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 29, 2022
Q2 2022
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-200- 5.47% |
$17.8K - $21.8K
|
3.46K
$367K
|
|
|
Aug 09, 2022
Q2 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-200- 7.58% |
$17.8K - $21.8K
|
2.44K
$259K
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-200- 94.79% |
$17.8K - $21.8K
|
11
$1.17K
|
|
|
Feb 28, 2024
Q2 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-200- 19.42% |
$17.8K - $21.8K
|
830
$88.1K
|
|
|
Aug 03, 2022
Q2 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-201- 0.63% |
$17.9K - $21.9K
|
31.9K
$3.38M
|
|
|
Jul 28, 2022
Q2 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-202- 7.72% |
$18K - $22K
|
2.41K
$256K
|
|
|
Aug 05, 2022
Q2 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-202- 8.05% |
$18K - $22K
|
2.31K
$245K
|
|
|
Aug 12, 2022
Q2 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-204- 8.16% |
$18.2K - $22.2K
|
2.3K
$244K
|
|
|
Jul 21, 2022
Q2 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-210- 4.91% |
$18.7K - $22.9K
|
4.06K
$431K
|
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-214- 6.49% |
$19.1K - $23.3K
|
3.08K
$327K
|
|
|
Mar 28, 2023
Q2 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-224- 6.23% |
$19.9K - $24.4K
|
3.37K
$358K
|
|
|
May 05, 2025
Q2 2022
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-224- 8.93% |
$19.9K - $24.4K
|
2.28K
$242K
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-226- 0.27% |
$20.1K - $24.6K
|
82K
$8.7M
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
SELL
|
- |
-230- 12.92% |
$20.5K - $25.1K
|
1.55K
$165K
|
|
|
Jul 20, 2022
Q2 2022
|
Tufton Capital Management
|
SELL
|
- |
-233- 2.84% |
$20.7K - $25.4K
|
7.96K
$845K
|
|
|
Jul 13, 2022
Q2 2022
|
Ims Capital Management
|
SELL
|
- |
-244- 2.37% |
$21.7K - $26.6K
|
10.1K
$1.07M
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-246- 7.22% |
$21.9K - $26.8K
|
3.16K
$336K
|
|
|
Aug 22, 2022
Q2 2022
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-246- 0.67% |
$21.9K - $26.8K
|
36.5K
$3.87M
|
|
|
Aug 15, 2022
Q2 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-255- 5.92% |
$22.7K - $27.8K
|
4.05K
$430K
|
|
|
Aug 05, 2022
Q2 2022
|
Wrapmanager Inc
|
SELL
|
- |
-256- 3.93% |
$22.8K - $27.9K
|
6.26K
$664K
|
|
|
Jul 27, 2022
Q2 2022
|
Anson Capital, Inc.
|
SELL
|
- |
-260- 0.58% |
$23.1K - $28.3K
|
44.5K
$4.72M
|
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-261- 3.79% |
$23.2K - $28.5K
|
6.62K
$702K
|
|
|
Oct 12, 2022
Q2 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-262- 87.04% |
$23.3K - $28.6K
|
39
$4.14K
|
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-265- 9.56% |
$23.6K - $28.9K
|
2.51K
$266K
|
|
|
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
$4.44M
|
|
|
Aug 11, 2022
Q2 2022
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-278- 1.9% |
$24.8K - $30.3K
|
14.4K
$1.53M
|
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-281- 3.44% |
$25K - $30.6K
|
7.9K
$838K
|
|
|
Aug 09, 2022
Q2 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-282- 6.18% |
$25.1K - $30.7K
|
4.28K
$454K
|
|
|
Jul 20, 2022
Q2 2022
|
Donald L. Hagan, LLC
|
SELL
|
- |
-286- 1.56% |
$25.5K - $31.2K
|
18K
$1.91M
|
|
|
Jul 21, 2022
Q2 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-290- 7.45% |
$25.8K - $31.6K
|
3.6K
$382K
|
|
|
Jul 25, 2022
Q2 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-291- 2.81% |
$25.9K - $31.7K
|
10.1K
$1.07M
|
|
|
Jul 22, 2022
Q2 2022
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-292- 2.59% |
$26K - $31.8K
|
11K
$1.16M
|
|
|
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
$456K
|
|
|
Jul 26, 2022
Q2 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-301- 5.47% |
$26.8K - $32.8K
|
5.2K
$552K
|
|
|
Aug 12, 2022
Q2 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-301- 3.26% |
$26.8K - $32.8K
|
8.94K
$949K
|
|
|
Aug 01, 2022
Q2 2022
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-305- 9.99% |
$27.2K - $33.3K
|
2.75K
$292K
|
|
|
Aug 09, 2022
Q2 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-307- 2.43% |
$27.3K - $33.5K
|
12.3K
$1.31M
|
|
|
Jul 28, 2022
Q2 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-309- 1.0% |
$27.5K - $33.7K
|
30.7K
$3.26M
|
|
|
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
$382K
|
|
|
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
$3.24M
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-314- 31.31% |
$28K - $34.2K
|
689
$73.1K
|
|
|
Jul 11, 2022
Q2 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-317- 4.94% |
$28.2K - $34.6K
|
6.09K
$647K
|
|
|
Aug 05, 2022
Q2 2022
|
Motco
|
SELL
|
- |
-317- 6.63% |
$28.2K - $34.6K
|
4.46K
$473K
|
|
|
Jul 11, 2022
Q2 2022
|
Resource Consulting Group Inc
|
SELL
|
- |
-321- 12.59% |
$28.6K - $35K
|
2.23K
$236K
|
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-321- 7.58% |
$28.6K - $35K
|
3.92K
$416K
|
|
|
Jul 27, 2022
Q2 2022
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-323- 0.74% |
$28.8K - $35.2K
|
43.2K
$4.58M
|