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 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
142K+ 2.69% |
$12.7M - $14.5M
|
5.43M
$644M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
140K+ 0.67% |
$12.5M - $14.3M
|
21.2M
$2.51B
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
137KNew |
$12.2M - $14M
|
137K
$16.2M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
133K+ 13.38% |
$11.9M - $13.6M
|
1.13M
$134M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
131K+ 15.85% |
$11.7M - $13.4M
|
961K
$114M
|
|
|
Feb 13, 2023
Q4 2022
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
127KNew |
$11.3M - $13M
|
127K
$15M
|
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
123KNew |
$11M - $12.6M
|
123K
$14.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
117K+ 28.59% |
$10.4M - $12M
|
527K
$62.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
116KNew |
$10.3M - $11.9M
|
116K
$13.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
116KNew |
$10.3M - $11.8M
|
116K
$13.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
116K+ 81.59% |
$10.3M - $11.8M
|
257K
$30.5M
|
|
|
Oct 02, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
114KNew |
$10.2M - $11.6M
|
114K
$13.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
111K+ 22.2% |
$9.91M - $11.4M
|
612K
$72.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
110KNew |
$9.82M - $11.3M
|
110K
$13.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
109K+ 3.47% |
$9.75M - $11.2M
|
3.26M
$386M
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
106KNew |
$9.48M - $10.9M
|
106K
$12.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
106K+ 2.31% |
$9.45M - $10.8M
|
4.7M
$557M
|
|
|
Jan 20, 2023
Q4 2022
|
Ltg Capital LLC
|
BUY
|
- |
104K+ 1309.41% |
$9.26M - $10.6M
|
112K
$13.3M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
102K+ 5.39% |
$9.1M - $10.4M
|
2M
$237M
|
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
102K+ 138.17% |
$9.06M - $10.4M
|
175K
$20.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
100KNew |
$8.93M - $10.2M
|
100K
$11.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
98.7K+ 710.76% |
$8.8M - $10.1M
|
113K
$13.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
94.7KNew |
$8.44M - $9.68M
|
94.7K
$11.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
91.8K+ 3762.21% |
$8.18M - $9.38M
|
94.2K
$11.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
91.3K+ 14.99% |
$8.13M - $9.32M
|
700K
$82.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
84.4KNew |
$7.52M - $8.62M
|
84.4K
$9.99M
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
82.1K+ 29.63% |
$7.32M - $8.39M
|
359K
$42.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
80.4K+ 103.02% |
$7.16M - $8.21M
|
158K
$18.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
78.9K+ 18.61% |
$7.03M - $8.06M
|
503K
$59.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
78.6K+ 6.21% |
$7M - $8.03M
|
1.34M
$159M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
77.4K+ 1.84% |
$6.89M - $7.9M
|
4.29M
$508M
|
|
|
Jan 31, 2023
Q4 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
76.3K+ 7276.81% |
$6.79M - $7.79M
|
77.3K
$9.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
74.2K+ 3.87% |
$6.61M - $7.58M
|
1.99M
$236M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
73.6K+ 35.04% |
$6.56M - $7.52M
|
284K
$33.6M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
73.6K+ 35.04% |
$6.56M - $7.52M
|
284K
$33.6M
|
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
72.9KNew |
$6.49M - $7.44M
|
72.9K
$8.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
72.9K+ 158.18% |
$6.49M - $7.44M
|
119K
$14.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
71.6K+ 424.47% |
$6.38M - $7.32M
|
88.5K
$10.5M
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
70.6K+ 3.0% |
$6.29M - $7.21M
|
2.42M
$287M
|
|
|
Jan 17, 2023
Q4 2022
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
69.6KNew |
$6.2M - $7.11M
|
69.6K
$8.25M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
69.1K+ 80.74% |
$6.16M - $7.06M
|
155K
$18.3M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
69KNew |
$6.15M - $7.05M
|
69K
$8.17M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
68.9K+ 22.75% |
$6.14M - $7.04M
|
372K
$44M
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
67.9KNew |
$6.05M - $6.93M
|
67.9K
$8.04M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
67.8K+ 8.02% |
$6.04M - $6.93M
|
914K
$108M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
67.6K+ 29.01% |
$6.02M - $6.91M
|
301K
$35.6M
|
|
|
May 11, 2023
Q4 2022
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
66.4KNew |
$5.92M - $6.79M
|
66.4K
$7.87M
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
64.8K+ 9.12% |
$5.77M - $6.62M
|
775K
$91.8M
|
|
|
Oct 19, 2023
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
64.1KNew |
$5.71M - $6.55M
|
64.1K
$7.59M
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
63.9K+ 102.69% |
$5.69M - $6.52M
|
126K
$14.9M
|