Purchases and Sales Made in Q2 2022 in Ishares Core S&P Sm Cap ETF (IJR)

IJR Quotes by TradingView

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 19, 2022 Q2 2022
Eagle Bay Advisors LLC

New York, NY
SELL
 -
-356
- 8.27%
$31.7K - $38.8K
3.95K $498K
Aug 15, 2022 Q2 2022
Vericrest Private Wealth

Newtown, PA
SELL
 -
-357
- 1.02%
$31.8K - $38.9K
34.7K $4.38M
Aug 08, 2022 Q2 2022
Ipg Investment Advisors LLC

San Diego, CA
SELL
 -
-358
- 8.62%
$31.9K - $39K
3.79K $479K
Aug 08, 2022 Q2 2022
Berger Financial Group, Inc

Plymouth, MN
SELL
 -
-361
- 9.33%
$32.1K - $39.4K
3.51K $443K
Jul 25, 2022 Q2 2022
Townsend Asset Management Corp

SELL
 -
-368
- 3.1%
$32.8K - $40.1K
11.5K $1.45M
Aug 15, 2022 Q2 2022
Evercore Wealth Management, LLC

New York, NY
SELL
 -
-369
- 1.29%
$32.9K - $40.2K
28.2K $3.56M
Aug 25, 2022 Q2 2022
Great Point Wealth Advisors, LLC

Boston, MA
SELL
 -
-379
- 2.1%
$33.7K - $41.3K
17.7K $2.23M
Aug 09, 2022 Q2 2022
Condor Capital Management

Martinsville, NJ
SELL
 -
-380
- 0.45%
$33.8K - $41.4K
85K $10.7M
Aug 15, 2022 Q2 2022
Mendel Money Management

Northbrook, IL
SELL
 -
-384
- 8.57%
$34.2K - $41.9K
4.1K $518K
Aug 11, 2022 Q2 2022
Zullo Investment Group, Inc.

Scranton, PA
SELL
 -
-388
- 10.69%
$34.5K - $42.3K
3.24K $409K
Jul 15, 2022 Q2 2022
Perfromance Wealth Partners, LLC

SELL
 -
-400
- 6.12%
$35.6K - $43.6K
6.14K $775K
Jul 29, 2022 Q2 2022
Avidian Wealth Solutions, LLC

SELL
 -
-401
- 0.18%
$35.7K - $43.7K
218K $27.6M
Jul 13, 2022 Q2 2022
Relaxing Retirement Coach

SELL
 -
-406
- 15.43%
$36.1K - $44.3K
2.23K $281K
Jul 06, 2022 Q2 2022
Wela Strategies, Inc.

SELL
 -
-410
- 1.25%
$36.5K - $44.7K
32.5K $4.1M
Jan 25, 2023 Q2 2022
Etfidea, LLC

Syracuse, NY
SELL
 -
-411
- 2.6%
$36.6K - $44.8K
15.4K $1.94M
Jul 15, 2022 Q2 2022
Ars Investment Partners, LLC

SELL
 -
-421
- 13.49%
$37.5K - $45.9K
2.7K $341K
Jul 15, 2022 Q2 2022
Global Retirement Partners, LLC

SELL
 -
-423
- 0.27%
$37.7K - $46.1K
158K $19.9M
Jul 13, 2022 Q2 2022
Burleson & Company, LLC

SELL
 -
-425
- 35.9%
$37.8K - $46.3K
759 $95.8K
Aug 15, 2022 Q2 2022
Invesco Ltd.

Atlanta, GA
SELL
 -
-426
- 5.0%
$37.9K - $46.4K
8.09K $1.02M
Jul 14, 2022 Q2 2022
Adviser Investments LLC

SELL
 -
-431
- 8.33%
$38.4K - $47K
4.74K $599K
Jul 15, 2022 Q2 2022
David J Yvars Group

SELL
 -
-433
- 3.43%
$38.5K - $47.2K
12.2K $1.54M
Jul 27, 2022 Q2 2022
Reynolds Investment Management, Inc.

SELL
 -
-437
- 0.52%
$38.9K - $47.6K
84.3K $10.6M
Aug 12, 2022 Q2 2022
Palumbo Wealth Management LLC

Great Neck, NY
SELL
 -
-437
- 2.16%
$38.9K - $47.6K
19.8K $2.5M
Aug 09, 2022 Q2 2022
Fermata Advisors, LLC

Sonoma, CA
SELL
 -
-437
- 11.8%
$38.9K - $47.6K
3.27K $412K
Jul 11, 2022 Q2 2022
Peterson Wealth Services

SELL
 -
-439
- 16.35%
$39.1K - $47.9K
2.25K $284K
Jul 20, 2022 Q2 2022
Weaver Consulting Group

SELL
 -
-441
- 14.17%
$39.3K - $48.1K
2.67K $337K
Jul 11, 2022 Q2 2022
Cva Family Office, LLC

SELL
 -
-445
- 0.45%
$39.6K - $48.5K
98.7K $12.5M
Jul 25, 2022 Q2 2022
Spinnaker Trust

SELL
 -
-445
- 1.19%
$39.6K - $48.5K
36.9K $4.66M
Jul 22, 2022 Q2 2022
Element Wealth, LLC

SELL
 -
-461
- 0.85%
$41K - $50.3K
53.7K $6.78M
Jul 15, 2022 Q2 2022
Berkshire Bank

SELL
 -
-463
- 5.65%
$41.2K - $50.5K
7.73K $976K
Aug 11, 2022 Q2 2022
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
SELL
 -
-465
- 8.9%
$41.4K - $50.7K
4.76K $601K
Jul 22, 2022 Q2 2022
Lockerman Financial Group, Inc.

SELL
 -
-471
- 10.24%
$41.9K - $51.3K
4.13K $521K
Jul 11, 2022 Q2 2022
Newton One Investments LLC

SELL
 -
-485
- 1.07%
$43.2K - $52.9K
44.9K $5.66M
Aug 05, 2022 Q2 2022
Lex Aurum Advisors, LLC

SELL
 -
-487
- 7.27%
$43.4K - $53.1K
6.21K $785K
Aug 10, 2022 Q2 2022
San Luis Wealth Advisors LLC

San Luis Obispo, CA
SELL
 -
-488
Closed
$43.4K - $53.2K
0 $0
Sep 01, 2023 Q2 2022
Corrigan Financial, Inc.

Middletown, RI
SELL
 -
-494
- 2.19%
$44K - $53.9K
22K $2.78M
Jul 11, 2022 Q2 2022
Range Financial Group LLC

SELL
 -
-498
- 6.19%
$44.3K - $54.3K
7.55K $953K
Aug 12, 2022 Q2 2022
Commerce Bank

Kansas City, MO
SELL
 -
-498
- 0.95%
$44.3K - $54.3K
51.8K $6.54M
Jul 11, 2022 Q2 2022
Roberts Wealth Advisors, LLC

SELL
 -
-500
- 2.51%
$44.5K - $54.5K
19.4K $2.45M
Jul 12, 2022 Q2 2022
Carlton Hofferkamp & Jenks Wealth Management, LLC

SELL
 -
-500
- 1.76%
$44.5K - $54.5K
28K $3.53M
Aug 11, 2022 Q2 2022
Simplify Asset Management Inc.

New York, NY
SELL
 -
-509
- 1.55%
$45.3K - $55.5K
32.3K $4.08M
Jul 12, 2022 Q2 2022
Acorn Financial Advisory Services Inc

SELL
 -
-514
- 14.98%
$45.8K - $56K
2.92K $368K
Aug 15, 2022 Q2 2022
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-516
- 2.91%
$45.9K - $56.3K
17.2K $2.17M
Jul 19, 2022 Q2 2022
Ledyard National Bank

SELL
 -
-517
- 9.94%
$46K - $56.4K
4.68K $591K
Aug 11, 2022 Q2 2022
Main Management ETF Advisors, LLC

San Francisco, CA
SELL
 -
-530
- 0.2%
$47.2K - $57.8K
259K $32.7M
Jul 27, 2022 Q2 2022
Consilio Wealth Advisors, LLC

SELL
 -
-539
- 6.97%
$48K - $58.8K
7.19K $908K
Jul 21, 2022 Q2 2022
Means Investment Co., Inc.

SELL
 -
-541
- 0.47%
$48.2K - $59K
116K $14.6M
Aug 15, 2022 Q2 2022
Hm Payson & CO

Portland, ME
SELL
 -
-547
- 1.13%
$48.7K - $59.6K
47.7K $6.03M
Jul 19, 2022 Q2 2022
Twele Capital Management, Inc.

SELL
 -
-563
- 0.29%
$50.1K - $61.4K
192K $24.2M

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