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 01, 2023
Q4 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-170- 14.91% |
$15.1K - $17.4K
|
970
$115K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-173- 43.69% |
$15.4K - $17.7K
|
223
$26.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
SELL
|
- |
-174- 6.24% |
$15.5K - $17.8K
|
2.62K
$310K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-175- 0.78% |
$15.6K - $17.9K
|
22.2K
$2.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Edge Rock Capital LLC
|
SELL
|
- |
-177- 0.28% |
$15.8K - $18.1K
|
64.1K
$7.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-177- 1.01% |
$15.8K - $18.1K
|
17.4K
$2.06M
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-177- 0.85% |
$15.8K - $18.1K
|
20.8K
$2.46M
|
|
|
Jan 24, 2023
Q4 2022
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-179- 1.79% |
$15.9K - $18.3K
|
9.82K
$1.16M
|
|
|
Feb 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-179- 0.94% |
$15.9K - $18.3K
|
18.8K
$2.22M
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-180- 2.6% |
$16K - $18.4K
|
6.76K
$800K
|
|
|
Jan 27, 2023
Q4 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-182- 0.67% |
$16.2K - $18.6K
|
27.1K
$3.21M
|
|
|
Jan 31, 2023
Q4 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-184- 4.63% |
$16.4K - $18.8K
|
3.79K
$449K
|
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
SELL
|
- |
-188- 0.74% |
$16.7K - $19.2K
|
25.2K
$2.99M
|
|
|
Feb 06, 2023
Q4 2022
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-190- 2.19% |
$16.9K - $19.4K
|
8.49K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-190- 1.11% |
$16.9K - $19.4K
|
16.9K
$2M
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
SELL
|
- |
-193- 0.47% |
$17.2K - $19.7K
|
40.7K
$4.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-193- 0.59% |
$17.2K - $19.7K
|
32.4K
$3.84M
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-196- 11.01% |
$17.5K - $20K
|
1.59K
$188K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-197- 2.89% |
$17.6K - $20.1K
|
6.62K
$785K
|
|
|
Jan 19, 2023
Q4 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-200- 3.25% |
$17.8K - $20.4K
|
5.96K
$706K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-200- 39.45% |
$17.8K - $20.4K
|
307
$36.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-200- 4.05% |
$17.8K - $20.4K
|
4.74K
$562K
|
|
|
Feb 09, 2023
Q4 2022
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-201- 0.91% |
$17.9K - $20.5K
|
21.8K
$2.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-203- 6.14% |
$18.1K - $20.7K
|
3.1K
$367K
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-204- 5.19% |
$18.2K - $20.8K
|
3.73K
$441K
|
|
|
Jan 19, 2023
Q4 2022
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-206- 2.37% |
$18.4K - $21K
|
8.48K
$1M
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-210- 3.14% |
$18.7K - $21.4K
|
6.47K
$766K
|
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-213- 2.12% |
$19K - $21.8K
|
9.84K
$1.17M
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-216- 1.38% |
$19.2K - $22.1K
|
15.4K
$1.83M
|
|
|
Feb 08, 2023
Q4 2022
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-216- 1.78% |
$19.2K - $22.1K
|
11.9K
$1.41M
|
|
|
Mar 06, 2023
Q4 2022
|
Aldebaran Financial Inc.
|
SELL
|
- |
-217- 4.32% |
$19.3K - $22.2K
|
4.8K
$569K
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-218- 83.21% |
$19.4K - $22.3K
|
44
$5.21K
|
|
|
Jan 17, 2023
Q4 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-220- 4.95% |
$19.6K - $22.5K
|
4.23K
$501K
|
|
|
Feb 10, 2023
Q4 2022
|
Divergent Wealth Advisors
|
SELL
|
- |
-220- 0.17% |
$19.6K - $22.5K
|
126K
$14.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-221- 2.36% |
$19.7K - $22.6K
|
9.16K
$1.09M
|
|
|
Jan 30, 2023
Q4 2022
|
Curated Wealth Partners LLC
|
SELL
|
- |
-224- 3.79% |
$20K - $22.9K
|
5.69K
$674K
|
|
|
Feb 07, 2023
Q4 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-228- 5.78% |
$20.3K - $23.3K
|
3.72K
$440K
|
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-230- 1.39% |
$20.5K - $23.5K
|
16.3K
$1.93M
|
|
|
Jan 31, 2023
Q4 2022
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-233- 3.55% |
$20.8K - $23.8K
|
6.32K
$749K
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-233- 34.21% |
$20.8K - $23.8K
|
448
$53.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-235- 8.22% |
$20.9K - $24K
|
2.62K
$311K
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-235- 8.83% |
$20.9K - $24K
|
2.43K
$287K
|
|
|
Feb 10, 2023
Q4 2022
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-239- 0.65% |
$21.3K - $24.4K
|
36.5K
$4.33M
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
SELL
|
- |
-242- 5.13% |
$21.6K - $24.7K
|
4.48K
$530K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
SELL
|
- |
-245- 7.98% |
$21.8K - $25K
|
2.82K
$334K
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-247- 3.05% |
$22K - $25.2K
|
7.84K
$929K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-249- 7.09% |
$22.2K - $25.4K
|
3.26K
$386K
|
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-252- 2.82% |
$22.5K - $25.7K
|
8.68K
$1.03M
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-257- 8.5% |
$22.9K - $26.2K
|
2.77K
$328K
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-258- 9.81% |
$23K - $26.3K
|
2.37K
$281K
|