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 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
389+ 4.8% |
$34.6K - $42.4K
|
8.5K
$1.06M
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
385+ 8.54% |
$34.3K - $42K
|
4.9K
$611K
|
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
383+ 5.4% |
$34.1K - $41.8K
|
7.48K
$934K
|
|
|
Jul 15, 2022
Q2 2022
|
Transform Wealth, LLC
|
BUY
|
- |
373+ 3.63% |
$33.2K - $40.7K
|
10.6K
$1.33M
|
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
BUY
|
- |
372+ 1.72% |
$33.1K - $40.6K
|
22K
$2.74M
|
|
|
Aug 16, 2022
Q2 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
363+ 6.75% |
$32.3K - $39.6K
|
5.74K
$717K
|
|
|
Jul 22, 2022
Q2 2022
|
Orion Capital Management LLC
|
BUY
|
- |
359+ 1.26% |
$32K - $39.1K
|
28.7K
$3.59M
|
|
|
Jul 25, 2022
Q2 2022
|
Meritage Portfolio Management
|
BUY
|
- |
359+ 2.22% |
$32K - $39.1K
|
16.5K
$2.07M
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
359New |
$32K - $39.1K
|
359
$44.8K
|
|
|
Jul 26, 2022
Q2 2022
|
Community Bank, N.A.
|
BUY
|
- |
358+ 0.32% |
$31.9K - $39K
|
113K
$14.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
358+ 15.55% |
$31.9K - $39K
|
2.66K
$332K
|
|
|
Aug 01, 2022
Q2 2022
|
Busey Wealth Management
|
BUY
|
- |
357+ 2.83% |
$31.8K - $38.9K
|
13K
$1.62M
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
356New |
$31.7K - $38.8K
|
356
$44.5K
|
|
|
Jul 06, 2022
Q2 2022
|
Lynch & Associates
|
BUY
|
- |
350+ 0.87% |
$31.2K - $38.2K
|
40.7K
$5.08M
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
350+ 24.46% |
$31.2K - $38.2K
|
1.78K
$222K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
349+ 7.35% |
$31.1K - $38K
|
5.1K
$636K
|
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
347+ 385.56% |
$30.9K - $37.8K
|
437
$54.6K
|
|
|
Aug 08, 2022
Q2 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
344+ 0.78% |
$30.6K - $37.5K
|
44.6K
$5.57M
|
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
339+ 1.4% |
$30.2K - $37K
|
24.5K
$3.06M
|
|
|
Aug 10, 2022
Q2 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
331+ 0.31% |
$29.5K - $36.1K
|
107K
$13.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
329+ 6.75% |
$29.3K - $35.9K
|
5.2K
$650K
|
|
|
Aug 05, 2022
Q2 2022
|
Gds Wealth Management
|
BUY
|
- |
326+ 9.69% |
$29K - $35.5K
|
3.69K
$461K
|
|
|
Jul 11, 2022
Q2 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
318+ 0.69% |
$28.3K - $34.7K
|
46.3K
$5.79M
|
|
|
Aug 02, 2022
Q2 2022
|
Heritage Investment Group, Inc.
|
BUY
|
- |
316+ 0.53% |
$28.1K - $34.5K
|
59.6K
$7.44M
|
|
|
Aug 11, 2022
Q2 2022
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
313+ 158.88% |
$27.9K - $34.1K
|
510
$63.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
313+ 16.85% |
$27.9K - $34.1K
|
2.17K
$271K
|
|
|
Jul 13, 2022
Q2 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
307New |
$27.3K - $33.5K
|
307
$38.3K
|
|
|
Jul 12, 2022
Q2 2022
|
Rothschild Investment Corp
|
BUY
|
- |
306+ 6.65% |
$27.2K - $33.4K
|
4.91K
$613K
|
|
|
Aug 17, 2022
Q2 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
304+ 0.3% |
$27.1K - $33.1K
|
101K
$12.6M
|
|
|
Jul 22, 2022
Q2 2022
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
301+ 0.4% |
$26.8K - $32.8K
|
75.4K
$9.42M
|
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
301+ 0.88% |
$26.8K - $32.8K
|
34.6K
$4.32M
|
|
|
Aug 08, 2022
Q2 2022
|
Vista Capital Partners, Inc.
|
BUY
|
- |
301+ 5.75% |
$26.8K - $32.8K
|
5.54K
$692K
|
|
|
Jul 13, 2022
Q2 2022
|
Ade, LLC
|
BUY
|
- |
300+ 3.0% |
$26.7K - $32.7K
|
10.3K
$1.29M
|
|
|
Aug 10, 2022
Q2 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
300+ 3.72% |
$26.7K - $32.7K
|
8.35K
$1.04M
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
300+ 5.31% |
$26.7K - $32.7K
|
5.95K
$743K
|
|
|
Jul 19, 2022
Q2 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
299+ 0.41% |
$26.6K - $32.6K
|
73.3K
$9.15M
|
|
|
Jul 25, 2022
Q2 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
295+ 4.55% |
$26.3K - $32.2K
|
6.77K
$846K
|
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
BUY
|
- |
295+ 1.49% |
$26.3K - $32.2K
|
20.1K
$2.52M
|
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
292+ 0.19% |
$26K - $31.8K
|
151K
$18.9M
|
|
|
Jul 15, 2022
Q2 2022
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
287+ 5.56% |
$25.6K - $31.3K
|
5.45K
$681K
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
286+ 0.06% |
$25.5K - $31.2K
|
519K
$64.8M
|
|
|
Jul 12, 2022
Q2 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
285+ 0.24% |
$25.4K - $31.1K
|
118K
$14.7M
|
|
|
Aug 09, 2022
Q2 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
284+ 1.09% |
$25.3K - $31K
|
26.2K
$3.28M
|
|
|
Jul 22, 2022
Q2 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
282+ 8.56% |
$25.1K - $30.7K
|
3.58K
$447K
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
281New |
$25K - $30.6K
|
281
$35.1K
|
|
|
Nov 01, 2022
Q2 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
280+ 1.01% |
$24.9K - $30.5K
|
27.9K
$3.49M
|
|
|
Jul 22, 2022
Q2 2022
|
Howland Capital Management LLC
|
BUY
|
- |
277+ 2.28% |
$24.7K - $30.2K
|
12.4K
$1.55M
|
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
276+ 6.31% |
$24.6K - $30.1K
|
4.65K
$580K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
276New |
$24.6K - $30.1K
|
276
$34.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
275+ 6.56% |
$24.5K - $30K
|
4.47K
$558K
|