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 27, 2022
Q2 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-12.9K- 3.19% |
$1.15M - $1.41M
|
393K
$49M
|
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-13K- 98.24% |
$1.16M - $1.42M
|
232
$29K
|
|
|
Aug 11, 2022
Q2 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-13K- 12.74% |
$1.16M - $1.42M
|
89K
$11.1M
|
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-13K- 38.86% |
$1.16M - $1.42M
|
20.5K
$2.56M
|
|
|
Aug 01, 2022
Q2 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-13.1K- 69.71% |
$1.16M - $1.42M
|
5.67K
$709K
|
|
|
Aug 02, 2022
Q2 2022
|
Bank Of The West
|
SELL
|
- |
-13.2K- 12.01% |
$1.17M - $1.44M
|
96.4K
$12M
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-13.2K- 0.16% |
$1.18M - $1.44M
|
8.39M
$1.05B
|
|
|
Aug 01, 2022
Q2 2022
|
Yousif Capital Management, LLC
|
SELL
|
- |
-13.3K- 26.79% |
$1.19M - $1.45M
|
36.4K
$4.55M
|
|
|
Jul 22, 2022
Q2 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-13.3K- 9.73% |
$1.19M - $1.45M
|
124K
$15.4M
|
|
|
Jul 18, 2022
Q2 2022
|
Elm Partners Management LLC
|
SELL
|
- |
-13.3K- 36.81% |
$1.19M - $1.45M
|
22.9K
$2.86M
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-13.5K- 3.44% |
$1.2M - $1.47M
|
378K
$47.2M
|
|
|
Jul 07, 2022
Q2 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-13.5K- 18.23% |
$1.2M - $1.47M
|
60.6K
$7.56M
|
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-13.5K- 81.66% |
$1.2M - $1.47M
|
3.04K
$379K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-13.6K- 75.2% |
$1.21M - $1.48M
|
4.48K
$559K
|
|
|
Jul 15, 2022
Q2 2022
|
Tkg Advisors, LLC
|
SELL
|
- |
-13.6K- 26.77% |
$1.21M - $1.48M
|
37.2K
$4.65M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-14.1K- 30.9% |
$1.26M - $1.54M
|
31.5K
$3.94M
|
|
|
Jul 26, 2022
Q2 2022
|
First National Bank Of Hutchinson
|
SELL
|
- |
-14.1K- 9.37% |
$1.26M - $1.54M
|
136K
$17M
|
|
|
Jul 28, 2022
Q2 2022
|
Verde Capital Management
|
SELL
|
- |
-14.2K- 9.7% |
$1.26M - $1.55M
|
132K
$16.5M
|
|
|
Aug 03, 2022
Q2 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-14.2K- 3.46% |
$1.27M - $1.55M
|
397K
$49.6M
|
|
|
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
$96M
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-14.7K- 16.66% |
$1.31M - $1.61M
|
73.8K
$9.21M
|
|
|
Aug 03, 2022
Q2 2022
|
Nationwide Fund Advisors
|
SELL
|
- |
-15K- 0.88% |
$1.33M - $1.63M
|
1.69M
$212M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-15K- 17.55% |
$1.34M - $1.64M
|
70.5K
$8.81M
|
|
|
Aug 15, 2022
Q2 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-15.2K- 30.44% |
$1.35M - $1.66M
|
34.7K
$4.34M
|
|
|
Jul 08, 2022
Q2 2022
|
Mcia Inc
|
SELL
|
- |
-15.2K- 16.22% |
$1.36M - $1.66M
|
78.8K
$9.84M
|
|
|
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
$6.78M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-15.8K- 4.03% |
$1.41M - $1.73M
|
377K
$47M
|
|
|
Jul 07, 2022
Q2 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-16K- 5.51% |
$1.42M - $1.74M
|
274K
$34.2M
|
|
|
Jul 28, 2022
Q2 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-16.2K- 20.91% |
$1.44M - $1.76M
|
61.1K
$7.63M
|
|
|
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
$37.7M
|
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-17.3K- 4.14% |
$1.54M - $1.89M
|
401K
$50.1M
|
|
|
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
$7.52M
|
|
|
Aug 03, 2022
Q2 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-18.1K- 13.23% |
$1.61M - $1.97M
|
119K
$14.8M
|
|
|
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
$2.22M
|
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-18.5K- 50.67% |
$1.65M - $2.02M
|
18K
$2.25M
|
|
|
Jul 15, 2022
Q2 2022
|
Strong Box Wealth, LLC
|
SELL
|
- |
-18.6K- 76.53% |
$1.66M - $2.03M
|
5.7K
$712K
|
|
|
Aug 11, 2022
Q2 2022
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-18.6K- 35.36% |
$1.66M - $2.03M
|
34.1K
$4.25M
|
|
|
Aug 15, 2022
Q2 2022
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-18.7K- 46.69% |
$1.66M - $2.03M
|
21.3K
$2.66M
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-19.3K- 29.41% |
$1.72M - $2.1M
|
46.3K
$5.79M
|
|
|
Aug 10, 2022
Q2 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-19.4K- 15.86% |
$1.73M - $2.11M
|
103K
$12.8M
|
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-19.6K- 12.27% |
$1.75M - $2.14M
|
140K
$17.5M
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-19.7K- 26.62% |
$1.75M - $2.14M
|
54.2K
$6.77M
|
|
|
Jul 25, 2022
Q2 2022
|
Tnf LLC
|
SELL
|
- |
-20.6K- 46.21% |
$1.83M - $2.24M
|
24K
$2.99M
|
|
|
Jul 15, 2022
Q2 2022
|
Bt Wealth Management LLC
|
SELL
|
- |
-20.6KClosed |
$1.83M - $2.24M
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
G&S Capital LLC
|
SELL
|
- |
-20.6K- 34.95% |
$1.84M - $2.25M
|
38.4K
$4.79M
|