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 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
157+ 0.48% |
$14K - $17.1K
|
32.7K
$4.13M
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
BUY
|
- |
153+ 215.49% |
$13.6K - $16.7K
|
224
$28.3K
|
|
Aug 11, 2022
Q2 2022
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
153+ 6.32% |
$13.6K - $16.7K
|
2.57K
$325K
|
|
Aug 08, 2022
Q2 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
150+ 0.13% |
$13.4K - $16.4K
|
119K
$15M
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
BUY
|
- |
149+ 30.98% |
$13.3K - $16.2K
|
630
$79.5K
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
144+ 4.01% |
$12.8K - $15.7K
|
3.73K
$471K
|
|
Aug 10, 2022
Q2 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
142+ 3.14% |
$12.6K - $15.5K
|
4.66K
$588K
|
|
Jul 27, 2022
Q2 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
141+ 5.58% |
$12.6K - $15.4K
|
2.67K
$336K
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
140+ 264.15% |
$12.5K - $15.3K
|
193
$24.3K
|
|
Jul 25, 2022
Q2 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
136+ 1.71% |
$12.1K - $14.8K
|
8.1K
$1.02M
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
136+ 3.1% |
$12.1K - $14.8K
|
4.52K
$570K
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
136+ 3.03% |
$12.1K - $14.8K
|
4.63K
$584K
|
|
Jul 14, 2022
Q2 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
133+ 0.06% |
$11.8K - $14.5K
|
211K
$26.6M
|
|
Jul 26, 2022
Q2 2022
|
Girard Partners Ltd.
|
BUY
|
- |
133+ 4.3% |
$11.8K - $14.5K
|
3.23K
$407K
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
132New |
$11.8K - $14.4K
|
132
$16.7K
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
131New |
$11.7K - $14.3K
|
131
$16.5K
|
|
Jul 15, 2022
Q2 2022
|
First Financial Corp
|
BUY
|
- |
130+ 22.41% |
$11.6K - $14.2K
|
710
$89.6K
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
130+ 0.35% |
$11.6K - $14.2K
|
37.7K
$4.76M
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
129+ 4.54% |
$11.5K - $14.1K
|
2.97K
$375K
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
129+ 1.86% |
$11.5K - $14.1K
|
7.05K
$889K
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
129New |
$11.5K - $14.1K
|
129
$16.3K
|
|
Jul 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
124+ 4.91% |
$11K - $13.5K
|
2.65K
$334K
|
|
Aug 05, 2022
Q2 2022
|
Alley Investment Management Company, LLC
|
BUY
|
- |
124+ 0.27% |
$11K - $13.5K
|
46K
$5.81M
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
122+ 2.98% |
$10.9K - $13.3K
|
4.22K
$532K
|
|
Aug 25, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
115+ 0.44% |
$10.2K - $12.5K
|
26.4K
$3.33M
|
|
Jul 21, 2022
Q2 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
114+ 2.1% |
$10.1K - $12.4K
|
5.53K
$698K
|
|
Aug 02, 2022
Q2 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
111+ 3.23% |
$9.88K - $12.1K
|
3.55K
$447K
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
109+ 0.15% |
$9.7K - $11.9K
|
72.8K
$9.19M
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
BUY
|
- |
107+ 0.39% |
$9.53K - $11.7K
|
27.3K
$3.44M
|
|
Aug 10, 2022
Q2 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
104+ 1.17% |
$9.26K - $11.3K
|
8.97K
$1.13M
|
|
Sep 02, 2022
Q2 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
104+ 0.1% |
$9.26K - $11.3K
|
108K
$13.6M
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
103+ 0.11% |
$9.17K - $11.2K
|
97.2K
$12.3M
|
|
Jul 20, 2022
Q2 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
103+ 1.12% |
$9.17K - $11.2K
|
9.28K
$1.17M
|
|
Aug 15, 2022
Q2 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
103+ 2.11% |
$9.17K - $11.2K
|
4.98K
$628K
|
|
Aug 09, 2022
Q2 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
101+ 4.73% |
$8.99K - $11K
|
2.24K
$282K
|
|
Jul 19, 2022
Q2 2022
|
Polianta LTD
|
BUY
|
- |
100+ 0.23% |
$8.9K - $10.9K
|
42.9K
$5.41M
|
|
Jul 25, 2022
Q2 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
100+ 1.94% |
$8.9K - $10.9K
|
5.25K
$663K
|
|
Aug 12, 2022
Q2 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
97+ 1.47% |
$8.64K - $10.6K
|
6.69K
$844K
|
|
Jul 22, 2022
Q2 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
96+ 0.1% |
$8.55K - $10.5K
|
94.7K
$11.9M
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
94New |
$8.37K - $10.2K
|
94
$11.9K
|
|
Aug 11, 2022
Q2 2022
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
94+ 1.62% |
$8.37K - $10.2K
|
5.9K
$745K
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
93+ 1.8% |
$8.28K - $10.1K
|
5.25K
$662K
|
|
Aug 10, 2022
Q2 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
91+ 0.45% |
$8.1K - $9.92K
|
20.3K
$2.56M
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
BUY
|
- |
89+ 4.34% |
$7.92K - $9.7K
|
2.14K
$270K
|
|
Jul 20, 2022
Q2 2022
|
Sather Financial Group Inc
|
BUY
|
- |
86+ 1.29% |
$7.66K - $9.38K
|
6.76K
$852K
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
86+ 0.33% |
$7.66K - $9.38K
|
26.3K
$3.32M
|
|
Aug 11, 2022
Q2 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
84+ 0.23% |
$7.48K - $9.16K
|
36.1K
$4.55M
|
|
Aug 09, 2022
Q2 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
83+ 1.15% |
$7.39K - $9.05K
|
7.29K
$920K
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
82+ 0.21% |
$7.3K - $8.94K
|
38.7K
$4.88M
|
|
Aug 10, 2022
Q2 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
81+ 2.13% |
$7.21K - $8.83K
|
3.88K
$489K
|