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
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
405+ 4.23% |
$36.1K - $41.4K
|
9.97K
$1.13M
|
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
397+ 1.18% |
$35.4K - $40.5K
|
34.2K
$3.86M
|
|
|
Jan 25, 2023
Q4 2022
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
397+ 3.64% |
$35.4K - $40.5K
|
11.3K
$1.28M
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
395+ 11.26% |
$35.2K - $40.3K
|
3.9K
$441K
|
|
|
Feb 06, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
390+ 10.28% |
$34.7K - $39.8K
|
4.18K
$473K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
388+ 16.36% |
$34.6K - $39.6K
|
2.76K
$312K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
381+ 3.21% |
$33.9K - $38.9K
|
12.3K
$1.38M
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
381+ 9.58% |
$33.9K - $38.9K
|
4.36K
$492K
|
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
380+ 21.81% |
$33.9K - $38.8K
|
2.12K
$240K
|
|
|
Jan 26, 2023
Q4 2022
|
Steph & CO
|
BUY
|
- |
374+ 2.3% |
$33.3K - $38.2K
|
16.6K
$1.88M
|
|
|
Jan 19, 2023
Q4 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
372+ 2.25% |
$33.1K - $38K
|
16.9K
$1.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
372+ 1.37% |
$33.1K - $38K
|
27.6K
$3.12M
|
|
|
Jan 18, 2023
Q4 2022
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
370+ 4.51% |
$33K - $37.8K
|
8.58K
$969K
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
370+ 6.63% |
$33K - $37.8K
|
5.95K
$672K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
369+ 2.52% |
$32.9K - $37.7K
|
15K
$1.7M
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
BUY
|
- |
361+ 4.81% |
$32.2K - $36.9K
|
7.86K
$888K
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
BUY
|
- |
361+ 1.3% |
$32.2K - $36.9K
|
28.2K
$3.19M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
361+ 0.62% |
$32.2K - $36.9K
|
58.2K
$6.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
361+ 5.73% |
$32.2K - $36.9K
|
6.66K
$752K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
360+ 5.18% |
$32.1K - $36.8K
|
7.31K
$826K
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
359+ 1.05% |
$32K - $36.7K
|
34.4K
$3.89M
|
|
|
Feb 27, 2023
Q4 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
358+ 1.41% |
$31.9K - $36.6K
|
25.7K
$2.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
356+ 0.28% |
$31.7K - $36.4K
|
127K
$14.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Bath Savings Trust CO
|
BUY
|
- |
351+ 13.2% |
$31.3K - $35.8K
|
3.01K
$340K
|
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
341+ 0.51% |
$30.4K - $34.8K
|
66.9K
$7.56M
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
341+ 11366.67% |
$30.4K - $34.8K
|
344
$38.9K
|
|
|
Jan 23, 2023
Q4 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
339+ 11.71% |
$30.2K - $34.6K
|
3.23K
$365K
|
|
|
Feb 08, 2023
Q4 2022
|
Parthenon LLC
|
BUY
|
- |
330+ 0.82% |
$29.4K - $33.7K
|
40.7K
$4.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
327+ 4.73% |
$29.1K - $33.4K
|
7.25K
$819K
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
315+ 201.92% |
$28.1K - $32.2K
|
471
$53.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
314+ 2.98% |
$28K - $32.1K
|
10.9K
$1.23M
|
|
|
Feb 07, 2023
Q4 2022
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
310+ 4.31% |
$27.6K - $31.7K
|
7.51K
$848K
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
309+ 5.63% |
$27.5K - $31.6K
|
5.8K
$655K
|
|
|
Jan 11, 2023
Q4 2022
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
301+ 1.66% |
$26.8K - $30.7K
|
18.5K
$2.09M
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
298New |
$26.5K - $30.4K
|
298
$33.7K
|
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
298New |
$26.5K - $30.4K
|
298
$33.7K
|
|
|
Jan 11, 2023
Q4 2022
|
Cairn Investment Group, Inc.
|
BUY
|
- |
296+ 0.44% |
$26.4K - $30.2K
|
67.5K
$7.63M
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
295+ 2.95% |
$26.3K - $30.1K
|
10.3K
$1.16M
|
|
|
Jan 27, 2023
Q4 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
293+ 0.4% |
$26.1K - $29.9K
|
74.2K
$8.38M
|
|
|
Feb 01, 2023
Q4 2022
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
293+ 0.25% |
$26.1K - $29.9K
|
119K
$13.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
290+ 0.24% |
$25.8K - $29.6K
|
120K
$13.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
289+ 2.66% |
$25.7K - $29.5K
|
11.1K
$1.26M
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
287+ 106.69% |
$25.6K - $29.3K
|
556
$62.8K
|
|
|
Jan 20, 2023
Q4 2022
|
Newton One Investments LLC
|
BUY
|
- |
286+ 0.63% |
$25.5K - $29.2K
|
45.3K
$5.12M
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
285+ 8.24% |
$25.4K - $29.1K
|
3.74K
$423K
|
|
|
Feb 03, 2023
Q4 2022
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
285+ 3.84% |
$25.4K - $29.1K
|
7.71K
$870K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
285+ 0.47% |
$25.4K - $29.1K
|
61.1K
$6.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
284+ 11.54% |
$25.3K - $29K
|
2.75K
$310K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
283+ 0.66% |
$25.2K - $28.9K
|
43.4K
$4.9M
|
|
|
Jan 23, 2023
Q4 2022
|
Inlet Private Wealth, LLC
|
BUY
|
- |
280+ 9.58% |
$24.9K - $28.6K
|
3.2K
$362K
|