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 10, 2023
Q4 2022
|
Forum Private Client Group LLC
|
SELL
|
- |
-379- 1.84% |
$33.8K - $38.7K
|
20.2K
$2.4M
|
|
|
Mar 01, 2023
Q4 2022
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-385- 0.82% |
$34.3K - $39.3K
|
46.4K
$5.49M
|
|
|
Jan 25, 2023
Q4 2022
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-390- 2.15% |
$34.7K - $39.8K
|
17.7K
$2.1M
|
|
|
Feb 09, 2023
Q4 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-397- 2.55% |
$35.4K - $40.5K
|
15.1K
$1.79M
|
|
|
Feb 06, 2023
Q4 2022
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-399- 0.7% |
$35.5K - $40.7K
|
56.5K
$6.69M
|
|
|
Feb 13, 2023
Q4 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-400- 9.77% |
$35.6K - $40.9K
|
3.7K
$438K
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-403- 8.19% |
$35.9K - $41.2K
|
4.52K
$535K
|
|
|
Feb 09, 2023
Q4 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-407- 1.98% |
$36.3K - $41.6K
|
20.1K
$2.39M
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-409- 2.9% |
$36.4K - $41.8K
|
13.7K
$1.62M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-421- 1.6% |
$37.5K - $43K
|
26K
$3.07M
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
SELL
|
- |
-426- 9.5% |
$38K - $43.5K
|
4.06K
$480K
|
|
|
Feb 14, 2023
Q4 2022
|
Better Money Decisions, LLC
|
SELL
|
- |
-431- 4.27% |
$38.4K - $44K
|
9.66K
$1.14M
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-432- 0.86% |
$38.5K - $44.1K
|
49.7K
$5.89M
|
|
|
Feb 14, 2023
Q4 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-433- 2.24% |
$38.6K - $44.2K
|
18.9K
$2.24M
|
|
|
Feb 02, 2023
Q4 2022
|
Total Wealth Planning, LLC
|
SELL
|
- |
-437- 5.94% |
$38.9K - $44.6K
|
6.92K
$820K
|
|
|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-439- 1.19% |
$39.1K - $44.8K
|
36.4K
$4.31M
|
|
|
Jan 24, 2023
Q4 2022
|
Lyell Wealth Management, LP
|
SELL
|
- |
-440- 3.69% |
$39.2K - $44.9K
|
11.5K
$1.36M
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-441- 2.86% |
$39.3K - $45K
|
15K
$1.78M
|
|
|
Jan 23, 2023
Q4 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-445- 1.97% |
$39.6K - $45.4K
|
22.2K
$2.63M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-446- 2.45% |
$39.7K - $45.5K
|
17.8K
$2.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-448- 2.59% |
$39.9K - $45.8K
|
16.8K
$1.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-448- 3.79% |
$39.9K - $45.8K
|
11.4K
$1.35M
|
|
|
Jan 31, 2023
Q4 2022
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-451- 16.82% |
$40.2K - $46.1K
|
2.23K
$264K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-454- 2.59% |
$40.4K - $46.4K
|
17K
$2.02M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-460- 5.94% |
$41K - $47K
|
7.29K
$863K
|
|
|
Jan 27, 2023
Q4 2022
|
Courage Miller Partners, LLC
|
SELL
|
- |
-463- 7.04% |
$41.2K - $47.3K
|
6.12K
$724K
|
|
|
Jan 27, 2023
Q4 2022
|
Motive Wealth Advisors
|
SELL
|
- |
-468- 5.2% |
$41.7K - $47.8K
|
8.54K
$1.01M
|
|
|
Jan 10, 2023
Q4 2022
|
S.A. Mason LLC
|
SELL
|
- |
-470- 12.88% |
$41.9K - $48K
|
3.18K
$377K
|
|
|
Feb 14, 2023
Q4 2022
|
Liquid Strategies, LLC
Atlanta, GA |
SELL
|
- |
-476- 0.62% |
$42.4K - $48.6K
|
76.3K
$9.04M
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-485- 2.19% |
$43.2K - $49.5K
|
21.6K
$2.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-500- 1.96% |
$44.5K - $51.1K
|
25K
$2.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-500- 1.75% |
$44.5K - $51.1K
|
28.1K
$3.33M
|
|
|
Feb 08, 2023
Q4 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-505- 8.14% |
$45K - $51.6K
|
5.7K
$675K
|
|
|
Feb 09, 2023
Q4 2022
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-506- 1.48% |
$45.1K - $51.7K
|
33.8K
$4M
|
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
SELL
|
- |
-508- 9.46% |
$45.3K - $51.9K
|
4.86K
$576K
|
|
|
Jan 30, 2023
Q4 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-514- 5.19% |
$45.8K - $52.5K
|
9.39K
$1.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-517- 0.15% |
$46.1K - $52.8K
|
344K
$40.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Dagco, Inc.
|
SELL
|
- |
-522- 10.58% |
$46.5K - $53.3K
|
4.41K
$523K
|
|
|
Jan 27, 2023
Q4 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-528- 10.25% |
$47K - $53.9K
|
4.63K
$548K
|
|
|
Feb 13, 2023
Q4 2022
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-529- 0.36% |
$47.1K - $54K
|
148K
$17.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-534- 5.39% |
$47.6K - $54.5K
|
9.37K
$1.11M
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
SELL
|
- |
-556- 2.36% |
$49.5K - $56.8K
|
23K
$2.72M
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-558- 3.59% |
$49.7K - $57K
|
15K
$1.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-559- 3.29% |
$49.8K - $57.1K
|
16.4K
$1.94M
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-563- 17.41% |
$50.2K - $57.5K
|
2.67K
$316K
|
|
|
Feb 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-573- 1.8% |
$51K - $58.5K
|
31.3K
$3.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-573- 10.76% |
$51K - $58.5K
|
4.75K
$563K
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-590- 1.79% |
$52.6K - $60.3K
|
32.4K
$3.84M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-591- 1.47% |
$52.7K - $60.4K
|
39.6K
$4.69M
|
|
|
Jan 18, 2023
Q4 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-595- 0.17% |
$53K - $60.8K
|
346K
$41M
|