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 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
75+ 7.04% |
$6.68K - $7.66K
|
1.14K
$129K
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
75+ 2.45% |
$6.68K - $7.66K
|
3.13K
$354K
|
|
|
Feb 09, 2023
Q4 2022
|
Renasant Bank
|
BUY
|
- |
74+ 0.44% |
$6.59K - $7.56K
|
16.8K
$1.9M
|
|
|
Feb 13, 2023
Q4 2022
|
S&T Bank
Indiana, PA |
BUY
|
- |
73+ 0.31% |
$6.5K - $7.46K
|
23.7K
$2.68M
|
|
|
Jan 12, 2023
Q4 2022
|
Schwab Charitable Fund
|
BUY
|
- |
69+ 1.49% |
$6.15K - $7.05K
|
4.7K
$531K
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
67+ 0.99% |
$5.97K - $6.84K
|
6.86K
$775K
|
|
|
Feb 13, 2023
Q4 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
67+ 3.43% |
$5.97K - $6.84K
|
2.02K
$228K
|
|
|
Jan 27, 2023
Q4 2022
|
Regal Wealth Group, Inc.
|
BUY
|
- |
65+ 2.55% |
$5.79K - $6.64K
|
2.62K
$296K
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
BUY
|
- |
64+ 0.31% |
$5.7K - $6.54K
|
20.6K
$2.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
63+ 1.65% |
$5.61K - $6.43K
|
3.88K
$438K
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
62+ 55.86% |
$5.52K - $6.33K
|
173
$19.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
59+ 0.2% |
$5.26K - $6.03K
|
29.6K
$3.35M
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
57New |
$5.08K - $5.82K
|
57
$6.44K
|
|
|
Feb 13, 2023
Q4 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
56+ 0.07% |
$4.99K - $5.72K
|
83.9K
$9.48M
|
|
|
Jan 18, 2023
Q4 2022
|
Congress Asset Management CO
|
BUY
|
- |
55+ 0.15% |
$4.9K - $5.62K
|
35.7K
$4.03M
|
|
|
Feb 10, 2023
Q4 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
55+ 1.52% |
$4.9K - $5.62K
|
3.67K
$415K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
55New |
$4.9K - $5.62K
|
55
$6.21K
|
|
|
Jan 19, 2023
Q4 2022
|
Lincoln Capital Corp
|
BUY
|
- |
52+ 0.78% |
$4.63K - $5.31K
|
6.7K
$756K
|
|
|
Jan 20, 2023
Q4 2022
|
Quattro Financial Advisors LLC
|
BUY
|
- |
51+ 0.08% |
$4.54K - $5.21K
|
66K
$7.45M
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
51New |
$4.54K - $5.21K
|
51
$5.76K
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
50New |
$4.45K - $5.11K
|
50
$5.65K
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
50+ 3.36% |
$4.45K - $5.11K
|
1.54K
$174K
|
|
|
Jan 25, 2023
Q4 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
49+ 0.95% |
$4.37K - $5K
|
5.2K
$588K
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
49+ 0.77% |
$4.37K - $5K
|
6.45K
$728K
|
|
|
Feb 01, 2023
Q4 2022
|
Keystone Financial Services
|
BUY
|
- |
49+ 0.2% |
$4.37K - $5K
|
24.2K
$2.73M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
49New |
$4.37K - $5K
|
49
$5.54K
|
|
|
Jan 17, 2023
Q4 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
47+ 0.89% |
$4.19K - $4.8K
|
5.31K
$600K
|
|
|
Feb 13, 2023
Q4 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
47+ 1.93% |
$4.19K - $4.8K
|
2.49K
$281K
|
|
|
Aug 13, 2024
Q4 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
47+ 0.07% |
$4.19K - $4.8K
|
64.6K
$7.3M
|
|
|
Jan 13, 2023
Q4 2022
|
Savior LLC
|
BUY
|
- |
46+ 1150.0% |
$4.1K - $4.7K
|
50
$5.65K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
46+ 0.65% |
$4.1K - $4.7K
|
7.09K
$801K
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
46+ 0.8% |
$4.1K - $4.7K
|
5.83K
$659K
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
BUY
|
- |
45+ 1.0% |
$4.01K - $4.6K
|
4.55K
$514K
|
|
|
Jan 05, 2023
Q4 2022
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
40+ 0.11% |
$3.56K - $4.09K
|
36.6K
$4.14M
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
40New |
$3.56K - $4.09K
|
40
$4.52K
|
|
|
Jan 20, 2023
Q4 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
38+ 0.38% |
$3.39K - $3.88K
|
10K
$1.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
38+ 1.19% |
$3.39K - $3.88K
|
3.24K
$366K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
37+ 0.22% |
$3.3K - $3.78K
|
16.8K
$1.9M
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
35+ 250.0% |
$3.12K - $3.57K
|
49
$5.54K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
34+ 0.18% |
$3.03K - $3.47K
|
19.2K
$2.17M
|
|
|
Jan 25, 2023
Q4 2022
|
Cadinha & CO LLC
|
BUY
|
- |
33+ 0.24% |
$2.94K - $3.37K
|
13.7K
$1.54M
|
|
|
Feb 10, 2023
Q4 2022
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
33+ 0.56% |
$2.94K - $3.37K
|
5.94K
$671K
|
|
|
Jan 20, 2023
Q4 2022
|
Mcrae Capital Management Inc
|
BUY
|
- |
31+ 0.52% |
$2.76K - $3.17K
|
5.96K
$673K
|
|
|
Feb 13, 2023
Q4 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
31+ 0.95% |
$2.76K - $3.17K
|
3.3K
$372K
|
|
|
Feb 10, 2023
Q4 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
30+ 0.78% |
$2.67K - $3.06K
|
3.88K
$439K
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
29+ 0.98% |
$2.58K - $2.96K
|
2.99K
$338K
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
28+ 0.72% |
$2.49K - $2.86K
|
3.93K
$443K
|
|
|
Feb 01, 2023
Q4 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
27+ 0.41% |
$2.41K - $2.76K
|
6.55K
$740K
|
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
BUY
|
- |
26+ 0.16% |
$2.32K - $2.66K
|
16K
$1.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
26+ 0.29% |
$2.32K - $2.66K
|
8.99K
$1.02M
|