Purchases and Sales Made in Q4 2022 in Ishares Core S&P Sm Cap ETF (IJR)

IJR Quotes by TradingView

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 06, 2023 Q4 2022
Synovus Financial Corp

Columbus, GA
BUY
 -
63.2K
+ 79.07%
$5.63M - $6.46M
143K $17M
Feb 13, 2023 Q4 2022
1 St Source Bank

BUY
 -
62.3K
+ 42.76%
$5.55M - $6.36M
208K $24.6M
Jan 17, 2023 Q4 2022
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
62.3K
+ 460.32%
$5.55M - $6.36M
75.8K $8.98M
Feb 01, 2023 Q4 2022
Hohimer Wealth Management, LLC

BUY
 -
61.8K
+ 510.87%
$5.51M - $6.31M
73.9K $8.76M
Jan 26, 2023 Q4 2022
Comerica Bank

BUY
 -
61.6K
+ 7.15%
$5.49M - $6.29M
924K $109M
Feb 10, 2023 Q4 2022
Svb Wealth LLC

Boston, MA
BUY
 -
60.9K
+ 15.38%
$5.43M - $6.22M
457K $54.1M
Feb 15, 2023 Q4 2022
Cape Cod Five Cents Savings Bank

Orleans, MA
BUY
 -
60.6K
+ 30.38%
$5.4M - $6.19M
260K $30.8M
Jan 20, 2023 Q4 2022
First Command Advisory Services, Inc.

BUY
 -
60.5K
+ 0.67%
$5.39M - $6.18M
9.09M $1.08B
Feb 10, 2023 Q4 2022
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
59.6K
+ 38.94%
$5.31M - $6.09M
213K $25.2M
Feb 06, 2023 Q4 2022
Rpg Investment Advisory, LLC

BUY
 -
59.4K
New
$5.29M - $6.07M
59.4K $7.04M
Feb 14, 2023 Q4 2022
Jefferies Financial Group Inc.

New York, NY
BUY
 -
57.9K
New
$5.15M - $5.91M
57.9K $6.85M
Feb 10, 2023 Q4 2022
Wade G W & Inc

Wellesley, MA
BUY
 -
57.3K
+ 18.23%
$5.1M - $5.85M
371K $44M
Feb 07, 2023 Q4 2022
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
56.5K
New
$5.04M - $5.77M
56.5K $6.7M
Feb 14, 2023 Q4 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
56.5K
+ 14.22%
$5.04M - $5.77M
454K $53.8M
Nov 13, 2023 Q4 2022
Hancock Whitney Corp

BUY
 -
55.7K
+ 21.33%
$4.96M - $5.69M
317K $37.5M
Feb 09, 2023 Q4 2022
Valeo Financial Advisors, LLC

BUY
 -
53.8K
+ 3.74%
$4.79M - $5.49M
1.49M $176M
Feb 14, 2023 Q4 2022
Park Place Capital Corp

Birmingham, AL
BUY
 -
53.3K
New
$4.75M - $5.44M
53.3K $6.31M
Feb 07, 2023 Q4 2022
Wms Partners, LLC

BUY
 -
49.4K
+ 22.46%
$4.4M - $5.05M
269K $31.9M
Feb 10, 2023 Q4 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
49.1K
+ 1.84%
$4.38M - $5.02M
2.73M $323M
Feb 06, 2023 Q4 2022
Full Sail Capital, LLC

Oklahoma City, OK
BUY
 -
49K
+ 11.49%
$4.36M - $5M
475K $56.3M
Jan 25, 2023 Q4 2022
Whittier Trust CO Of Nevada Inc

BUY
 -
48.1K
+ 24.66%
$4.29M - $4.91M
243K $28.8M
Feb 14, 2023 Q4 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
47.9K
+ 15.99%
$4.27M - $4.89M
347K $41.1M
Feb 14, 2023 Q4 2022
Retirement Investment Advisors, Inc.

Oklahoma City, OK
BUY
 -
47.8K
New
$4.26M - $4.88M
47.8K $5.66M
Feb 09, 2023 Q4 2022
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
47.8K
+ 43.29%
$4.25M - $4.88M
158K $18.7M
Feb 09, 2023 Q4 2022
Pegasus Partners Ltd.

Mequon, WI
BUY
 -
47.3K
+ 35.05%
$4.21M - $4.83M
182K $21.6M
Feb 08, 2023 Q4 2022
Institutional & Family Asset Management, LLC

BUY
 -
47.1K
+ 362515.38%
$4.2M - $4.81M
47.1K $5.58M
Feb 16, 2023 Q4 2022
Asset Allocation Strategies LLC

Farmington, MI
BUY
 -
47K
New
$4.19M - $4.8M
47K $5.56M
Feb 09, 2023 Q4 2022
Mirae Asset Global Investments Co., Ltd.

BUY
 -
46K
+ 35.11%
$4.1M - $4.7M
177K $21M
Feb 06, 2023 Q4 2022
Fi3 Financial Advisors, LLC

BUY
 -
45.4K
+ 32.29%
$4.05M - $4.64M
186K $22M
Feb 09, 2023 Q4 2022
Nottingham Advisors, Inc.

Amherst, NY
BUY
 -
44.5K
+ 19.12%
$3.96M - $4.54M
277K $32.8M
Feb 13, 2023 Q4 2022
Bokf, Na

Tulsa, OK
BUY
 -
44.4K
+ 9.4%
$3.95M - $4.53M
516K $61.2M
Feb 06, 2023 Q4 2022
Gyl Financial Synergies, LLC

BUY
 -
44.4K
+ 376.43%
$3.95M - $4.53M
56.1K $6.65M
Feb 08, 2023 Q4 2022
One Day In July LLC

BUY
 -
43.9K
+ 10.61%
$3.91M - $4.48M
457K $54.2M
Feb 14, 2023 Q4 2022
Colony Group LLC

Boston, MA
BUY
 -
43.7K
+ 9.32%
$3.89M - $4.46M
512K $60.7M
Feb 13, 2023 Q4 2022
Carr Financial Group Corp

Worcester, MA
BUY
 -
43.1K
New
$3.84M - $4.4M
43.1K $5.11M
Feb 08, 2023 Q4 2022
Moreno Evelyn V

Boston, MA
BUY
 -
42.5K
+ 89.67%
$3.79M - $4.34M
89.9K $10.6M
Feb 10, 2023 Q4 2022
Consolidated Planning Corp

Atlanta, GA
BUY
 -
42.4K
+ 96.34%
$3.78M - $4.33M
86.4K $10.2M
Jan 20, 2023 Q4 2022
Hellman Jordan Management CO Inc

Quincy, MA
BUY
 -
42.3K
New
$3.77M - $4.32M
42.3K $5.01M
Jan 10, 2023 Q4 2022
Umb Bank, N.A.

BUY
 -
40.6K
+ 4.27%
$3.62M - $4.15M
992K $117M
Feb 10, 2023 Q4 2022
Shoker Investment Counsel, Inc.

Oxford, OH
BUY
 -
40.1K
+ 19.84%
$3.57M - $4.09M
242K $28.6M
Jan 31, 2023 Q4 2022
Keybank National Association

BUY
 -
40K
+ 1.11%
$3.56M - $4.08M
3.65M $432M
Jan 31, 2023 Q4 2022
Bank Of The West

BUY
 -
39.2K
+ 38.45%
$3.49M - $4M
141K $16.7M
Feb 13, 2023 Q4 2022
Wealthspire Advisors, LLC

New York, NY
BUY
 -
39.1K
+ 2.87%
$3.49M - $4M
1.41M $166M
Feb 15, 2023 Q4 2022
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
38.9K
New
$3.47M - $3.97M
38.9K $4.61M
Aug 26, 2024 Q4 2022
Centennial Bank/Ar/

Conway, AR
BUY
 -
38.7K
New
$3.44M - $3.95M
38.7K $4.58M
Feb 02, 2023 Q4 2022
Raymond James Trust N.A.

BUY
 -
38.2K
+ 18.37%
$3.4M - $3.9M
246K $29.1M
Jan 31, 2023 Q4 2022
Pinnacle Associates LTD

BUY
 -
37.8K
+ 17.49%
$3.36M - $3.86M
254K $30.1M
Feb 23, 2023 Q4 2022
Heritage Wealth Management, Inc./Texas

Houston, TX
BUY
 -
37.1K
New
$3.3M - $3.79M
37.1K $4.39M
Jan 31, 2023 Q4 2022
Ae Wealth Management LLC

BUY
 -
37.1K
+ 7.69%
$3.3M - $3.79M
519K $61.5M

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