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 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
$2.74M
|
|
|
Aug 03, 2022
Q2 2022
|
Gs Investments, Inc.
|
SELL
|
- |
-1- 0.02% |
$89 - $109
|
4.71K
$555K
|
|
|
Aug 12, 2022
Q2 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-1- 0.04% |
$89 - $109
|
2.74K
$323K
|
|
|
Aug 04, 2022
Q2 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-4- 0.07% |
$356 - $436
|
5.85K
$689K
|
|
|
Aug 15, 2022
Q2 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-4- 0.04% |
$356 - $436
|
11.2K
$1.32M
|
|
|
Jul 28, 2022
Q2 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-5- 0.14% |
$445 - $545
|
3.46K
$408K
|
|
|
Aug 03, 2022
Q2 2022
|
Renasant Bank
|
SELL
|
- |
-5- 0.03% |
$445 - $545
|
15.1K
$1.78M
|
|
|
Aug 10, 2022
Q2 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-5- 0.04% |
$445 - $545
|
13K
$1.53M
|
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-5- 0.02% |
$445 - $545
|
21K
$2.47M
|
|
|
Aug 01, 2022
Q2 2022
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-6- 0.88% |
$534 - $654
|
679
$80K
|
|
|
Aug 10, 2022
Q2 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-6- 0.24% |
$534 - $654
|
2.53K
$298K
|
|
|
Jul 29, 2022
Q2 2022
|
Gratus Capital LLC
|
SELL
|
- |
-7- 0.26% |
$623 - $763
|
2.65K
$312K
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-7- 0.21% |
$623 - $763
|
3.31K
$390K
|
|
|
Aug 15, 2022
Q2 2022
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-9- 0.1% |
$801 - $981
|
8.71K
$1.03M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-9- 1.84% |
$801 - $981
|
480
$56.5K
|
|
|
Jul 28, 2022
Q2 2022
|
Thomasville National Bank
|
SELL
|
- |
-10- 0.08% |
$890 - $1.09K
|
11.8K
$1.39M
|
|
|
Jul 21, 2022
Q2 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-11- 0.49% |
$979 - $1.2K
|
2.23K
$263K
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-13- 4.61% |
$1.16K - $1.42K
|
269
$31.7K
|
|
|
Jul 18, 2022
Q2 2022
|
Patten Group, Inc.
|
SELL
|
- |
-14- 0.25% |
$1.25K - $1.53K
|
5.67K
$668K
|
|
|
Jul 14, 2022
Q2 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-15- 0.29% |
$1.34K - $1.64K
|
5.1K
$600K
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-15- 1.18% |
$1.34K - $1.64K
|
1.25K
$148K
|
|
|
Jul 28, 2022
Q2 2022
|
Dagco, Inc.
|
SELL
|
- |
-15- 0.3% |
$1.34K - $1.64K
|
5.06K
$596K
|
|
|
Aug 15, 2022
Q2 2022
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-15- 18.52% |
$1.34K - $1.64K
|
66
$7.77K
|
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-16- 14.81% |
$1.42K - $1.74K
|
92
$10.8K
|
|
|
Aug 04, 2022
Q2 2022
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-17- 0.02% |
$1.51K - $1.85K
|
71.7K
$8.44M
|
|
|
Aug 12, 2022
Q2 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-18- 0.54% |
$1.6K - $1.96K
|
3.33K
$392K
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-20- 0.9% |
$1.78K - $2.18K
|
2.2K
$260K
|
|
|
Jul 22, 2022
Q2 2022
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-21- 0.8% |
$1.87K - $2.29K
|
2.61K
$307K
|
|
|
Aug 10, 2022
Q2 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-21- 2.2% |
$1.87K - $2.29K
|
934
$110K
|
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-22- 0.91% |
$1.96K - $2.4K
|
2.4K
$283K
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-23- 0.09% |
$2.05K - $2.51K
|
24.7K
$2.9M
|
|
|
Aug 10, 2022
Q2 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-24- 0.6% |
$2.14K - $2.62K
|
3.95K
$465K
|
|
|
Jul 15, 2022
Q2 2022
|
Capital City Trust CO
|
SELL
|
- |
-25- 0.45% |
$2.23K - $2.73K
|
5.54K
$652K
|
|
|
Jul 19, 2022
Q2 2022
|
Lion Street Advisors, LLC
|
SELL
|
- |
-25- 1.08% |
$2.23K - $2.73K
|
2.29K
$270K
|
|
|
Jul 27, 2022
Q2 2022
|
Portland Global Advisors LLC
|
SELL
|
- |
-25- 0.63% |
$2.23K - $2.73K
|
3.92K
$461K
|
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-25- 4.15% |
$2.23K - $2.73K
|
578
$68.1K
|
|
|
Aug 09, 2022
Q2 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-26- 0.46% |
$2.31K - $2.83K
|
5.68K
$669K
|
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-27- 2.35% |
$2.4K - $2.94K
|
1.12K
$132K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-30Closed |
$2.67K - $3.27K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
-33- 3.96% |
$2.94K - $3.6K
|
800
$94.2K
|
|
|
Aug 01, 2022
Q2 2022
|
Leuthold Group, LLC
|
SELL
|
- |
-34- 1.33% |
$3.03K - $3.71K
|
2.52K
$297K
|
|
|
Aug 11, 2022
Q2 2022
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-35- 0.28% |
$3.12K - $3.82K
|
12.4K
$1.46M
|
|
|
Jul 27, 2022
Q2 2022
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-36- 0.61% |
$3.21K - $3.92K
|
5.86K
$690K
|
|
|
Aug 10, 2022
Q2 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-36- 1.29% |
$3.21K - $3.92K
|
2.76K
$325K
|
|
|
Jul 20, 2022
Q2 2022
|
Tealwood Asset Management Inc
|
SELL
|
- |
-38- 1.68% |
$3.38K - $4.14K
|
2.22K
$262K
|
|
|
Aug 02, 2022
Q2 2022
|
Mechanics Financial Corp
|
SELL
|
- |
-41- 0.08% |
$3.65K - $4.47K
|
52.7K
$6.2M
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-42- 0.23% |
$3.74K - $4.58K
|
17.9K
$2.11M
|
|
|
Aug 10, 2022
Q2 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-45- 0.91% |
$4.01K - $4.91K
|
4.9K
$577K
|