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 13, 2023
Q4 2022
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-1.52K- 0.51% |
$135K - $155K
|
298K
$35.3M
|
|
|
Mar 11, 2024
Q4 2022
|
Nepc LLC
Boston, MA |
SELL
|
- |
-1.53K- 4.22% |
$136K - $156K
|
34.6K
$4.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.55K- 17.97% |
$138K - $158K
|
7.07K
$837K
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.55K- 37.67% |
$138K - $159K
|
2.57K
$304K
|
|
|
Jan 17, 2023
Q4 2022
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-1.55K- 4.77% |
$138K - $159K
|
31K
$3.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-1.56K- 5.81% |
$139K - $159K
|
25.3K
$3M
|
|
|
Feb 10, 2023
Q4 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-1.56K- 10.59% |
$139K - $160K
|
13.2K
$1.56M
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-1.57K- 3.66% |
$139K - $160K
|
41.2K
$4.88M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.59K- 13.58% |
$141K - $162K
|
10.1K
$1.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-1.6K- 38.39% |
$142K - $163K
|
2.56K
$303K
|
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.6K- 3.67% |
$143K - $164K
|
42.1K
$4.99M
|
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-1.62K- 1.53% |
$144K - $165K
|
105K
$12.4M
|
|
|
Sep 01, 2023
Q4 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-1.63K- 7.4% |
$145K - $166K
|
20.3K
$2.41M
|
|
|
Feb 06, 2023
Q4 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-1.63K- 3.04% |
$145K - $166K
|
51.9K
$6.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-1.64K- 2.81% |
$146K - $168K
|
56.8K
$6.73M
|
|
|
Jan 30, 2023
Q4 2022
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-1.65K- 1.57% |
$147K - $168K
|
103K
$12.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.67K- 33.98% |
$149K - $171K
|
3.25K
$385K
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.68K- 17.98% |
$150K - $171K
|
7.66K
$907K
|
|
|
Feb 07, 2023
Q4 2022
|
Northern Capital Management, Inc.
|
SELL
|
- |
-1.73K- 2.79% |
$154K - $176K
|
60.1K
$7.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
SELL
|
- |
-1.74K- 16.15% |
$155K - $177K
|
9.01K
$1.07M
|
|
|
Jan 19, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.75K- 0.81% |
$156K - $179K
|
213K
$25.3M
|
|
|
Jan 17, 2023
Q4 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.75K- 35.14% |
$156K - $179K
|
3.23K
$383K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.79K- 4.41% |
$160K - $183K
|
38.8K
$4.59M
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.81K- 30.06% |
$161K - $185K
|
4.21K
$499K
|
|
|
Feb 07, 2023
Q4 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-1.82K- 43.17% |
$162K - $186K
|
2.4K
$284K
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.82K- 13.22% |
$162K - $186K
|
12K
$1.42M
|
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.82K- 11.01% |
$163K - $186K
|
14.7K
$1.75M
|
|
|
Jan 11, 2023
Q4 2022
|
Ellenbecker Investment Group
|
SELL
|
- |
-1.84K- 1.43% |
$164K - $188K
|
126K
$14.9M
|
|
|
Jan 25, 2023
Q4 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-1.85K- 18.47% |
$165K - $189K
|
8.17K
$967K
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-1.87K- 7.7% |
$167K - $191K
|
22.4K
$2.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-1.87K- 8.37% |
$167K - $191K
|
20.5K
$2.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.9K- 13.62% |
$169K - $194K
|
12K
$1.42M
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.92K- 27.6% |
$171K - $196K
|
5.04K
$597K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.93K- 2.17% |
$172K - $197K
|
87.1K
$10.3M
|
|
|
Mar 22, 2023
Q4 2022
|
Campion Asset Management
|
SELL
|
- |
-1.94K- 8.04% |
$173K - $198K
|
22.2K
$2.63M
|
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-1.95K- 1.02% |
$173K - $199K
|
189K
$22.4M
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.95K- 6.84% |
$173K - $199K
|
26.5K
$3.14M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.96K- 0.73% |
$175K - $200K
|
265K
$31.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.98K- 0.87% |
$177K - $202K
|
226K
$26.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-2.05K- 4.14% |
$182K - $209K
|
47.4K
$5.62M
|
|
|
Jan 19, 2023
Q4 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-2.06K- 2.89% |
$183K - $210K
|
69.1K
$8.18M
|
|
|
Jan 30, 2023
Q4 2022
|
Twele Capital Management, Inc.
|
SELL
|
- |
-2.07K- 1.09% |
$184K - $211K
|
187K
$22.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-2.08K- 3.72% |
$186K - $213K
|
53.9K
$6.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.09K- 15.08% |
$186K - $214K
|
11.8K
$1.39M
|
|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-2.09K- 7.5% |
$186K - $214K
|
25.8K
$3.06M
|
|
|
Jan 20, 2023
Q4 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-2.1K- 26.15% |
$187K - $214K
|
5.92K
$701K
|
|
|
Feb 01, 2023
Q4 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-2.1K- 1.84% |
$187K - $214K
|
112K
$13.2M
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-2.1K- 29.22% |
$187K - $214K
|
5.08K
$602K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.11K- 12.46% |
$188K - $215K
|
14.8K
$1.75M
|
|
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
SELL
|
- |
-2.12K- 2.46% |
$188K - $216K
|
83.9K
$9.93M
|