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
|
Toth Financial Advisory Corp
|
BUY
|
- |
2+ 0.86% |
$178 - $204
|
235
$27.8K
|
|
|
Jan 09, 2023
Q4 2022
|
Founders Capital Management
|
BUY
|
- |
1+ 0.3% |
$89.1 - $102
|
333
$39.4K
|
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 5.88% |
$89.1 - $102
|
18
$2.13K
|
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.06% |
$89.1 - $102
|
1.76K
$209K
|
|
|
Jan 30, 2023
Q4 2022
|
Moneywise, Inc.
|
BUY
|
- |
1+ 0.01% |
$89.1 - $102
|
8.12K
$961K
|
|
|
Jan 30, 2023
Q4 2022
|
Narwhal Capital Management
|
BUY
|
- |
1+ 0.01% |
$89.1 - $102
|
19K
$2.26M
|
|
|
Feb 01, 2023
Q4 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
1+ 0.01% |
$89.1 - $102
|
18.4K
$2.18M
|
|
|
Feb 03, 2023
Q4 2022
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.02% |
$89.1 - $102
|
4.19K
$496K
|
|
|
Feb 06, 2023
Q4 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.0% |
$89.1 - $102
|
149K
$17.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$89.1 - $102
|
5.11K
$605K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 0.37% |
$89.1 - $102
|
272
$32.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-2- 4.88% |
$178 - $204
|
39
$4.62K
|
|
|
Jan 26, 2023
Q4 2022
|
Gds Wealth Management
|
SELL
|
- |
-2- 0.05% |
$178 - $204
|
3.65K
$433K
|
|
|
Feb 14, 2023
Q4 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-2- 0.17% |
$178 - $204
|
1.16K
$137K
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-2- 0.08% |
$178 - $204
|
2.66K
$315K
|
|
|
Jan 27, 2023
Q4 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-3- 0.06% |
$267 - $306
|
5.23K
$620K
|
|
|
Feb 07, 2023
Q4 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-3- 0.05% |
$267 - $306
|
6.14K
$727K
|
|
|
Feb 03, 2023
Q4 2022
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-4- 0.59% |
$356 - $409
|
678
$80.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-5- 0.06% |
$445 - $511
|
8.45K
$1M
|
|
|
Feb 07, 2023
Q4 2022
|
Gs Investments, Inc.
|
SELL
|
- |
-5- 0.11% |
$445 - $511
|
4.48K
$531K
|
|
|
Feb 14, 2023
Q4 2022
|
Kopp Family Office, LLC
Bloomington, MN |
SELL
|
- |
-5- 2.96% |
$445 - $511
|
164
$19.4K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-7- 0.55% |
$624 - $715
|
1.26K
$149K
|
|
|
Jan 05, 2023
Q4 2022
|
Lynch & Associates
|
SELL
|
- |
-7- 0.02% |
$624 - $715
|
41.4K
$4.9M
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-7- 17.5% |
$624 - $715
|
33
$3.91K
|
|
|
Feb 09, 2023
Q4 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-9- 0.25% |
$802 - $919
|
3.6K
$427K
|
|
|
Feb 02, 2023
Q4 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-10- 0.18% |
$891 - $1.02K
|
5.67K
$671K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-11- 0.34% |
$980 - $1.12K
|
3.18K
$377K
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-13- 0.41% |
$1.16K - $1.33K
|
3.12K
$370K
|
|
|
Jan 30, 2023
Q4 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-14- 0.01% |
$1.25K - $1.43K
|
98.5K
$11.7M
|
|
|
Jan 30, 2023
Q4 2022
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-14- -0.0% |
$1.25K - $1.43K
|
405K
$47.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-14- 0.3% |
$1.25K - $1.43K
|
4.67K
$553K
|
|
|
Jan 30, 2023
Q4 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-15- 0.6% |
$1.34K - $1.53K
|
2.48K
$293K
|
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-16- 0.25% |
$1.43K - $1.63K
|
6.3K
$746K
|
|
|
Jan 05, 2023
Q4 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-18- 0.15% |
$1.6K - $1.84K
|
12K
$1.43M
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-18- 2.6% |
$1.6K - $1.84K
|
675
$79.9K
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-18- 0.4% |
$1.6K - $1.84K
|
4.47K
$530K
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-20- 0.49% |
$1.78K - $2.04K
|
4.05K
$480K
|
|
|
Jan 27, 2023
Q4 2022
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.56% |
$1.78K - $2.04K
|
3.52K
$417K
|
|
|
Feb 06, 2023
Q4 2022
|
Ledyard National Bank
|
SELL
|
- |
-20- 0.45% |
$1.78K - $2.04K
|
4.41K
$522K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-21- 6.52% |
$1.87K - $2.14K
|
301
$35.7K
|
|
|
Jan 26, 2023
Q4 2022
|
Santori & Peters, Inc.
|
SELL
|
- |
-22- 0.1% |
$1.96K - $2.25K
|
22.5K
$2.67M
|
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-23- 1.05% |
$2.05K - $2.35K
|
2.17K
$257K
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-24- 0.8% |
$2.14K - $2.45K
|
2.99K
$354K
|
|
|
Jan 04, 2023
Q4 2022
|
Private Asset Management Inc
|
SELL
|
- |
-25- 0.44% |
$2.23K - $2.55K
|
5.71K
$676K
|
|
|
Jan 10, 2023
Q4 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-25- 0.02% |
$2.23K - $2.55K
|
138K
$16.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-25- 0.95% |
$2.23K - $2.55K
|
2.62K
$310K
|
|
|
Feb 10, 2023
Q4 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-25- 0.51% |
$2.23K - $2.55K
|
4.86K
$576K
|
|
|
Feb 16, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-25- 0.17% |
$2.23K - $2.55K
|
14.5K
$1.71M
|