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 |
|---|---|---|---|---|---|---|---|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-1.05K- 14.26% |
$93.8K - $108K
|
6.33K
$750K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.06K- 2.97% |
$94K - $108K
|
34.5K
$4.08M
|
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-1.07K- 30.67% |
$95K - $109K
|
2.41K
$285K
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.07K- 24.58% |
$95.2K - $109K
|
3.28K
$388K
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.08K- 6.92% |
$96.1K - $110K
|
14.5K
$1.72M
|
|
|
Jan 27, 2023
Q4 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 0.89% |
$96.6K - $111K
|
121K
$14.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1.09K- 6.01% |
$97.2K - $111K
|
17.1K
$2.02M
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1.09K- 7.79% |
$97.4K - $112K
|
12.9K
$1.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-1.1K- 28.0% |
$97.7K - $112K
|
2.82K
$334K
|
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.11K- 5.16% |
$98.6K - $113K
|
20.3K
$2.41M
|
|
|
Jan 24, 2023
Q4 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.11K- 0.46% |
$99.2K - $114K
|
243K
$28.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-1.12K- 5.04% |
$99.8K - $114K
|
21.1K
$2.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-1.12K- 1.5% |
$99.9K - $114K
|
73.6K
$8.72M
|
|
|
Jan 31, 2023
Q4 2022
|
Peoples Bank
|
SELL
|
- |
-1.13K- 1.98% |
$101K - $115K
|
55.8K
$6.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Donald L. Hagan, LLC
|
SELL
|
- |
-1.14K- 6.1% |
$101K - $116K
|
17.5K
$2.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-1.14K- 4.67% |
$102K - $116K
|
23.2K
$2.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.15K- 4.13% |
$103K - $118K
|
26.7K
$3.17M
|
|
|
Feb 02, 2023
Q4 2022
|
Berkshire Bank
|
SELL
|
- |
-1.17K- 15.1% |
$104K - $119K
|
6.57K
$778K
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-1.17K- 32.0% |
$104K - $120K
|
2.49K
$295K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-1.17K- 4.88% |
$104K - $120K
|
22.9K
$2.71M
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.19K- 2.72% |
$106K - $121K
|
42.4K
$5.03M
|
|
|
Feb 01, 2023
Q4 2022
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-1.2K- 24.51% |
$106K - $122K
|
3.68K
$436K
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1.22K- 1.48% |
$109K - $125K
|
81.4K
$9.64M
|
|
|
Jan 17, 2023
Q4 2022
|
Forte Asset Management LLC
|
SELL
|
- |
-1.24K- 11.28% |
$110K - $126K
|
9.74K
$1.15M
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.24K- 14.24% |
$110K - $127K
|
7.46K
$883K
|
|
|
Feb 01, 2023
Q4 2022
|
Bfsg, LLC
|
SELL
|
- |
-1.25K- 34.86% |
$111K - $128K
|
2.34K
$277K
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.25K- 7.16% |
$112K - $128K
|
16.2K
$1.92M
|
|
|
Jan 17, 2023
Q4 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.26K- 1.08% |
$112K - $128K
|
115K
$13.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-1.26K- 25.07% |
$113K - $129K
|
3.78K
$447K
|
|
|
Jan 27, 2023
Q4 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-1.27K- 9.89% |
$113K - $130K
|
11.6K
$1.37M
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
SELL
|
- |
-1.27K- 0.94% |
$113K - $130K
|
135K
$15.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.28K- 16.03% |
$114K - $130K
|
6.69K
$792K
|
|
|
Jan 26, 2023
Q4 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.3K- 1.35% |
$116K - $133K
|
95.1K
$11.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-1.3K- 10.94% |
$116K - $133K
|
10.6K
$1.26M
|
|
|
Feb 10, 2023
Q4 2022
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-1.34K- 1.31% |
$119K - $137K
|
101K
$12M
|
|
|
Jan 30, 2023
Q4 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.35K- 10.81% |
$120K - $137K
|
11.1K
$1.32M
|
|
|
Jan 13, 2023
Q4 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.35K- 3.02% |
$120K - $138K
|
43.3K
$5.13M
|
|
|
Feb 08, 2023
Q4 2022
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-1.38K- 12.76% |
$122K - $140K
|
9.41K
$1.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.38K- 17.91% |
$123K - $141K
|
6.32K
$748K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.38K- 91.95% |
$123K - $141K
|
121
$14.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-1.39K- 8.96% |
$123K - $141K
|
14.1K
$1.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-1.4K- 9.5% |
$124K - $143K
|
13.3K
$1.58M
|
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.4K- 2.89% |
$125K - $143K
|
47.1K
$5.57M
|
|
|
Jan 20, 2023
Q4 2022
|
Bowman & CO S.C.
|
SELL
|
- |
-1.4K- 23.32% |
$125K - $143K
|
4.61K
$546K
|
|
|
Feb 07, 2023
Q4 2022
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-1.44K- 8.26% |
$128K - $147K
|
16K
$1.89M
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.44K- 1.09% |
$128K - $147K
|
131K
$15.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-1.46K- 6.21% |
$130K - $149K
|
22K
$2.6M
|
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.49K- 9.1% |
$133K - $152K
|
14.9K
$1.76M
|
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.49K- 20.67% |
$133K - $152K
|
5.73K
$679K
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.5K- 56.25% |
$133K - $153K
|
1.16K
$138K
|