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 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
BUY
|
- |
79+ 1.73% |
$7.03K - $8.61K
|
4.64K
$586K
|
|
|
Aug 05, 2022
Q2 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
79+ 0.17% |
$7.03K - $8.61K
|
46.6K
$5.88M
|
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
79+ 1.48% |
$7.03K - $8.61K
|
5.42K
$684K
|
|
|
Aug 11, 2022
Q2 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
77+ 1.1% |
$6.86K - $8.39K
|
7.07K
$892K
|
|
|
Aug 11, 2022
Q2 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
77+ 1.89% |
$6.86K - $8.39K
|
4.16K
$525K
|
|
|
Jul 18, 2022
Q2 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
74+ 1.14% |
$6.59K - $8.07K
|
6.58K
$830K
|
|
|
Aug 04, 2022
Q2 2022
|
Bank Ozk
|
BUY
|
- |
74+ 0.54% |
$6.59K - $8.07K
|
13.8K
$1.74M
|
|
|
Aug 08, 2022
Q2 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
73+ 0.75% |
$6.5K - $7.96K
|
9.8K
$1.24M
|
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
72+ 4.74% |
$6.41K - $7.85K
|
1.59K
$201K
|
|
|
Aug 02, 2022
Q2 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
72+ 0.11% |
$6.41K - $7.85K
|
68.5K
$8.64M
|
|
|
Jul 20, 2022
Q2 2022
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
70+ 0.37% |
$6.23K - $7.63K
|
19K
$2.4M
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
68+ 0.07% |
$6.05K - $7.41K
|
92.7K
$11.7M
|
|
|
Jul 12, 2022
Q2 2022
|
Kwmg, LLC
|
BUY
|
- |
67+ 0.23% |
$5.97K - $7.3K
|
29.2K
$3.68M
|
|
|
Aug 11, 2022
Q2 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
66+ 3.61% |
$5.88K - $7.2K
|
1.89K
$239K
|
|
|
Aug 08, 2022
Q2 2022
|
Spears Abacus Advisors LLC
|
BUY
|
- |
65+ 1.9% |
$5.79K - $7.09K
|
3.49K
$441K
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
65New |
$5.79K - $7.09K
|
65
$8.2K
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
64+ 2.05% |
$5.7K - $6.98K
|
3.18K
$401K
|
|
|
Jul 20, 2022
Q2 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
63+ 0.07% |
$5.61K - $6.87K
|
89.1K
$11.2M
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
60+ 2.37% |
$5.34K - $6.54K
|
2.59K
$327K
|
|
|
Aug 12, 2022
Q2 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
60+ 0.16% |
$5.34K - $6.54K
|
36.6K
$4.62M
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
59+ 0.34% |
$5.25K - $6.43K
|
17.3K
$2.18M
|
|
|
Jul 29, 2022
Q2 2022
|
Mitchell Capital Management CO
|
BUY
|
- |
58+ 1.4% |
$5.16K - $6.32K
|
4.2K
$530K
|
|
|
Aug 15, 2022
Q2 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
57+ 2.19% |
$5.07K - $6.21K
|
2.65K
$335K
|
|
|
Jul 11, 2022
Q2 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
56+ 0.08% |
$4.99K - $6.11K
|
72.5K
$9.14M
|
|
|
Jul 13, 2022
Q2 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
55+ 0.6% |
$4.9K - $6K
|
9.16K
$1.16M
|
|
|
Nov 16, 2023
Q2 2022
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
55+ 5.73% |
$4.9K - $6K
|
1.02K
$128K
|
|
|
Aug 12, 2022
Q2 2022
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
54+ 0.61% |
$4.81K - $5.89K
|
8.93K
$1.13M
|
|
|
Jul 14, 2022
Q2 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
49+ 0.49% |
$4.36K - $5.34K
|
9.99K
$1.26M
|
|
|
Jul 14, 2022
Q2 2022
|
Zhang Financial LLC
|
BUY
|
- |
46+ 0.31% |
$4.1K - $5.01K
|
14.8K
$1.87M
|
|
|
Jul 28, 2022
Q2 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
45+ 0.46% |
$4.01K - $4.91K
|
9.78K
$1.23M
|
|
|
Aug 15, 2022
Q2 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
45+ 1.21% |
$4.01K - $4.91K
|
3.78K
$476K
|
|
|
Jul 12, 2022
Q2 2022
|
Wp Advisors, LLC
|
BUY
|
- |
42+ 0.33% |
$3.74K - $4.58K
|
12.7K
$1.6M
|
|
|
Jul 14, 2022
Q2 2022
|
Ballast, Inc.
|
BUY
|
- |
41+ 0.63% |
$3.65K - $4.47K
|
6.51K
$821K
|
|
|
Aug 03, 2022
Q2 2022
|
Carson Advisory Inc.
|
BUY
|
- |
41+ 1.82% |
$3.65K - $4.47K
|
2.29K
$289K
|
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
40+ 1.61% |
$3.56K - $4.36K
|
2.52K
$318K
|
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
BUY
|
- |
39+ 0.67% |
$3.47K - $4.25K
|
5.86K
$739K
|
|
|
Aug 04, 2022
Q2 2022
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
38+ 1.49% |
$3.38K - $4.14K
|
2.59K
$327K
|
|
|
Aug 08, 2022
Q2 2022
|
Sfmg, LLC
|
BUY
|
- |
38+ 1.67% |
$3.38K - $4.14K
|
2.31K
$291K
|
|
|
Jul 21, 2022
Q2 2022
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
36+ 0.16% |
$3.21K - $3.92K
|
21.9K
$2.76M
|
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
35+ 66.04% |
$3.12K - $3.82K
|
88
$11.1K
|
|
|
Jul 13, 2022
Q2 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
35+ 4.04% |
$3.12K - $3.82K
|
902
$114K
|
|
|
Aug 02, 2022
Q2 2022
|
American Investment Services, Inc.
|
BUY
|
- |
35+ 0.3% |
$3.12K - $3.82K
|
11.5K
$1.45M
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
34New |
$3.03K - $3.71K
|
34
$4.29K
|
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
BUY
|
- |
34+ 0.76% |
$3.03K - $3.71K
|
4.5K
$568K
|
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
34+ 3.31% |
$3.03K - $3.71K
|
1.06K
$134K
|
|
|
Aug 09, 2022
Q2 2022
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
34+ 0.19% |
$3.03K - $3.71K
|
17.6K
$2.22M
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
32+ 0.14% |
$2.85K - $3.49K
|
22.2K
$2.8M
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Securities, LLC
|
BUY
|
- |
30+ 0.18% |
$2.67K - $3.27K
|
16.3K
$2.06M
|
|
|
Aug 02, 2022
Q2 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
29+ 39.19% |
$2.58K - $3.16K
|
103
$13K
|
|
|
Aug 08, 2022
Q2 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
29+ 0.23% |
$2.58K - $3.16K
|
12.8K
$1.62M
|