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 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-11.4K- 51.9% |
$1.01M - $1.24M
|
10.6K
$1.24M
|
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-11.5K- 13.39% |
$1.02M - $1.25M
|
74.4K
$8.76M
|
|
|
Aug 02, 2022
Q2 2022
|
Rmr Wealth Builders
|
SELL
|
- |
-11.8K- 9.75% |
$1.05M - $1.29M
|
109K
$12.9M
|
|
|
Aug 10, 2022
Q2 2022
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-11.9K- 4.07% |
$1.06M - $1.3M
|
281K
$33.1M
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-12K- 11.38% |
$1.07M - $1.31M
|
93.4K
$11M
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-12.2K- 2.13% |
$1.08M - $1.32M
|
559K
$65.8M
|
|
|
Jul 18, 2022
Q2 2022
|
Provence Wealth Management Group
|
SELL
|
- |
-12.2K- 70.85% |
$1.09M - $1.33M
|
5.02K
$591K
|
|
|
Jul 28, 2022
Q2 2022
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-12.2K- 17.02% |
$1.09M - $1.33M
|
59.5K
$7.01M
|
|
|
Jul 18, 2022
Q2 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-12.7K- 34.22% |
$1.13M - $1.39M
|
24.5K
$2.88M
|
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-12.8KClosed |
$1.14M - $1.4M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-12.9K- 3.19% |
$1.15M - $1.41M
|
393K
$46.2M
|
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-13K- 98.24% |
$1.16M - $1.42M
|
232
$27.3K
|
|
|
Aug 11, 2022
Q2 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-13K- 12.74% |
$1.16M - $1.42M
|
89K
$10.5M
|
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-13K- 38.86% |
$1.16M - $1.42M
|
20.5K
$2.41M
|
|
|
Aug 01, 2022
Q2 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-13.1K- 69.71% |
$1.16M - $1.42M
|
5.67K
$668K
|
|
|
Aug 02, 2022
Q2 2022
|
Bank Of The West
|
SELL
|
- |
-13.2K- 12.01% |
$1.17M - $1.44M
|
96.4K
$11.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-13.2K- 0.16% |
$1.18M - $1.44M
|
8.39M
$988M
|
|
|
Aug 01, 2022
Q2 2022
|
Yousif Capital Management, LLC
|
SELL
|
- |
-13.3K- 26.79% |
$1.19M - $1.45M
|
36.4K
$4.29M
|
|
|
Jul 22, 2022
Q2 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-13.3K- 9.73% |
$1.19M - $1.45M
|
124K
$14.6M
|
|
|
Jul 18, 2022
Q2 2022
|
Elm Partners Management LLC
|
SELL
|
- |
-13.3K- 36.81% |
$1.19M - $1.45M
|
22.9K
$2.7M
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-13.5K- 3.44% |
$1.2M - $1.47M
|
378K
$44.5M
|
|
|
Jul 07, 2022
Q2 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-13.5K- 18.23% |
$1.2M - $1.47M
|
60.6K
$7.13M
|
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-13.5K- 81.66% |
$1.2M - $1.47M
|
3.04K
$358K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-13.6K- 75.2% |
$1.21M - $1.48M
|
4.48K
$528K
|
|
|
Aug 13, 2025
Q2 2022
|
Stone X Group Inc.
|
SELL
|
- |
-13.6K- 11.27% |
$1.21M - $1.48M
|
107K
$12.6M
|
|
|
Jul 15, 2022
Q2 2022
|
Tkg Advisors, LLC
|
SELL
|
- |
-13.6K- 26.77% |
$1.21M - $1.48M
|
37.2K
$4.38M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-14.1K- 30.9% |
$1.26M - $1.54M
|
31.5K
$3.72M
|
|
|
Jul 26, 2022
Q2 2022
|
First National Bank Of Hutchinson
|
SELL
|
- |
-14.1K- 9.37% |
$1.26M - $1.54M
|
136K
$16.1M
|
|
|
Jul 28, 2022
Q2 2022
|
Verde Capital Management
|
SELL
|
- |
-14.2K- 9.7% |
$1.26M - $1.55M
|
132K
$15.6M
|
|
|
Aug 03, 2022
Q2 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-14.2K- 3.46% |
$1.27M - $1.55M
|
397K
$46.8M
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-14.5KClosed |
$1.29M - $1.58M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.6K- 1.87% |
$1.3M - $1.6M
|
769K
$90.5M
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-14.7K- 16.66% |
$1.31M - $1.61M
|
73.8K
$8.69M
|
|
|
Aug 03, 2022
Q2 2022
|
Nationwide Fund Advisors
|
SELL
|
- |
-15K- 0.88% |
$1.33M - $1.63M
|
1.69M
$200M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-15K- 17.55% |
$1.34M - $1.64M
|
70.5K
$8.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-15.2K- 30.44% |
$1.35M - $1.66M
|
34.7K
$4.09M
|
|
|
Jul 08, 2022
Q2 2022
|
Mcia Inc
|
SELL
|
- |
-15.2K- 16.22% |
$1.36M - $1.66M
|
78.8K
$9.28M
|
|
|
Aug 01, 2022
Q2 2022
|
4 J Wealth Management LLC
|
SELL
|
- |
-15.4KClosed |
$1.37M - $1.68M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-15.6K- 22.31% |
$1.39M - $1.7M
|
54.3K
$6.39M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-15.8K- 4.03% |
$1.41M - $1.73M
|
377K
$44.4M
|
|
|
Jul 07, 2022
Q2 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-16K- 5.51% |
$1.42M - $1.74M
|
274K
$32.3M
|
|
|
Jul 28, 2022
Q2 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-16.2K- 20.91% |
$1.44M - $1.76M
|
61.1K
$7.2M
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
SELL
|
- |
-16.5KClosed |
$1.47M - $1.8M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-16.6K- 5.2% |
$1.48M - $1.81M
|
302K
$35.6M
|
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-17.3K- 4.14% |
$1.54M - $1.89M
|
401K
$47.2M
|
|
|
Aug 05, 2022
Q2 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-17.7KClosed |
$1.57M - $1.93M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-17.7K- 22.72% |
$1.58M - $1.93M
|
60.2K
$7.09M
|
|
|
Aug 03, 2022
Q2 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-18.1K- 13.23% |
$1.61M - $1.97M
|
119K
$14M
|
|
|
Aug 26, 2022
Q2 2022
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-18.3KClosed |
$1.63M - $1.99M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-18.4K- 50.84% |
$1.64M - $2M
|
17.8K
$2.09M
|