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 08, 2022
Q2 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
636+ 2.64% |
$56.6K - $69.3K
|
24.8K
$2.9M
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
632+ 1.85% |
$56.3K - $68.9K
|
34.9K
$4.09M
|
|
|
Aug 03, 2022
Q2 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
629+ 4.69% |
$56K - $68.6K
|
14K
$1.64M
|
|
|
Aug 01, 2022
Q2 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
623+ 2.23% |
$55.5K - $67.9K
|
28.6K
$3.35M
|
|
|
Sep 06, 2022
Q2 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
617+ 1.91% |
$54.9K - $67.3K
|
32.9K
$3.85M
|
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
610+ 5.96% |
$54.3K - $66.5K
|
10.9K
$1.27M
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
605+ 0.66% |
$53.9K - $66K
|
92.9K
$10.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
592+ 0.48% |
$52.7K - $64.5K
|
124K
$14.5M
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
582+ 6.02% |
$51.8K - $63.4K
|
10.2K
$1.2M
|
|
|
Aug 05, 2022
Q2 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
582+ 6.62% |
$51.8K - $63.4K
|
9.37K
$1.1M
|
|
|
Jul 20, 2022
Q2 2022
|
Next Capital Management LLC
|
BUY
|
- |
580+ 2.82% |
$51.6K - $63.2K
|
21.1K
$2.48M
|
|
|
Aug 08, 2022
Q2 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
575+ 5.01% |
$51.2K - $62.7K
|
12.1K
$1.41M
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
571+ 1.34% |
$50.8K - $62.3K
|
43.3K
$5.08M
|
|
|
Aug 04, 2022
Q2 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
571+ 25.8% |
$50.8K - $62.3K
|
2.78K
$326K
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
571+ 8.46% |
$50.8K - $62.3K
|
7.32K
$858K
|
|
|
Jul 29, 2022
Q2 2022
|
Parthenon LLC
|
BUY
|
- |
560+ 1.56% |
$49.9K - $61.1K
|
36.5K
$4.28M
|
|
|
Aug 02, 2022
Q2 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
558+ 16.61% |
$49.7K - $60.8K
|
3.92K
$459K
|
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
557+ 4.19% |
$49.6K - $60.7K
|
13.8K
$1.62M
|
|
|
Jul 26, 2022
Q2 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
555+ 1.15% |
$49.4K - $60.5K
|
49K
$5.74M
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
551+ 2.7% |
$49.1K - $60.1K
|
20.9K
$2.45M
|
|
|
Jul 18, 2022
Q2 2022
|
First National Corp
|
BUY
|
- |
534+ 4.38% |
$47.5K - $58.2K
|
12.7K
$1.49M
|
|
|
Jul 21, 2022
Q2 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
528+ 2.13% |
$47K - $57.6K
|
25.3K
$2.97M
|
|
|
Jul 20, 2022
Q2 2022
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
522+ 1.55% |
$46.5K - $56.9K
|
34.2K
$4.01M
|
|
|
Aug 10, 2022
Q2 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
522+ 14.79% |
$46.5K - $56.9K
|
4.05K
$475K
|
|
|
Jul 29, 2022
Q2 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
520+ 1.11% |
$46.3K - $56.7K
|
47.5K
$5.56M
|
|
|
Jul 27, 2022
Q2 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
518+ 1.73% |
$46.1K - $56.5K
|
30.5K
$3.58M
|
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
512+ 4.2% |
$45.6K - $55.8K
|
12.7K
$1.49M
|
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
510+ 7.71% |
$45.4K - $55.6K
|
7.13K
$835K
|
|
|
Aug 15, 2022
Q2 2022
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
500+ 14.4% |
$44.5K - $54.5K
|
3.97K
$465K
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
491+ 5.16% |
$43.7K - $53.5K
|
10K
$1.17M
|
|
|
Jul 21, 2022
Q2 2022
|
Culbertson A N & CO Inc
|
BUY
|
- |
490+ 7.46% |
$43.6K - $53.4K
|
7.06K
$827K
|
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
489+ 7.87% |
$43.5K - $53.3K
|
6.7K
$785K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
480+ 1.35% |
$42.7K - $52.3K
|
35.9K
$4.21M
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Investments, LLC
|
BUY
|
- |
476+ 9.07% |
$42.4K - $51.9K
|
5.72K
$671K
|
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
467+ 0.59% |
$41.6K - $50.9K
|
79.8K
$9.35M
|
|
|
Jul 14, 2022
Q2 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
450+ 12.66% |
$40.1K - $49.1K
|
4K
$469K
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
449+ 1.49% |
$40K - $48.9K
|
30.6K
$3.58M
|
|
|
Aug 12, 2022
Q2 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
448+ 2.78% |
$39.9K - $48.8K
|
16.6K
$1.94M
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
447+ 0.3% |
$39.8K - $48.7K
|
150K
$17.6M
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
446+ 3.74% |
$39.7K - $48.6K
|
12.4K
$1.45M
|
|
|
Aug 02, 2022
Q2 2022
|
Maple Capital Management, Inc.
|
BUY
|
- |
445+ 6.19% |
$39.6K - $48.5K
|
7.63K
$894K
|
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
439+ 1.62% |
$39.1K - $47.9K
|
27.5K
$3.22M
|
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
438+ 5.78% |
$39K - $47.8K
|
8.02K
$939K
|
|
|
Jul 22, 2022
Q2 2022
|
Congress Park Capital LLC
|
BUY
|
- |
426+ 2.06% |
$37.9K - $46.4K
|
21.1K
$2.48M
|
|
|
Jul 22, 2022
Q2 2022
|
Coastline Trust CO
|
BUY
|
- |
425+ 5.11% |
$37.8K - $46.3K
|
8.74K
$1.02M
|
|
|
Aug 08, 2022
Q2 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
424+ 20.27% |
$37.7K - $46.2K
|
2.52K
$295K
|
|
|
Jul 27, 2022
Q2 2022
|
Altus Wealth Management, LLC
|
BUY
|
- |
413+ 0.85% |
$36.8K - $45K
|
49K
$5.74M
|
|
|
Aug 12, 2022
Q2 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
411+ 14.4% |
$36.6K - $44.8K
|
3.27K
$383K
|
|
|
Jul 21, 2022
Q2 2022
|
Sol Capital Management CO
|
BUY
|
- |
405+ 1.91% |
$36.1K - $44.2K
|
21.6K
$2.53M
|
|
|
Aug 09, 2022
Q2 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
401+ 17.04% |
$35.7K - $43.7K
|
2.75K
$323K
|