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 09, 2023
Q4 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
608+ 1.02% |
$54.2K - $62.1K
|
60K
$6.78M
|
|
|
Feb 10, 2023
Q4 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
607+ 2.23% |
$54.1K - $62K
|
27.8K
$3.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
607+ 4.85% |
$54.1K - $62K
|
13.1K
$1.48M
|
|
|
May 20, 2024
Q4 2022
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
604+ 29.9% |
$53.8K - $61.7K
|
2.62K
$296K
|
|
|
Jan 23, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
596+ 1.71% |
$53.1K - $60.9K
|
35.4K
$4M
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
592+ 2.42% |
$52.7K - $60.5K
|
25.1K
$2.83M
|
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
588+ 1.37% |
$52.4K - $60.1K
|
43.6K
$4.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
583+ 6.26% |
$51.9K - $59.5K
|
9.9K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
580New |
$51.7K - $59.2K
|
580
$65.5K
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
570+ 0.66% |
$50.8K - $58.2K
|
86.3K
$9.75M
|
|
|
Feb 01, 2023
Q4 2022
|
Patten & Patten Inc
|
BUY
|
- |
569+ 23.94% |
$50.7K - $58.1K
|
2.95K
$333K
|
|
|
Jan 26, 2023
Q4 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
561+ 2.17% |
$50K - $57.3K
|
26.4K
$2.98M
|
|
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
559+ 4.52% |
$49.8K - $57.1K
|
12.9K
$1.46M
|
|
|
Jan 27, 2023
Q4 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
558+ 3.74% |
$49.7K - $57K
|
15.5K
$1.75M
|
|
|
Feb 10, 2023
Q4 2022
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
546+ 12.71% |
$48.6K - $55.8K
|
4.84K
$547K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
530+ 2.98% |
$47.2K - $54.1K
|
18.3K
$2.07M
|
|
|
Sep 18, 2023
Q4 2022
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
523+ 0.7% |
$46.6K - $53.4K
|
75.6K
$8.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
522+ 7.73% |
$46.5K - $53.3K
|
7.28K
$822K
|
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
BUY
|
- |
521+ 6.85% |
$46.4K - $53.2K
|
8.13K
$918K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
521+ 0.5% |
$46.4K - $53.2K
|
105K
$11.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
513+ 2.4% |
$45.7K - $52.4K
|
21.9K
$2.47M
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
509+ 11.85% |
$45.3K - $52K
|
4.81K
$543K
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
508+ 4.75% |
$45.3K - $51.9K
|
11.2K
$1.26M
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
500+ 18.98% |
$44.5K - $51.1K
|
3.13K
$354K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
497+ 3.06% |
$44.3K - $50.8K
|
16.8K
$1.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
495+ 4.88% |
$44.1K - $50.6K
|
10.6K
$1.2M
|
|
|
Jan 27, 2023
Q4 2022
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
486+ 20.36% |
$43.3K - $49.6K
|
2.87K
$325K
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
485+ 6.82% |
$43.2K - $49.5K
|
7.59K
$858K
|
|
|
Feb 02, 2023
Q4 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
476+ 0.75% |
$42.4K - $48.6K
|
64.2K
$7.25M
|
|
|
Jan 23, 2023
Q4 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
466+ 0.5% |
$41.5K - $47.6K
|
94.6K
$10.7M
|
|
|
Jan 13, 2023
Q4 2022
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
459+ 3.77% |
$40.9K - $46.9K
|
12.6K
$1.43M
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
457+ 18.29% |
$40.7K - $46.7K
|
2.96K
$334K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
456+ 0.98% |
$40.6K - $46.6K
|
46.8K
$5.29M
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
455+ 2.7% |
$40.5K - $46.5K
|
17.3K
$1.95M
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
454+ 17.48% |
$40.4K - $46.4K
|
3.05K
$345K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
440New |
$39.2K - $44.9K
|
440
$49.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
440+ 0.43% |
$39.2K - $44.9K
|
102K
$11.5M
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
438+ 6.9% |
$39K - $44.7K
|
6.79K
$766K
|
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
435+ 1.77% |
$38.8K - $44.4K
|
25K
$2.83M
|
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
433+ 0.87% |
$38.6K - $44.2K
|
50K
$5.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
433+ 3.1% |
$38.6K - $44.2K
|
14.4K
$1.63M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
428+ 0.34% |
$38.1K - $43.7K
|
127K
$14.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
426+ 3.36% |
$38K - $43.5K
|
13.1K
$1.48M
|
|
|
Jan 11, 2023
Q4 2022
|
Parkside Investments, LLC
|
BUY
|
- |
425+ 7.42% |
$37.9K - $43.4K
|
6.15K
$695K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
422New |
$37.6K - $43.1K
|
422
$47.7K
|
|
|
Jan 20, 2023
Q4 2022
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
417+ 0.31% |
$37.2K - $42.6K
|
135K
$15.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
416+ 6.83% |
$37.1K - $42.5K
|
6.51K
$735K
|
|
|
Feb 20, 2025
Q4 2022
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
407+ 5.67% |
$36.3K - $41.6K
|
7.59K
$857K
|
|
|
Feb 09, 2023
Q4 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
406+ 1.07% |
$36.2K - $41.5K
|
38.2K
$4.32M
|
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
405+ 0.56% |
$36.1K - $41.4K
|
72.3K
$8.17M
|