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
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-2.95K- 3.88% |
$263K - $322K
|
73.1K
$9.22M
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-2.98K- 20.91% |
$265K - $325K
|
11.3K
$1.42M
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-3K- 99.27% |
$267K - $327K
|
22
$2.78K
|
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-3K- 35.53% |
$267K - $327K
|
5.44K
$686K
|
|
|
Jul 15, 2022
Q2 2022
|
Wealth Management Partners, LLC
|
SELL
|
- |
-3K- 9.09% |
$267K - $327K
|
30K
$3.78M
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-3.02K- 50.85% |
$269K - $329K
|
2.92K
$368K
|
|
|
Aug 05, 2022
Q2 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-3.02KClosed |
$269K - $330K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Virginia National Bank
|
SELL
|
- |
-3.03K- 32.05% |
$269K - $330K
|
6.41K
$809K
|
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-3.06K- 13.75% |
$273K - $334K
|
19.2K
$2.42M
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.08K- 23.03% |
$274K - $335K
|
10.3K
$1.3M
|
|
|
Aug 15, 2022
Q2 2022
|
High Pines Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-3.11K- 10.54% |
$277K - $339K
|
26.4K
$3.33M
|
|
|
Jul 18, 2022
Q2 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-3.14KClosed |
$280K - $343K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-3.17K- 9.08% |
$282K - $345K
|
31.7K
$4M
|
|
|
Jul 12, 2022
Q2 2022
|
Dentgroup LLC
|
SELL
|
- |
-3.18K- 37.47% |
$283K - $346K
|
5.3K
$669K
|
|
|
Aug 08, 2022
Q2 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-3.19K- 59.32% |
$284K - $347K
|
2.19K
$276K
|
|
|
Feb 01, 2023
Q2 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-3.19K- 59.32% |
$284K - $347K
|
2.19K
$276K
|
|
|
Jul 11, 2022
Q2 2022
|
Orser Capital Management, LLC
|
SELL
|
- |
-3.2KClosed |
$285K - $349K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-3.21K- 8.03% |
$286K - $350K
|
36.7K
$4.63M
|
|
|
Jul 08, 2022
Q2 2022
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-3.23K- 57.82% |
$287K - $352K
|
2.35K
$297K
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.25K- 27.32% |
$289K - $354K
|
8.65K
$1.09M
|
|
|
Aug 10, 2022
Q2 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-3.27K- 15.94% |
$291K - $356K
|
17.2K
$2.17M
|
|
|
Jul 20, 2022
Q2 2022
|
Courier Capital LLC
|
SELL
|
- |
-3.3K- 5.65% |
$293K - $359K
|
55K
$6.94M
|
|
|
Jul 21, 2022
Q2 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-3.3K- 1.28% |
$294K - $360K
|
254K
$32.1M
|
|
|
Jul 29, 2022
Q2 2022
|
Aspireon Wealth Advisors
|
SELL
|
- |
-3.31K- 9.6% |
$294K - $360K
|
31.1K
$3.92M
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.33K- 4.96% |
$297K - $363K
|
63.9K
$8.06M
|
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-3.37K- 7.67% |
$300K - $367K
|
40.5K
$5.12M
|
|
|
Aug 10, 2022
Q2 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.49K- 16.04% |
$311K - $380K
|
18.3K
$2.3M
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-3.54K- 5.77% |
$315K - $386K
|
57.7K
$7.28M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.58K- 0.49% |
$318K - $390K
|
723K
$91.2M
|
|
|
Aug 01, 2022
Q2 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-3.58KClosed |
$319K - $391K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-3.59K- 4.64% |
$319K - $391K
|
73.7K
$9.3M
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
SELL
|
- |
-3.61K- 32.0% |
$321K - $393K
|
7.67K
$968K
|
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-3.61K- 99.64% |
$322K - $394K
|
13
$1.64K
|
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-3.62K- 26.89% |
$322K - $395K
|
9.85K
$1.24M
|
|
|
Aug 12, 2022
Q2 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-3.66K- 23.64% |
$325K - $399K
|
11.8K
$1.49M
|
|
|
Aug 01, 2022
Q2 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-3.67KClosed |
$326K - $400K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Legacy Financial Group LLC
|
SELL
|
- |
-3.69K- 18.07% |
$328K - $402K
|
16.7K
$2.11M
|
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-3.73KClosed |
$332K - $407K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-3.74K- 7.08% |
$333K - $407K
|
49.1K
$6.19M
|
|
|
Aug 08, 2022
Q2 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-3.74KClosed |
$333K - $407K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-3.75KClosed |
$334K - $409K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-3.77K- 36.51% |
$336K - $411K
|
6.56K
$828K
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-3.79K- 44.92% |
$338K - $413K
|
4.65K
$586K
|
|
|
Jul 13, 2022
Q2 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-3.8K- 3.91% |
$339K - $415K
|
93.6K
$11.8M
|
|
|
Aug 08, 2022
Q2 2022
|
Resolute Advisors LLC
|
SELL
|
- |
-3.82K- 7.54% |
$340K - $416K
|
46.8K
$5.91M
|
|
|
Jul 21, 2022
Q2 2022
|
Middleton & CO Inc
|
SELL
|
- |
-3.84K- 4.19% |
$341K - $418K
|
87.8K
$11.1M
|
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-3.84K- 33.5% |
$342K - $419K
|
7.62K
$962K
|
|
|
Aug 05, 2022
Q2 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-3.88K- 36.37% |
$346K - $423K
|
6.79K
$857K
|
|
|
Aug 04, 2022
Q2 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-3.91K- 4.53% |
$348K - $426K
|
82.4K
$10.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-4KClosed |
$356K - $436K
|
0
$0
|