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 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
117K+ 34.78% |
$10.4M - $12.7M
|
453K
$56.6M
|
|
|
Sep 08, 2022
Q2 2022
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
117KNew |
$10.4M - $12.7M
|
117K
$14.6M
|
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
117KNew |
$10.4M - $12.7M
|
117K
$14.6M
|
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
114K+ 20.91% |
$10.1M - $12.4M
|
659K
$82.3M
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
108K+ 182.5% |
$9.62M - $11.8M
|
167K
$20.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
107K+ 20.12% |
$9.56M - $11.7M
|
641K
$80.1M
|
|
|
Sep 15, 2023
Q2 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
106K+ 121.56% |
$9.4M - $11.5M
|
192K
$24M
|
|
|
Aug 05, 2022
Q2 2022
|
Wms Partners, LLC
|
BUY
|
- |
104K+ 480.31% |
$9.24M - $11.3M
|
125K
$15.7M
|
|
|
Aug 10, 2022
Q2 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
102K+ 46.62% |
$9.04M - $11.1M
|
319K
$39.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
95.5K+ 398.84% |
$8.51M - $10.4M
|
119K
$14.9M
|
|
|
Aug 10, 2022
Q2 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
94.2K+ 4485.57% |
$8.39M - $10.3M
|
96.3K
$12M
|
|
|
Aug 03, 2022
Q2 2022
|
Estate Counselors, LLC
|
BUY
|
- |
93.7K+ 87.71% |
$8.34M - $10.2M
|
200K
$25M
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
87.7KNew |
$7.81M - $9.57M
|
87.7K
$11M
|
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
86.9K+ 71.55% |
$7.74M - $9.48M
|
208K
$26M
|
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
86K+ 178.72% |
$7.66M - $9.38M
|
134K
$16.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
77.2KNew |
$6.87M - $8.42M
|
77.2K
$9.64M
|
|
|
Aug 08, 2022
Q2 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
77K+ 47.1% |
$6.85M - $8.39M
|
240K
$30M
|
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
76.8K+ 56.77% |
$6.84M - $8.37M
|
212K
$26.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
76.6K+ 4.31% |
$6.82M - $8.36M
|
1.86M
$232M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
75.2K+ 265.88% |
$6.69M - $8.2M
|
103K
$12.9M
|
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
68.6K+ 10.66% |
$6.1M - $7.47M
|
712K
$88.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
68.5K+ 10.33% |
$6.1M - $7.47M
|
731K
$91.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
66.4K+ 0.94% |
$5.92M - $7.24M
|
7.11M
$888M
|
|
|
Jul 18, 2022
Q2 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
64.8KNew |
$5.77M - $7.06M
|
64.8K
$8.09M
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
64.5K+ 6.36% |
$5.75M - $7.03M
|
1.08M
$135M
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
63.5K+ 7.64% |
$5.66M - $6.93M
|
895K
$112M
|
|
|
Jul 27, 2022
Q2 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
62.7KNew |
$5.58M - $6.83M
|
62.7K
$7.83M
|
|
|
Jul 19, 2022
Q2 2022
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
62.1KNew |
$5.53M - $6.77M
|
62.1K
$7.75M
|
|
|
Aug 15, 2022
Q2 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
60.1K+ 17.26% |
$5.35M - $6.56M
|
408K
$51M
|
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
60KNew |
$5.34M - $6.54M
|
60K
$7.49M
|
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
56K+ 4.59% |
$4.98M - $6.1M
|
1.27M
$159M
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
54K+ 1.83% |
$4.81M - $5.89M
|
3M
$375M
|
|
|
Jul 12, 2022
Q2 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
52.3K+ 8.13% |
$4.65M - $5.7M
|
695K
$86.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
51.1K+ 34.51% |
$4.55M - $5.57M
|
199K
$24.9M
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
48.1KNew |
$4.28M - $5.25M
|
48.1K
$6.01M
|
|
|
Aug 15, 2022
Q2 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
47.9K+ 2.3% |
$4.26M - $5.22M
|
2.13M
$266M
|
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
47K+ 12.77% |
$4.19M - $5.13M
|
415K
$51.9M
|
|
|
Jul 27, 2022
Q2 2022
|
One Day In July LLC
|
BUY
|
- |
46.5K+ 14.4% |
$4.14M - $5.07M
|
369K
$46.1M
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
45.6K+ 1.73% |
$4.06M - $4.98M
|
2.68M
$335M
|
|
|
Aug 02, 2022
Q2 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
45.4K+ 23.33% |
$4.04M - $4.95M
|
240K
$30M
|
|
|
Aug 12, 2022
Q2 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
44.3KNew |
$3.95M - $4.83M
|
44.3K
$5.54M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
43.5K+ 11.68% |
$3.87M - $4.74M
|
416K
$51.9M
|
|
|
Jul 18, 2022
Q2 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
43KNew |
$3.83M - $4.69M
|
43K
$5.37M
|
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
42.2K+ 5.06% |
$3.76M - $4.6M
|
877K
$110M
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
41.5K+ 18.75% |
$3.69M - $4.52M
|
263K
$32.8M
|
|
|
Aug 03, 2022
Q2 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
41.3KNew |
$3.68M - $4.5M
|
41.3K
$5.16M
|
|
|
Aug 10, 2022
Q2 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
40K+ 30.13% |
$3.56M - $4.36M
|
173K
$21.6M
|
|
|
Jul 07, 2022
Q2 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
39.5K+ 41.72% |
$3.51M - $4.3M
|
134K
$16.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
39.4K+ 50.09% |
$3.5M - $4.29M
|
118K
$14.7M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
39KNew |
$3.47M - $4.25M
|
39K
$4.87M
|