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 13, 2022
Q2 2022
|
Inlet Private Wealth, LLC
|
BUY
|
- |
8+ 0.29% |
$712 - $872
|
2.75K
$292K
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
8+ 0.07% |
$712 - $872
|
11.9K
$1.26M
|
|
|
Jul 14, 2022
Q2 2022
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
8+ 0.02% |
$712 - $872
|
33K
$3.5M
|
|
|
Aug 04, 2022
Q2 2022
|
Aaf Wealth Management, LLC
|
BUY
|
- |
8+ 0.02% |
$712 - $872
|
52.5K
$5.58M
|
|
|
Aug 15, 2022
Q2 2022
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
8+ 0.33% |
$712 - $872
|
2.43K
$257K
|
|
|
Aug 08, 2022
Q2 2022
|
Tevis Investment Management
|
BUY
|
- |
8+ 0.97% |
$712 - $872
|
837
$88.8K
|
|
|
Jul 15, 2022
Q2 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
7+ 0.31% |
$623 - $763
|
2.28K
$242K
|
|
|
Aug 15, 2022
Q2 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
7+ 0.02% |
$623 - $763
|
30.1K
$3.19M
|
|
|
Aug 08, 2022
Q2 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
7+ 0.3% |
$623 - $763
|
2.37K
$252K
|
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
7+ 1.59% |
$623 - $763
|
448
$47.6K
|
|
|
Jul 20, 2022
Q2 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
6+ 0.0% |
$534 - $654
|
288K
$30.6M
|
|
|
Aug 02, 2022
Q2 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
6+ 0.12% |
$534 - $654
|
5.16K
$547K
|
|
|
Aug 11, 2022
Q2 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
6+ 0.1% |
$534 - $654
|
6.11K
$648K
|
|
|
Jul 06, 2022
Q2 2022
|
Private Asset Management Inc
|
BUY
|
- |
5+ 0.09% |
$445 - $545
|
5.73K
$609K
|
|
|
Jul 22, 2022
Q2 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
5+ 0.18% |
$445 - $545
|
2.78K
$295K
|
|
|
Jul 29, 2022
Q2 2022
|
Heron Financial Group, LLC
|
BUY
|
- |
5+ 0.14% |
$445 - $545
|
3.48K
$370K
|
|
|
Jul 11, 2022
Q2 2022
|
Fc Advisory LLC
|
BUY
|
- |
4+ 0.15% |
$356 - $436
|
2.74K
$291K
|
|
|
Jul 13, 2022
Q2 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
4+ 0.01% |
$356 - $436
|
28.4K
$3.02M
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
4+ 0.02% |
$356 - $436
|
16.9K
$1.8M
|
|
|
Aug 11, 2022
Q2 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
4New |
$356 - $436
|
4
$425
|
|
|
Oct 26, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
4+ 0.27% |
$356 - $436
|
1.48K
$157K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.29% |
$267 - $327
|
1.04K
$110K
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.32% |
$267 - $327
|
929
$98.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
3+ 0.08% |
$267 - $327
|
3.79K
$402K
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
3New |
$267 - $327
|
3
$318
|
|
|
Jul 05, 2022
Q2 2022
|
M&R Capital Management Inc
|
BUY
|
- |
2+ 0.09% |
$178 - $218
|
2.33K
$247K
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.16% |
$178 - $218
|
1.27K
$134K
|
|
|
Jul 18, 2022
Q2 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$178 - $218
|
6.86K
$728K
|
|
|
Aug 01, 2022
Q2 2022
|
Aldebaran Financial Inc.
|
BUY
|
- |
2+ 0.04% |
$178 - $218
|
4.99K
$530K
|
|
|
Aug 04, 2022
Q2 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$178 - $218
|
17.3K
$1.83M
|
|
|
Aug 05, 2022
Q2 2022
|
Firestone Capital Management
|
BUY
|
- |
2+ 0.05% |
$178 - $218
|
4.4K
$467K
|
|
|
Aug 12, 2022
Q2 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
2+ 0.05% |
$178 - $218
|
3.84K
$408K
|
|
|
Jan 03, 2023
Q2 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
2+ 0.07% |
$178 - $218
|
3.01K
$319K
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2+ 4.88% |
$178 - $218
|
43
$4.56K
|
|
|
Jul 06, 2022
Q2 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
1+ 0.21% |
$89 - $109
|
487
$51.7K
|
|
|
Jul 19, 2022
Q2 2022
|
Evensky & Katz LLC
|
BUY
|
- |
1+ 0.08% |
$89 - $109
|
1.25K
$133K
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
1+ 0.3% |
$89 - $109
|
332
$35.2K
|
|
|
Jul 20, 2022
Q2 2022
|
Lincoln Capital LLC
|
BUY
|
- |
1+ 0.01% |
$89 - $109
|
9.31K
$988K
|
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
1+ 0.43% |
$89 - $109
|
233
$24.7K
|
|
|
Jul 26, 2022
Q2 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$89 - $109
|
2.23K
$237K
|
|
|
Jul 28, 2022
Q2 2022
|
Schnieders Capital Management LLC
|
BUY
|
- |
1+ 0.05% |
$89 - $109
|
2.21K
$234K
|
|
|
Jul 28, 2022
Q2 2022
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.06% |
$89 - $109
|
1.76K
$187K
|
|
|
Jul 29, 2022
Q2 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1+ 0.06% |
$89 - $109
|
1.66K
$177K
|
|
|
Aug 01, 2022
Q2 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
1+ 0.01% |
$89 - $109
|
18.4K
$1.95M
|
|
|
Aug 01, 2022
Q2 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$89 - $109
|
4.41K
$468K
|
|
|
Aug 05, 2022
Q2 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
1+ 0.03% |
$89 - $109
|
3.2K
$339K
|
|
|
Aug 11, 2022
Q2 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
1+ 0.03% |
$89 - $109
|
3.84K
$407K
|
|
|
Aug 11, 2022
Q2 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1+ 0.0% |
$89 - $109
|
32.6K
$3.46M
|
|
|
Aug 16, 2022
Q2 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.03% |
$89 - $109
|
3.11K
$330K
|
|
|
Nov 30, 2023
Q2 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 1.18% |
$89 - $109
|
86
$9.13K
|