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 28, 2022
Q2 2022
|
Jsf Financial, LLC
|
BUY
|
- |
3.45K+ 8.59% |
$307K - $376K
|
43.7K
$5.51M
|
|
|
Aug 12, 2022
Q2 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
3.34K+ 10.0% |
$298K - $364K
|
36.8K
$4.64M
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
3.32K+ 1.65% |
$296K - $362K
|
204K
$25.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.32K+ 2.42% |
$296K - $362K
|
141K
$17.8M
|
|
|
Jul 27, 2022
Q2 2022
|
Human Investing LLC
|
BUY
|
- |
3.32K+ 3.45% |
$296K - $362K
|
99.6K
$12.6M
|
|
|
Jul 18, 2022
Q2 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
3.31K+ 8.52% |
$294K - $361K
|
42.1K
$5.32M
|
|
|
Jul 13, 2022
Q2 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
3.3K+ 2.3% |
$294K - $359K
|
147K
$18.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
3.29KNew |
$293K - $359K
|
3.29K
$415K
|
|
|
Aug 12, 2022
Q2 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
3.24K+ 5.44% |
$289K - $354K
|
62.8K
$7.93M
|
|
|
Aug 24, 2022
Q2 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3.15K+ 63.6% |
$280K - $343K
|
8.09K
$1.02M
|
|
|
Jul 22, 2022
Q2 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
3.09K+ 12.92% |
$275K - $336K
|
27K
$3.4M
|
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
3.08K+ 20.49% |
$274K - $336K
|
18.1K
$2.28M
|
|
|
Aug 15, 2022
Q2 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
3.05KNew |
$272K - $333K
|
3.05K
$385K
|
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.04K+ 6.21% |
$270K - $331K
|
51.9K
$6.55M
|
|
|
Aug 11, 2022
Q2 2022
|
Selway Asset Management
Boise, ID |
BUY
|
- |
3KNew |
$267K - $327K
|
3K
$378K
|
|
|
Jul 07, 2022
Q2 2022
|
Boltwood Capital Management
|
BUY
|
- |
2.99K+ 5.69% |
$266K - $326K
|
55.6K
$7.01M
|
|
|
Jul 25, 2022
Q2 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
2.99K+ 1.49% |
$266K - $326K
|
204K
$25.7M
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.97K+ 1.37% |
$264K - $323K
|
219K
$27.6M
|
|
|
Jul 06, 2022
Q2 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.94K+ 2.27% |
$262K - $321K
|
133K
$16.7M
|
|
|
Aug 05, 2022
Q2 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
2.93K+ 3.83% |
$261K - $320K
|
79.4K
$10M
|
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
2.92K+ 45.35% |
$260K - $318K
|
9.35K
$1.18M
|
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
BUY
|
- |
2.91K+ 9.03% |
$259K - $318K
|
35.2K
$4.44M
|
|
|
Jul 25, 2022
Q2 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.91K+ 3.52% |
$259K - $317K
|
85.5K
$10.8M
|
|
|
Jul 13, 2022
Q2 2022
|
Crestmont Private Wealth LLC
|
BUY
|
- |
2.9K+ 5.67% |
$258K - $316K
|
54K
$6.81M
|
|
|
Aug 10, 2022
Q2 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.9K+ 13.58% |
$258K - $316K
|
24.2K
$3.05M
|
|
|
Jul 22, 2022
Q2 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2.88K+ 26.5% |
$257K - $314K
|
13.8K
$1.74M
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.84K+ 0.89% |
$253K - $310K
|
324K
$40.8M
|
|
|
Jul 21, 2022
Q2 2022
|
Capital Advantage, Inc.
|
BUY
|
- |
2.79K+ 1.73% |
$248K - $304K
|
164K
$20.7M
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.78K+ 11.61% |
$248K - $303K
|
26.7K
$3.37M
|
|
|
Sep 06, 2022
Q2 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.76K+ 5.42% |
$245K - $301K
|
53.6K
$6.77M
|
|
|
Aug 09, 2022
Q2 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.72K+ 64.67% |
$242K - $296K
|
6.92K
$872K
|
|
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
2.72K+ 13.39% |
$242K - $296K
|
23K
$2.9M
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
2.67K+ 14.21% |
$238K - $291K
|
21.5K
$2.71M
|
|
|
Aug 15, 2022
Q2 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.64K+ 69.25% |
$235K - $288K
|
6.45K
$814K
|
|
|
Aug 15, 2022
Q2 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2.62K+ 18.78% |
$233K - $286K
|
16.6K
$2.09M
|
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.62K+ 13.43% |
$233K - $285K
|
22.1K
$2.79M
|
|
|
Aug 15, 2022
Q2 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
2.61K+ 2.31% |
$232K - $285K
|
116K
$14.6M
|
|
|
Jul 26, 2022
Q2 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.57K+ 4.83% |
$229K - $280K
|
55.8K
$7.04M
|
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.57K+ 2.48% |
$229K - $280K
|
106K
$13.4M
|
|
|
Aug 08, 2022
Q2 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2.57KNew |
$229K - $280K
|
2.57K
$324K
|
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
2.56K+ 51.89% |
$228K - $279K
|
7.49K
$944K
|
|
|
Aug 02, 2022
Q2 2022
|
Zwj Investment Counsel Inc
|
BUY
|
- |
2.55K+ 28.28% |
$227K - $278K
|
11.6K
$1.46M
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.53K+ 4.57% |
$225K - $276K
|
57.9K
$7.3M
|
|
|
Jul 22, 2022
Q2 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
2.52K+ 4.77% |
$224K - $274K
|
55.3K
$6.97M
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
BUY
|
- |
2.5K+ 6.7% |
$223K - $273K
|
39.8K
$5.02M
|
|
|
Jul 18, 2022
Q2 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
2.48KNew |
$221K - $270K
|
2.48K
$313K
|
|
|
Aug 11, 2022
Q2 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.45K+ 32.89% |
$218K - $267K
|
9.91K
$1.25M
|
|
|
Jul 26, 2022
Q2 2022
|
First Premier Bank
|
BUY
|
- |
2.44K+ 158.75% |
$217K - $266K
|
3.98K
$502K
|
|
|
Jul 19, 2022
Q2 2022
|
Essex Savings Bank
|
BUY
|
- |
2.4K+ 20.14% |
$214K - $262K
|
14.3K
$1.81M
|
|
|
Aug 04, 2022
Q2 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
2.39KNew |
$213K - $260K
|
2.39K
$301K
|