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 |
---|---|---|---|---|---|---|---|
Jul 13, 2022
Q2 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
2.38K+ 6.66% |
$212K - $260K
|
38.1K
$4.76M
|
|
Aug 11, 2022
Q2 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
2.37K+ 19.27% |
$211K - $258K
|
14.7K
$1.83M
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.36K+ 4.62% |
$210K - $258K
|
53.6K
$6.69M
|
|
Aug 09, 2022
Q2 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
2.36K+ 8.61% |
$210K - $258K
|
29.8K
$3.72M
|
|
Jul 19, 2022
Q2 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.34K+ 2.66% |
$209K - $255K
|
90.5K
$11.3M
|
|
Jul 19, 2022
Q2 2022
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
2.33KNew |
$208K - $254K
|
2.33K
$291K
|
|
Jul 11, 2022
Q2 2022
|
Sanders Morris Harris LLC
|
BUY
|
- |
2.31KNew |
$205K - $251K
|
2.31K
$288K
|
|
Jul 18, 2022
Q2 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
2.29K+ 13.78% |
$204K - $249K
|
18.9K
$2.36M
|
|
Jul 22, 2022
Q2 2022
|
First Bank & Trust
|
BUY
|
- |
2.27K+ 2.23% |
$202K - $247K
|
104K
$13M
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.27KNew |
$202K - $247K
|
2.27K
$283K
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
2.26K+ 9.76% |
$201K - $246K
|
25.4K
$3.17M
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
2.25K+ 0.96% |
$200K - $245K
|
236K
$29.4M
|
|
Jul 18, 2022
Q2 2022
|
Sabal Trust CO
|
BUY
|
- |
2.24K+ 10.83% |
$199K - $244K
|
22.9K
$2.86M
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.24K+ 6.12% |
$199K - $244K
|
38.8K
$4.85M
|
|
Aug 15, 2022
Q2 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.23K+ 9.48% |
$198K - $243K
|
25.7K
$3.21M
|
|
Aug 10, 2022
Q2 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
2.23K+ 22.39% |
$198K - $243K
|
12.2K
$1.52M
|
|
Jul 11, 2022
Q2 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
2.22KNew |
$198K - $242K
|
2.22K
$277K
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
2.21K+ 6.79% |
$197K - $241K
|
34.8K
$4.34M
|
|
Jul 22, 2022
Q2 2022
|
Financial Life Advisors
|
BUY
|
- |
2.21K+ 5.36% |
$196K - $241K
|
43.4K
$5.42M
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
2.2K+ 14.8% |
$196K - $240K
|
17.1K
$2.13M
|
|
Aug 09, 2022
Q2 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
2.19K+ 2.46% |
$195K - $239K
|
91.3K
$11.4M
|
|
Aug 01, 2022
Q2 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
2.18K+ 0.75% |
$194K - $237K
|
292K
$36.4M
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.18K+ 2.74% |
$194K - $237K
|
81.5K
$10.2M
|
|
Jul 08, 2022
Q2 2022
|
City Holding CO
|
BUY
|
- |
2.17K+ 7.52% |
$193K - $236K
|
31K
$3.87M
|
|
Jul 15, 2022
Q2 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
2.16KNew |
$192K - $236K
|
2.16K
$270K
|
|
Aug 12, 2022
Q2 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
2.15KNew |
$192K - $235K
|
2.15K
$269K
|
|
Jul 22, 2022
Q2 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
2.15K+ 4.5% |
$192K - $235K
|
50K
$6.24M
|
|
Aug 15, 2022
Q2 2022
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
2.13K+ 4.08% |
$190K - $233K
|
54.4K
$6.8M
|
|
Jul 15, 2022
Q2 2022
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
2.1K+ 3.83% |
$187K - $229K
|
57.1K
$7.13M
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
2.1K+ 46.61% |
$187K - $229K
|
6.62K
$826K
|
|
Jul 22, 2022
Q2 2022
|
Esl Trust Services, LLC
|
BUY
|
- |
2.1K+ 1.33% |
$187K - $228K
|
159K
$19.9M
|
|
Aug 15, 2022
Q2 2022
|
Aristotle Capital Boston, LLC
Boston, MA |
BUY
|
- |
2.09K+ 3.09% |
$186K - $227K
|
69.5K
$8.68M
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
2.08KNew |
$185K - $227K
|
2.08K
$260K
|
|
Jul 07, 2022
Q2 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.07K+ 1.12% |
$184K - $226K
|
187K
$23.3M
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
BUY
|
- |
2.07K+ 24.0% |
$184K - $225K
|
10.7K
$1.33M
|
|
Aug 08, 2022
Q2 2022
|
Rollins Financial
|
BUY
|
- |
2.06K+ 16.3% |
$183K - $225K
|
14.7K
$1.84M
|
|
Aug 08, 2022
Q2 2022
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
2.05K+ 17.87% |
$183K - $224K
|
13.5K
$1.69M
|
|
Jul 19, 2022
Q2 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
2.04K+ 2.0% |
$181K - $222K
|
104K
$13M
|
|
Jul 19, 2022
Q2 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
2.03K+ 3.95% |
$181K - $221K
|
53.4K
$6.67M
|
|
Jul 20, 2022
Q2 2022
|
Grant
|
BUY
|
- |
2.03K+ 33.31% |
$181K - $221K
|
8.13K
$1.02M
|
|
Jul 25, 2022
Q2 2022
|
Corundum Group, Inc.
|
BUY
|
- |
2K+ 29.9% |
$178K - $218K
|
8.69K
$1.09M
|
|
Jul 28, 2022
Q2 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
2K+ 24.01% |
$178K - $217K
|
10.3K
$1.29M
|
|
Aug 05, 2022
Q2 2022
|
Souders Financial Advisors
|
BUY
|
- |
1.98K+ 10.32% |
$177K - $216K
|
21.2K
$2.65M
|
|
Aug 12, 2022
Q2 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
1.98K+ 0.94% |
$176K - $216K
|
212K
$26.5M
|
|
Jul 18, 2022
Q2 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.97KNew |
$176K - $215K
|
1.97K
$246K
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.92K+ 7.99% |
$171K - $209K
|
25.9K
$3.24M
|
|
Aug 01, 2022
Q2 2022
|
Narwhal Capital Management
|
BUY
|
- |
1.91K+ 13.2% |
$170K - $208K
|
16.3K
$2.04M
|
|
Aug 10, 2022
Q2 2022
|
Mangham Associates,Llc
Charlottesville, VA |
BUY
|
- |
1.9KNew |
$170K - $208K
|
1.9K
$238K
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
BUY
|
- |
1.9K+ 53.05% |
$169K - $207K
|
5.47K
$683K
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.89K+ 7.04% |
$169K - $206K
|
28.8K
$3.6M
|