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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-792- 22.4% |
$70.6K - $80.9K
|
2.74K
$310K
|
|
|
Mar 28, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-792- 23.5% |
$70.6K - $80.9K
|
2.58K
$291K
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-796- 16.72% |
$70.9K - $81.3K
|
3.97K
$448K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-797- 75.55% |
$71K - $81.4K
|
258
$29.1K
|
|
|
Feb 13, 2025
Q4 2022
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-798- 4.39% |
$71.1K - $81.5K
|
17.4K
$1.96M
|
|
|
Jan 30, 2023
Q4 2022
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-800- 5.44% |
$71.3K - $81.7K
|
13.9K
$1.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
SELL
|
- |
-800- 11.98% |
$71.3K - $81.7K
|
5.88K
$664K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-801- 17.3% |
$71.4K - $81.8K
|
3.83K
$432K
|
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
SELL
|
- |
-805- 6.21% |
$71.7K - $82.2K
|
12.2K
$1.37M
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-807- 14.49% |
$71.9K - $82.4K
|
4.76K
$538K
|
|
|
Feb 14, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-807- 11.89% |
$71.9K - $82.4K
|
5.98K
$676K
|
|
|
Jan 06, 2023
Q4 2022
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-808- 0.82% |
$72K - $82.5K
|
97.2K
$11M
|
|
|
Feb 13, 2023
Q4 2022
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-812- 45.44% |
$72.3K - $82.9K
|
975
$110K
|
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-814- 18.09% |
$72.5K - $83.1K
|
3.69K
$416K
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-818- 6.87% |
$72.9K - $83.5K
|
11.1K
$1.25M
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-821- 15.25% |
$73.1K - $83.8K
|
4.56K
$515K
|
|
|
Jan 26, 2023
Q4 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-823- 1.05% |
$73.3K - $84.1K
|
77.3K
$8.73M
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-824- 12.99% |
$73.4K - $84.2K
|
5.52K
$623K
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-826- 12.36% |
$73.6K - $84.4K
|
5.86K
$661K
|
|
|
Jan 20, 2023
Q4 2022
|
Stone House Investment Management, LLC
|
SELL
|
- |
-827- 2.66% |
$73.7K - $84.5K
|
30.2K
$3.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-827- 0.98% |
$73.7K - $84.5K
|
83.8K
$9.47M
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-840- 11.42% |
$74.8K - $85.8K
|
6.52K
$736K
|
|
|
Feb 01, 2023
Q4 2022
|
First Bancorp, Inc
|
SELL
|
- |
-855- 8.81% |
$76.2K - $87.3K
|
8.85K
$999K
|
|
|
Feb 08, 2023
Q4 2022
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-856- 13.35% |
$76.3K - $87.4K
|
5.56K
$628K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-858- 7.13% |
$76.4K - $87.6K
|
11.2K
$1.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-860- 4.49% |
$76.6K - $87.8K
|
18.3K
$2.07M
|
|
|
Feb 02, 2023
Q4 2022
|
Daniels&Tansey,Llp
|
SELL
|
- |
-865- 0.45% |
$77.1K - $88.3K
|
190K
$21.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-866- 3.96% |
$77.2K - $88.4K
|
21K
$2.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-870- 0.76% |
$77.5K - $88.9K
|
114K
$12.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-882- 22.26% |
$78.6K - $90.1K
|
3.08K
$348K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
SELL
|
- |
-890- 8.2% |
$79.3K - $90.9K
|
9.96K
$1.12M
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-900- 7.71% |
$80.2K - $91.9K
|
10.8K
$1.22M
|
|
|
Jan 27, 2023
Q4 2022
|
Peak Financial Management, Inc.
|
SELL
|
- |
-918- 1.49% |
$81.8K - $93.8K
|
60.6K
$6.84M
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-922- 0.64% |
$82.1K - $94.2K
|
144K
$16.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-933- 62.96% |
$83.1K - $95.3K
|
549
$62K
|
|
|
Jan 30, 2023
Q4 2022
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-947- 6.06% |
$84.4K - $96.7K
|
14.7K
$1.66M
|
|
|
Feb 08, 2023
Q4 2022
|
Aspireon Wealth Advisors
|
SELL
|
- |
-958- 3.07% |
$85.3K - $97.8K
|
30.3K
$3.42M
|
|
|
Jan 30, 2023
Q4 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-971- 6.9% |
$86.5K - $99.2K
|
13.1K
$1.48M
|
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-976- 6.34% |
$87K - $99.7K
|
14.4K
$1.63M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-979- 31.6% |
$87.2K - $100K
|
2.12K
$239K
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-982- 8.11% |
$87.5K - $100K
|
11.1K
$1.26M
|
|
|
Jan 30, 2023
Q4 2022
|
Howland Capital Management LLC
|
SELL
|
- |
-990- 7.98% |
$88.2K - $101K
|
11.4K
$1.29M
|
|
|
Jan 31, 2023
Q4 2022
|
Nova R Wealth, Inc.
|
SELL
|
- |
-997- 10.94% |
$88.8K - $102K
|
8.11K
$917K
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-997- 18.75% |
$88.8K - $102K
|
4.32K
$488K
|
|
|
Jan 18, 2023
Q4 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1K- 4.61% |
$89.1K - $102K
|
20.7K
$2.34M
|
|
|
Feb 01, 2023
Q4 2022
|
Lee Danner & Bass Inc
|
SELL
|
- |
-1.01K- 2.72% |
$89.5K - $103K
|
36K
$4.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.02K- 9.81% |
$90.8K - $104K
|
9.37K
$1.06M
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.03K- 49.93% |
$91.4K - $105K
|
1.03K
$116K
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.03K- 2.9% |
$91.5K - $105K
|
34.4K
$3.89M
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.04K- 3.56% |
$92.4K - $106K
|
28.1K
$3.18M
|