Purchases and Sales Made in Q4 2022 in Ishares Core S&P Sm Cap ETF (IJR)

IJR Quotes by TradingView

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 13, 2023 Q4 2022
S&T Bank

Indiana, PA
BUY
 -
73
+ 0.31%
$6.5K - $7.46K
23.7K $2.81M
Jan 12, 2023 Q4 2022
Schwab Charitable Fund

BUY
 -
69
+ 1.49%
$6.15K - $7.05K
4.7K $557K
Feb 03, 2023 Q4 2022
Oakworth Capital, Inc.

BUY
 -
67
+ 0.99%
$5.97K - $6.84K
6.86K $813K
Feb 13, 2023 Q4 2022
Cnb Bank

Clearfield, PA
BUY
 -
67
+ 3.43%
$5.97K - $6.84K
2.02K $239K
Jan 27, 2023 Q4 2022
Regal Wealth Group, Inc.

BUY
 -
65
+ 2.55%
$5.79K - $6.64K
2.62K $310K
Jan 10, 2023 Q4 2022
Rda Financial Network

BUY
 -
64
+ 0.31%
$5.7K - $6.54K
20.6K $2.44M
Feb 14, 2023 Q4 2022
Brasada Capital Management, LP

Houston, TX
BUY
 -
63
+ 1.65%
$5.61K - $6.43K
3.88K $459K
Feb 10, 2023 Q4 2022
C M Bidwell & Associates LTD

Honolulu, HI
BUY
 -
62
+ 55.86%
$5.52K - $6.33K
173 $20.5K
Feb 13, 2023 Q4 2022
Blue Edge Capital, LLC

Richmond, VA
BUY
 -
59
+ 0.2%
$5.26K - $6.03K
29.6K $3.51M
Sep 26, 2023 Q4 2022
Decision Point Financial, LLC

Mesa, AZ
BUY
 -
57
New
$5.08K - $5.82K
57 $6.75K
Jan 18, 2023 Q4 2022
Congress Asset Management CO

BUY
 -
55
+ 0.15%
$4.9K - $5.62K
35.7K $4.22M
Feb 10, 2023 Q4 2022
Live Oak Private Wealth LLC

BUY
 -
55
+ 1.52%
$4.9K - $5.62K
3.67K $435K
Feb 13, 2023 Q4 2022
Delta Asset Management LLC

Memphis, TN
BUY
 -
55
New
$4.9K - $5.62K
55 $6.51K
Jan 19, 2023 Q4 2022
Lincoln Capital Corp

BUY
 -
52
+ 0.78%
$4.63K - $5.31K
6.7K $793K
Jan 20, 2023 Q4 2022
Quattro Financial Advisors LLC

BUY
 -
51
+ 0.08%
$4.54K - $5.21K
66K $7.82M
Jan 30, 2023 Q4 2022
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
51
New
$4.54K - $5.21K
51 $6.04K
Jan 12, 2023 Q4 2022
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
50
New
$4.45K - $5.11K
50 $5.92K
Jan 27, 2023 Q4 2022
Mv Capital Management, Inc.

BUY
 -
50
+ 3.36%
$4.45K - $5.11K
1.54K $182K
Jan 25, 2023 Q4 2022
Rainey & Randall Investment Management Inc.

Celebration, FL
BUY
 -
49
+ 0.95%
$4.37K - $5K
5.2K $616K
Jan 25, 2023 Q4 2022
Aj Wealth Strategies, LLC

BUY
 -
49
+ 0.77%
$4.37K - $5K
6.45K $764K
Feb 01, 2023 Q4 2022
Keystone Financial Services

BUY
 -
49
+ 0.2%
$4.37K - $5K
24.2K $2.87M
Feb 17, 2023 Q4 2022
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
49
New
$4.37K - $5K
49 $5.8K
Jan 17, 2023 Q4 2022
Compass Ion Advisors, LLC

BUY
 -
47
+ 0.89%
$4.19K - $4.8K
5.31K $629K
Feb 13, 2023 Q4 2022
Nicholas Hoffman & Company, Llc.

Atlanta, GA
BUY
 -
47
+ 1.93%
$4.19K - $4.8K
2.49K $294K
Aug 13, 2024 Q4 2022
Meridian Financial, LLC

Holliston, MA
BUY
 -
47
+ 0.07%
$4.19K - $4.8K
64.6K $7.65M
Jan 13, 2023 Q4 2022
Savior LLC

BUY
 -
46
+ 1150.0%
$4.1K - $4.7K
50 $5.92K
Feb 09, 2023 Q4 2022
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
46
+ 0.65%
$4.1K - $4.7K
7.09K $840K
Feb 14, 2023 Q4 2022
Triad Financial Advisors, Inc.

Greensboro, NC
BUY
 -
46
+ 0.8%
$4.1K - $4.7K
5.83K $691K
Jan 19, 2023 Q4 2022
Appleton Partners Inc

BUY
 -
45
+ 1.0%
$4.01K - $4.6K
4.55K $539K
Jan 05, 2023 Q4 2022
Trust CO Of Toledo Na

Holland, OH
BUY
 -
40
+ 0.11%
$3.56K - $4.09K
36.6K $4.34M
Feb 01, 2023 Q4 2022
Red Tortoise LLC

Atlanta, GA
BUY
 -
40
New
$3.56K - $4.09K
40 $4.74K
Jan 20, 2023 Q4 2022
Flagship Private Wealth, LLC

BUY
 -
38
+ 0.38%
$3.39K - $3.88K
10K $1.19M
Feb 13, 2023 Q4 2022
Gray Wealth Management Inc.

Bangor, ME
BUY
 -
38
+ 1.19%
$3.39K - $3.88K
3.24K $384K
Feb 10, 2023 Q4 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
37
+ 0.22%
$3.3K - $3.78K
16.8K $2M
Aug 06, 2024 Q4 2022
Hantz Financial Services, Inc.

BUY
 -
35
+ 250.0%
$3.12K - $3.57K
49 $5.8K
Feb 01, 2023 Q4 2022
Private Ocean, LLC

BUY
 -
34
+ 0.18%
$3.03K - $3.47K
19.2K $2.28M
Jan 25, 2023 Q4 2022
Cadinha & CO LLC

BUY
 -
33
+ 0.24%
$2.94K - $3.37K
13.7K $1.62M
Feb 10, 2023 Q4 2022
Clearbridge Investments, LLC

New York, NY
BUY
 -
33
+ 0.56%
$2.94K - $3.37K
5.94K $703K
Jan 20, 2023 Q4 2022
Mcrae Capital Management Inc

BUY
 -
31
+ 0.52%
$2.76K - $3.17K
5.96K $706K
Feb 13, 2023 Q4 2022
Circle Wealth Management, LLC

Summit, NJ
BUY
 -
31
+ 0.95%
$2.76K - $3.17K
3.3K $390K
Feb 10, 2023 Q4 2022
Bbr Partners, LLC

New York, NY
BUY
 -
30
+ 0.78%
$2.67K - $3.06K
3.88K $460K
Feb 13, 2023 Q4 2022
Sheaff Brock Investment Advisors, LLC

BUY
 -
29
+ 0.98%
$2.58K - $2.96K
2.99K $354K
Jan 25, 2023 Q4 2022
Sns Financial Group, LLC

BUY
 -
28
+ 0.72%
$2.49K - $2.86K
3.93K $465K
Feb 01, 2023 Q4 2022
Argent Advisors, Inc.

Monroe, LA
BUY
 -
27
+ 0.41%
$2.41K - $2.76K
6.55K $776K
Feb 01, 2023 Q4 2022
Tfg Advisers LLC

BUY
 -
26
+ 0.16%
$2.32K - $2.66K
16K $1.89M
Feb 13, 2023 Q4 2022
Eubel Brady & Suttman Asset Management Inc

Dayton, OH
BUY
 -
26
+ 0.29%
$2.32K - $2.66K
8.99K $1.06M
Feb 14, 2023 Q4 2022
Shepherd Financial Partners LLC

Winchester, MA
BUY
 -
26
+ 0.44%
$2.32K - $2.66K
5.87K $696K
Feb 14, 2023 Q4 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
25
+ 0.23%
$2.23K - $2.55K
10.8K $1.28M
Jan 18, 2023 Q4 2022
Obsidian Personal Planning Solutions LLC

BUY
 -
24
+ 0.04%
$2.14K - $2.45K
64.8K $7.68M

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