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 31, 2023
Q4 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
23+ 0.86% |
$2.05K - $2.35K
|
2.71K
$320K
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
23+ 0.48% |
$2.05K - $2.35K
|
4.82K
$571K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
23+ 0.73% |
$2.05K - $2.35K
|
3.19K
$378K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
23New |
$2.05K - $2.35K
|
23
$2.72K
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
23+ 0.49% |
$2.05K - $2.35K
|
4.69K
$556K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
22+ 0.07% |
$1.96K - $2.25K
|
30.9K
$3.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
21+ 0.54% |
$1.87K - $2.14K
|
3.94K
$466K
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
20+ 0.79% |
$1.78K - $2.04K
|
2.56K
$303K
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
20+ 0.08% |
$1.78K - $2.04K
|
26K
$3.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
20+ 0.49% |
$1.78K - $2.04K
|
4.12K
$488K
|
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
19+ 0.07% |
$1.69K - $1.94K
|
28K
$3.32M
|
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
18+ 0.59% |
$1.6K - $1.84K
|
3.08K
$365K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
18+ 4.76% |
$1.6K - $1.84K
|
396
$46.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Garner Asset Management Corp
|
BUY
|
- |
18+ 0.42% |
$1.6K - $1.84K
|
4.32K
$511K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
15+ 0.14% |
$1.34K - $1.53K
|
10.6K
$1.25M
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
14New |
$1.25K - $1.43K
|
14
$1.66K
|
|
|
Jan 24, 2023
Q4 2022
|
Smart Money Group LLC
|
BUY
|
- |
14+ 0.34% |
$1.25K - $1.43K
|
4.13K
$489K
|
|
|
Feb 10, 2023
Q4 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
14+ 0.44% |
$1.25K - $1.43K
|
3.21K
$380K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
14+ 1.82% |
$1.25K - $1.43K
|
784
$92.9K
|
|
|
May 12, 2023
Q4 2022
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
14+ 0.05% |
$1.25K - $1.43K
|
27.6K
$3.27M
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
13+ 0.48% |
$1.16K - $1.33K
|
2.7K
$319K
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
13New |
$1.16K - $1.33K
|
13
$1.54K
|
|
|
Jan 26, 2023
Q4 2022
|
Tufton Capital Management
|
BUY
|
- |
12+ 0.14% |
$1.07K - $1.23K
|
8.53K
$1.01M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
11+ 0.45% |
$980 - $1.12K
|
2.45K
$291K
|
|
|
Feb 13, 2023
Q4 2022
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
11+ 0.45% |
$980 - $1.12K
|
2.45K
$290K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
11+ 0.33% |
$980 - $1.12K
|
3.32K
$393K
|
|
|
Jan 03, 2023
Q4 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
10New |
$891 - $1.02K
|
10
$1.18K
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
10New |
$891 - $1.02K
|
10
$1.18K
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
10+ 0.43% |
$891 - $1.02K
|
2.34K
$277K
|
|
|
Jan 24, 2023
Q4 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
9New |
$802 - $919
|
9
$1.07K
|
|
|
Feb 08, 2023
Q4 2022
|
Planning Directions Inc
|
BUY
|
- |
9+ 0.35% |
$802 - $919
|
2.59K
$307K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
8+ 9.2% |
$713 - $817
|
95
$11.3K
|
|
|
Jan 13, 2023
Q4 2022
|
Adirondack Trust CO
|
BUY
|
- |
7+ 0.02% |
$624 - $715
|
36.1K
$4.28M
|
|
|
Jan 18, 2023
Q4 2022
|
Lincoln Capital LLC
|
BUY
|
- |
7+ 0.07% |
$624 - $715
|
9.37K
$1.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
6New |
$535 - $613
|
6
$711
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
5+ 0.06% |
$445 - $511
|
8.48K
$1M
|
|
|
Jan 20, 2023
Q4 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
5+ 0.03% |
$445 - $511
|
18K
$2.13M
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
5+ 0.32% |
$445 - $511
|
1.56K
$184K
|
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
5+ 0.17% |
$445 - $511
|
2.87K
$339K
|
|
|
Feb 14, 2023
Q4 2022
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
5+ 0.13% |
$445 - $511
|
3.8K
$450K
|
|
|
Jan 10, 2023
Q4 2022
|
Vigilare Wealth Management
|
BUY
|
- |
4+ 0.15% |
$356 - $409
|
2.6K
$307K
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 0.43% |
$356 - $409
|
938
$111K
|
|
|
Feb 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
4+ 0.48% |
$356 - $409
|
840
$99.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
4+ 0.04% |
$356 - $409
|
9.03K
$1.07M
|
|
|
Jan 09, 2023
Q4 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
3+ 0.62% |
$267 - $306
|
490
$58K
|
|
|
Jan 23, 2023
Q4 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$267 - $306
|
17.8K
$2.11M
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
3+ 0.04% |
$267 - $306
|
6.68K
$791K
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3+ 0.12% |
$267 - $306
|
2.54K
$300K
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2+ 0.02% |
$178 - $204
|
13.2K
$1.56M
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2+ 0.02% |
$178 - $204
|
8.79K
$1.04M
|