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 20, 2022
Q2 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
38.7K+ 41.24% |
$3.45M - $4.22M
|
133K
$16.7M
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
38.5K+ 4.26% |
$3.43M - $4.2M
|
941K
$119M
|
|
Aug 22, 2022
Q2 2022
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
38.3K+ 10.8% |
$3.41M - $4.17M
|
393K
$49.6M
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
38.2K+ 5.62% |
$3.4M - $4.16M
|
717K
$90.4M
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
37.8K+ 0.6% |
$3.36M - $4.12M
|
6.35M
$801M
|
|
Jul 12, 2022
Q2 2022
|
Holland Advisory Services, Inc.
|
BUY
|
- |
37.3K+ 86.88% |
$3.32M - $4.06M
|
80.2K
$10.1M
|
|
Aug 11, 2022
Q2 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
36.2K+ 26.31% |
$3.22M - $3.95M
|
174K
$21.9M
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
36.1K+ 3.46% |
$3.21M - $3.94M
|
1.08M
$136M
|
|
Aug 08, 2022
Q2 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
35.9K+ 12.33% |
$3.2M - $3.92M
|
327K
$41.3M
|
|
Jul 29, 2022
Q2 2022
|
Greenfield Savings Bank
|
BUY
|
- |
35.2KNew |
$3.13M - $3.84M
|
35.2K
$4.44M
|
|
Jul 11, 2022
Q2 2022
|
West Coast Financial LLC
|
BUY
|
- |
34.6K+ 4.86% |
$3.08M - $3.77M
|
746K
$94.2M
|
|
Jul 27, 2022
Q2 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
33.1K+ 212.72% |
$2.95M - $3.61M
|
48.7K
$6.14M
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
32.9K+ 7.05% |
$2.93M - $3.59M
|
500K
$63M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
32.8K+ 1.08% |
$2.92M - $3.57M
|
3.08M
$388M
|
|
Aug 03, 2022
Q2 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
32.1K+ 23.24% |
$2.86M - $3.5M
|
170K
$21.5M
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
32.1K+ 12.7% |
$2.85M - $3.5M
|
285K
$35.9M
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
31K+ 44.49% |
$2.76M - $3.38M
|
101K
$12.7M
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
30.4K+ 46.51% |
$2.71M - $3.32M
|
95.8K
$12.1M
|
|
Jul 13, 2022
Q2 2022
|
Jvl Associates LLC
|
BUY
|
- |
30.3K+ 80.71% |
$2.7M - $3.3M
|
67.8K
$8.56M
|
|
Aug 09, 2022
Q2 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
30.2K+ 19.02% |
$2.69M - $3.3M
|
189K
$23.9M
|
|
Aug 10, 2022
Q2 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
29.9K+ 24.92% |
$2.66M - $3.25M
|
150K
$18.9M
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
29.7K+ 11.66% |
$2.64M - $3.24M
|
284K
$35.9M
|
|
Jul 27, 2022
Q2 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
28.1K+ 317.19% |
$2.5M - $3.06M
|
36.9K
$4.66M
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
27.8K+ 4.29% |
$2.48M - $3.03M
|
677K
$85.4M
|
|
Jul 25, 2022
Q2 2022
|
Arrow Financial Corp
|
BUY
|
- |
27.1K+ 7.89% |
$2.41M - $2.95M
|
370K
$46.7M
|
|
Jul 20, 2022
Q2 2022
|
Divergent Wealth Advisors
|
BUY
|
- |
26.6K+ 24.8% |
$2.36M - $2.89M
|
134K
$16.9M
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
26.1K+ 12.25% |
$2.32M - $2.84M
|
239K
$30.2M
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
25.9K+ 11.82% |
$2.31M - $2.82M
|
245K
$30.9M
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
BUY
|
- |
25.3K+ 3.47% |
$2.25M - $2.75M
|
753K
$94.9M
|
|
Aug 03, 2022
Q2 2022
|
First National Trust CO
|
BUY
|
- |
25K+ 60.49% |
$2.22M - $2.72M
|
66.3K
$8.36M
|
|
Jul 07, 2022
Q2 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
24.6K+ 11.32% |
$2.19M - $2.68M
|
242K
$30.5M
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
24.5K+ 3.92% |
$2.18M - $2.67M
|
650K
$82M
|
|
Jul 07, 2022
Q2 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
24.4K+ 8.02% |
$2.18M - $2.66M
|
329K
$41.5M
|
|
Nov 03, 2022
Q2 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
24.4KNew |
$2.17M - $2.66M
|
24.4K
$3.08M
|
|
Jul 12, 2022
Q2 2022
|
Bridges Investment Management Inc
|
BUY
|
- |
24.3K+ 2.34% |
$2.16M - $2.64M
|
1.06M
$134M
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
24.2K+ 0.27% |
$2.15M - $2.64M
|
8.98M
$1.13B
|
|
Jul 11, 2022
Q2 2022
|
Northstar Advisory Group, LLC
|
BUY
|
- |
23.9K+ 67.8% |
$2.13M - $2.61M
|
59.2K
$7.47M
|
|
Jul 25, 2022
Q2 2022
|
Founders Capital Management, LLC
|
BUY
|
- |
23.8KNew |
$2.12M - $2.6M
|
23.8K
$3.01M
|
|
Aug 12, 2022
Q2 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
23.5K+ 37.68% |
$2.1M - $2.57M
|
86K
$10.9M
|
|
Aug 12, 2022
Q2 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
23.4KNew |
$2.08M - $2.55M
|
23.4K
$2.95M
|
|
Aug 02, 2022
Q2 2022
|
Colony Family Offices, LLC
|
BUY
|
- |
23.3K+ 13.63% |
$2.08M - $2.55M
|
195K
$24.6M
|
|
Aug 12, 2022
Q2 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
23.3KNew |
$2.07M - $2.54M
|
23.3K
$2.94M
|
|
Jul 13, 2022
Q2 2022
|
Santori & Peters, Inc.
|
BUY
|
- |
23.2KNew |
$2.07M - $2.53M
|
23.2K
$2.93M
|
|
Aug 02, 2022
Q2 2022
|
Advisor Os, LLC
|
BUY
|
- |
23K+ 467.93% |
$2.05M - $2.51M
|
28K
$3.53M
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
22.2K+ 12.85% |
$1.97M - $2.42M
|
195K
$24.6M
|
|
Jul 21, 2022
Q2 2022
|
Accredited Investors Inc.
|
BUY
|
- |
22.1K+ 3.26% |
$1.97M - $2.41M
|
701K
$88.4M
|
|
Sep 21, 2023
Q2 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
21.6K+ 17.26% |
$1.93M - $2.36M
|
147K
$18.5M
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
BUY
|
- |
21.6K+ 435.48% |
$1.92M - $2.36M
|
26.6K
$3.35M
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
21.3K+ 656.17% |
$1.89M - $2.32M
|
24.5K
$3.09M
|
|
Aug 08, 2022
Q2 2022
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
20.9KNew |
$1.86M - $2.28M
|
20.9K
$2.64M
|