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 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-258- 9.81% |
$23K - $26.3K
|
2.37K
$278K
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-260- 2.5% |
$23.2K - $26.6K
|
10.1K
$1.19M
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-262- 5.69% |
$23.3K - $26.8K
|
4.34K
$508K
|
|
|
Feb 09, 2023
Q4 2022
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-263- 4.19% |
$23.4K - $26.9K
|
6.01K
$704K
|
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
SELL
|
- |
-266- 1.98% |
$23.7K - $27.2K
|
13.2K
$1.54M
|
|
|
Feb 01, 2023
Q4 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-267- 1.6% |
$23.8K - $27.3K
|
16.4K
$1.93M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-267- 24.68% |
$23.8K - $27.3K
|
815
$95.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-270- 0.13% |
$24.1K - $27.6K
|
205K
$24M
|
|
|
Jan 26, 2023
Q4 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-272- 9.83% |
$24.2K - $27.8K
|
2.5K
$292K
|
|
|
Jan 20, 2023
Q4 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-273- 0.95% |
$24.3K - $27.9K
|
28.4K
$3.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-274- 2.8% |
$24.4K - $28K
|
9.51K
$1.11M
|
|
|
Feb 22, 2023
Q4 2022
|
Ims Capital Management
|
SELL
|
- |
-278- 2.77% |
$24.8K - $28.4K
|
9.74K
$1.14M
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-280- 12.97% |
$24.9K - $28.6K
|
1.88K
$220K
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-280- 1.88% |
$24.9K - $28.6K
|
14.6K
$1.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-282- 5.75% |
$25.1K - $28.8K
|
4.62K
$541K
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
SELL
|
- |
-283- 3.7% |
$25.2K - $28.9K
|
7.36K
$862K
|
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-287- 2.14% |
$25.6K - $29.3K
|
13.1K
$1.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-299- 0.09% |
$26.6K - $30.5K
|
328K
$38.5M
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-301- 2.39% |
$26.8K - $30.7K
|
12.3K
$1.44M
|
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-305- 7.48% |
$27.2K - $31.1K
|
3.77K
$442K
|
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-307- 6.26% |
$27.4K - $31.4K
|
4.6K
$539K
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-309- 2.45% |
$27.5K - $31.6K
|
12.3K
$1.44M
|
|
|
Jan 25, 2023
Q4 2022
|
Vera Bank, N.A.
|
SELL
|
- |
-312- 1.29% |
$27.8K - $31.9K
|
23.8K
$2.79M
|
|
|
Jan 17, 2023
Q4 2022
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-314- 8.2% |
$28K - $32.1K
|
3.51K
$412K
|
|
|
Oct 24, 2023
Q4 2022
|
Lynch & Associates
|
SELL
|
- |
-316- 0.76% |
$28.2K - $32.3K
|
41.4K
$4.85M
|
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
SELL
|
- |
-323- 1.47% |
$28.8K - $33K
|
21.7K
$2.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-331- 0.3% |
$29.5K - $33.8K
|
108K
$12.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-335- 9.37% |
$29.8K - $34.2K
|
3.24K
$380K
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-336- 5.77% |
$29.9K - $34.3K
|
5.49K
$643K
|
|
|
Jan 26, 2023
Q4 2022
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-337- 0.81% |
$30K - $34.4K
|
41.3K
$4.83M
|
|
|
Jan 13, 2023
Q4 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-338- 0.68% |
$30.1K - $34.5K
|
49.2K
$5.77M
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-341- 8.54% |
$30.4K - $34.8K
|
3.65K
$428K
|
|
|
Feb 13, 2023
Q4 2022
|
Camden Capital, LLC
|
SELL
|
- |
-343- 0.3% |
$30.6K - $35K
|
113K
$13.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Gfg Capital, LLC
|
SELL
|
- |
-343- 6.98% |
$30.6K - $35K
|
4.57K
$535K
|
|
|
Feb 02, 2023
Q4 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-344- 8.1% |
$30.6K - $35.1K
|
3.9K
$457K
|
|
|
Feb 09, 2023
Q4 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-346- 1.2% |
$30.8K - $35.3K
|
28.4K
$3.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-347- 4.75% |
$30.9K - $35.4K
|
6.96K
$815K
|
|
|
Jan 12, 2023
Q4 2022
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-348- 1.51% |
$31K - $35.5K
|
22.6K
$2.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-348- 0.47% |
$31K - $35.5K
|
74.2K
$8.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-352- 0.19% |
$31.4K - $35.9K
|
185K
$21.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-353- 7.93% |
$31.4K - $36.1K
|
4.1K
$480K
|
|
|
Jan 18, 2023
Q4 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-357- 4.71% |
$31.8K - $36.5K
|
7.22K
$846K
|
|
|
Feb 08, 2023
Q4 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-358- 4.74% |
$31.9K - $36.6K
|
7.2K
$843K
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
SELL
|
- |
-358- 6.55% |
$31.9K - $36.6K
|
5.11K
$598K
|
|
|
Jan 17, 2023
Q4 2022
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-359- 13.63% |
$32K - $36.7K
|
2.27K
$266K
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-360- 2.8% |
$32.1K - $36.8K
|
12.5K
$1.47M
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-364- 6.56% |
$32.4K - $37.2K
|
5.19K
$608K
|
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-365- 10.75% |
$32.5K - $37.3K
|
3.03K
$355K
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-368- 3.65% |
$32.8K - $37.6K
|
9.72K
$1.14M
|
|
|
Jan 25, 2023
Q4 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-370- 0.49% |
$33K - $37.8K
|
74.5K
$8.73M
|