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 19, 2022
Q2 2022
|
Gfs Advisors, LLC
|
BUY
|
- |
13.8K+ 27.26% |
$1.23M - $1.51M
|
64.5K
$8.13M
|
|
|
Jul 29, 2022
Q2 2022
|
Single Point Partners, LLC
|
BUY
|
- |
13.5K+ 5.73% |
$1.2M - $1.47M
|
248K
$31.3M
|
|
|
Jul 19, 2022
Q2 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
13.2K+ 28.91% |
$1.17M - $1.44M
|
58.7K
$7.41M
|
|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
13.2K+ 55.06% |
$1.17M - $1.44M
|
37.1K
$4.68M
|
|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
13.1K+ 8480.52% |
$1.16M - $1.42M
|
13.2K
$1.67M
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
13K+ 11.38% |
$1.15M - $1.41M
|
127K
$16M
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
BUY
|
- |
12.9K+ 6.09% |
$1.15M - $1.4M
|
224K
$28.3M
|
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
12.9K+ 3.67% |
$1.14M - $1.4M
|
363K
$45.8M
|
|
|
Jul 29, 2022
Q2 2022
|
Albion Financial Group
|
BUY
|
- |
12.6K+ 3.94% |
$1.12M - $1.37M
|
332K
$41.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
12.5K+ 10.78% |
$1.12M - $1.37M
|
129K
$16.2M
|
|
|
Aug 08, 2022
Q2 2022
|
Marietta Wealth Management, LLC
|
BUY
|
- |
12.4K+ 12.67% |
$1.11M - $1.36M
|
111K
$14M
|
|
|
Jul 11, 2022
Q2 2022
|
Financial Management Network Inc
|
BUY
|
- |
12.4K+ 20.54% |
$1.1M - $1.35M
|
72.7K
$9.17M
|
|
|
Aug 04, 2022
Q2 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
12.2K+ 56.37% |
$1.09M - $1.33M
|
33.8K
$4.27M
|
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
12.1K+ 1677.12% |
$1.08M - $1.32M
|
12.8K
$1.62M
|
|
|
Jul 22, 2022
Q2 2022
|
Gen Trust, LLC
|
BUY
|
- |
11.9KNew |
$1.06M - $1.3M
|
11.9K
$1.51M
|
|
|
Aug 12, 2022
Q2 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
11.9K+ 69.4% |
$1.06M - $1.3M
|
29K
$3.66M
|
|
|
Aug 09, 2022
Q2 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
11.8KNew |
$1.05M - $1.29M
|
11.8K
$1.49M
|
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
11.7K+ 44.17% |
$1.05M - $1.28M
|
38.3K
$4.84M
|
|
|
Jul 13, 2022
Q2 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
11.5KNew |
$1.03M - $1.26M
|
11.5K
$1.45M
|
|
|
Jul 22, 2022
Q2 2022
|
Forte Asset Management LLC
|
BUY
|
- |
11.4KNew |
$1.02M - $1.25M
|
11.4K
$1.44M
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
11.3K+ 6.51% |
$1.01M - $1.23M
|
185K
$23.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.3K+ 48.92% |
$1M - $1.23M
|
34.3K
$4.33M
|
|
|
Aug 08, 2022
Q2 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
11.3K+ 97.26% |
$1M - $1.23M
|
22.8K
$2.88M
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
10.8K+ 10.69% |
$963K - $1.18M
|
112K
$14.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
10.8K+ 48.53% |
$957K - $1.17M
|
32.9K
$4.15M
|
|
|
Jul 29, 2022
Q2 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
10.7K+ 13.61% |
$953K - $1.17M
|
89.3K
$11.3M
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
10.7K+ 3.99% |
$949K - $1.16M
|
278K
$35M
|
|
|
Aug 01, 2022
Q2 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
10.3K+ 9.94% |
$913K - $1.12M
|
113K
$14.3M
|
|
|
Jul 21, 2022
Q2 2022
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
10.2K+ 140.89% |
$906K - $1.11M
|
17.4K
$2.2M
|
|
|
Jul 06, 2022
Q2 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
9.99K+ 13.89% |
$890K - $1.09M
|
81.9K
$10.3M
|
|
|
Jul 25, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
9.65K+ 13.09% |
$859K - $1.05M
|
83.3K
$10.5M
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
9.55K+ 22.6% |
$851K - $1.04M
|
51.8K
$6.54M
|
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
9.47K+ 3.42% |
$843K - $1.03M
|
286K
$36.1M
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
9.41K+ 27.72% |
$838K - $1.03M
|
43.3K
$5.47M
|
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
9.31K+ 173.63% |
$829K - $1.02M
|
14.7K
$1.85M
|
|
|
Aug 03, 2022
Q2 2022
|
Emerson Wealth, LLC
|
BUY
|
- |
9.28K+ 37.92% |
$826K - $1.01M
|
33.8K
$4.26M
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
9.22K+ 1.67% |
$821K - $1.01M
|
560K
$70.7M
|
|
|
Jul 15, 2022
Q2 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
9.14K+ 15.28% |
$814K - $996K
|
69K
$8.7M
|
|
|
Aug 01, 2022
Q2 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
9.1K+ 1.89% |
$810K - $992K
|
489K
$61.7M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.08K+ 1.77% |
$808K - $989K
|
523K
$66M
|
|
|
Jul 13, 2022
Q2 2022
|
Ern LLC
|
BUY
|
- |
9KNew |
$801K - $981K
|
9K
$1.14M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
9K+ 2.33% |
$801K - $981K
|
396K
$50M
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
8.8K+ 14.14% |
$783K - $959K
|
71K
$8.96M
|
|
|
Jul 15, 2022
Q2 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
8.79K+ 1.46% |
$783K - $959K
|
609K
$76.9M
|
|
|
Aug 08, 2022
Q2 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
8.76K+ 5.28% |
$780K - $955K
|
175K
$22.1M
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
8.75KNew |
$779K - $954K
|
8.75K
$1.1M
|
|
|
Jul 22, 2022
Q2 2022
|
Central Bank & Trust CO
|
BUY
|
- |
8.73K+ 30.7% |
$777K - $952K
|
37.2K
$4.69M
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.68K+ 10.69% |
$772K - $946K
|
89.8K
$11.3M
|
|
|
Jul 13, 2022
Q2 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
8.54K+ 21.15% |
$761K - $931K
|
48.9K
$6.17M
|
|
|
Jul 13, 2022
Q2 2022
|
Steph & CO
|
BUY
|
- |
8.44K+ 57.77% |
$751K - $920K
|
23.1K
$2.91M
|