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 06, 2023
Q4 2022
|
Palisade Asset Management, LLC
|
BUY
|
- |
10K+ 85.85% |
$891K - $1.02M
|
21.6K
$2.56M
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
9.98K+ 136.72% |
$889K - $1.02M
|
17.3K
$2.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
9.79K+ 32.84% |
$872K - $1M
|
39.6K
$4.69M
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
9.79K+ 37.31% |
$872K - $999K
|
36K
$4.26M
|
|
|
Jan 20, 2023
Q4 2022
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
9.62K+ 63.73% |
$857K - $982K
|
24.7K
$2.93M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.56K+ 2.39% |
$851K - $976K
|
409K
$48.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
9.54K+ 0.27% |
$850K - $974K
|
3.49M
$413M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
9.28KNew |
$827K - $948K
|
9.28K
$1.1M
|
|
|
Jan 23, 2023
Q4 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
9.18KNew |
$818K - $937K
|
9.18K
$1.09M
|
|
|
Feb 07, 2023
Q4 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
9.18K+ 6200.0% |
$817K - $937K
|
9.32K
$1.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.16K+ 698.32% |
$816K - $935K
|
10.5K
$1.24M
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
9.13K+ 4.36% |
$813K - $933K
|
219K
$25.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.09K+ 4.91% |
$810K - $928K
|
194K
$23M
|
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
BUY
|
- |
9.04K+ 177.95% |
$805K - $923K
|
14.1K
$1.67M
|
|
|
Sep 25, 2024
Q4 2022
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
9K+ 25.03% |
$801K - $919K
|
44.9K
$5.32M
|
|
|
Jan 18, 2023
Q4 2022
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
8.96KNew |
$798K - $915K
|
8.96K
$1.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
8.82K+ 82.59% |
$786K - $900K
|
19.5K
$2.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.8KNew |
$784K - $899K
|
8.8K
$1.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
8.7K+ 4.72% |
$775K - $889K
|
193K
$22.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.61K+ 2.08% |
$767K - $879K
|
422K
$50M
|
|
|
Feb 01, 2023
Q4 2022
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
8.6K+ 7.91% |
$766K - $879K
|
117K
$13.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
8.56K+ 32.11% |
$762K - $874K
|
35.2K
$4.17M
|
|
|
Jan 31, 2023
Q4 2022
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
8.5K+ 327.56% |
$757K - $868K
|
11.1K
$1.31M
|
|
|
Feb 17, 2023
Q4 2022
|
Adams Wealth Management
|
BUY
|
- |
8.44KNew |
$752K - $862K
|
8.44K
$999K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
8.3KNew |
$740K - $848K
|
8.3K
$983K
|
|
|
Feb 14, 2023
Q4 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
8.19KNew |
$730K - $836K
|
8.19K
$970K
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
8.17K+ 6.76% |
$728K - $834K
|
129K
$15.3M
|
|
|
Jan 19, 2023
Q4 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
8.11K+ 53.92% |
$723K - $828K
|
23.2K
$2.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
BUY
|
- |
8.03K+ 9.53% |
$715K - $820K
|
92.3K
$10.9M
|
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
8.01K+ 27.02% |
$714K - $818K
|
37.7K
$4.46M
|
|
|
Feb 06, 2023
Q4 2022
|
Hills Bank & Trust CO
|
BUY
|
- |
8.01K+ 3.4% |
$713K - $818K
|
243K
$28.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
7.96K+ 339.57% |
$709K - $813K
|
10.3K
$1.22M
|
|
|
Jan 26, 2023
Q4 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
7.93K+ 16.97% |
$706K - $809K
|
54.6K
$6.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
7.79K+ 1.59% |
$694K - $795K
|
497K
$58.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7.78K+ 20.43% |
$693K - $794K
|
45.8K
$5.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
7.72KNew |
$688K - $788K
|
7.72K
$914K
|
|
|
May 11, 2023
Q4 2022
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
7.65KNew |
$681K - $781K
|
7.65K
$906K
|
|
|
Feb 01, 2023
Q4 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
7.59K+ 15.16% |
$676K - $775K
|
57.7K
$6.83M
|
|
|
Feb 02, 2023
Q4 2022
|
Wealth Effects LLC
|
BUY
|
- |
7.56KNew |
$673K - $772K
|
7.56K
$895K
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
7.36KNew |
$656K - $751K
|
7.36K
$871K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.32K+ 7.23% |
$652K - $748K
|
109K
$12.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
7.31K+ 4.43% |
$651K - $746K
|
172K
$20.4M
|
|
|
Sep 15, 2023
Q4 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
7.29K+ 3.69% |
$649K - $744K
|
205K
$24.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
7.21K+ 8.1% |
$643K - $737K
|
96.3K
$11.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Darwin Advisors, LLC
|
BUY
|
- |
7.11K+ 30.44% |
$633K - $726K
|
30.5K
$3.61M
|
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
6.98KNew |
$622K - $713K
|
6.98K
$827K
|
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
6.97K+ 13.59% |
$621K - $712K
|
58.2K
$6.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
6.95K+ 0.33% |
$619K - $710K
|
2.09M
$248M
|
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
6.84KNew |
$609K - $698K
|
6.84K
$810K
|
|
|
Feb 06, 2023
Q4 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
6.73K+ 2.24% |
$600K - $687K
|
307K
$36.4M
|