Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.05M+ 12.93% |
$361M - $442M
|
35.4M
$4.04B
|
|
Nov 29, 2022
Q2 2022
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
3.84MNew |
$342M - $418M
|
3.84M
$439M
|
|
Oct 30, 2023
Q2 2022
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
3.84MNew |
$342M - $418M
|
3.84M
$439M
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
3.55M+ 326.99% |
$316M - $387M
|
4.64M
$530M
|
|
Aug 12, 2022
Q2 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
1.92M+ 5655.92% |
$171M - $210M
|
1.96M
$224M
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.72M+ 6.9% |
$153M - $188M
|
26.7M
$3.05B
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.2M+ 39.71% |
$106M - $130M
|
4.21M
$481M
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
832K+ 28.51% |
$74.1M - $90.7M
|
3.75M
$429M
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
544K+ 8.77% |
$48.5M - $59.3M
|
6.75M
$772M
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
516K+ 121.95% |
$45.9M - $56.2M
|
939K
$107M
|
|
Jul 19, 2022
Q2 2022
|
Millburn Ridgefield Corp
|
BUY
|
- |
507K+ 31.53% |
$45.2M - $55.3M
|
2.12M
$242M
|
|
Aug 09, 2022
Q2 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
507K+ 31.53% |
$45.2M - $55.3M
|
2.12M
$242M
|
|
Aug 15, 2022
Q2 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
489KNew |
$43.5M - $53.3M
|
489K
$55.9M
|
|
Aug 10, 2022
Q2 2022
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
487KNew |
$43.3M - $53.1M
|
487K
$55.6M
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
436K+ 6.09% |
$38.8M - $47.6M
|
7.6M
$869M
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
419K+ 3276.13% |
$37.3M - $45.7M
|
432K
$49.4M
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
412K+ 446.63% |
$36.6M - $44.9M
|
504K
$57.6M
|
|
Aug 01, 2022
Q2 2022
|
Victory Capital Management Inc
|
BUY
|
- |
397K+ 34.55% |
$35.4M - $43.3M
|
1.55M
$177M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
363K+ 5.72% |
$32.3M - $39.6M
|
6.71M
$767M
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
BUY
|
- |
351K+ 34.73% |
$31.3M - $38.3M
|
1.36M
$156M
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
342K+ 6446.64% |
$30.4M - $37.2M
|
347K
$39.7M
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
332K+ 9999.0% |
$29.5M - $36.1M
|
335K
$38.3M
|
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
305K+ 46.21% |
$27.2M - $33.3M
|
967K
$110M
|
|
Aug 11, 2022
Q2 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
288K+ 67.09% |
$25.6M - $31.4M
|
717K
$82M
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO
|
BUY
|
- |
281K+ 69.57% |
$25M - $30.6M
|
685K
$78.3M
|
|
Aug 10, 2022
Q2 2022
|
Telemus Capital, LLC
|
BUY
|
- |
267K+ 767.78% |
$23.8M - $29.1M
|
302K
$34.5M
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
245K+ 3.67% |
$21.8M - $26.7M
|
6.91M
$790M
|
|
Aug 11, 2022
Q2 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
237K+ 656.89% |
$21.1M - $25.8M
|
273K
$31.2M
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
218K+ 36.33% |
$19.4M - $23.8M
|
818K
$93.5M
|
|
Aug 03, 2022
Q2 2022
|
Members Trust CO
|
BUY
|
- |
198K+ 11.44% |
$17.7M - $21.6M
|
1.93M
$221M
|
|
Aug 15, 2022
Q2 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
181K+ 9.42% |
$16.1M - $19.7M
|
2.1M
$240M
|
|
Jul 08, 2022
Q2 2022
|
Next Capital Advisers, Inc.
|
BUY
|
- |
181K+ 4.99% |
$16.1M - $19.7M
|
3.8M
$435M
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
177K+ 78.8% |
$15.8M - $19.3M
|
403K
$46M
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
175K+ 464.89% |
$15.6M - $19.1M
|
213K
$24.3M
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
173K+ 77.02% |
$15.4M - $18.9M
|
399K
$45.6M
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
173K+ 10.7% |
$15.4M - $18.8M
|
1.79M
$204M
|
|
Aug 11, 2022
Q2 2022
|
Main Management Fund Advisors LLC
San Francisco, CA |
BUY
|
- |
172KNew |
$15.3M - $18.8M
|
172K
$19.7M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
166K+ 2715.72% |
$14.8M - $18.1M
|
172K
$19.7M
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
159K+ 418.13% |
$14.1M - $17.3M
|
197K
$22.5M
|
|
Aug 12, 2022
Q2 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
150K+ 59.05% |
$13.4M - $16.4M
|
404K
$46.2M
|
|
Aug 12, 2022
Q2 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
149K+ 12.52% |
$13.2M - $16.2M
|
1.34M
$153M
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
145K+ 141.67% |
$12.9M - $15.9M
|
248K
$28.3M
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
145K+ 457.39% |
$12.9M - $15.8M
|
177K
$20.2M
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
144K+ 2.84% |
$12.8M - $15.7M
|
5.2M
$595M
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
136K+ 13.59% |
$12.1M - $14.8M
|
1.14M
$130M
|
|
Aug 01, 2022
Q2 2022
|
St. Louis Trust CO
|
BUY
|
- |
131K+ 30.6% |
$11.6M - $14.2M
|
558K
$63.7M
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
126K+ 8.46% |
$11.2M - $13.8M
|
1.62M
$185M
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
122KNew |
$10.9M - $13.3M
|
122K
$13.9M
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
120K+ 10964.87% |
$10.7M - $13.1M
|
121K
$13.8M
|
|
Aug 05, 2022
Q2 2022
|
1 St Source Bank
|
BUY
|
- |
119K+ 2696.41% |
$10.6M - $13M
|
124K
$14.2M
|