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 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-1.82K- 8.61% |
$162K - $199K
|
19.4K
$2.05M
|
|
Jan 19, 2024
Q2 2022
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-1.83K- 45.61% |
$163K - $200K
|
2.18K
$232K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.83K- 1.92% |
$163K - $200K
|
93.7K
$9.95M
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.85K- 10.99% |
$164K - $201K
|
14.9K
$1.59M
|
|
Aug 04, 2022
Q2 2022
|
Washington Trust Bank
|
SELL
|
- |
-1.85K- 18.05% |
$164K - $201K
|
8.39K
$890K
|
|
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
|
|
Jul 22, 2022
Q2 2022
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-1.87KClosed |
$166K - $203K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Family Management Corp
New York, NY |
SELL
|
- |
-1.87K- 11.85% |
$167K - $204K
|
13.9K
$1.48M
|
|
Jul 14, 2022
Q2 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-1.88KClosed |
$167K - $204K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.88KClosed |
$167K - $205K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.88K- 6.1% |
$167K - $205K
|
28.9K
$3.07M
|
|
Feb 20, 2025
Q2 2022
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-1.88KClosed |
$167K - $205K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Am Investment Strategies LLC
|
SELL
|
- |
-1.88KClosed |
$168K - $205K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Sterling Investment Management, LLC
|
SELL
|
- |
-1.89KClosed |
$168K - $206K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-1.89KClosed |
$168K - $206K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-1.89KClosed |
$169K - $206K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Derbend Asset Management
|
SELL
|
- |
-1.89KClosed |
$169K - $206K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1.9K- 2.27% |
$169K - $207K
|
81.7K
$8.67M
|
|
Aug 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.9KClosed |
$169K - $207K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Navalign, LLC
|
SELL
|
- |
-1.9K- 1.74% |
$169K - $207K
|
107K
$11.4M
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
SELL
|
- |
-1.91K- 8.63% |
$170K - $208K
|
20.2K
$2.15M
|
|
Aug 15, 2022
Q2 2022
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-1.92KClosed |
$170K - $209K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.92KClosed |
$171K - $209K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.93K- 1.93% |
$172K - $210K
|
98K
$10.4M
|
|
Aug 10, 2022
Q2 2022
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.94KClosed |
$172K - $211K
|
0
$0
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-1.94K- 98.68% |
$173K - $211K
|
26
$2.76K
|
|
Jul 12, 2022
Q2 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-1.95KClosed |
$173K - $212K
|
0
$0
|
|
Oct 23, 2024
Q2 2022
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-1.95KClosed |
$173K - $212K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.96KClosed |
$174K - $213K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Grove Bank & Trust
|
SELL
|
- |
-1.96K- 0.55% |
$174K - $214K
|
352K
$37.3M
|
|
Jul 25, 2022
Q2 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-1.98K- 14.93% |
$176K - $216K
|
11.3K
$1.2M
|
|
Jul 11, 2022
Q2 2022
|
Eclectic Associates Inc
|
SELL
|
- |
-2KClosed |
$178K - $218K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-2K- 29.48% |
$178K - $218K
|
4.79K
$508K
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-2K- 2.93% |
$178K - $218K
|
66.3K
$7.04M
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-2.01KClosed |
$179K - $219K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-2.01KClosed |
$179K - $219K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
F&V Capital Management, LLC
|
SELL
|
- |
-2.01KClosed |
$179K - $219K
|
0
$0
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.01K- 2.32% |
$179K - $219K
|
84.6K
$8.98M
|
|
Jul 20, 2022
Q2 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-2.02KClosed |
$179K - $220K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-2.02KClosed |
$179K - $220K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-2.02KClosed |
$180K - $220K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-2.03K- 5.2% |
$181K - $222K
|
37.1K
$3.94M
|
|
Jul 15, 2022
Q2 2022
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-2.04KClosed |
$181K - $222K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-2.04K- 7.28% |
$182K - $223K
|
26K
$2.76M
|
|
Jul 15, 2022
Q2 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.05KClosed |
$182K - $223K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Defined Wealth Management, LLC
|
SELL
|
- |
-2.06K- 5.44% |
$183K - $224K
|
35.7K
$3.79M
|
|
Aug 10, 2022
Q2 2022
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-2.06KClosed |
$184K - $225K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.07K- 2.53% |
$184K - $225K
|
79.5K
$8.44M
|