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 04, 2022
Q2 2022
|
Aaf Wealth Management, LLC
|
BUY
|
- |
8+ 0.02% |
$712 - $872
|
52.5K
$5.46M
|
|
|
Aug 15, 2022
Q2 2022
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
8+ 0.33% |
$712 - $872
|
2.43K
$252K
|
|
|
Aug 08, 2022
Q2 2022
|
Tevis Investment Management
|
BUY
|
- |
8+ 0.97% |
$712 - $872
|
837
$87.1K
|
|
|
Jul 15, 2022
Q2 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
7+ 0.31% |
$623 - $763
|
2.28K
$237K
|
|
|
Aug 15, 2022
Q2 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
7+ 0.02% |
$623 - $763
|
30.1K
$3.13M
|
|
|
Aug 08, 2022
Q2 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
7+ 0.3% |
$623 - $763
|
2.37K
$247K
|
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
7+ 1.59% |
$623 - $763
|
448
$46.6K
|
|
|
Jul 20, 2022
Q2 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
6+ 0.0% |
$534 - $654
|
288K
$30M
|
|
|
Aug 02, 2022
Q2 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
6+ 0.12% |
$534 - $654
|
5.16K
$536K
|
|
|
Aug 11, 2022
Q2 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
6+ 0.1% |
$534 - $654
|
6.11K
$635K
|
|
|
Jul 06, 2022
Q2 2022
|
Private Asset Management Inc
|
BUY
|
- |
5+ 0.09% |
$445 - $545
|
5.73K
$596K
|
|
|
Jul 22, 2022
Q2 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
5+ 0.18% |
$445 - $545
|
2.78K
$289K
|
|
|
Jul 29, 2022
Q2 2022
|
Heron Financial Group, LLC
|
BUY
|
- |
5+ 0.14% |
$445 - $545
|
3.48K
$362K
|
|
|
Jul 11, 2022
Q2 2022
|
Fc Advisory LLC
|
BUY
|
- |
4+ 0.15% |
$356 - $436
|
2.74K
$285K
|
|
|
Jul 13, 2022
Q2 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
4+ 0.01% |
$356 - $436
|
28.4K
$2.96M
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
4+ 0.02% |
$356 - $436
|
16.9K
$1.76M
|
|
|
Aug 11, 2022
Q2 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
4New |
$356 - $436
|
4
$416
|
|
|
Oct 26, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
4+ 0.27% |
$356 - $436
|
1.48K
$153K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.29% |
$267 - $327
|
1.04K
$108K
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.32% |
$267 - $327
|
929
$96.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
3+ 0.08% |
$267 - $327
|
3.79K
$394K
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
3New |
$267 - $327
|
3
$312
|
|
|
Jul 05, 2022
Q2 2022
|
M&R Capital Management Inc
|
BUY
|
- |
2+ 0.09% |
$178 - $218
|
2.33K
$242K
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.16% |
$178 - $218
|
1.27K
$132K
|
|
|
Jul 18, 2022
Q2 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$178 - $218
|
6.86K
$714K
|
|
|
Aug 01, 2022
Q2 2022
|
Aldebaran Financial Inc.
|
BUY
|
- |
2+ 0.04% |
$178 - $218
|
4.99K
$519K
|
|
|
Aug 04, 2022
Q2 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$178 - $218
|
17.3K
$1.8M
|
|
|
Aug 05, 2022
Q2 2022
|
Firestone Capital Management
|
BUY
|
- |
2+ 0.05% |
$178 - $218
|
4.4K
$458K
|
|
|
Aug 12, 2022
Q2 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
2+ 0.05% |
$178 - $218
|
3.84K
$400K
|
|
|
Jan 03, 2023
Q2 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
2+ 0.07% |
$178 - $218
|
3.01K
$313K
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2+ 4.88% |
$178 - $218
|
43
$4.47K
|
|
|
Jul 06, 2022
Q2 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
1+ 0.21% |
$89 - $109
|
487
$50.7K
|
|
|
Jul 19, 2022
Q2 2022
|
Evensky & Katz LLC
|
BUY
|
- |
1+ 0.08% |
$89 - $109
|
1.25K
$130K
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
1+ 0.3% |
$89 - $109
|
332
$34.5K
|
|
|
Jul 20, 2022
Q2 2022
|
Lincoln Capital LLC
|
BUY
|
- |
1+ 0.01% |
$89 - $109
|
9.31K
$968K
|
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
1+ 0.43% |
$89 - $109
|
233
$24.2K
|
|
|
Jul 26, 2022
Q2 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$89 - $109
|
2.23K
$232K
|
|
|
Jul 28, 2022
Q2 2022
|
Schnieders Capital Management LLC
|
BUY
|
- |
1+ 0.05% |
$89 - $109
|
2.21K
$229K
|
|
|
Jul 28, 2022
Q2 2022
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.06% |
$89 - $109
|
1.76K
$183K
|
|
|
Jul 29, 2022
Q2 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1+ 0.06% |
$89 - $109
|
1.66K
$173K
|
|
|
Aug 01, 2022
Q2 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
1+ 0.01% |
$89 - $109
|
18.4K
$1.91M
|
|
|
Aug 01, 2022
Q2 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$89 - $109
|
4.41K
$458K
|
|
|
Aug 05, 2022
Q2 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
1+ 0.03% |
$89 - $109
|
3.2K
$333K
|
|
|
Aug 11, 2022
Q2 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
1+ 0.03% |
$89 - $109
|
3.84K
$399K
|
|
|
Aug 11, 2022
Q2 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1+ 0.0% |
$89 - $109
|
32.6K
$3.39M
|
|
|
Aug 16, 2022
Q2 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.03% |
$89 - $109
|
3.11K
$323K
|
|
|
Nov 30, 2023
Q2 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 1.18% |
$89 - $109
|
86
$8.94K
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-1- -0.0% |
$89 - $109
|
23.3K
$2.42M
|