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 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-1.35K- 37.72% |
$120K - $147K
|
2.23K
$281K
|
|
|
Jul 18, 2022
Q2 2022
|
Veracity Capital LLC
|
SELL
|
- |
-1.36K- 20.78% |
$121K - $148K
|
5.18K
$654K
|
|
|
Aug 10, 2022
Q2 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-1.36K- 9.4% |
$121K - $148K
|
13.1K
$1.65M
|
|
|
Jul 13, 2022
Q2 2022
|
Rockland Trust CO
|
SELL
|
- |
-1.37K- 10.15% |
$122K - $149K
|
12.1K
$1.53M
|
|
|
Jul 15, 2022
Q2 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-1.37K- 13.3% |
$122K - $149K
|
8.94K
$1.13M
|
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.4K- 10.59% |
$124K - $152K
|
11.8K
$1.49M
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.4K- 50.0% |
$125K - $153K
|
1.4K
$177K
|
|
|
Aug 08, 2022
Q2 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1.4K- 22.99% |
$125K - $153K
|
4.7K
$593K
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.41K- 18.62% |
$126K - $154K
|
6.16K
$777K
|
|
|
Jul 14, 2022
Q2 2022
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-1.42K- 1.97% |
$126K - $154K
|
70.3K
$8.87M
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-1.42K- 81.84% |
$127K - $155K
|
316
$39.9K
|
|
|
Oct 13, 2022
Q2 2022
|
Activest Wealth Management
|
SELL
|
- |
-1.43K- 26.07% |
$127K - $155K
|
4.04K
$510K
|
|
|
Jul 29, 2022
Q2 2022
|
Schwab Charitable Fund
|
SELL
|
- |
-1.44K- 23.16% |
$128K - $157K
|
4.78K
$603K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.46K- 11.06% |
$130K - $160K
|
11.8K
$1.48M
|
|
|
Jul 27, 2022
Q2 2022
|
Country Club Bank
|
SELL
|
- |
-1.47K- 3.59% |
$131K - $160K
|
39.4K
$4.97M
|
|
|
Jul 28, 2022
Q2 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.53K- 2.84% |
$136K - $166K
|
52.3K
$6.59M
|
|
|
Aug 09, 2022
Q2 2022
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-1.56K- 2.59% |
$139K - $170K
|
58.6K
$7.4M
|
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.56K- 9.58% |
$139K - $170K
|
14.7K
$1.86M
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.57K- 12.88% |
$139K - $171K
|
10.6K
$1.34M
|
|
|
Jul 22, 2022
Q2 2022
|
Bank Of Stockton
|
SELL
|
- |
-1.58K- 0.76% |
$141K - $172K
|
205K
$25.9M
|
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.58K- 8.24% |
$141K - $172K
|
17.6K
$2.22M
|
|
|
Aug 03, 2022
Q2 2022
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-1.6K- 1.0% |
$142K - $174K
|
158K
$19.9M
|
|
|
Jul 13, 2022
Q2 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.6K- 8.64% |
$142K - $174K
|
16.9K
$2.13M
|
|
|
Aug 05, 2022
Q2 2022
|
Staley Capital Advisers Inc
|
SELL
|
- |
-1.6K- 29.63% |
$142K - $174K
|
3.8K
$479K
|
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.6K- 5.83% |
$143K - $175K
|
25.9K
$3.27M
|
|
|
Aug 15, 2022
Q2 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-1.62K- 8.44% |
$144K - $177K
|
17.6K
$2.22M
|
|
|
Jul 18, 2022
Q2 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-1.63K- 10.13% |
$145K - $178K
|
14.5K
$1.83M
|
|
|
Aug 15, 2022
Q2 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.64K- 12.4% |
$146K - $179K
|
11.6K
$1.46M
|
|
|
Aug 01, 2022
Q2 2022
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-1.65KClosed |
$147K - $180K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Bowman & CO S.C.
|
SELL
|
- |
-1.66K- 21.77% |
$148K - $181K
|
5.98K
$754K
|
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.67K- 8.7% |
$149K - $182K
|
17.5K
$2.21M
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-1.68K- 0.5% |
$149K - $183K
|
332K
$41.9M
|
|
|
Aug 05, 2022
Q2 2022
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-1.68K- 1.44% |
$150K - $183K
|
115K
$14.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.72K- 2.22% |
$153K - $187K
|
75.6K
$9.53M
|
|
|
Jul 11, 2022
Q2 2022
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-1.72K- 17.95% |
$153K - $188K
|
7.87K
$993K
|
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.73K- 31.33% |
$154K - $188K
|
3.79K
$478K
|
|
|
Aug 01, 2022
Q2 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-1.73K- 6.0% |
$154K - $188K
|
27.1K
$3.42M
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.77K- 2.88% |
$157K - $193K
|
59.7K
$7.53M
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-1.78K- 97.65% |
$159K - $194K
|
43
$5.42K
|
|
|
Jul 14, 2022
Q2 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.8K- 3.84% |
$160K - $196K
|
45K
$5.68M
|
|
|
Aug 08, 2022
Q2 2022
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-1.81K- 1.66% |
$161K - $197K
|
107K
$13.5M
|
|
|
Aug 03, 2022
Q2 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-1.82K- 30.55% |
$162K - $198K
|
4.13K
$520K
|
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-1.82K- 8.61% |
$162K - $199K
|
19.4K
$2.44M
|
|
|
Jan 19, 2024
Q2 2022
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-1.83K- 45.61% |
$163K - $200K
|
2.18K
$275K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.83K- 1.92% |
$163K - $200K
|
93.7K
$11.8M
|
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.85K- 10.99% |
$164K - $201K
|
14.9K
$1.89M
|
|
|
Aug 04, 2022
Q2 2022
|
Washington Trust Bank
|
SELL
|
- |
-1.85K- 18.05% |
$164K - $201K
|
8.39K
$1.06M
|
|
|
Jul 25, 2022
Q2 2022
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-1.85KClosed |
$165K - $202K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.85KClosed |
$165K - $202K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-1.86KClosed |
$166K - $203K
|
0
$0
|