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 09, 2023 Q4 2022
New Hampshire Trust

Concord, NH
BUY
 -
37K
New
$3.3M - $3.78M
37K $4.39M
Feb 13, 2023 Q4 2022
Northeast Financial Consultants Inc

Westport, CT
BUY
 -
36.8K
+ 79.39%
$3.28M - $3.76M
83.1K $9.84M
Feb 15, 2023 Q4 2022
Cic Wealth, LLC

Rockville, MD
BUY
 -
36.7K
New
$3.27M - $3.75M
36.7K $4.35M
Feb 10, 2023 Q4 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
36.6K
+ 23.13%
$3.26M - $3.74M
195K $23.1M
Oct 26, 2023 Q4 2022
Sound Stewardship, LLC

Overland Park, KS
BUY
 -
36.5K
New
$3.25M - $3.73M
36.5K $4.33M
Feb 08, 2023 Q4 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
36.4K
+ 42.56%
$3.24M - $3.72M
122K $14.4M
Jan 24, 2023 Q4 2022
Fusion Family Wealth LLC

BUY
 -
36.3K
+ 94.3%
$3.24M - $3.71M
74.9K $8.87M
Jan 18, 2023 Q4 2022
Private Advisor Group, LLC

BUY
 -
35.3K
+ 8.14%
$3.15M - $3.61M
470K $55.6M
Feb 01, 2023 Q4 2022
Legacy Advisors, LLC

BUY
 -
34.5K
+ 64.58%
$3.08M - $3.53M
88K $10.4M
Feb 10, 2023 Q4 2022
Watershed Private Wealth LLC

Oak Brook, IL
BUY
 -
34.5K
New
$3.07M - $3.52M
34.5K $4.08M
Feb 14, 2023 Q4 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
34.3K
New
$3.05M - $3.5M
34.3K $4.06M
Feb 10, 2023 Q4 2022
Pittenger & Anderson Inc

BUY
 -
34K
+ 56.32%
$3.03M - $3.48M
94.5K $11.2M
Feb 14, 2023 Q4 2022
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
33.7K
New
$3M - $3.44M
33.7K $3.99M
Feb 06, 2023 Q4 2022
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
33.6K
+ 24.03%
$2.99M - $3.43M
173K $20.5M
Feb 09, 2023 Q4 2022
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
32.7K
+ 94.73%
$2.91M - $3.34M
67.2K $7.96M
Feb 07, 2023 Q4 2022
Texas Permanent School Fund

Austin, TX
BUY
 -
32.7K
+ 29.7%
$2.91M - $3.33M
143K $16.9M
Feb 09, 2023 Q4 2022
Watchman Group, Inc.

Plano, TX
BUY
 -
32.6K
New
$2.9M - $3.33M
32.6K $3.86M
Feb 03, 2023 Q4 2022
Hancock Whitney Corp

BUY
 -
32.4K
+ 11.4%
$2.89M - $3.31M
317K $37.5M
Jan 27, 2023 Q4 2022
Asio Capital, LLC

BUY
 -
31.9K
+ 31.2%
$2.84M - $3.26M
134K $15.9M
Feb 23, 2023 Q4 2022
Tandem Wealth Advisors LLC

Phoenix, AZ
BUY
 -
31.8K
New
$2.83M - $3.25M
31.8K $3.77M
Feb 14, 2023 Q4 2022
Meeder Advisory Services, Inc.

Dublin, OH
BUY
 -
31.5K
New
$2.81M - $3.22M
31.5K $3.73M
Feb 13, 2023 Q4 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
31.2K
+ 3.49%
$2.78M - $3.18M
924K $109M
Feb 09, 2023 Q4 2022
Lwmg, LLC

Lake Elmo, MN
BUY
 -
31.1K
New
$2.77M - $3.17M
31.1K $3.68M
Jan 31, 2023 Q4 2022
Kestra Private Wealth Services, LLC

BUY
 -
31K
+ 37.13%
$2.76M - $3.16M
114K $13.6M
Feb 09, 2023 Q4 2022
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
30.8K
New
$2.75M - $3.15M
30.8K $3.65M
Feb 14, 2023 Q4 2022
Financial Counselors Inc

BUY
 -
30.8K
+ 13.77%
$2.74M - $3.14M
254K $30.1M
Jan 31, 2023 Q4 2022
Kestra Advisory Services, LLC

BUY
 -
30.7K
+ 3.22%
$2.73M - $3.13M
983K $116M
Feb 08, 2023 Q4 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
30.2K
+ 5.64%
$2.69M - $3.09M
566K $67.1M
Feb 14, 2023 Q4 2022
West Coast Financial LLC

BUY
 -
29.9K
+ 3.98%
$2.66M - $3.05M
782K $92.7M
Feb 14, 2023 Q4 2022
Grant Street Asset Management, Inc.

Canonsburg, PA
BUY
 -
29.5K
+ 521.59%
$2.63M - $3.01M
35.2K $4.16M
Feb 15, 2023 Q4 2022
Live Oak Investment Partners

Austin, TX
BUY
 -
29.4K
New
$2.62M - $3.01M
29.4K $3.49M
Feb 07, 2023 Q4 2022
Accredited Investors Inc.

BUY
 -
29.1K
+ 4.26%
$2.59M - $2.97M
712K $84.3M
Feb 10, 2023 Q4 2022
Koesten, Hirschmann & Crabtree, Inc.

Overland Park, KS
BUY
 -
28.9K
New
$2.58M - $2.96M
28.9K $3.43M
Feb 13, 2023 Q4 2022
Lake Street Advisors Group, LLC

BUY
 -
28.5K
+ 8.32%
$2.54M - $2.91M
371K $43.9M
Jan 23, 2023 Q4 2022
Mps Loria Financial Planners, LLC

BUY
 -
28.1K
+ 15.37%
$2.51M - $2.87M
211K $25M
Jun 12, 2023 Q4 2022
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
28.1K
+ 50.64%
$2.51M - $2.87M
83.7K $9.91M
Feb 08, 2023 Q4 2022
Washington Trust CO

BUY
 -
28K
+ 31.44%
$2.5M - $2.86M
117K $13.9M
Jan 17, 2023 Q4 2022
Capstone Triton Financial Group, LLC

Oklahoma City, OK
BUY
 -
27.9K
New
$2.49M - $2.85M
27.9K $3.31M
Jan 23, 2023 Q4 2022
Patton Albertson Miller Group, LLC

BUY
 -
27.7K
+ 293.37%
$2.47M - $2.83M
37.1K $4.4M
Jan 19, 2023 Q4 2022
Holland Advisory Services, Inc.

BUY
 -
27.6K
+ 29.18%
$2.46M - $2.82M
122K $14.5M
Feb 06, 2023 Q4 2022
Brinker Capital Investments, LLC

BUY
 -
27K
+ 5.73%
$2.41M - $2.76M
499K $59M
Feb 13, 2023 Q4 2022
Mount Yale Investment Advisors, LLC

BUY
 -
27K
+ 55.09%
$2.41M - $2.76M
76K $9M
Jan 24, 2023 Q4 2022
Rfp Financial Group LLC

Atlanta, GA
BUY
 -
26.9K
New
$2.39M - $2.74M
26.9K $3.18M
Jan 20, 2023 Q4 2022
Proffitt & Goodson Inc

BUY
 -
26.8K
+ 31.31%
$2.39M - $2.73M
112K $13.3M
Jan 12, 2023 Q4 2022
Kmg Fiduciary Partners, LLC

BUY
 -
26.3K
+ 247.38%
$2.34M - $2.69M
37K $4.38M
Mar 15, 2023 Q4 2022
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
25.9K
New
$2.31M - $2.65M
25.9K $3.07M
Feb 13, 2023 Q4 2022
Hobart Private Capital, LLC

Charlotte, NC
BUY
 -
25.8K
New
$2.3M - $2.63M
25.8K $3.06M
Jan 12, 2023 Q4 2022
Valley National Advisers Inc

BUY
 -
25.5K
+ 229.59%
$2.27M - $2.6M
36.6K $4.34M
Jan 23, 2023 Q4 2022
Roman Butler Fullerton & CO

BUY
 -
25.4K
+ 477.34%
$2.26M - $2.59M
30.7K $3.63M

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