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 10, 2022
Q2 2022
|
Mangham Associates,Llc
Charlottesville, VA |
BUY
|
- |
1.9KNew |
$170K - $208K
|
1.9K
$223K
|
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
BUY
|
- |
1.9K+ 53.05% |
$169K - $207K
|
5.47K
$640K
|
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.89K+ 7.04% |
$169K - $206K
|
28.8K
$3.37M
|
|
|
Jul 15, 2022
Q2 2022
|
Harbor Group, Inc.
|
BUY
|
- |
1.87K+ 1.11% |
$167K - $204K
|
170K
$20M
|
|
|
Jul 21, 2022
Q2 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1.85K+ 24.35% |
$165K - $202K
|
9.45K
$1.11M
|
|
|
Jul 27, 2022
Q2 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.85K+ 1.64% |
$164K - $201K
|
114K
$13.4M
|
|
|
Jun 27, 2023
Q2 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.85K+ 19.45% |
$164K - $201K
|
11.3K
$1.33M
|
|
|
Jul 19, 2022
Q2 2022
|
Pachira Investments Inc.
|
BUY
|
- |
1.84K+ 1.5% |
$164K - $201K
|
125K
$14.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.84K+ 92.37% |
$164K - $201K
|
3.83K
$449K
|
|
|
Aug 12, 2022
Q2 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.84K+ 665.22% |
$163K - $200K
|
2.11K
$247K
|
|
|
Aug 11, 2022
Q2 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.83K+ 16.04% |
$163K - $199K
|
13.2K
$1.55M
|
|
|
Aug 11, 2022
Q2 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.8K+ 38.31% |
$160K - $196K
|
6.49K
$760K
|
|
|
Jul 21, 2022
Q2 2022
|
Campion Asset Management
|
BUY
|
- |
1.78K+ 8.12% |
$158K - $194K
|
23.7K
$2.77M
|
|
|
Jul 06, 2022
Q2 2022
|
Adirondack Trust CO
|
BUY
|
- |
1.75K+ 5.01% |
$156K - $191K
|
36.6K
$4.29M
|
|
|
Jul 14, 2022
Q2 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.74K+ 13.12% |
$155K - $190K
|
15K
$1.76M
|
|
|
Jul 29, 2022
Q2 2022
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
1.73K+ 0.67% |
$154K - $188K
|
258K
$30.2M
|
|
|
Jul 08, 2022
Q2 2022
|
Bremer Bank National Association
|
BUY
|
- |
1.72K+ 3.4% |
$153K - $187K
|
52.2K
$6.12M
|
|
|
Aug 12, 2022
Q2 2022
|
American International Group, Inc.
New York, NY |
BUY
|
- |
1.7K+ 22.34% |
$151K - $185K
|
9.31K
$1.09M
|
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.7K+ 0.71% |
$151K - $185K
|
240K
$28.1M
|
|
|
Jul 21, 2022
Q2 2022
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
1.67K+ 1.26% |
$149K - $182K
|
134K
$15.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
1.66K+ 2.94% |
$147K - $181K
|
58K
$6.79M
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.65K+ 16.65% |
$147K - $180K
|
11.6K
$1.35M
|
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.62K+ 44.76% |
$144K - $177K
|
5.25K
$615K
|
|
|
Aug 04, 2022
Q2 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.62K+ 6.03% |
$144K - $177K
|
28.5K
$3.33M
|
|
|
Jul 21, 2022
Q2 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1.6K+ 9.77% |
$143K - $175K
|
18K
$2.11M
|
|
|
Jul 08, 2022
Q2 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.6K+ 9.38% |
$142K - $174K
|
18.7K
$2.18M
|
|
|
Jul 11, 2022
Q2 2022
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.6K+ 3.5% |
$142K - $174K
|
47.3K
$5.54M
|
|
|
Aug 05, 2022
Q2 2022
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
1.59K+ 5.58% |
$141K - $173K
|
30K
$3.52M
|
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.57K+ 12.18% |
$140K - $171K
|
14.4K
$1.69M
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.56K+ 79.5% |
$138K - $170K
|
3.51K
$411K
|
|
|
Aug 08, 2022
Q2 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.54K+ 5.31% |
$137K - $168K
|
30.6K
$3.58M
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.53K+ 3.93% |
$136K - $167K
|
40.5K
$4.74M
|
|
|
Jul 08, 2022
Q2 2022
|
Apella Capital, LLC
|
BUY
|
- |
1.53K+ 3.35% |
$136K - $167K
|
47.2K
$5.53M
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
1.53K+ 1.17% |
$136K - $167K
|
132K
$15.5M
|
|
|
Jul 08, 2022
Q2 2022
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
1.52K+ 39.6% |
$136K - $166K
|
5.37K
$629K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.51K+ 2.23% |
$135K - $165K
|
69.3K
$8.11M
|
|
|
Jul 20, 2022
Q2 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.51K+ 1.91% |
$134K - $164K
|
80.4K
$9.42M
|
|
|
Aug 10, 2022
Q2 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.49K+ 7.04% |
$133K - $163K
|
22.7K
$2.65M
|
|
|
Aug 11, 2022
Q2 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.49K+ 1.49% |
$133K - $163K
|
101K
$11.9M
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.49K+ 125.55% |
$133K - $162K
|
2.68K
$313K
|
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.48KNew |
$131K - $161K
|
1.48K
$173K
|
|
|
Jul 18, 2022
Q2 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.47K+ 2.47% |
$131K - $160K
|
60.7K
$7.11M
|
|
|
Dec 01, 2022
Q2 2022
|
Family Firm, Inc.
|
BUY
|
- |
1.46K+ 4.73% |
$130K - $159K
|
32.4K
$3.79M
|
|
|
Aug 04, 2022
Q2 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
1.45K+ 5.5% |
$129K - $158K
|
27.8K
$3.25M
|
|
|
Aug 15, 2022
Q2 2022
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
1.45K+ 54.81% |
$129K - $158K
|
4.09K
$479K
|
|
|
Jul 13, 2022
Q2 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.44K+ 4.29% |
$128K - $157K
|
35.1K
$4.11M
|
|
|
Aug 02, 2022
Q2 2022
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
1.44K+ 1.33% |
$128K - $156K
|
109K
$12.8M
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.42K+ 19.3% |
$127K - $155K
|
8.79K
$1.03M
|
|
|
Jul 19, 2022
Q2 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.4K+ 10.26% |
$125K - $153K
|
15.1K
$1.77M
|
|
|
Jul 20, 2022
Q2 2022
|
Conning Inc.
|
BUY
|
- |
1.38K+ 0.36% |
$123K - $151K
|
386K
$45.2M
|