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
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-116- 2.81% |
$10.3K - $12.6K
|
4.01K
$506K
|
|
|
Jul 26, 2022
Q2 2022
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-117- 3.51% |
$10.4K - $12.8K
|
3.22K
$406K
|
|
|
Jul 27, 2022
Q2 2022
|
Nelson Capital Management, LLC
|
SELL
|
- |
-118- 1.06% |
$10.5K - $12.9K
|
11K
$1.39M
|
|
|
Aug 01, 2022
Q2 2022
|
Kraft Asset Management, LLC
|
SELL
|
- |
-120- 1.31% |
$10.7K - $13.1K
|
9.04K
$1.14M
|
|
|
Aug 11, 2022
Q2 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-122- 1.94% |
$10.9K - $13.3K
|
6.18K
$779K
|
|
|
Jul 06, 2022
Q2 2022
|
First Farmers & Merchants Bank
|
SELL
|
- |
-123- 0.52% |
$11K - $13.4K
|
23.6K
$2.98M
|
|
|
Jul 19, 2022
Q2 2022
|
Columbia Trust CO 01012016
|
SELL
|
- |
-125- 0.81% |
$11.1K - $13.6K
|
15.3K
$1.93M
|
|
|
Jul 21, 2022
Q2 2022
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-125- 0.1% |
$11.1K - $13.6K
|
131K
$16.6M
|
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-126- 2.22% |
$11.2K - $13.7K
|
5.56K
$701K
|
|
|
Jul 21, 2022
Q2 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-127- 57.47% |
$11.3K - $13.8K
|
94
$11.9K
|
|
|
Jul 27, 2022
Q2 2022
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-127- 0.7% |
$11.3K - $13.8K
|
18K
$2.27M
|
|
|
Aug 15, 2022
Q2 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-130- 0.65% |
$11.6K - $14.2K
|
19.9K
$2.5M
|
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-132- 0.61% |
$11.8K - $14.4K
|
21.5K
$2.71M
|
|
|
Aug 16, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-132- 0.08% |
$11.8K - $14.4K
|
157K
$19.8M
|
|
|
Aug 08, 2022
Q2 2022
|
Truepoint, Inc.
|
SELL
|
- |
-132- 1.83% |
$11.8K - $14.4K
|
7.08K
$893K
|
|
|
Jul 22, 2022
Q2 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-133- 5.35% |
$11.8K - $14.5K
|
2.35K
$297K
|
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-133- 1.24% |
$11.8K - $14.5K
|
10.6K
$1.33M
|
|
|
Jul 13, 2022
Q2 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-143- 1.48% |
$12.7K - $15.6K
|
9.52K
$1.2M
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-144- 0.22% |
$12.8K - $15.7K
|
65.8K
$8.3M
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-148- 1.68% |
$13.2K - $16.1K
|
8.66K
$1.09M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-149- 1.32% |
$13.3K - $16.2K
|
11.2K
$1.41M
|
|
|
Jul 06, 2022
Q2 2022
|
Somerset Trust CO
|
SELL
|
- |
-150- 2.78% |
$13.4K - $16.4K
|
5.25K
$663K
|
|
|
Jul 13, 2022
Q2 2022
|
Corsicana & Co.
|
SELL
|
- |
-150- 0.97% |
$13.4K - $16.4K
|
15.3K
$1.93M
|
|
|
Jul 22, 2022
Q2 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-150- 3.65% |
$13.4K - $16.4K
|
3.97K
$500K
|
|
|
Aug 10, 2022
Q2 2022
|
Wells Financial Advisors Inc
|
SELL
|
- |
-152- 3.61% |
$13.5K - $16.6K
|
4.06K
$512K
|
|
|
Jul 12, 2022
Q2 2022
|
Country Trust Bank
|
SELL
|
- |
-163- 2.09% |
$14.5K - $17.8K
|
7.64K
$964K
|
|
|
Jul 27, 2022
Q2 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-163- 1.37% |
$14.5K - $17.8K
|
11.7K
$1.48M
|
|
|
Jul 12, 2022
Q2 2022
|
Hoese & CO LLP
|
SELL
|
- |
-170- 50.0% |
$15.1K - $18.5K
|
170
$21.4K
|
|
|
Jul 14, 2022
Q2 2022
|
Smart Money Group LLC
|
SELL
|
- |
-171- 3.94% |
$15.2K - $18.6K
|
4.17K
$527K
|
|
|
Jul 22, 2022
Q2 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-171- 2.72% |
$15.2K - $18.6K
|
6.12K
$772K
|
|
|
Jul 07, 2022
Q2 2022
|
Bath Savings Trust CO
|
SELL
|
- |
-173- 6.14% |
$15.4K - $18.9K
|
2.65K
$334K
|
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-176- 0.92% |
$15.7K - $19.2K
|
19K
$2.4M
|
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-184- 1.54% |
$16.4K - $20.1K
|
11.7K
$1.48M
|
|
|
Aug 10, 2022
Q2 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-184- 5.0% |
$16.4K - $20.1K
|
3.5K
$441K
|
|
|
Aug 08, 2022
Q2 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-185- 1.82% |
$16.5K - $20.2K
|
10K
$1.26M
|
|
|
Jul 18, 2022
Q2 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-186- 0.85% |
$16.6K - $20.3K
|
21.8K
$2.75M
|
|
|
Jul 29, 2022
Q2 2022
|
Kingfisher Capital LLC
|
SELL
|
- |
-189- 1.06% |
$16.8K - $20.6K
|
17.7K
$2.23M
|
|
|
Aug 05, 2022
Q2 2022
|
Private Management Group Inc
|
SELL
|
- |
-192- 3.43% |
$17.1K - $20.9K
|
5.4K
$681K
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-193- 2.74% |
$17.2K - $21K
|
6.84K
$863K
|
|
|
Aug 11, 2022
Q2 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-193- 5.21% |
$17.2K - $21K
|
3.51K
$443K
|
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-193- 6.38% |
$17.2K - $21K
|
2.83K
$358K
|
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
SELL
|
- |
-194- 0.16% |
$17.3K - $21.1K
|
120K
$15.2M
|
|
|
Jul 14, 2022
Q2 2022
|
First Bancorp, Inc
|
SELL
|
- |
-200- 2.0% |
$17.8K - $21.8K
|
9.8K
$1.24M
|
|
|
Jul 29, 2022
Q2 2022
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-200- 5.47% |
$17.8K - $21.8K
|
3.46K
$436K
|
|
|
Aug 09, 2022
Q2 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-200- 7.58% |
$17.8K - $21.8K
|
2.44K
$308K
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-200- 94.79% |
$17.8K - $21.8K
|
11
$1.39K
|
|
|
Feb 28, 2024
Q2 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-200- 19.42% |
$17.8K - $21.8K
|
830
$105K
|
|
|
Aug 03, 2022
Q2 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-201- 0.63% |
$17.9K - $21.9K
|
31.9K
$4.02M
|
|
|
Jul 28, 2022
Q2 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-202- 7.72% |
$18K - $22K
|
2.41K
$304K
|
|
|
Aug 05, 2022
Q2 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-202- 8.05% |
$18K - $22K
|
2.31K
$291K
|