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
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-4.69K- 43.93% |
$418K - $479K
|
5.99K
$709K
|
|
|
Jan 12, 2023
Q4 2022
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-4.74K- 1.17% |
$422K - $484K
|
400K
$47.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.74K- 3.98% |
$422K - $484K
|
114K
$13.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.77K- 0.08% |
$425K - $487K
|
6.21M
$736M
|
|
|
Jan 17, 2023
Q4 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-4.8K- 0.63% |
$428K - $490K
|
755K
$89.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.81K- 11.51% |
$429K - $491K
|
37K
$4.38M
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
SELL
|
- |
-4.96K- 1.96% |
$441K - $506K
|
247K
$29.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.98K- 24.75% |
$444K - $509K
|
15.2K
$1.79M
|
|
|
Jan 16, 2024
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-5.05K- 7.29% |
$449K - $515K
|
64.1K
$7.59M
|
|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
SELL
|
- |
-5.08K- 1.31% |
$452K - $518K
|
384K
$45.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-5.12K- 6.66% |
$456K - $522K
|
71.7K
$8.5M
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-5.16K- 8.28% |
$460K - $527K
|
57.1K
$6.77M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-5.18K- 17.08% |
$461K - $529K
|
25.1K
$2.98M
|
|
|
Feb 09, 2023
Q4 2022
|
Middleton & CO Inc
|
SELL
|
- |
-5.21K- 9.77% |
$464K - $532K
|
48.1K
$5.69M
|
|
|
Apr 12, 2024
Q4 2022
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-5.27K- 28.53% |
$470K - $538K
|
13.2K
$1.56M
|
|
|
Jan 10, 2023
Q4 2022
|
Mcia Inc
|
SELL
|
- |
-5.33K- 5.88% |
$475K - $544K
|
85.3K
$10.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-5.35K- 46.79% |
$477K - $547K
|
6.09K
$721K
|
|
|
Jun 20, 2024
Q4 2022
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-5.46K- 7.72% |
$486K - $557K
|
65.2K
$7.72M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.5K- 6.88% |
$490K - $562K
|
74.4K
$8.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5.53K- 27.63% |
$493K - $565K
|
14.5K
$1.72M
|
|
|
Jun 06, 2023
Q4 2022
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-5.57K- 3.33% |
$496K - $568K
|
162K
$19.1M
|
|
|
Jan 24, 2023
Q4 2022
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-5.61K- 4.37% |
$500K - $573K
|
123K
$14.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-5.64K- 0.11% |
$502K - $576K
|
5.15M
$610M
|
|
|
Jan 19, 2023
Q4 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-5.71K- 46.76% |
$508K - $583K
|
6.5K
$769K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-5.71K- 30.9% |
$509K - $583K
|
12.8K
$1.51M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.74K- 2.46% |
$511K - $586K
|
228K
$27M
|
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
SELL
|
- |
-5.79K- 19.79% |
$515K - $591K
|
23.4K
$2.78M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-5.82K- 4.31% |
$518K - $594K
|
129K
$15.3M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.85K- 20.15% |
$521K - $597K
|
23.2K
$2.74M
|
|
|
Jan 19, 2023
Q4 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-5.96K- 30.34% |
$531K - $608K
|
13.7K
$1.62M
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-5.97K- 13.55% |
$532K - $610K
|
38.1K
$4.51M
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-6.06K- 2.13% |
$540K - $619K
|
279K
$33M
|
|
|
Feb 14, 2023
Q4 2022
|
Townsend & Associates, Inc
|
SELL
|
- |
-6.26K- 25.97% |
$558K - $639K
|
17.8K
$2.11M
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-6.42K- 5.19% |
$572K - $655K
|
117K
$13.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-6.52K- 32.78% |
$581K - $666K
|
13.4K
$1.58M
|
|
|
Feb 08, 2023
Q4 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-6.85K- 21.16% |
$610K - $699K
|
25.5K
$3.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-6.86K- 34.83% |
$612K - $701K
|
12.8K
$1.52M
|
|
|
Feb 10, 2023
Q4 2022
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-6.98K- 21.91% |
$621K - $712K
|
24.9K
$2.95M
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-7.08K- 12.9% |
$631K - $723K
|
47.8K
$5.66M
|
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-7.14K- 4.87% |
$636K - $729K
|
139K
$16.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
SELL
|
- |
-7.19K- 15.24% |
$640K - $734K
|
40K
$4.74M
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-7.21K- 12.15% |
$642K - $736K
|
52.1K
$6.17M
|
|
|
May 04, 2023
Q4 2022
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-7.25K- 28.9% |
$646K - $740K
|
17.8K
$2.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-7.29K- 3.93% |
$650K - $745K
|
178K
$21.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-7.4K- 17.73% |
$660K - $756K
|
34.3K
$4.07M
|
|
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
SELL
|
- |
-7.41K- 19.36% |
$660K - $756K
|
30.8K
$3.65M
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-7.46K- 30.23% |
$664K - $762K
|
17.2K
$2.04M
|
|
|
Jan 18, 2023
Q4 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-7.49K- 20.33% |
$667K - $765K
|
29.3K
$3.48M
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-7.56K- 7.67% |
$673K - $772K
|
91K
$10.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-7.59K- 10.57% |
$676K - $775K
|
64.2K
$7.61M
|