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 22, 2022
Q2 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
282+ 8.56% |
$25.1K - $30.7K
|
3.58K
$380K
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
281New |
$25K - $30.6K
|
281
$29.8K
|
|
|
Nov 01, 2022
Q2 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
280+ 1.01% |
$24.9K - $30.5K
|
27.9K
$2.97M
|
|
|
Jul 22, 2022
Q2 2022
|
Howland Capital Management LLC
|
BUY
|
- |
277+ 2.28% |
$24.7K - $30.2K
|
12.4K
$1.32M
|
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
276+ 6.31% |
$24.6K - $30.1K
|
4.65K
$493K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
276New |
$24.6K - $30.1K
|
276
$29.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
275+ 6.56% |
$24.5K - $30K
|
4.47K
$474K
|
|
|
Jul 29, 2022
Q2 2022
|
White Pine Investment CO
|
BUY
|
- |
272+ 0.55% |
$24.2K - $29.7K
|
49.4K
$5.25M
|
|
|
Aug 01, 2022
Q2 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
267+ 0.91% |
$23.8K - $29.1K
|
29.4K
$3.13M
|
|
|
Aug 10, 2022
Q2 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
266+ 11.37% |
$23.7K - $29K
|
2.61K
$277K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
265+ 0.61% |
$23.6K - $28.9K
|
43.8K
$4.65M
|
|
|
Jul 11, 2022
Q2 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
262+ 1.07% |
$23.3K - $28.6K
|
24.7K
$2.63M
|
|
|
Jul 25, 2022
Q2 2022
|
Gfg Capital, LLC
|
BUY
|
- |
257+ 5.98% |
$22.9K - $28K
|
4.56K
$484K
|
|
|
Jul 22, 2022
Q2 2022
|
Kg&L Capital Management,Llc
|
BUY
|
- |
249+ 2.77% |
$22.2K - $27.1K
|
9.23K
$980K
|
|
|
Jul 18, 2022
Q2 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
246+ 1.59% |
$21.9K - $26.8K
|
15.7K
$1.67M
|
|
|
Aug 12, 2022
Q2 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
245+ 0.57% |
$21.8K - $26.7K
|
43K
$4.57M
|
|
|
Aug 02, 2022
Q2 2022
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
241+ 0.99% |
$21.5K - $26.3K
|
24.6K
$2.61M
|
|
|
Jul 18, 2022
Q2 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
237+ 0.39% |
$21.1K - $25.8K
|
60.4K
$6.42M
|
|
|
Jul 13, 2022
Q2 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
236+ 8.12% |
$21K - $25.7K
|
3.14K
$333K
|
|
|
Jul 25, 2022
Q2 2022
|
Security National Bank
|
BUY
|
- |
234+ 6.49% |
$20.8K - $25.5K
|
3.84K
$408K
|
|
|
Aug 19, 2022
Q2 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
234New |
$20.8K - $25.5K
|
234
$24.8K
|
|
|
Jul 19, 2022
Q2 2022
|
Econ Financial Services Corp
|
BUY
|
- |
233+ 1.18% |
$20.7K - $25.4K
|
20K
$2.12M
|
|
|
Jul 11, 2022
Q2 2022
|
Woodstock Corp
|
BUY
|
- |
230+ 3.13% |
$20.5K - $25.1K
|
7.58K
$804K
|
|
|
Jul 26, 2022
Q2 2022
|
Cypress Capital Group
|
BUY
|
- |
229+ 2.23% |
$20.4K - $25K
|
10.5K
$1.11M
|
|
|
Jul 18, 2022
Q2 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
225+ 6.07% |
$20K - $24.5K
|
3.93K
$417K
|
|
|
Aug 12, 2022
Q2 2022
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
223New |
$19.9K - $24.3K
|
223
$23.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
220+ 2.51% |
$19.6K - $24K
|
8.97K
$952K
|
|
|
Jul 19, 2022
Q2 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
218+ 3.09% |
$19.4K - $23.8K
|
7.28K
$772K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
213+ 13.46% |
$19K - $23.2K
|
1.8K
$191K
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
210+ 3.64% |
$18.7K - $22.9K
|
5.98K
$634K
|
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
208New |
$18.5K - $22.7K
|
208
$22.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
206+ 8.21% |
$18.3K - $22.5K
|
2.72K
$288K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Planning LLC
|
BUY
|
- |
202+ 1.99% |
$18K - $22K
|
10.4K
$1.1M
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
201+ 3.31% |
$17.9K - $21.9K
|
6.28K
$666K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
200+ 4.76% |
$17.8K - $21.8K
|
4.4K
$467K
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
199+ 8.8% |
$17.7K - $21.7K
|
2.46K
$261K
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
196+ 0.44% |
$17.4K - $21.4K
|
44.5K
$4.73M
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
195+ 32.45% |
$17.4K - $21.3K
|
796
$84.5K
|
|
|
Aug 04, 2022
Q2 2022
|
Independent Advisor Alliance
|
BUY
|
- |
193+ 1.67% |
$17.2K - $21K
|
11.7K
$1.24M
|
|
|
Aug 04, 2022
Q2 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
188+ 5.69% |
$16.7K - $20.5K
|
3.49K
$371K
|
|
|
Jul 20, 2022
Q2 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
184+ 1.08% |
$16.4K - $20.1K
|
17.2K
$1.83M
|
|
|
Aug 24, 2022
Q2 2022
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
182+ 0.24% |
$16.2K - $19.8K
|
74.8K
$7.94M
|
|
|
Jul 13, 2022
Q2 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
181+ 2.72% |
$16.1K - $19.7K
|
6.82K
$724K
|
|
|
Jul 20, 2022
Q2 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
180+ 0.63% |
$16K - $19.6K
|
28.9K
$3.06M
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
179+ 6.48% |
$15.9K - $19.5K
|
2.94K
$312K
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
179+ 0.39% |
$15.9K - $19.5K
|
45.8K
$4.86M
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
174+ 8.19% |
$15.5K - $19K
|
2.3K
$244K
|
|
|
Aug 12, 2022
Q2 2022
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
174New |
$15.5K - $19K
|
174
$18.5K
|
|
|
Jul 13, 2022
Q2 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
168+ 0.42% |
$15K - $18.3K
|
40K
$4.25M
|
|
|
Aug 11, 2022
Q2 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
166+ 3.96% |
$14.8K - $18.1K
|
4.36K
$463K
|