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 01, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
4.42K+ 20.2% |
$394K - $482K
|
26.3K
$3.32M
|
|
|
Aug 15, 2022
Q2 2022
|
Hackensack Meridian Health, Inc.
Edison, NJ |
BUY
|
- |
4.42KNew |
$393K - $482K
|
4.42K
$557K
|
|
|
Jul 25, 2022
Q2 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
4.42K+ 5.6% |
$393K - $481K
|
83.2K
$10.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.38K+ 4.1% |
$390K - $477K
|
111K
$14M
|
|
|
Jul 11, 2022
Q2 2022
|
American National Bank
|
BUY
|
- |
4.34K+ 159.9% |
$387K - $473K
|
7.06K
$890K
|
|
|
Jul 18, 2022
Q2 2022
|
Well Done, LLC
|
BUY
|
- |
4.29K+ 10.97% |
$382K - $468K
|
43.4K
$5.48M
|
|
|
Aug 01, 2022
Q2 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
4.29K+ 15.23% |
$382K - $467K
|
32.4K
$4.09M
|
|
|
Aug 04, 2022
Q2 2022
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
4.26K+ 3.32% |
$380K - $465K
|
132K
$16.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.26K+ 44.27% |
$379K - $464K
|
13.9K
$1.75M
|
|
|
Jul 13, 2022
Q2 2022
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
4.25K+ 3.44% |
$378K - $463K
|
128K
$16.1M
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.24K+ 174.41% |
$377K - $462K
|
6.67K
$842K
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
4.22K+ 37.31% |
$376K - $460K
|
15.5K
$1.96M
|
|
|
Aug 03, 2022
Q2 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
4.19K+ 46.4% |
$373K - $456K
|
13.2K
$1.67M
|
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
BUY
|
- |
4.18K+ 3.98% |
$372K - $456K
|
109K
$13.8M
|
|
|
Jul 29, 2022
Q2 2022
|
Wealth Architects, LLC
|
BUY
|
- |
4.18K+ 1.09% |
$372K - $455K
|
386K
$48.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
4.16K+ 34.99% |
$370K - $453K
|
16K
$2.02M
|
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
4.14KNew |
$368K - $451K
|
4.14K
$522K
|
|
|
Aug 12, 2022
Q2 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
4.13K+ 0.5% |
$368K - $450K
|
834K
$105M
|
|
|
Aug 11, 2022
Q2 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
4.05K+ 2.64% |
$361K - $442K
|
158K
$19.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
4.03K+ 5.74% |
$359K - $439K
|
74.2K
$9.35M
|
|
|
Aug 12, 2022
Q2 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4.01K+ 0.56% |
$357K - $437K
|
717K
$90.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
3.99K+ 5.74% |
$355K - $435K
|
73.5K
$9.28M
|
|
|
Aug 04, 2022
Q2 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
3.94KNew |
$351K - $429K
|
3.94K
$497K
|
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
3.89K+ 3.1% |
$346K - $424K
|
129K
$16.3M
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.88K+ 74.9% |
$346K - $423K
|
9.07K
$1.14M
|
|
|
Aug 01, 2022
Q2 2022
|
Emerald Advisors, LLC
|
BUY
|
- |
3.84K+ 20.36% |
$342K - $419K
|
22.7K
$2.87M
|
|
|
Jul 25, 2022
Q2 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
3.84K+ 8.53% |
$342K - $419K
|
48.9K
$6.17M
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3.84K+ 2.09% |
$342K - $419K
|
187K
$23.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
3.84K+ 18.24% |
$342K - $418K
|
24.9K
$3.14M
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.83K+ 7.12% |
$341K - $418K
|
57.6K
$7.27M
|
|
|
Jul 15, 2022
Q2 2022
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
3.82K+ 2.44% |
$340K - $417K
|
161K
$20.3M
|
|
|
Aug 10, 2022
Q2 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.8K+ 2.6% |
$338K - $414K
|
150K
$18.9M
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.79K+ 9.83% |
$337K - $413K
|
42.3K
$5.34M
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
3.78K+ 2.64% |
$337K - $412K
|
147K
$18.6M
|
|
|
Jul 25, 2022
Q2 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3.78K+ 106.19% |
$336K - $412K
|
7.33K
$925K
|
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
3.77K+ 0.99% |
$335K - $411K
|
385K
$48.6M
|
|
|
Aug 11, 2022
Q2 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
3.74K+ 11.22% |
$333K - $408K
|
37.1K
$4.68M
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
3.73K+ 12.58% |
$332K - $407K
|
33.4K
$4.21M
|
|
|
Aug 30, 2022
Q2 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
3.71KNew |
$331K - $405K
|
3.71K
$469K
|
|
|
Aug 15, 2022
Q2 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
3.66K+ 24.2% |
$326K - $399K
|
18.8K
$2.37M
|
|
|
Jul 18, 2022
Q2 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
3.58K+ 7.36% |
$319K - $391K
|
52.2K
$6.59M
|
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3.58K+ 443.87% |
$319K - $391K
|
4.39K
$554K
|
|
|
Aug 01, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.57K+ 2.33% |
$318K - $390K
|
157K
$19.8M
|
|
|
Jul 28, 2022
Q2 2022
|
Apexium Financial, LP
|
BUY
|
- |
3.56K+ 20.56% |
$317K - $388K
|
20.9K
$2.63M
|
|
|
Aug 02, 2022
Q2 2022
|
Compton Financial Group, LLC
|
BUY
|
- |
3.55K+ 2.96% |
$316K - $387K
|
124K
$15.6M
|
|
|
Aug 11, 2022
Q2 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
3.53K+ 3.95% |
$314K - $385K
|
92.9K
$11.7M
|
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.49K+ 5.02% |
$310K - $380K
|
72.9K
$9.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
3.47K+ 1.23% |
$309K - $378K
|
286K
$36.1M
|
|
|
Aug 02, 2022
Q2 2022
|
Horizon Wealth Management, LLC
|
BUY
|
- |
3.46K+ 108.26% |
$308K - $377K
|
6.65K
$839K
|
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3.45K+ 1.2% |
$308K - $377K
|
290K
$36.6M
|