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 28, 2022
Q2 2022
|
Vera Bank, N.A.
|
SELL
|
- |
-330- 1.28% |
$29.4K - $36K
|
25.5K
$2.71M
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-332- 1.5% |
$29.6K - $36.2K
|
21.8K
$2.31M
|
|
Aug 11, 2022
Q2 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-333- 13.03% |
$29.6K - $36.3K
|
2.22K
$236K
|
|
Aug 02, 2022
Q2 2022
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-335- 1.65% |
$29.8K - $36.5K
|
20K
$2.12M
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-336Closed |
$29.9K - $36.6K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-336- 1.39% |
$29.9K - $36.6K
|
23.8K
$2.53M
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-339- 5.31% |
$30.2K - $37K
|
6.05K
$642K
|
|
Aug 10, 2022
Q2 2022
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-353- 0.79% |
$31.4K - $38.5K
|
44.2K
$4.69M
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-356- 8.27% |
$31.7K - $38.8K
|
3.95K
$419K
|
|
Aug 15, 2022
Q2 2022
|
Vericrest Private Wealth
Newtown, PA |
SELL
|
- |
-357- 1.02% |
$31.8K - $38.9K
|
34.7K
$3.69M
|
|
Aug 08, 2022
Q2 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-358- 8.62% |
$31.9K - $39K
|
3.79K
$403K
|
|
Aug 08, 2022
Q2 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-361- 9.33% |
$32.1K - $39.4K
|
3.51K
$372K
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-368- 3.1% |
$32.8K - $40.1K
|
11.5K
$1.22M
|
|
Aug 15, 2022
Q2 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-369- 1.29% |
$32.9K - $40.2K
|
28.2K
$2.99M
|
|
Aug 25, 2022
Q2 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-379- 2.1% |
$33.7K - $41.3K
|
17.7K
$1.88M
|
|
Aug 09, 2022
Q2 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-380- 0.45% |
$33.8K - $41.4K
|
85K
$9.02M
|
|
Aug 15, 2022
Q2 2022
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-384- 8.57% |
$34.2K - $41.9K
|
4.1K
$435K
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-388- 10.69% |
$34.5K - $42.3K
|
3.24K
$344K
|
|
Jul 26, 2022
Q2 2022
|
Sepio Capital, LP
|
SELL
|
- |
-398- 1.54% |
$35.4K - $43.4K
|
25.4K
$2.7M
|
|
Jul 15, 2022
Q2 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-400- 6.12% |
$35.6K - $43.6K
|
6.14K
$652K
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-401- 0.18% |
$35.7K - $43.7K
|
218K
$23.2M
|
|
Jul 13, 2022
Q2 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-406- 15.43% |
$36.1K - $44.3K
|
2.23K
$236K
|
|
Jul 06, 2022
Q2 2022
|
Wela Strategies, Inc.
|
SELL
|
- |
-410- 1.25% |
$36.5K - $44.7K
|
32.5K
$3.45M
|
|
Jan 25, 2023
Q2 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-411- 2.6% |
$36.6K - $44.8K
|
15.4K
$1.63M
|
|
Jul 15, 2022
Q2 2022
|
Ars Investment Partners, LLC
|
SELL
|
- |
-421- 13.49% |
$37.5K - $45.9K
|
2.7K
$287K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-423- 0.27% |
$37.7K - $46.1K
|
158K
$16.8M
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-425- 35.9% |
$37.8K - $46.3K
|
759
$80.6K
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-426- 5.0% |
$37.9K - $46.4K
|
8.09K
$859K
|
|
Jul 14, 2022
Q2 2022
|
Adviser Investments LLC
|
SELL
|
- |
-431- 8.33% |
$38.4K - $47K
|
4.74K
$503K
|
|
Jul 15, 2022
Q2 2022
|
David J Yvars Group
|
SELL
|
- |
-433- 3.43% |
$38.5K - $47.2K
|
12.2K
$1.3M
|
|
Jul 27, 2022
Q2 2022
|
Reynolds Investment Management, Inc.
|
SELL
|
- |
-437- 0.52% |
$38.9K - $47.6K
|
84.3K
$8.95M
|
|
Aug 12, 2022
Q2 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-437- 2.16% |
$38.9K - $47.6K
|
19.8K
$2.1M
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-437- 11.8% |
$38.9K - $47.6K
|
3.27K
$347K
|
|
Jul 11, 2022
Q2 2022
|
Peterson Wealth Services
|
SELL
|
- |
-439- 16.35% |
$39.1K - $47.9K
|
2.25K
$238K
|
|
Jul 20, 2022
Q2 2022
|
Weaver Consulting Group
|
SELL
|
- |
-441- 14.17% |
$39.3K - $48.1K
|
2.67K
$283K
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-445- 0.45% |
$39.6K - $48.5K
|
98.7K
$10.5M
|
|
Jul 25, 2022
Q2 2022
|
Spinnaker Trust
|
SELL
|
- |
-445- 1.19% |
$39.6K - $48.5K
|
36.9K
$3.92M
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
SELL
|
- |
-461- 0.85% |
$41K - $50.3K
|
53.7K
$5.7M
|
|
Jul 15, 2022
Q2 2022
|
Berkshire Bank
|
SELL
|
- |
-463- 5.65% |
$41.2K - $50.5K
|
7.73K
$821K
|
|
Aug 11, 2022
Q2 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-465- 8.9% |
$41.4K - $50.7K
|
4.76K
$505K
|
|
Jul 22, 2022
Q2 2022
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-471- 10.24% |
$41.9K - $51.3K
|
4.13K
$438K
|
|
Jul 11, 2022
Q2 2022
|
Newton One Investments LLC
|
SELL
|
- |
-485- 1.07% |
$43.2K - $52.9K
|
44.9K
$4.76M
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-487- 7.27% |
$43.4K - $53.1K
|
6.21K
$659K
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-488Closed |
$43.4K - $53.2K
|
0
$0
|
|
Sep 01, 2023
Q2 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-494- 2.19% |
$44K - $53.9K
|
22K
$2.34M
|
|
Jul 11, 2022
Q2 2022
|
Range Financial Group LLC
|
SELL
|
- |
-498- 6.19% |
$44.3K - $54.3K
|
7.55K
$801K
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-498- 0.95% |
$44.3K - $54.3K
|
51.8K
$5.5M
|
|
Jul 11, 2022
Q2 2022
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-500- 2.51% |
$44.5K - $54.5K
|
19.4K
$2.06M
|
|
Jul 12, 2022
Q2 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-500- 1.76% |
$44.5K - $54.5K
|
28K
$2.97M
|
|
Aug 11, 2022
Q2 2022
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-509- 1.55% |
$45.3K - $55.5K
|
32.3K
$3.43M
|