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 |
---|---|---|---|---|---|---|---|
Feb 28, 2024
Q2 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-200- 19.42% |
$17.8K - $21.8K
|
830
$86.3K
|
|
Aug 03, 2022
Q2 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-201- 0.63% |
$17.9K - $21.9K
|
31.9K
$3.31M
|
|
Jul 28, 2022
Q2 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-202- 7.72% |
$18K - $22K
|
2.41K
$251K
|
|
Aug 05, 2022
Q2 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-202- 8.05% |
$18K - $22K
|
2.31K
$240K
|
|
Aug 12, 2022
Q2 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-204- 8.16% |
$18.2K - $22.2K
|
2.3K
$239K
|
|
Jul 21, 2022
Q2 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-210- 4.91% |
$18.7K - $22.9K
|
4.06K
$423K
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-214- 6.49% |
$19.1K - $23.3K
|
3.08K
$321K
|
|
Mar 28, 2023
Q2 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-224- 6.23% |
$19.9K - $24.4K
|
3.37K
$351K
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-226- 0.27% |
$20.1K - $24.6K
|
82K
$8.53M
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
SELL
|
- |
-230- 12.92% |
$20.5K - $25.1K
|
1.55K
$161K
|
|
Jul 20, 2022
Q2 2022
|
Tufton Capital Management
|
SELL
|
- |
-233- 2.84% |
$20.7K - $25.4K
|
7.96K
$828K
|
|
Jul 13, 2022
Q2 2022
|
Ims Capital Management
|
SELL
|
- |
-244- 2.37% |
$21.7K - $26.6K
|
10.1K
$1.05M
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-246- 7.22% |
$21.9K - $26.8K
|
3.16K
$329K
|
|
Aug 22, 2022
Q2 2022
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-246- 0.67% |
$21.9K - $26.8K
|
36.5K
$3.79M
|
|
Aug 15, 2022
Q2 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-255- 5.92% |
$22.7K - $27.8K
|
4.05K
$421K
|
|
Aug 05, 2022
Q2 2022
|
Wrapmanager Inc
|
SELL
|
- |
-256- 3.93% |
$22.8K - $27.9K
|
6.26K
$651K
|
|
Jul 27, 2022
Q2 2022
|
Anson Capital, Inc.
|
SELL
|
- |
-260- 0.58% |
$23.1K - $28.3K
|
44.5K
$4.62M
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-261- 3.79% |
$23.2K - $28.5K
|
6.62K
$688K
|
|
Oct 12, 2022
Q2 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-262- 87.04% |
$23.3K - $28.6K
|
39
$4.06K
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-265- 9.56% |
$23.6K - $28.9K
|
2.51K
$261K
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-271Closed |
$24.1K - $29.5K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-271- 0.64% |
$24.1K - $29.5K
|
41.8K
$4.35M
|
|
Aug 11, 2022
Q2 2022
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-278- 1.9% |
$24.8K - $30.3K
|
14.4K
$1.5M
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-281- 3.44% |
$25K - $30.6K
|
7.9K
$822K
|
|
Aug 09, 2022
Q2 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-282- 6.18% |
$25.1K - $30.7K
|
4.28K
$445K
|
|
Jul 20, 2022
Q2 2022
|
Donald L. Hagan, LLC
|
SELL
|
- |
-286- 1.56% |
$25.5K - $31.2K
|
18K
$1.87M
|
|
Jul 21, 2022
Q2 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-290- 7.45% |
$25.8K - $31.6K
|
3.6K
$375K
|
|
Jul 25, 2022
Q2 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-291- 2.81% |
$25.9K - $31.7K
|
10.1K
$1.05M
|
|
Jul 22, 2022
Q2 2022
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-292- 2.59% |
$26K - $31.8K
|
11K
$1.14M
|
|
Aug 10, 2022
Q2 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-296Closed |
$26.4K - $32.3K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-300- 6.53% |
$26.7K - $32.7K
|
4.3K
$447K
|
|
Jul 26, 2022
Q2 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-301- 5.47% |
$26.8K - $32.8K
|
5.2K
$541K
|
|
Aug 12, 2022
Q2 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-301- 3.26% |
$26.8K - $32.8K
|
8.94K
$930K
|
|
Aug 01, 2022
Q2 2022
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-305- 9.99% |
$27.2K - $33.3K
|
2.75K
$286K
|
|
Aug 09, 2022
Q2 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-307- 2.43% |
$27.3K - $33.5K
|
12.3K
$1.28M
|
|
Jul 28, 2022
Q2 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-309- 1.0% |
$27.5K - $33.7K
|
30.7K
$3.2M
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-310Closed |
$27.6K - $33.8K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-312- 7.97% |
$27.8K - $34K
|
3.6K
$375K
|
|
Jul 22, 2022
Q2 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-313Closed |
$27.9K - $34.1K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-314- 1.02% |
$28K - $34.2K
|
30.5K
$3.18M
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-314- 31.31% |
$28K - $34.2K
|
689
$71.7K
|
|
Jul 11, 2022
Q2 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-317- 4.94% |
$28.2K - $34.6K
|
6.09K
$634K
|
|
Aug 05, 2022
Q2 2022
|
Motco
|
SELL
|
- |
-317- 6.63% |
$28.2K - $34.6K
|
4.46K
$464K
|
|
Jul 11, 2022
Q2 2022
|
Resource Consulting Group Inc
|
SELL
|
- |
-321- 12.59% |
$28.6K - $35K
|
2.23K
$232K
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-321- 7.58% |
$28.6K - $35K
|
3.92K
$407K
|
|
Jul 27, 2022
Q2 2022
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-323- 0.74% |
$28.8K - $35.2K
|
43.2K
$4.49M
|
|
Jul 28, 2022
Q2 2022
|
Vera Bank, N.A.
|
SELL
|
- |
-330- 1.28% |
$29.4K - $36K
|
25.5K
$2.65M
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-332- 1.5% |
$29.6K - $36.2K
|
21.8K
$2.26M
|
|
Aug 11, 2022
Q2 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-333- 13.03% |
$29.6K - $36.3K
|
2.22K
$231K
|
|
Aug 02, 2022
Q2 2022
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-335- 1.65% |
$29.8K - $36.5K
|
20K
$2.08M
|