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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-846- 2.86% |
$75.3K - $92.2K
|
28.7K
$3.05M
|
|
|
Aug 11, 2022
Q2 2022
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-851- 3.32% |
$75.8K - $92.8K
|
24.8K
$2.63M
|
|
|
Jul 28, 2022
Q2 2022
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-857- 1.95% |
$76.3K - $93.4K
|
43.1K
$4.58M
|
|
|
Jul 18, 2022
Q2 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-860- 20.25% |
$76.6K - $93.8K
|
3.39K
$359K
|
|
|
Aug 15, 2022
Q2 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-880- 11.83% |
$78.3K - $95.9K
|
6.56K
$696K
|
|
|
Aug 08, 2022
Q2 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-881- 10.98% |
$78.4K - $96K
|
7.14K
$758K
|
|
|
Aug 02, 2022
Q2 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-888- 3.39% |
$79.1K - $96.8K
|
25.3K
$2.69M
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-895- 17.16% |
$79.7K - $97.6K
|
4.32K
$459K
|
|
|
Aug 11, 2022
Q2 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-902- 4.07% |
$80.3K - $98.3K
|
21.2K
$2.25M
|
|
|
Jul 07, 2022
Q2 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-905- 1.32% |
$80.6K - $98.7K
|
67.9K
$7.21M
|
|
|
Jul 13, 2022
Q2 2022
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-905- 10.09% |
$80.6K - $98.7K
|
8.06K
$856K
|
|
|
Aug 10, 2022
Q2 2022
|
S&T Bank
Indiana, PA |
SELL
|
- |
-907- 3.33% |
$80.8K - $98.9K
|
26.4K
$2.8M
|
|
|
Jul 19, 2022
Q2 2022
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-914- 1.81% |
$81.4K - $99.6K
|
49.7K
$5.28M
|
|
|
Aug 15, 2022
Q2 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-915- 10.33% |
$81.5K - $99.8K
|
7.94K
$843K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-920- 4.28% |
$81.9K - $100K
|
20.6K
$2.18M
|
|
|
Aug 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-921- 11.84% |
$82K - $100K
|
6.86K
$728K
|
|
|
Aug 12, 2022
Q2 2022
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-927- 17.69% |
$82.5K - $101K
|
4.31K
$458K
|
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-949- 5.49% |
$84.5K - $103K
|
16.3K
$1.73M
|
|
|
Aug 11, 2022
Q2 2022
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-968- 5.57% |
$86.2K - $106K
|
16.4K
$1.74M
|
|
|
Jul 22, 2022
Q2 2022
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-969- 3.84% |
$86.3K - $106K
|
24.3K
$2.57M
|
|
|
Aug 05, 2022
Q2 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-978- 14.08% |
$87.1K - $107K
|
5.97K
$633K
|
|
|
Jul 26, 2022
Q2 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-983- 2.26% |
$87.5K - $107K
|
42.4K
$4.5M
|
|
|
Aug 03, 2022
Q2 2022
|
Planning Directions Inc
|
SELL
|
- |
-984- 20.95% |
$87.6K - $107K
|
3.71K
$394K
|
|
|
Aug 10, 2022
Q2 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-995- 8.2% |
$88.6K - $108K
|
11.1K
$1.18M
|
|
|
Jul 19, 2022
Q2 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.02K- 9.19% |
$90.5K - $111K
|
10K
$1.07M
|
|
|
Jul 27, 2022
Q2 2022
|
Flc Capital Advisors
|
SELL
|
- |
-1.02K- 2.91% |
$90.7K - $111K
|
34K
$3.61M
|
|
|
Jul 13, 2022
Q2 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.02K- 7.96% |
$91K - $111K
|
11.8K
$1.25M
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.02K- 17.25% |
$91K - $111K
|
4.9K
$520K
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-1.04K- 1.97% |
$92.9K - $114K
|
51.9K
$5.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-1.05K- 21.51% |
$93.2K - $114K
|
3.82K
$405K
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.06K- 22.84% |
$94K - $115K
|
3.57K
$379K
|
|
|
Aug 09, 2022
Q2 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1.07K- 24.32% |
$95.1K - $116K
|
3.32K
$353K
|
|
|
Aug 10, 2022
Q2 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-1.07KClosed |
$95.3K - $117K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Abundance Wealth Counselors
|
SELL
|
- |
-1.08K- 2.45% |
$96.4K - $118K
|
43.1K
$4.58M
|
|
|
Aug 12, 2022
Q2 2022
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.09K- 2.47% |
$97.4K - $119K
|
43.2K
$4.59M
|
|
|
Aug 03, 2022
Q2 2022
|
Greystone Financial Group, LLC
|
SELL
|
- |
-1.1K- 7.6% |
$97.5K - $119K
|
13.3K
$1.41M
|
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.1K- 4.36% |
$98K - $120K
|
24.2K
$2.56M
|
|
|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-1.11K- 1.31% |
$98.8K - $121K
|
83.9K
$8.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.12K- 31.37% |
$99.4K - $122K
|
2.44K
$259K
|
|
|
Jul 12, 2022
Q2 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-1.12K- 22.8% |
$100K - $122K
|
3.8K
$404K
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.13K- 18.35% |
$100K - $123K
|
5.01K
$531K
|
|
|
Jul 13, 2022
Q2 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.13K- 11.08% |
$101K - $123K
|
9.06K
$961K
|
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.14K- 2.76% |
$101K - $124K
|
40.1K
$4.25M
|
|
|
Aug 03, 2022
Q2 2022
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-1.18K- 2.27% |
$105K - $129K
|
50.8K
$5.39M
|
|
|
Aug 02, 2022
Q2 2022
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-1.2K- 16.53% |
$107K - $131K
|
6.07K
$645K
|
|
|
Jul 28, 2022
Q2 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.21K- 0.92% |
$108K - $132K
|
131K
$13.9M
|
|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.22K- 10.66% |
$108K - $133K
|
10.2K
$1.08M
|
|
|
Aug 04, 2022
Q2 2022
|
Platform Technology Partners
|
SELL
|
- |
-1.24K- 28.59% |
$111K - $136K
|
3.11K
$330K
|
|
|
Aug 02, 2022
Q2 2022
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-1.25K- 16.6% |
$112K - $137K
|
6.3K
$668K
|
|
|
Jul 26, 2022
Q2 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.26K- 2.51% |
$112K - $137K
|
48.8K
$5.18M
|