BUY
|
- |
795+ 38.74% |
$70.8K - $81.2K
|
2.85K
$337K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
792New |
$70.6K - $80.9K
|
792
$93.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
787+ 0.54% |
$70.1K - $80.4K
|
147K
$17.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
785+ 3.94% |
$69.9K - $80.2K
|
20.7K
$2.45M
|
|
|
Feb 02, 2023
Q4 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
783+ 1.83% |
$69.8K - $80K
|
43.6K
$5.16M
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
775+ 1.9% |
$69K - $79.2K
|
41.6K
$4.93M
|
|
|
Jan 27, 2023
Q4 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
768+ 1.67% |
$68.4K - $78.4K
|
46.8K
$5.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
768+ 1.06% |
$68.4K - $78.4K
|
73.2K
$8.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
767+ 222.32% |
$68.3K - $78.3K
|
1.11K
$132K
|
|
|
Jan 26, 2023
Q4 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
766+ 1.5% |
$68.2K - $78.2K
|
51.8K
$6.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
765+ 9.39% |
$68.2K - $78.1K
|
8.91K
$1.06M
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
752New |
$67K - $76.8K
|
752
$89.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
747+ 3.0% |
$66.6K - $76.3K
|
25.6K
$3.04M
|
|
|
Feb 02, 2023
Q4 2022
|
Esl Trust Services, LLC
|
BUY
|
- |
743+ 0.46% |
$66.2K - $75.9K
|
161K
$19.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
730+ 5.72% |
$65K - $74.6K
|
13.5K
$1.6M
|
|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
725New |
$64.6K - $74K
|
725
$85.9K
|
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
BUY
|
- |
723+ 1.84% |
$64.4K - $73.8K
|
40.1K
$4.75M
|
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
BUY
|
- |
723+ 5.73% |
$64.4K - $73.8K
|
13.3K
$1.58M
|
|
|
Jan 10, 2023
Q4 2022
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
713+ 2.0% |
$63.5K - $72.8K
|
36.3K
$4.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
710+ 4.09% |
$63.3K - $72.5K
|
18.1K
$2.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
709+ 48.93% |
$63.2K - $72.4K
|
2.16K
$256K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
703+ 14.99% |
$62.6K - $71.8K
|
5.39K
$639K
|
|
|
Jan 31, 2023
Q4 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
701+ 88.18% |
$62.5K - $71.6K
|
1.5K
$177K
|
|
|
Feb 14, 2023
Q4 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
700+ 14.88% |
$62.4K - $71.5K
|
5.4K
$640K
|
|
|
Mar 02, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
700+ 11.71% |
$62.4K - $71.5K
|
6.68K
$791K
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
699+ 3.0% |
$62.3K - $71.4K
|
24K
$2.84M
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
695+ 0.94% |
$61.9K - $71K
|
74.7K
$8.85M
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
693+ 1.37% |
$61.7K - $70.8K
|
51.3K
$6.08M
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
682+ 58.34% |
$60.8K - $69.7K
|
1.85K
$219K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
677+ 8.21% |
$60.3K - $69.1K
|
8.93K
$1.06M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
BUY
|
- |
676+ 9.86% |
$60.2K - $69K
|
7.53K
$892K
|
|
|
Jan 24, 2023
Q4 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
669+ 10.28% |
$59.6K - $68.3K
|
7.18K
$850K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
654New |
$58.3K - $66.8K
|
654
$77.5K
|
|
|
Feb 14, 2023
Q4 2022
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
646New |
$57.6K - $66K
|
646
$76.5K
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
627+ 10.8% |
$55.9K - $64K
|
6.43K
$762K
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
623+ 14.4% |
$55.5K - $63.6K
|
4.95K
$586K
|
|
|
Jan 05, 2023
Q4 2022
|
Wela Strategies, Inc.
|
BUY
|
- |
622+ 1.73% |
$55.4K - $63.5K
|
36.6K
$4.33M
|
|
|
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
615+ 16.69% |
$54.8K - $62.8K
|
4.3K
$509K
|
|
|
Feb 14, 2023
Q4 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
615+ 3.66% |
$54.8K - $62.8K
|
17.4K
$2.06M
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
613+ 1.56% |
$54.6K - $62.6K
|
39.9K
$4.72M
|
|
|
Feb 09, 2023
Q4 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
608+ 1.02% |
$54.2K - $62.1K
|
60K
$7.11M
|
|
|
Feb 10, 2023
Q4 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
607+ 2.23% |
$54.1K - $62K
|
27.8K
$3.3M
|