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 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
8.4K+ 4.9% |
$747K - $915K
|
180K
$22.4M
|
|
Jul 11, 2022
Q2 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
8.19K+ 40.62% |
$730K - $893K
|
28.4K
$3.54M
|
|
Aug 11, 2022
Q2 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
8.19K+ 9.13% |
$730K - $893K
|
97.9K
$12.2M
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
BUY
|
- |
8.16K+ 98.17% |
$727K - $890K
|
16.5K
$2.06M
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
8.15K+ 2.71% |
$725K - $888K
|
309K
$38.5M
|
|
Aug 11, 2022
Q2 2022
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
8.11K+ 37.87% |
$722K - $884K
|
29.5K
$3.69M
|
|
Jul 22, 2022
Q2 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
8.1K+ 5.6% |
$721K - $883K
|
153K
$19.1M
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8K+ 199900.0% |
$712K - $872K
|
8K
$999K
|
|
Jul 29, 2022
Q2 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
7.93K+ 6.46% |
$706K - $865K
|
131K
$16.3M
|
|
Jul 26, 2022
Q2 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
7.92K+ 15.64% |
$705K - $863K
|
58.6K
$7.31M
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
7.9K+ 10.82% |
$704K - $862K
|
80.9K
$10.1M
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
7.9K+ 49.16% |
$703K - $861K
|
24K
$2.99M
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
BUY
|
- |
7.88K+ 30.71% |
$702K - $859K
|
33.5K
$4.19M
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
7.78KNew |
$693K - $849K
|
7.78K
$972K
|
|
Jul 20, 2022
Q2 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
7.76K+ 5.56% |
$691K - $846K
|
147K
$18.4M
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
7.73K+ 181.68% |
$688K - $842K
|
12K
$1.5M
|
|
Jul 22, 2022
Q2 2022
|
Welch & Forbes LLC
|
BUY
|
- |
7.71K+ 39.17% |
$686K - $840K
|
27.4K
$3.42M
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
7.68K+ 20.26% |
$684K - $837K
|
45.6K
$5.69M
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.6K+ 13.27% |
$677K - $828K
|
64.9K
$8.1M
|
|
Aug 02, 2022
Q2 2022
|
American Money Management, LLC
|
BUY
|
- |
7.5K+ 54.72% |
$668K - $817K
|
21.2K
$2.65M
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
7.46K+ 3.59% |
$664K - $814K
|
215K
$26.9M
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
BUY
|
- |
7.36K+ 91.62% |
$655K - $802K
|
15.4K
$1.92M
|
|
Aug 12, 2022
Q2 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
7.35K+ 3.91% |
$654K - $801K
|
195K
$24.4M
|
|
Jul 20, 2022
Q2 2022
|
Cypress Financial Planning LLC
|
BUY
|
- |
7.3KNew |
$649K - $795K
|
7.3K
$911K
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
7.29K+ 52.27% |
$649K - $794K
|
21.2K
$2.65M
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
7.25K+ 8.5% |
$645K - $790K
|
92.5K
$11.6M
|
|
Jul 11, 2022
Q2 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
7.19K+ 8.08% |
$640K - $784K
|
96.3K
$12M
|
|
Aug 09, 2022
Q2 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
7.19KNew |
$640K - $784K
|
7.19K
$898K
|
|
Jul 18, 2022
Q2 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
7.1K+ 6.49% |
$632K - $774K
|
117K
$14.6M
|
|
Aug 08, 2022
Q2 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
7.04K+ 145.38% |
$627K - $768K
|
11.9K
$1.48M
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7.01K+ 9.99% |
$624K - $764K
|
77.1K
$9.63M
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
7.01KNew |
$624K - $764K
|
7.01K
$875K
|
|
Aug 10, 2022
Q2 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
6.93K+ 28.56% |
$617K - $755K
|
31.2K
$3.89M
|
|
Aug 02, 2022
Q2 2022
|
Performa LTD (Us), LLC
|
BUY
|
- |
6.88K+ 83.65% |
$612K - $750K
|
15.1K
$1.89M
|
|
Aug 05, 2022
Q2 2022
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
6.66K+ 16.78% |
$593K - $726K
|
46.3K
$5.79M
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.6K+ 22.1% |
$587K - $719K
|
36.4K
$4.55M
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
6.58KNew |
$586K - $717K
|
6.58K
$822K
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
6.55K+ 0.49% |
$583K - $714K
|
1.34M
$168M
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
6.33K+ 9.61% |
$564K - $690K
|
72.2K
$9.02M
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
6.32KNew |
$563K - $689K
|
6.32K
$790K
|
|
Aug 04, 2022
Q2 2022
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
6.26K+ 22.81% |
$558K - $683K
|
33.7K
$4.21M
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.24K+ 4.43% |
$555K - $680K
|
147K
$18.3M
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
6.22K+ 30.47% |
$554K - $678K
|
26.6K
$3.33M
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
6.22K+ 11.14% |
$554K - $678K
|
62.1K
$7.75M
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
6.12K+ 595.72% |
$545K - $668K
|
7.15K
$893K
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
6.06KNew |
$539K - $660K
|
6.06K
$756K
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
6.05K+ 1.1% |
$538K - $659K
|
555K
$69.3M
|
|
Jul 27, 2022
Q2 2022
|
Curated Wealth Partners LLC
|
BUY
|
- |
6.05KNew |
$538K - $659K
|
6.05K
$755K
|
|
Jul 29, 2022
Q2 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
6.04K+ 19.17% |
$538K - $658K
|
37.5K
$4.69M
|
|
Jul 21, 2022
Q2 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
5.97K+ 0.89% |
$532K - $651K
|
676K
$84.4M
|