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 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.72K+ 86.22% |
$598K - $686K
|
14.5K
$1.72M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Management Network Inc
|
BUY
|
- |
6.71K+ 8.04% |
$598K - $685K
|
90.2K
$10.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Bridges Investment Management Inc
|
BUY
|
- |
6.7K+ 0.66% |
$597K - $684K
|
1.03M
$121M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6.69K+ 8.72% |
$596K - $683K
|
83.4K
$9.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
6.69K+ 4.2% |
$596K - $683K
|
166K
$19.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Wiser Wealth Management, Inc
|
BUY
|
- |
6.67K+ 29.95% |
$594K - $681K
|
28.9K
$3.43M
|
|
|
Jan 27, 2023
Q4 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
6.64K+ 2.88% |
$591K - $678K
|
237K
$28.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.63K+ 0.93% |
$591K - $677K
|
723K
$85.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
6.6K+ 53.95% |
$588K - $674K
|
18.8K
$2.23M
|
|
|
Jan 09, 2023
Q4 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
6.57K+ 7.93% |
$585K - $671K
|
89.5K
$10.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
6.56K+ 12.6% |
$584K - $670K
|
58.6K
$6.94M
|
|
|
Feb 03, 2023
Q4 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
6.52KNew |
$581K - $666K
|
6.52K
$772K
|
|
|
Feb 08, 2023
Q4 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
6.51K+ 30.98% |
$580K - $665K
|
27.5K
$3.26M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6.49K+ 5.41% |
$578K - $663K
|
127K
$15M
|
|
|
Feb 01, 2023
Q4 2022
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
6.46K+ 192.69% |
$575K - $659K
|
9.81K
$1.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
6.43K+ 9.77% |
$573K - $657K
|
72.3K
$8.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
6.36K+ 158.27% |
$567K - $650K
|
10.4K
$1.23M
|
|
|
Feb 07, 2023
Q4 2022
|
Alley Investment Management Company, LLC
|
BUY
|
- |
6.36K+ 13.72% |
$566K - $649K
|
52.7K
$6.24M
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
6.34K+ 6.86% |
$565K - $648K
|
98.8K
$11.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Smith, Salley & Associates
|
BUY
|
- |
6.33KNew |
$564K - $647K
|
6.33K
$750K
|
|
|
Feb 07, 2023
Q4 2022
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
6.33KNew |
$564K - $646K
|
6.33K
$749K
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
6.3KNew |
$561K - $643K
|
6.3K
$746K
|
|
|
Jan 27, 2023
Q4 2022
|
Ade, LLC
|
BUY
|
- |
6.27K+ 55.05% |
$559K - $640K
|
17.7K
$2.09M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.26K+ 7.18% |
$557K - $639K
|
93.4K
$11.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
6.24K+ 4.87% |
$555K - $637K
|
134K
$15.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
6.16K+ 2.98% |
$549K - $629K
|
213K
$25.2M
|
|
|
Jan 11, 2023
Q4 2022
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
6.16K+ 118.46% |
$549K - $629K
|
11.4K
$1.35M
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
BUY
|
- |
6.13K+ 7.28% |
$546K - $626K
|
90.4K
$10.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
6.13K+ 7.94% |
$546K - $626K
|
83.3K
$9.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
6.1KNew |
$544K - $623K
|
6.1K
$723K
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
6.02K+ 133.71% |
$536K - $615K
|
10.5K
$1.25M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.01K+ 2.56% |
$536K - $614K
|
241K
$28.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6KNew |
$535K - $613K
|
6K
$711K
|
|
|
Jan 20, 2023
Q4 2022
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
5.98KNew |
$533K - $611K
|
5.98K
$709K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
5.94K+ 121.6% |
$530K - $607K
|
10.8K
$1.28M
|
|
|
Oct 15, 2024
Q4 2022
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
5.94KNew |
$529K - $606K
|
5.94K
$703K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
5.93K+ 20.4% |
$528K - $605K
|
35K
$4.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Fiduciary Management Inc
Milwaukee, WI |
BUY
|
- |
5.88KNew |
$524K - $600K
|
5.88K
$696K
|
|
|
Jan 26, 2023
Q4 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
5.85K+ 26.49% |
$521K - $597K
|
27.9K
$3.31M
|
|
|
Jan 19, 2023
Q4 2022
|
Harbor Group, Inc.
|
BUY
|
- |
5.84K+ 3.22% |
$520K - $597K
|
187K
$22.2M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.84K+ 6.4% |
$520K - $597K
|
97.1K
$11.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
5.73K+ 10.29% |
$510K - $585K
|
61.4K
$7.27M
|
|
|
Jan 20, 2023
Q4 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
5.71K+ 2.71% |
$509K - $584K
|
217K
$25.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
5.7K+ 21.56% |
$508K - $582K
|
32.1K
$3.81M
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
5.69K+ 10.9% |
$506K - $581K
|
57.9K
$6.85M
|
|
|
Mar 01, 2023
Q4 2022
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
5.67KNew |
$505K - $579K
|
5.67K
$671K
|
|
|
Feb 15, 2023
Q4 2022
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
5.63K+ 21.57% |
$502K - $575K
|
31.7K
$3.76M
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.63KNew |
$501K - $575K
|
5.63K
$667K
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
5.62K+ 31.44% |
$501K - $574K
|
23.5K
$2.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
5.6K+ 36.59% |
$499K - $572K
|
20.9K
$2.48M
|