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 09, 2022
Q2 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-58- 2.09% |
$5.16K - $6.32K
|
2.72K
$343K
|
|
|
Jul 12, 2022
Q2 2022
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-59- 1.51% |
$5.25K - $6.43K
|
3.85K
$486K
|
|
|
Aug 03, 2022
Q2 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-59- 0.33% |
$5.25K - $6.43K
|
17.9K
$2.26M
|
|
|
Jul 18, 2022
Q2 2022
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-61- 0.34% |
$5.43K - $6.65K
|
18.1K
$2.29M
|
|
|
Jul 25, 2022
Q2 2022
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-61- 2.23% |
$5.43K - $6.65K
|
2.67K
$337K
|
|
|
Aug 01, 2022
Q2 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-63- 2.26% |
$5.61K - $6.87K
|
2.72K
$344K
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
SELL
|
- |
-63- 3.19% |
$5.61K - $6.87K
|
1.92K
$242K
|
|
|
Aug 11, 2022
Q2 2022
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-65- 0.44% |
$5.79K - $7.09K
|
14.8K
$1.86M
|
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-66- 1.45% |
$5.88K - $7.2K
|
4.48K
$565K
|
|
|
Jul 29, 2022
Q2 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-67- 0.28% |
$5.97K - $7.3K
|
23.5K
$2.97M
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-69- 16.67% |
$6.14K - $7.52K
|
345
$43.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-70- 4.5% |
$6.23K - $7.63K
|
1.48K
$187K
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-71- 0.19% |
$6.32K - $7.74K
|
37.9K
$4.78M
|
|
|
Jan 02, 2024
Q2 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-71- 1.48% |
$6.32K - $7.74K
|
4.74K
$597K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
SELL
|
- |
-73- 1.34% |
$6.5K - $7.96K
|
5.38K
$679K
|
|
|
Jul 26, 2022
Q2 2022
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-74- 0.82% |
$6.59K - $8.07K
|
8.94K
$1.13M
|
|
|
Aug 17, 2022
Q2 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-74- 0.86% |
$6.59K - $8.07K
|
8.5K
$1.07M
|
|
|
Aug 02, 2022
Q2 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-75- 0.27% |
$6.68K - $8.18K
|
27.9K
$3.52M
|
|
|
Aug 03, 2022
Q2 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-75Closed |
$6.68K - $8.18K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-76- 0.62% |
$6.77K - $8.29K
|
12.2K
$1.53M
|
|
|
Jul 20, 2022
Q2 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-77- 0.63% |
$6.86K - $8.39K
|
12.2K
$1.53M
|
|
|
Jul 29, 2022
Q2 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-78- 0.86% |
$6.94K - $8.5K
|
8.98K
$1.13M
|
|
|
Jul 18, 2022
Q2 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-80- 0.07% |
$7.12K - $8.72K
|
107K
$13.6M
|
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-81- 3.36% |
$7.21K - $8.83K
|
2.33K
$294K
|
|
|
Aug 01, 2022
Q2 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-82- 2.68% |
$7.3K - $8.94K
|
2.97K
$375K
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-82- 4.43% |
$7.3K - $8.94K
|
1.77K
$223K
|
|
|
Jul 15, 2022
Q2 2022
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-83- 3.35% |
$7.39K - $9.05K
|
2.4K
$302K
|
|
|
Aug 15, 2022
Q2 2022
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-83- 2.14% |
$7.39K - $9.05K
|
3.79K
$478K
|
|
|
Jul 26, 2022
Q2 2022
|
Riverstone Advisors, LLC
|
SELL
|
- |
-84- 1.51% |
$7.48K - $9.16K
|
5.49K
$692K
|
|
|
Jul 18, 2022
Q2 2022
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-89- 1.22% |
$7.92K - $9.7K
|
7.24K
$913K
|
|
|
Jul 07, 2022
Q2 2022
|
S.A. Mason LLC
|
SELL
|
- |
-93- 2.5% |
$8.28K - $10.1K
|
3.63K
$458K
|
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-94- 6.7% |
$8.37K - $10.2K
|
1.31K
$165K
|
|
|
Aug 08, 2022
Q2 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-100- 1.94% |
$8.9K - $10.9K
|
5.06K
$638K
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-100Closed |
$8.9K - $10.9K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-100- 2.31% |
$8.9K - $10.9K
|
4.23K
$534K
|
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-102- 1.47% |
$9.08K - $11.1K
|
6.85K
$865K
|
|
|
Aug 11, 2022
Q2 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-102- 0.78% |
$9.08K - $11.1K
|
13K
$1.64M
|
|
|
Aug 03, 2022
Q2 2022
|
Tfc Financial Management
|
SELL
|
- |
-107- 1.1% |
$9.53K - $11.7K
|
9.66K
$1.22M
|
|
|
Aug 04, 2022
Q2 2022
|
Penobscot Wealth Management
|
SELL
|
- |
-107- 4.09% |
$9.53K - $11.7K
|
2.51K
$316K
|
|
|
Aug 12, 2022
Q2 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-108- 0.04% |
$9.62K - $11.8K
|
269K
$34M
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-109- 1.94% |
$9.7K - $11.9K
|
5.52K
$696K
|
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-109- 7.79% |
$9.7K - $11.9K
|
1.29K
$163K
|
|
|
Jul 25, 2022
Q2 2022
|
Lee Danner & Bass Inc
|
SELL
|
- |
-110- 0.3% |
$9.79K - $12K
|
37.1K
$4.68M
|
|
|
Jul 26, 2022
Q2 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-110- 18.43% |
$9.79K - $12K
|
487
$61.4K
|
|
|
Aug 08, 2022
Q2 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-110- 3.42% |
$9.79K - $12K
|
3.1K
$391K
|
|
|
Aug 11, 2022
Q2 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-110- 0.38% |
$9.79K - $12K
|
28.6K
$3.61M
|
|
|
Jul 20, 2022
Q2 2022
|
Life Planning Partners, Inc
|
SELL
|
- |
-112- 25.81% |
$9.97K - $12.2K
|
322
$40.6K
|
|
|
Jul 20, 2022
Q2 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-112- 0.7% |
$9.97K - $12.2K
|
15.8K
$2M
|
|
|
Aug 04, 2022
Q2 2022
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-112- 4.57% |
$9.97K - $12.2K
|
2.34K
$295K
|
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-115- 2.7% |
$10.2K - $12.5K
|
4.15K
$524K
|