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 12, 2022 Q2 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
SELL
 -
-2.16K
- 19.27%
$192K - $235K
9.03K $1.14M
Jul 18, 2022 Q2 2022
Moody Aldrich Partners LLC

SELL
 -
-2.16K
Closed
$192K - $235K
0 $0
Aug 09, 2022 Q2 2022
Regatta Capital Group, LLC

El Segundo, CA
SELL
 -
-2.17K
- 10.43%
$193K - $236K
18.6K $2.35M
Aug 04, 2022 Q2 2022
Financial Advisors Network, Inc.

SELL
 -
-2.18K
Closed
$194K - $238K
0 $0
Jul 29, 2022 Q2 2022
Bernardo Wealth Planning LLC

SELL
 -
-2.19K
- 44.69%
$195K - $238K
2.71K $341K
Jul 26, 2022 Q2 2022
Northwest Wealth Management, LLC

SELL
 -
-2.22K
Closed
$197K - $242K
0 $0
Aug 10, 2022 Q2 2022
Capital Planning Advisors, LLC

Sacramento, CA
SELL
 -
-2.25K
Closed
$200K - $245K
0 $0
Aug 05, 2022 Q2 2022
Wade Financial Advisory, Inc

SELL
 -
-2.25K
Closed
$200K - $245K
0 $0
Aug 16, 2022 Q2 2022
Gries Financial LLC

Cleveland, OH
SELL
 -
-2.25K
Closed
$200K - $245K
0 $0
Jul 13, 2022 Q2 2022
Monterey Private Wealth, Inc.

SELL
 -
-2.25K
Closed
$201K - $246K
0 $0
Jul 27, 2022 Q2 2022
O Donnell Financial Services, LLC

SELL
 -
-2.3K
Closed
$205K - $251K
0 $0
Feb 24, 2023 Q2 2022
Kaydan Wealth Management, Inc.

Fenton, MI
SELL
 -
-2.32K
Closed
$207K - $253K
0 $0
Aug 02, 2022 Q2 2022
Blue Sky Wealth Advisors, LLC

SELL
 -
-2.34K
- 8.67%
$208K - $255K
24.6K $3.1M
Jul 29, 2022 Q2 2022
Peoples Bank

SELL
 -
-2.36K
- 3.95%
$210K - $258K
57.5K $7.25M
Jul 27, 2022 Q2 2022
Paradigm Financial Partners, LLC

SELL
 -
-2.42K
Closed
$215K - $263K
0 $0
Jul 12, 2022 Q2 2022
Verity Wealth Advisors

SELL
 -
-2.42K
Closed
$215K - $264K
0 $0
Aug 15, 2022 Q2 2022
Sovereign Financial Group, Inc.

Stamford, CT
SELL
 -
-2.43K
- 16.65%
$216K - $265K
12.1K $1.53M
Jul 28, 2022 Q2 2022
Exchange Capital Management, Inc.

SELL
 -
-2.44K
- 1.98%
$217K - $266K
121K $15.2M
Jul 29, 2022 Q2 2022
Primoris Wealth Advisors, LLC

SELL
 -
-2.45K
Closed
$218K - $267K
0 $0
Aug 10, 2022 Q2 2022
Mackenzie Financial Corp

Toronto Ontario, A6
SELL
 -
-2.45K
- 10.09%
$218K - $267K
21.9K $2.76M
Aug 11, 2022 Q2 2022
Nixon Peabody Trust CO

Boston, MA
SELL
 -
-2.48K
- 7.9%
$221K - $271K
28.9K $3.65M
Jul 28, 2022 Q2 2022
Hodges Capital Management Inc.

SELL
 -
-2.49K
Closed
$222K - $272K
0 $0
Jul 21, 2022 Q2 2022
Market Street Wealth Management Advisors LLC

SELL
 -
-2.5K
- 14.17%
$222K - $272K
15.1K $1.91M
Aug 12, 2022 Q2 2022
River Glades Family Offices LLC

Naples, FL
SELL
 -
-2.5K
- 10.22%
$223K - $273K
22K $2.77M
Aug 10, 2022 Q2 2022
Perennial Investment Advisors, LLC

Los Angeles, CA
SELL
 -
-2.53K
- 9.51%
$225K - $275K
24K $3.03M
Jul 27, 2022 Q2 2022
V Wealth Advisors LLC

SELL
 -
-2.54K
- 16.74%
$226K - $276K
12.6K $1.59M
Aug 03, 2022 Q2 2022
Novare Capital Management LLC

SELL
 -
-2.58K
Closed
$229K - $281K
0 $0
Aug 02, 2022 Q2 2022
Comerica Bank

SELL
 -
-2.6K
- 0.32%
$232K - $284K
804K $101M
Aug 11, 2022 Q2 2022
Liquid Strategies, LLC

Atlanta, GA
SELL
 -
-2.63K
- 3.26%
$234K - $287K
78K $9.84M
Aug 08, 2022 Q2 2022
Thrive Capital Management, LLC

Fort Washington, PA
SELL
 -
-2.64K
Closed
$235K - $287K
0 $0
Jul 15, 2022 Q2 2022
Marino, Stram & Associates LLC

SELL
 -
-2.66K
- 2.04%
$236K - $289K
128K $16.1M
Aug 15, 2022 Q2 2022
Moore Capital Management, LP

New York, NY
SELL
 -
-2.67K
Closed
$238K - $291K
0 $0
Aug 01, 2022 Q2 2022
Armbruster Capital Management, Inc.

SELL
 -
-2.69K
- 9.41%
$239K - $293K
25.9K $3.27M
Aug 15, 2022 Q2 2022
Endowment Wealth Management, Inc.

Appleton, WI
SELL
 -
-2.7K
Closed
$240K - $294K
0 $0
Aug 03, 2022 Q2 2022
Miramar Capital, LLC

SELL
 -
-2.7K
Closed
$240K - $294K
0 $0
Aug 02, 2022 Q2 2022
3 D/L Capital Management, LLC

SELL
 -
-2.72K
Closed
$242K - $297K
0 $0
Jul 25, 2022 Q2 2022
Btc Capital Management, Inc.

SELL
 -
-2.74K
- 34.04%
$244K - $299K
5.32K $671K
Aug 09, 2022 Q2 2022
Quantbot Technologies LP

New York, NY
SELL
 -
-2.78K
Closed
$248K - $303K
0 $0
Jul 06, 2022 Q2 2022
Capital Investment Advisors, LLC

SELL
 -
-2.78K
- 0.96%
$248K - $304K
288K $36.3M
Jul 20, 2022 Q2 2022
Dearborn Partners LLC

SELL
 -
-2.78K
Closed
$248K - $304K
0 $0
Jul 12, 2022 Q2 2022
Seven Bridge Financial Group, LLC

SELL
 -
-2.81K
- 6.95%
$250K - $306K
37.6K $4.74M
Aug 11, 2022 Q2 2022
King Wealth

Saratoga Springs, NY
SELL
 -
-2.82K
- 1.79%
$251K - $308K
155K $19.6M
Aug 10, 2022 Q2 2022
Vantage Financial Partners, LLC

Elm Grove, WI
SELL
 -
-2.82K
- 7.68%
$251K - $308K
33.9K $4.28M
Aug 02, 2022 Q2 2022
Lincoln National Corp

SELL
 -
-2.84K
- 2.44%
$252K - $309K
113K $14.3M
Aug 11, 2022 Q2 2022
Congress Wealth Management LLC

Boston, MA
SELL
 -
-2.84K
- 3.41%
$253K - $310K
80.5K $10.1M
Jul 13, 2022 Q2 2022
Life Steps Financial, Inc.

SELL
 -
-2.85K
- 15.35%
$254K - $311K
15.7K $1.98M
Nov 18, 2022 Q2 2022
Citizens Business Bank

Ontario, CA
SELL
 -
-2.89K
- 2.94%
$257K - $315K
95.2K $12M
Aug 05, 2022 Q2 2022
Lws Wealth Advisors, Inc.

SELL
 -
-2.9K
- 4.03%
$258K - $316K
68.9K $8.69M
Aug 05, 2022 Q2 2022
Fort Washington Investment Advisors Inc

SELL
 -
-2.94K
- 6.36%
$262K - $320K
43.2K $5.45M

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