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 24, 2023
Q4 2022
|
Pachira Investments Inc.
|
BUY
|
- |
274+ 3.77% |
$24.4K - $28K
|
7.55K
$894K
|
|
|
Jan 18, 2023
Q4 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
273+ 0.94% |
$24.3K - $27.9K
|
29.2K
$3.46M
|
|
|
Mar 01, 2023
Q4 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
272+ 5.1% |
$24.2K - $27.8K
|
5.61K
$664K
|
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
BUY
|
- |
266+ 0.88% |
$23.7K - $27.2K
|
30.4K
$3.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
266+ 0.66% |
$23.7K - $27.2K
|
40.8K
$4.83M
|
|
|
Feb 09, 2023
Q4 2022
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
265+ 0.17% |
$23.6K - $27.1K
|
157K
$18.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Peterson Wealth Services
|
BUY
|
- |
264+ 11.33% |
$23.5K - $27K
|
2.59K
$307K
|
|
|
Feb 02, 2023
Q4 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
261+ 0.84% |
$23.3K - $26.7K
|
31.4K
$3.72M
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
260+ 1300.0% |
$23.2K - $26.6K
|
280
$33.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
257+ 6.22% |
$22.9K - $26.2K
|
4.39K
$520K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
253+ 0.97% |
$22.5K - $25.8K
|
26.3K
$3.12M
|
|
|
Jan 30, 2023
Q4 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
251+ 6.32% |
$22.4K - $25.6K
|
4.22K
$500K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
250New |
$22.3K - $25.5K
|
250
$29.6K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
250+ 193.8% |
$22.3K - $25.5K
|
379
$44.9K
|
|
|
Jan 03, 2023
Q4 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
249+ 3.16% |
$22.2K - $25.4K
|
8.14K
$964K
|
|
|
Jan 25, 2023
Q4 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
248+ 0.94% |
$22.1K - $25.3K
|
26.5K
$3.14M
|
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
247New |
$22K - $25.2K
|
247
$29.3K
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
BUY
|
- |
245+ 6.16% |
$21.8K - $25K
|
4.22K
$500K
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
244+ 5.68% |
$21.7K - $24.9K
|
4.54K
$538K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
240New |
$21.4K - $24.5K
|
240
$28.4K
|
|
|
Feb 03, 2023
Q4 2022
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
239+ 10.15% |
$21.3K - $24.4K
|
2.59K
$307K
|
|
|
Jan 18, 2023
Q4 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
237+ 2.68% |
$21.1K - $24.2K
|
9.08K
$1.08M
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
237+ 2.42% |
$21.1K - $24.2K
|
10K
$1.19M
|
|
|
Feb 08, 2023
Q4 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
236+ 4.48% |
$21K - $24.1K
|
5.5K
$652K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
236+ 5.58% |
$21K - $24.1K
|
4.47K
$529K
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
236New |
$21K - $24.1K
|
236
$28K
|
|
|
Jan 18, 2023
Q4 2022
|
Pflug Koory, LLC
|
BUY
|
- |
235+ 293.75% |
$20.9K - $24K
|
315
$37.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
235+ 8.56% |
$20.9K - $24K
|
2.98K
$353K
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
BUY
|
- |
232+ 1.46% |
$20.7K - $23.7K
|
16.1K
$1.91M
|
|
|
Jan 19, 2023
Q4 2022
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
229+ 3.48% |
$20.4K - $23.4K
|
6.81K
$806K
|
|
|
Jan 11, 2023
Q4 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
223+ 0.81% |
$19.9K - $22.8K
|
27.9K
$3.3M
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
218New |
$19.4K - $22.3K
|
218
$25.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
212+ 5.26% |
$18.9K - $21.7K
|
4.25K
$503K
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
BUY
|
- |
203+ 3.8% |
$18.1K - $20.7K
|
5.54K
$656K
|
|
|
Jan 26, 2023
Q4 2022
|
Gfs Advisors, LLC
|
BUY
|
- |
201+ 0.31% |
$17.9K - $20.5K
|
64.3K
$7.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
201+ 20.66% |
$17.9K - $20.5K
|
1.17K
$139K
|
|
|
Jan 20, 2023
Q4 2022
|
Everett Harris & CO
|
BUY
|
- |
200+ 6.07% |
$17.8K - $20.4K
|
3.49K
$414K
|
|
|
Feb 14, 2023
Q4 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
200+ 3.86% |
$17.8K - $20.4K
|
5.38K
$638K
|
|
|
Jan 17, 2023
Q4 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
199+ 1.5% |
$17.7K - $20.3K
|
13.5K
$1.59M
|
|
|
Feb 13, 2023
Q4 2022
|
ETF Store, Inc.
|
BUY
|
- |
199+ 0.5% |
$17.7K - $20.3K
|
39.9K
$4.72M
|
|
|
Jan 31, 2023
Q4 2022
|
Autumn Glory Partners, LLC
|
BUY
|
- |
196+ 1.03% |
$17.5K - $20K
|
19.3K
$2.28M
|
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
BUY
|
- |
195+ 40.54% |
$17.4K - $19.9K
|
676
$80.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
BUY
|
- |
195+ 2.01% |
$17.4K - $19.9K
|
9.88K
$1.17M
|
|
|
Feb 10, 2023
Q4 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
187+ 3.43% |
$16.7K - $19.1K
|
5.64K
$668K
|
|
|
Feb 03, 2023
Q4 2022
|
Gw Henssler & Associates LTD
|
BUY
|
- |
182+ 3.57% |
$16.2K - $18.6K
|
5.28K
$626K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
175+ 6.72% |
$15.6K - $17.9K
|
2.78K
$329K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
174+ 174.0% |
$15.5K - $17.8K
|
274
$32.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
171+ 1.02% |
$15.2K - $17.5K
|
16.9K
$2M
|
|
|
Jan 18, 2023
Q4 2022
|
New Potomac Partners, LLC
|
BUY
|
- |
169+ 3.55% |
$15.1K - $17.3K
|
4.92K
$583K
|
|
|
Feb 10, 2023
Q4 2022
|
United Bank
|
BUY
|
- |
160+ 0.53% |
$14.3K - $16.3K
|
30.1K
$3.57M
|