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
|
Black Diamond Financial, LLC
|
SELL
|
- |
-20.6K- 38.76% |
$1.84M - $2.25M
|
32.6K
$4.07M
|
|
|
Jul 19, 2022
Q2 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-21.1K- 46.63% |
$1.88M - $2.3M
|
24.1K
$3.01M
|
|
|
Jul 25, 2022
Q2 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-21.1K- 5.15% |
$1.88M - $2.3M
|
389K
$48.6M
|
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-21.2K- 45.44% |
$1.89M - $2.31M
|
25.4K
$3.18M
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-21.5K- 20.32% |
$1.92M - $2.35M
|
84.5K
$10.5M
|
|
|
Aug 04, 2022
Q2 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-21.8K- 76.53% |
$1.94M - $2.38M
|
6.69K
$835K
|
|
|
Aug 02, 2022
Q2 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-22.7K- 26.01% |
$2.02M - $2.47M
|
64.6K
$8.06M
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-23K- 4.57% |
$2.05M - $2.51M
|
481K
$60.1M
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-23.3K- 28.22% |
$2.08M - $2.54M
|
59.3K
$7.4M
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-23.6K- 17.66% |
$2.11M - $2.58M
|
110K
$13.8M
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-24.2K- 92.23% |
$2.15M - $2.64M
|
2.04K
$255K
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-24.9K- 85.91% |
$2.21M - $2.71M
|
4.08K
$510K
|
|
|
Aug 05, 2022
Q2 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-25.3K- 99.41% |
$2.25M - $2.76M
|
150
$18.7K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-25.7K- 5.79% |
$2.29M - $2.8M
|
418K
$52.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-25.9KClosed |
$2.31M - $2.83M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-27.9K- 35.08% |
$2.48M - $3.04M
|
51.6K
$6.45M
|
|
|
Aug 01, 2022
Q2 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-28.1K- 66.41% |
$2.5M - $3.06M
|
14.2K
$1.77M
|
|
|
Jul 27, 2022
Q2 2022
|
Lvz, Inc.
|
SELL
|
- |
-28.1K- 3.95% |
$2.5M - $3.06M
|
684K
$85.4M
|
|
|
Aug 03, 2022
Q2 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-28.6K- 29.38% |
$2.54M - $3.11M
|
68.6K
$8.57M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-28.7K- 51.59% |
$2.55M - $3.13M
|
26.9K
$3.36M
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-29K- 16.29% |
$2.58M - $3.16M
|
149K
$18.6M
|
|
|
Aug 01, 2022
Q2 2022
|
Graypoint LLC
|
SELL
|
- |
-29.1K- 13.51% |
$2.59M - $3.17M
|
186K
$23.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-29.2K- 3.63% |
$2.6M - $3.18M
|
774K
$96.7M
|
|
|
Jul 26, 2022
Q2 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-29.2K- 19.29% |
$2.6M - $3.19M
|
122K
$15.3M
|
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-29.2K- 23.76% |
$2.6M - $3.19M
|
93.9K
$11.7M
|
|
|
Jul 15, 2022
Q2 2022
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-29.4K- 11.78% |
$2.62M - $3.2M
|
220K
$27.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-30.5K- 35.87% |
$2.72M - $3.33M
|
54.6K
$6.82M
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-31K- 15.97% |
$2.76M - $3.38M
|
163K
$20.4M
|
|
|
Aug 04, 2022
Q2 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-31.1K- 60.21% |
$2.77M - $3.39M
|
20.6K
$2.57M
|
|
|
Jul 11, 2022
Q2 2022
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-31.7KClosed |
$2.82M - $3.45M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-32.4K- 55.37% |
$2.89M - $3.54M
|
26.1K
$3.26M
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-33.7K- 8.34% |
$3M - $3.67M
|
370K
$46.2M
|
|
|
Jul 21, 2022
Q2 2022
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-33.9KClosed |
$3.02M - $3.69M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-34.2K- 4.51% |
$3.05M - $3.73M
|
725K
$90.5M
|
|
|
Jul 22, 2022
Q2 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-35.2K- 20.52% |
$3.14M - $3.84M
|
136K
$17M
|
|
|
Jul 25, 2022
Q2 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-36.3K- 91.28% |
$3.23M - $3.95M
|
3.47K
$433K
|
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-36.5K- 9.72% |
$3.25M - $3.98M
|
339K
$42.3M
|
|
|
Aug 09, 2022
Q2 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-37.2K- 31.14% |
$3.31M - $4.05M
|
82.1K
$10.3M
|
|
|
Jul 26, 2022
Q2 2022
|
First Merchants Corp
|
SELL
|
- |
-37.8K- 13.32% |
$3.37M - $4.12M
|
246K
$30.7M
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-38K- 21.62% |
$3.38M - $4.14M
|
138K
$17.2M
|
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-38.4K- 78.83% |
$3.42M - $4.18M
|
10.3K
$1.29M
|
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-38.5K- 19.9% |
$3.43M - $4.2M
|
155K
$19.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-38.5K- 12.8% |
$3.43M - $4.2M
|
262K
$32.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-38.7K- 3.0% |
$3.44M - $4.21M
|
1.25M
$156M
|
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-38.8K- 83.91% |
$3.45M - $4.23M
|
7.43K
$928K
|
|
|
Aug 10, 2022
Q2 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-38.8K- 10.47% |
$3.45M - $4.23M
|
332K
$41.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-38.8KClosed |
$3.45M - $4.23M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-40.2K- 82.85% |
$3.58M - $4.39M
|
8.33K
$1.04M
|
|
|
Aug 11, 2022
Q2 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-40.3K- 24.41% |
$3.59M - $4.39M
|
125K
$15.6M
|
|
|
Aug 09, 2022
Q2 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-40.4K- 5.43% |
$3.6M - $4.41M
|
704K
$87.9M
|