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 12, 2023
Q4 2022
|
Greenfield Savings Bank
|
SELL
|
- |
-596- 1.71% |
$53.1K - $60.9K
|
34.3K
$4.06M
|
|
|
Jan 27, 2023
Q4 2022
|
Congress Park Capital LLC
|
SELL
|
- |
-599- 2.81% |
$53.4K - $61.2K
|
20.7K
$2.45M
|
|
|
Jan 24, 2023
Q4 2022
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-607- 1.3% |
$54.1K - $62K
|
46.2K
$5.47M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-610- 2.35% |
$54.3K - $62.3K
|
25.3K
$3M
|
|
|
Jan 27, 2023
Q4 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-611- 11.79% |
$54.4K - $62.4K
|
4.57K
$541K
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-616- 0.55% |
$54.9K - $62.9K
|
111K
$13.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-622- 7.92% |
$55.4K - $63.5K
|
7.24K
$857K
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-627- 3.41% |
$55.9K - $64K
|
17.8K
$2.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-627- 1.26% |
$55.9K - $64K
|
49.2K
$5.83M
|
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-628- 3.85% |
$55.9K - $64.1K
|
15.7K
$1.86M
|
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-629- 3.8% |
$56K - $64.2K
|
15.9K
$1.89M
|
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
SELL
|
- |
-635- 20.86% |
$56.6K - $64.9K
|
2.41K
$285K
|
|
|
Feb 01, 2023
Q4 2022
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-643- 5.0% |
$57.3K - $65.7K
|
12.2K
$1.45M
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-650- 0.49% |
$57.9K - $66.4K
|
131K
$15.5M
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-655- 2.62% |
$58.4K - $66.9K
|
24.4K
$2.88M
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-657- 18.12% |
$58.5K - $67.1K
|
2.97K
$352K
|
|
|
Jan 20, 2023
Q4 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-658- 0.32% |
$58.6K - $67.2K
|
206K
$24.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-659- 1.5% |
$58.7K - $67.3K
|
43.2K
$5.12M
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-661- 2.53% |
$58.9K - $67.5K
|
25.4K
$3.01M
|
|
|
Jan 10, 2023
Q4 2022
|
Jvl Associates LLC
|
SELL
|
- |
-664- 0.4% |
$59.2K - $67.8K
|
164K
$19.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-668- 12.39% |
$59.5K - $68.2K
|
4.72K
$560K
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-670- 6.24% |
$59.7K - $68.4K
|
10.1K
$1.19M
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-673- 23.6% |
$60K - $68.7K
|
2.18K
$258K
|
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-673- 3.19% |
$60K - $68.7K
|
20.4K
$2.42M
|
|
|
Jan 20, 2023
Q4 2022
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-674- 2.3% |
$60K - $68.8K
|
28.7K
$3.39M
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-681- 19.67% |
$60.7K - $69.6K
|
2.78K
$329K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-682- 0.93% |
$60.8K - $69.7K
|
72.3K
$8.56M
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-684- 3.24% |
$60.9K - $69.9K
|
20.4K
$2.42M
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-702- 7.84% |
$62.5K - $71.7K
|
8.25K
$977K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-711- 59.85% |
$63.3K - $72.6K
|
477
$56.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-719- 14.69% |
$64.1K - $73.4K
|
4.18K
$495K
|
|
|
Feb 07, 2023
Q4 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-720- 1.34% |
$64.1K - $73.5K
|
52.9K
$6.26M
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-723- 0.88% |
$64.4K - $73.8K
|
81.7K
$9.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-726- 6.11% |
$64.7K - $74.1K
|
11.2K
$1.32M
|
|
|
Feb 07, 2023
Q4 2022
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-732- 5.06% |
$65.2K - $74.8K
|
13.7K
$1.63M
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-737- 41.52% |
$65.7K - $75.3K
|
1.04K
$123K
|
|
|
Feb 10, 2023
Q4 2022
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-738- 2.11% |
$65.7K - $75.4K
|
34.3K
$4.06M
|
|
|
Jan 26, 2023
Q4 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-745- 2.59% |
$66.4K - $76.1K
|
28K
$3.32M
|
|
|
Feb 07, 2023
Q4 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-757- 3.09% |
$67.4K - $77.3K
|
23.7K
$2.81M
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-759- 12.89% |
$67.6K - $77.5K
|
5.13K
$607K
|
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
SELL
|
- |
-762- 12.61% |
$67.9K - $77.8K
|
5.28K
$626K
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
SELL
|
- |
-768- 12.51% |
$68.4K - $78.4K
|
5.37K
$636K
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
SELL
|
- |
-769- 0.63% |
$68.5K - $78.5K
|
122K
$14.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-772- 2.86% |
$68.8K - $78.8K
|
26.2K
$3.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Washington Trust Bank
|
SELL
|
- |
-779- 9.52% |
$69.4K - $79.6K
|
7.41K
$877K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-781- 1.08% |
$69.6K - $79.8K
|
71.5K
$8.47M
|
|
|
Jan 31, 2023
Q4 2022
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-792- 0.68% |
$70.6K - $80.9K
|
115K
$13.7M
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-792- 22.4% |
$70.6K - $80.9K
|
2.74K
$325K
|
|
|
Mar 28, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-792- 23.5% |
$70.6K - $80.9K
|
2.58K
$305K
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-796- 16.72% |
$70.9K - $81.3K
|
3.97K
$470K
|