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 09, 2022
Q2 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
20.9K+ 21.58% |
$1.86M - $2.27M
|
118K
$14.7M
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
20.8K+ 11.73% |
$1.85M - $2.27M
|
198K
$24.8M
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
20.8K+ 11.73% |
$1.85M - $2.27M
|
198K
$24.8M
|
|
Jul 22, 2022
Q2 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
20.8K+ 13.34% |
$1.85M - $2.26M
|
177K
$22M
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
20.2K+ 0.29% |
$1.8M - $2.2M
|
7.07M
$883M
|
|
Aug 04, 2022
Q2 2022
|
Plancorp, LLC
|
BUY
|
- |
19.8K+ 621.05% |
$1.76M - $2.16M
|
23K
$2.87M
|
|
Jan 12, 2023
Q2 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
19.8K+ 11.93% |
$1.76M - $2.16M
|
186K
$23.2M
|
|
Aug 11, 2022
Q2 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
19.7K+ 43.88% |
$1.75M - $2.15M
|
64.6K
$8.06M
|
|
Jul 13, 2022
Q2 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
19.4K+ 7.16% |
$1.73M - $2.12M
|
290K
$36.3M
|
|
Jul 29, 2022
Q2 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
19.4KNew |
$1.73M - $2.12M
|
19.4K
$2.42M
|
|
Aug 15, 2022
Q2 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
19KNew |
$1.69M - $2.07M
|
19K
$2.38M
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
18.9K+ 282.63% |
$1.69M - $2.06M
|
25.6K
$3.2M
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
18.8K+ 8.14% |
$1.67M - $2.04M
|
249K
$31.1M
|
|
Aug 15, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
18.5KNew |
$1.65M - $2.02M
|
18.5K
$2.31M
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
18.5K+ 0.91% |
$1.65M - $2.02M
|
2.06M
$257M
|
|
Jul 14, 2022
Q2 2022
|
Highland Private Wealth Management
|
BUY
|
- |
18.2K+ 19.14% |
$1.62M - $1.98M
|
113K
$14.1M
|
|
Jul 22, 2022
Q2 2022
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
18.1K+ 17.36% |
$1.62M - $1.98M
|
123K
$15.3M
|
|
Jul 19, 2022
Q2 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
18.1K+ 6.57% |
$1.61M - $1.97M
|
294K
$36.7M
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
17.7K+ 7.84% |
$1.58M - $1.93M
|
244K
$30.5M
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
17.7K+ 2.17% |
$1.57M - $1.92M
|
831K
$104M
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
17.6K+ 29.71% |
$1.56M - $1.91M
|
76.6K
$9.57M
|
|
Aug 02, 2022
Q2 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
17.1K+ 38.79% |
$1.52M - $1.87M
|
61.2K
$7.65M
|
|
Jul 13, 2022
Q2 2022
|
Tl Private Wealth
|
BUY
|
- |
17KNew |
$1.51M - $1.85M
|
17K
$2.12M
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
16.9K+ 35.67% |
$1.5M - $1.84M
|
64.3K
$8.03M
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
16.7K+ 9.38% |
$1.48M - $1.82M
|
194K
$24.3M
|
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
16.5K+ 5.48% |
$1.47M - $1.8M
|
318K
$39.7M
|
|
Jul 29, 2022
Q2 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
16.1K+ 5.29% |
$1.43M - $1.75M
|
320K
$39.9M
|
|
Aug 10, 2022
Q2 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
16K+ 66.57% |
$1.42M - $1.74M
|
39.9K
$4.99M
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
15.8K+ 3.71% |
$1.41M - $1.73M
|
443K
$55.3M
|
|
Aug 01, 2022
Q2 2022
|
Harbor Advisory Corp
|
BUY
|
- |
15.7K+ 32.46% |
$1.4M - $1.71M
|
64.1K
$8M
|
|
Aug 23, 2022
Q2 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
15.7K+ 67.95% |
$1.39M - $1.71M
|
38.7K
$4.83M
|
|
Aug 10, 2022
Q2 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
15.6K+ 414.52% |
$1.39M - $1.7M
|
19.3K
$2.41M
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
15.5K+ 1.72% |
$1.38M - $1.69M
|
918K
$115M
|
|
Jul 15, 2022
Q2 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
15.3K+ 3.86% |
$1.36M - $1.67M
|
412K
$51.4M
|
|
Aug 01, 2022
Q2 2022
|
Quattro Financial Advisors LLC
|
BUY
|
- |
15.3K+ 153.5% |
$1.36M - $1.66M
|
25.2K
$3.15M
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
BUY
|
- |
15.2K+ 36.38% |
$1.35M - $1.66M
|
57K
$7.12M
|
|
Aug 02, 2022
Q2 2022
|
Hills Bank & Trust CO
|
BUY
|
- |
15.2K+ 8.54% |
$1.35M - $1.66M
|
193K
$24.1M
|
|
Aug 15, 2022
Q2 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
15.2K+ 194.3% |
$1.35M - $1.66M
|
23K
$2.87M
|
|
Jul 01, 2022
Q2 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
15.2K+ 9.3% |
$1.35M - $1.66M
|
179K
$22.3M
|
|
Jul 28, 2022
Q2 2022
|
Citizens National Bank Trust Department
|
BUY
|
- |
15.1K+ 34.37% |
$1.34M - $1.64M
|
58.9K
$7.36M
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
15K+ 17.87% |
$1.34M - $1.64M
|
99K
$12.4M
|
|
Aug 11, 2022
Q2 2022
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
14.8KNew |
$1.32M - $1.61M
|
14.8K
$1.85M
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
14.8K+ 4.38% |
$1.32M - $1.61M
|
353K
$44.1M
|
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
14.7K+ 74.12% |
$1.31M - $1.61M
|
34.6K
$4.33M
|
|
Aug 08, 2022
Q2 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
14.7K+ 23.38% |
$1.31M - $1.6M
|
77.6K
$9.69M
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
14.7K+ 21.42% |
$1.31M - $1.6M
|
83.2K
$10.4M
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
14.3K+ 3.48% |
$1.27M - $1.55M
|
423K
$52.9M
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
14.1K+ 25.35% |
$1.25M - $1.54M
|
69.7K
$8.7M
|
|
Jul 29, 2022
Q2 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
14KNew |
$1.24M - $1.52M
|
14K
$1.74M
|
|
Jul 22, 2022
Q2 2022
|
Legacy Wealth Management, Inc
|
BUY
|
- |
13.9K+ 4.16% |
$1.24M - $1.52M
|
349K
$43.6M
|