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 27, 2023
Q4 2022
|
Capital City Trust CO
|
SELL
|
- |
-1.04K- 18.74% |
$92.5K - $106K
|
4.5K
$508K
|
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
SELL
|
- |
-1.04K- 1.9% |
$92.6K - $106K
|
53.8K
$6.07M
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
SELL
|
- |
-1.04K- 0.47% |
$93K - $107K
|
221K
$25M
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
SELL
|
- |
-1.05K- 2.34% |
$93.8K - $108K
|
44K
$4.96M
|
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-1.05K- 14.26% |
$93.8K - $108K
|
6.33K
$715K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.06K- 2.97% |
$94K - $108K
|
34.5K
$3.89M
|
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-1.07K- 30.67% |
$95K - $109K
|
2.41K
$272K
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.07K- 24.58% |
$95.2K - $109K
|
3.28K
$371K
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.08K- 6.92% |
$96.1K - $110K
|
14.5K
$1.64M
|
|
|
Jan 27, 2023
Q4 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 0.89% |
$96.6K - $111K
|
121K
$13.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1.09K- 6.01% |
$97.2K - $111K
|
17.1K
$1.93M
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1.09K- 7.79% |
$97.4K - $112K
|
12.9K
$1.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-1.1K- 28.0% |
$97.7K - $112K
|
2.82K
$319K
|
|
|
Feb 13, 2025
Q4 2022
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-1.11K- 2.3% |
$98.5K - $113K
|
47.1K
$5.32M
|
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.11K- 5.16% |
$98.6K - $113K
|
20.3K
$2.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.11K- 0.46% |
$99.2K - $114K
|
243K
$27.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-1.12K- 5.04% |
$99.8K - $114K
|
21.1K
$2.38M
|
|
|
Feb 08, 2023
Q4 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-1.12K- 1.5% |
$99.9K - $114K
|
73.6K
$8.32M
|
|
|
Jan 31, 2023
Q4 2022
|
Peoples Bank
|
SELL
|
- |
-1.13K- 1.98% |
$101K - $115K
|
55.8K
$6.3M
|
|
|
Jan 17, 2023
Q4 2022
|
Donald L. Hagan, LLC
|
SELL
|
- |
-1.14K- 6.1% |
$101K - $116K
|
17.5K
$1.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-1.14K- 4.67% |
$102K - $116K
|
23.2K
$2.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.15K- 4.13% |
$103K - $118K
|
26.7K
$3.02M
|
|
|
Feb 02, 2023
Q4 2022
|
Berkshire Bank
|
SELL
|
- |
-1.17K- 15.1% |
$104K - $119K
|
6.57K
$742K
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-1.17K- 32.0% |
$104K - $120K
|
2.49K
$281K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-1.17K- 4.88% |
$104K - $120K
|
22.9K
$2.58M
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.19K- 2.72% |
$106K - $121K
|
42.4K
$4.79M
|
|
|
Feb 01, 2023
Q4 2022
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-1.2K- 24.51% |
$106K - $122K
|
3.68K
$416K
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1.22K- 1.48% |
$109K - $125K
|
81.4K
$9.2M
|
|
|
Jan 17, 2023
Q4 2022
|
Forte Asset Management LLC
|
SELL
|
- |
-1.24K- 11.28% |
$110K - $126K
|
9.74K
$1.1M
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.24K- 14.24% |
$110K - $127K
|
7.46K
$843K
|
|
|
Feb 01, 2023
Q4 2022
|
Bfsg, LLC
|
SELL
|
- |
-1.25K- 34.86% |
$111K - $128K
|
2.34K
$264K
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.25K- 7.16% |
$112K - $128K
|
16.2K
$1.83M
|
|
|
Jan 17, 2023
Q4 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.26K- 1.08% |
$112K - $128K
|
115K
$13M
|
|
|
Jan 25, 2023
Q4 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-1.26K- 25.07% |
$113K - $129K
|
3.78K
$427K
|
|
|
Jan 27, 2023
Q4 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-1.27K- 9.89% |
$113K - $130K
|
11.6K
$1.31M
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
SELL
|
- |
-1.27K- 0.94% |
$113K - $130K
|
135K
$15.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.28K- 16.03% |
$114K - $130K
|
6.69K
$756K
|
|
|
Jan 26, 2023
Q4 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.3K- 1.35% |
$116K - $133K
|
95.1K
$10.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-1.3K- 10.94% |
$116K - $133K
|
10.6K
$1.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-1.34K- 1.31% |
$119K - $137K
|
101K
$11.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.35K- 10.81% |
$120K - $137K
|
11.1K
$1.25M
|
|
|
Jan 13, 2023
Q4 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.35K- 3.02% |
$120K - $138K
|
43.3K
$4.89M
|
|
|
Feb 08, 2023
Q4 2022
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-1.38K- 12.76% |
$122K - $140K
|
9.41K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.38K- 17.91% |
$123K - $141K
|
6.32K
$713K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.38K- 91.95% |
$123K - $141K
|
121
$13.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-1.39K- 8.96% |
$123K - $141K
|
14.1K
$1.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-1.4K- 9.5% |
$124K - $143K
|
13.3K
$1.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.4K- 2.89% |
$125K - $143K
|
47.1K
$5.32M
|
|
|
Jan 20, 2023
Q4 2022
|
Bowman & CO S.C.
|
SELL
|
- |
-1.4K- 23.32% |
$125K - $143K
|
4.61K
$521K
|
|
|
Feb 07, 2023
Q4 2022
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-1.44K- 8.26% |
$128K - $147K
|
16K
$1.8M
|