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
|
Tranquility Partners, LLC
|
BUY
|
- |
1.35K+ 6.62% |
$121K - $148K
|
21.8K
$2.58M
|
|
|
Jul 11, 2022
Q2 2022
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
1.34K+ 3.17% |
$119K - $146K
|
43.7K
$5.17M
|
|
|
Jul 18, 2022
Q2 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.33K+ 0.57% |
$118K - $145K
|
234K
$27.7M
|
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
1.33K+ 9.89% |
$118K - $145K
|
14.8K
$1.75M
|
|
|
Aug 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.32K+ 2.35% |
$118K - $144K
|
57.5K
$6.82M
|
|
|
Jul 29, 2022
Q2 2022
|
Daniels&Tansey,Llp
|
BUY
|
- |
1.32K+ 0.69% |
$118K - $144K
|
194K
$22.9M
|
|
|
Jul 13, 2022
Q2 2022
|
Wallington Asset Management, LLC
|
BUY
|
- |
1.31K+ 0.53% |
$117K - $143K
|
247K
$29.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.3K+ 0.61% |
$116K - $142K
|
216K
$25.6M
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.3K+ 25.6% |
$115K - $141K
|
6.36K
$754K
|
|
|
Aug 03, 2022
Q2 2022
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
1.29K+ 1.15% |
$115K - $141K
|
113K
$13.4M
|
|
|
Jul 18, 2022
Q2 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
1.29K+ 6.2% |
$115K - $141K
|
22.1K
$2.61M
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.29K+ 5.5% |
$114K - $140K
|
24.7K
$2.92M
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.28K+ 239.96% |
$114K - $139K
|
1.81K
$215K
|
|
|
Jul 22, 2022
Q2 2022
|
Granite Investment Partners, LLC
|
BUY
|
- |
1.27KNew |
$113K - $138K
|
1.27K
$150K
|
|
|
Jul 21, 2022
Q2 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.27K+ 13.24% |
$113K - $138K
|
10.8K
$1.28M
|
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
BUY
|
- |
1.26K+ 0.58% |
$112K - $138K
|
220K
$26M
|
|
|
Jul 26, 2022
Q2 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.25K+ 9.14% |
$111K - $136K
|
14.9K
$1.77M
|
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1.24K+ 7.53% |
$111K - $136K
|
17.8K
$2.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.24K+ 3.43% |
$110K - $135K
|
37.4K
$4.43M
|
|
|
Jul 12, 2022
Q2 2022
|
Diversified Trust CO
|
BUY
|
- |
1.23K+ 5.27% |
$109K - $134K
|
24.5K
$2.9M
|
|
|
Jul 11, 2022
Q2 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
1.22K+ 5.06% |
$109K - $133K
|
25.3K
$3M
|
|
|
Aug 10, 2022
Q2 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.21K+ 1.0% |
$108K - $132K
|
122K
$14.5M
|
|
|
Aug 03, 2022
Q2 2022
|
Ltg Capital LLC
|
BUY
|
- |
1.18K+ 1.06% |
$105K - $128K
|
113K
$13.3M
|
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.15K+ 1.91% |
$102K - $125K
|
61.3K
$7.26M
|
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.15K+ 3.86% |
$102K - $125K
|
30.8K
$3.65M
|
|
|
Jul 13, 2022
Q2 2022
|
Engrave Wealth Partners LLC
|
BUY
|
- |
1.14K+ 29.93% |
$101K - $124K
|
4.93K
$584K
|
|
|
Aug 11, 2022
Q2 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.13K+ 32.3% |
$101K - $124K
|
4.65K
$550K
|
|
|
Aug 11, 2022
Q2 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.13K+ 0.64% |
$101K - $123K
|
178K
$21.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1.12K+ 9.93% |
$99.9K - $122K
|
12.4K
$1.47M
|
|
|
Aug 11, 2022
Q2 2022
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
1.12K+ 1.58% |
$99.8K - $122K
|
72.2K
$8.55M
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.1K+ 10.75% |
$97.6K - $119K
|
11.3K
$1.34M
|
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.08K+ 334.06% |
$96.1K - $118K
|
1.4K
$166K
|
|
|
Aug 03, 2022
Q2 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
1.07K+ 12.02% |
$95.4K - $117K
|
9.98K
$1.18M
|
|
|
Jul 21, 2022
Q2 2022
|
Welch Group, LLC
|
BUY
|
- |
1.07K+ 26.42% |
$95K - $116K
|
5.11K
$605K
|
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.07K+ 5.97% |
$95K - $116K
|
18.9K
$2.24M
|
|
|
Jul 26, 2022
Q2 2022
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
1.05K+ 36.09% |
$93.7K - $115K
|
3.97K
$470K
|
|
|
Aug 12, 2022
Q2 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.05K+ 15.74% |
$93.6K - $115K
|
7.73K
$916K
|
|
|
Aug 10, 2022
Q2 2022
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.05K+ 0.36% |
$93.1K - $114K
|
295K
$34.9M
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1.01K+ 0.91% |
$90.1K - $110K
|
113K
$13.4M
|
|
|
Aug 08, 2022
Q2 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.01K+ 6.12% |
$89.9K - $110K
|
17.5K
$2.07M
|
|
|
May 09, 2023
Q2 2022
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
1.01K+ 4.03% |
$89.9K - $110K
|
26.1K
$3.09M
|
|
|
Aug 04, 2022
Q2 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
993+ 1.59% |
$88.4K - $108K
|
63.6K
$7.54M
|
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
990+ 7.37% |
$88.1K - $108K
|
14.4K
$1.71M
|
|
|
Jul 13, 2022
Q2 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
983+ 1.04% |
$87.5K - $107K
|
95.5K
$11.3M
|
|
|
Aug 05, 2022
Q2 2022
|
Palisade Asset Management, LLC
|
BUY
|
- |
980+ 20.27% |
$87.2K - $107K
|
5.81K
$689K
|
|
|
Aug 09, 2022
Q2 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
971+ 3.07% |
$86.4K - $106K
|
32.6K
$3.86M
|
|
|
Aug 03, 2022
Q2 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
967+ 10.15% |
$86.1K - $105K
|
10.5K
$1.24M
|
|
|
Jul 28, 2022
Q2 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
957+ 16.3% |
$85.2K - $104K
|
6.83K
$809K
|
|
|
Aug 01, 2022
Q2 2022
|
Argent Capital Management LLC
|
BUY
|
- |
956+ 36.03% |
$85.1K - $104K
|
3.61K
$427K
|
|
|
Jul 19, 2022
Q2 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
955+ 0.8% |
$85K - $104K
|
121K
$14.3M
|