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 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
950+ 5.33% |
$84.6K - $104K
|
18.8K
$2.23M
|
|
|
Aug 10, 2022
Q2 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
922+ 37.85% |
$82.1K - $101K
|
3.36K
$398K
|
|
|
Aug 08, 2022
Q2 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
919+ 4.01% |
$81.8K - $100K
|
23.9K
$2.83M
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
917+ 10.04% |
$81.6K - $100K
|
10K
$1.19M
|
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
901+ 4.04% |
$80.2K - $98.2K
|
23.2K
$2.75M
|
|
|
Jul 15, 2022
Q2 2022
|
Norway Savings Bank
|
BUY
|
- |
879+ 3.6% |
$78.3K - $95.8K
|
25.3K
$2.99M
|
|
|
Jul 15, 2022
Q2 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
874+ 23.28% |
$77.8K - $95.3K
|
4.63K
$548K
|
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
869+ 2.58% |
$77.4K - $94.7K
|
34.6K
$4.1M
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
855+ 10.49% |
$76.1K - $93.2K
|
9.01K
$1.07M
|
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
852+ 10.93% |
$75.9K - $92.9K
|
8.64K
$1.02M
|
|
|
Jul 15, 2022
Q2 2022
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
850+ 6.93% |
$75.7K - $92.7K
|
13.1K
$1.55M
|
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
841+ 7.63% |
$74.9K - $91.7K
|
11.9K
$1.4M
|
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
BUY
|
- |
829+ 25.04% |
$73.8K - $90.4K
|
4.14K
$490K
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
829+ 0.62% |
$73.8K - $90.4K
|
134K
$15.9M
|
|
|
Aug 08, 2022
Q2 2022
|
Tmd Wealth Management, LLC
|
BUY
|
- |
829+ 1.07% |
$73.8K - $90.4K
|
78.1K
$9.25M
|
|
|
Aug 05, 2022
Q2 2022
|
United Bank
|
BUY
|
- |
827+ 3.0% |
$73.6K - $90.2K
|
28.4K
$3.36M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
821+ 6.52% |
$73.1K - $89.5K
|
13.4K
$1.59M
|
|
|
Jul 25, 2022
Q2 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
818+ 1.94% |
$72.8K - $89.2K
|
42.9K
$5.09M
|
|
|
Aug 09, 2022
Q2 2022
|
Camden National Bank
Camden, ME |
BUY
|
- |
815+ 1.3% |
$72.6K - $88.9K
|
63.7K
$7.54M
|
|
|
Jul 27, 2022
Q2 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
803+ 3.78% |
$71.5K - $87.5K
|
22.1K
$2.61M
|
|
|
Jul 29, 2022
Q2 2022
|
Evergreen Advisors, LLC
|
BUY
|
- |
800+ 0.57% |
$71.2K - $87.2K
|
141K
$16.7M
|
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
795+ 0.54% |
$70.8K - $86.7K
|
147K
$17.5M
|
|
|
Jul 29, 2022
Q2 2022
|
Simmons Bank
|
BUY
|
- |
783+ 0.36% |
$69.7K - $85.4K
|
216K
$25.6M
|
|
|
Jul 15, 2022
Q2 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
775+ 24.7% |
$69K - $84.5K
|
3.91K
$463K
|
|
|
Jul 25, 2022
Q2 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
766+ 1.15% |
$68.2K - $83.5K
|
67.4K
$7.98M
|
|
|
Aug 05, 2022
Q2 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
753+ 4.44% |
$67K - $82.1K
|
17.7K
$2.1M
|
|
|
Aug 13, 2024
Q2 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
750+ 1.21% |
$66.8K - $81.8K
|
62.9K
$7.45M
|
|
|
Jul 25, 2022
Q2 2022
|
Foster Group, Inc.
|
BUY
|
- |
748+ 39.49% |
$66.6K - $81.5K
|
2.64K
$313K
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
736+ 0.87% |
$65.5K - $80.2K
|
85.1K
$10.1M
|
|
|
Jul 08, 2022
Q2 2022
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
733+ 3.98% |
$65.3K - $79.9K
|
19.2K
$2.27M
|
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
730+ 10.89% |
$65K - $79.6K
|
7.43K
$880K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
724+ 1.91% |
$64.5K - $78.9K
|
38.7K
$4.59M
|
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
718+ 3.91% |
$63.9K - $78.3K
|
19.1K
$2.26M
|
|
|
Aug 11, 2022
Q2 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
717+ 3.48% |
$63.8K - $78.2K
|
21.3K
$2.53M
|
|
|
Aug 15, 2022
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
712+ 1.13% |
$63.4K - $77.6K
|
63.5K
$7.52M
|
|
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
712+ 1.13% |
$63.4K - $77.6K
|
63.5K
$7.52M
|
|
|
Jul 18, 2022
Q2 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
707+ 0.63% |
$62.9K - $77.1K
|
113K
$13.4M
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
698+ 20.07% |
$62.1K - $76.1K
|
4.18K
$494K
|
|
|
Jul 29, 2022
Q2 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
693+ 1.11% |
$61.7K - $75.6K
|
63K
$7.46M
|
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
693New |
$61.7K - $75.6K
|
693
$82.1K
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
687+ 11.55% |
$61.2K - $74.9K
|
6.64K
$786K
|
|
|
Jul 21, 2022
Q2 2022
|
Darrow Company, Inc.
|
BUY
|
- |
683New |
$60.8K - $74.5K
|
683
$80.9K
|
|
|
Jul 20, 2022
Q2 2022
|
Neumann Capital Management, LLC
|
BUY
|
- |
680+ 0.59% |
$60.5K - $74.1K
|
115K
$13.7M
|
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
679+ 2.0% |
$60.5K - $74K
|
34.7K
$4.11M
|
|
|
Aug 04, 2022
Q2 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
678+ 13.45% |
$60.4K - $73.9K
|
5.72K
$677K
|
|
|
Jul 29, 2022
Q2 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
656+ 2.48% |
$58.4K - $71.5K
|
27.1K
$3.21M
|
|
|
Jul 19, 2022
Q2 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
653+ 2.82% |
$58.1K - $71.2K
|
23.8K
$2.82M
|
|
|
Aug 15, 2022
Q2 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
646+ 8.84% |
$57.5K - $70.4K
|
7.96K
$942K
|
|
|
Aug 02, 2022
Q2 2022
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
640+ 5.92% |
$57K - $69.8K
|
11.5K
$1.36M
|
|
|
Jul 13, 2022
Q2 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
639+ 2.88% |
$56.9K - $69.7K
|
22.8K
$2.71M
|