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 15, 2022 Q2 2022
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-91.3K
- 23.51%
$8.13M - $9.96M
297K $37.1M
Jul 27, 2022 Q2 2022
Aries Wealth Management

SELL
 -
-91.8K
- 97.15%
$8.18M - $10M
2.69K $336K
Aug 12, 2022 Q2 2022
Prime Capital Investment Advisors, LLC

Overland Park, KS
SELL
 -
-92.7K
- 88.64%
$8.25M - $10.1M
11.9K $1.48M
Jul 22, 2022 Q2 2022
Spire Wealth Management

SELL
 -
-97.9K
- 41.67%
$8.72M - $10.7M
137K $17.1M
Jul 28, 2022 Q2 2022
True Private Wealth Advisors

SELL
 -
-98.4K
- 81.22%
$8.76M - $10.7M
22.8K $2.84M
Mar 20, 2023 Q2 2022
American Portfolios Advisors

Holbrook, NY
SELL
 -
-102K
- 55.09%
$9.08M - $11.1M
83.2K $10.4M
Jul 14, 2022 Q2 2022
Wiser Wealth Management, Inc

SELL
 -
-104K
- 82.32%
$9.28M - $11.4M
22.4K $2.8M
Aug 12, 2022 Q2 2022
Klaas Financial Asset Advisors, LLC

Loves Park, IL
SELL
 -
-107K
- 74.81%
$9.5M - $11.6M
35.9K $4.49M
Aug 11, 2022 Q2 2022
Atria Investments LLC

Charlotte, NC
SELL
 -
-109K
- 55.24%
$9.66M - $11.8M
87.9K $11M
Mar 23, 2023 Q2 2022
Prostatis Group LLC

Hanover, MD
SELL
 -
-109K
- 26.75%
$9.73M - $11.9M
299K $37.4M
Jul 11, 2022 Q2 2022
Brookstone Capital Management

SELL
 -
-118K
- 25.7%
$10.5M - $12.8M
340K $42.5M
Aug 09, 2022 Q2 2022
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-119K
- 21.56%
$10.6M - $13M
434K $54.2M
Aug 12, 2022 Q2 2022
Robertson Stephens Wealth Management, LLC

San Francisco, CA
SELL
 -
-120K
- 56.29%
$10.7M - $13.1M
93K $11.6M
Jul 20, 2022 Q2 2022
Monument Capital Management

SELL
 -
-121K
- 71.89%
$10.7M - $13.1M
47.2K $5.89M
Aug 10, 2022 Q2 2022
Wealthsource Partners, LLC

SELL
 -
-125K
- 58.39%
$11.1M - $13.6M
88.8K $11.1M
Aug 08, 2022 Q2 2022
Keybank National Association

SELL
 -
-125K
- 3.3%
$11.2M - $13.7M
3.67M $459M
Jul 22, 2022 Q2 2022
Tanglewood Wealth Management, Inc.

SELL
 -
-129K
Closed
$11.5M - $14.1M
0 $0
Aug 11, 2022 Q2 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-131K
- 35.73%
$11.7M - $14.3M
236K $29.5M
Aug 11, 2022 Q2 2022
Financial Architects, Inc

Marlton, NJ
SELL
 -
-132K
Closed
$11.8M - $14.4M
0 $0
Jul 29, 2022 Q2 2022
Coulter & Justus Financial Services, LLC

SELL
 -
-140K
Closed
$12.5M - $15.3M
0 $0
Jul 22, 2022 Q2 2022
Forbes J M & CO LLP

SELL
 -
-142K
Closed
$12.6M - $15.4M
0 $0
Aug 12, 2022 Q2 2022
United Bank

Vienna, VA
SELL
 -
-142K
- 25.28%
$12.6M - $15.5M
420K $52.5M
Aug 12, 2024 Q2 2022
Abound Wealth Management

Franklin, TN
SELL
 -
-143K
- 45.15%
$12.7M - $15.6M
174K $21.7M
Jul 18, 2022 Q2 2022
Financial Sense Advisors, Inc.

SELL
 -
-151K
Closed
$13.4M - $16.4M
0 $0
Aug 12, 2022 Q2 2022
Ifp Advisors, Inc

SELL
 -
-166K
- 96.45%
$14.8M - $18.1M
6.12K $764K
Jul 20, 2022 Q2 2022
Planning Alternatives LTD

SELL
 -
-167K
- 35.68%
$14.9M - $18.2M
302K $37.7M
Aug 16, 2022 Q2 2022
Colony Group LLC

Boston, MA
SELL
 -
-174K
- 49.15%
$15.5M - $18.9M
180K $22.4M
Aug 04, 2022 Q2 2022
Steward Partners Investment Advisory, LLC

SELL
 -
-179K
- 21.22%
$15.9M - $19.5M
664K $82.9M
Jul 28, 2022 Q2 2022
Jb Capital LLC

SELL
 -
-180K
- 98.46%
$16M - $19.6M
2.81K $351K
Aug 12, 2022 Q2 2022
55 I, LLC

Boston, MA
SELL
 -
-190K
- 66.41%
$16.9M - $20.7M
95.9K $12M
Aug 12, 2022 Q2 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-202K
- 4.81%
$18M - $22M
4M $499M
Aug 12, 2022 Q2 2022
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-247K
- 18.75%
$22M - $27M
1.07M $134M
Jul 22, 2022 Q2 2022
Bogart Wealth, LLC

SELL
 -
-250K
- 99.35%
$22.3M - $27.3M
1.64K $205K
Aug 08, 2022 Q2 2022
Edge Capital Group, LLC

SELL
 -
-261K
- 99.62%
$23.2M - $28.4M
1.01K $126K
Aug 10, 2022 Q2 2022
Ubs Group Ag

SELL
 -
-302K
- 3.07%
$26.9M - $32.9M
9.51M $1.19B
Jul 21, 2022 Q2 2022
Aurora Private Wealth, Inc.

SELL
 -
-328K
- 97.88%
$29.2M - $35.7M
7.09K $885K
Aug 12, 2022 Q2 2022
Caisse De Depot Et Placement Du Quebec

Montreal, A8
SELL
 -
-355K
Closed
$31.6M - $38.7M
0 $0
Jul 25, 2022 Q2 2022
Sbb Research Group LLC

SELL
 -
-417K
- 58.01%
$37.2M - $45.5M
302K $37.7M
Jul 22, 2022 Q2 2022
Grimes & Company, Inc.

SELL
 -
-432K
- 78.63%
$38.5M - $47.1M
117K $14.7M
Aug 15, 2022 Q2 2022
Toroso Investments, LLC

Massapequa, NY
SELL
 -
-440K
- 99.51%
$39.1M - $47.9M
2.17K $270K
Aug 03, 2022 Q2 2022
Janney Montgomery Scott LLC

SELL
 -
-475K
- 26.79%
$42.3M - $51.7M
1.3M $162M
Aug 15, 2022 Q2 2022
Clark Capital Management Group, Inc.

Philadelphia, PA
SELL
 -
-534K
- 99.55%
$47.5M - $58.2M
2.41K $300K
Aug 15, 2022 Q2 2022
Stifel Financial Corp

St. Louis, MO
SELL
 -
-568K
- 37.78%
$50.6M - $61.9M
936K $117M
Aug 15, 2022 Q2 2022
Bank Of New York Mellon Corp

New York, NY
SELL
 -
-623K
- 4.36%
$55.5M - $67.9M
13.6M $1.7B
Aug 10, 2022 Q2 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-735K
- 26.21%
$65.5M - $80.2M
2.07M $259M
Jul 27, 2022 Q2 2022
Park Avenue Securities LLC

SELL
 -
-821K
- 91.05%
$73.1M - $89.5M
80.6K $10.1M
Aug 12, 2022 Q2 2022
Lpl Financial LLC

Fort Mill, SC
SELL
 -
-855K
- 11.21%
$76.1M - $93.2M
6.77M $846M
Aug 04, 2022 Q2 2022
Personal Capital Advisors Corp

SELL
 -
-873K
- 92.18%
$77.7M - $95.2M
74.1K $9.26M
Aug 16, 2022 Q2 2022
Cfs Investment Advisory Services, LLC

Totowa, NJ
SELL
 -
-910K
- 99.42%
$81M - $99.2M
5.27K $658K

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