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 10, 2022
Q2 2022
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-353- 0.79% |
$31.4K - $38.5K
|
44.2K
$5.24M
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-356- 8.27% |
$31.7K - $38.8K
|
3.95K
$467K
|
|
|
Aug 15, 2022
Q2 2022
|
Vericrest Private Wealth
Newtown, PA |
SELL
|
- |
-357- 1.02% |
$31.8K - $38.9K
|
34.7K
$4.11M
|
|
|
Aug 08, 2022
Q2 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-358- 8.62% |
$31.9K - $39K
|
3.79K
$449K
|
|
|
Aug 08, 2022
Q2 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-361- 9.33% |
$32.1K - $39.4K
|
3.51K
$416K
|
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-368- 3.1% |
$32.8K - $40.1K
|
11.5K
$1.36M
|
|
|
Aug 15, 2022
Q2 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-369- 1.29% |
$32.9K - $40.2K
|
28.2K
$3.34M
|
|
|
Aug 25, 2022
Q2 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-379- 2.1% |
$33.7K - $41.3K
|
17.7K
$2.09M
|
|
|
Aug 09, 2022
Q2 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-380- 0.45% |
$33.8K - $41.4K
|
85K
$10.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-384- 8.57% |
$34.2K - $41.9K
|
4.1K
$485K
|
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-388- 10.69% |
$34.5K - $42.3K
|
3.24K
$384K
|
|
|
Jul 26, 2022
Q2 2022
|
Sepio Capital, LP
|
SELL
|
- |
-398- 1.54% |
$35.4K - $43.4K
|
25.4K
$3.01M
|
|
|
Jul 15, 2022
Q2 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-400- 6.12% |
$35.6K - $43.6K
|
6.14K
$727K
|
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-401- 0.18% |
$35.7K - $43.7K
|
218K
$25.9M
|
|
|
Jul 13, 2022
Q2 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-406- 15.43% |
$36.1K - $44.3K
|
2.23K
$264K
|
|
|
Jul 06, 2022
Q2 2022
|
Wela Strategies, Inc.
|
SELL
|
- |
-410- 1.25% |
$36.5K - $44.7K
|
32.5K
$3.85M
|
|
|
Jan 25, 2023
Q2 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-411- 2.6% |
$36.6K - $44.8K
|
15.4K
$1.82M
|
|
|
Jul 15, 2022
Q2 2022
|
Ars Investment Partners, LLC
|
SELL
|
- |
-421- 13.49% |
$37.5K - $45.9K
|
2.7K
$320K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-423- 0.27% |
$37.7K - $46.1K
|
158K
$18.7M
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-425- 35.9% |
$37.8K - $46.3K
|
759
$89.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-426- 5.0% |
$37.9K - $46.4K
|
8.09K
$958K
|
|
|
Jul 14, 2022
Q2 2022
|
Adviser Investments LLC
|
SELL
|
- |
-431- 8.33% |
$38.4K - $47K
|
4.74K
$562K
|
|
|
Jul 15, 2022
Q2 2022
|
David J Yvars Group
|
SELL
|
- |
-433- 3.43% |
$38.5K - $47.2K
|
12.2K
$1.45M
|
|
|
Jul 27, 2022
Q2 2022
|
Reynolds Investment Management, Inc.
|
SELL
|
- |
-437- 0.52% |
$38.9K - $47.6K
|
84.3K
$9.99M
|
|
|
Aug 12, 2022
Q2 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-437- 2.16% |
$38.9K - $47.6K
|
19.8K
$2.34M
|
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-437- 11.8% |
$38.9K - $47.6K
|
3.27K
$387K
|
|
|
Jul 11, 2022
Q2 2022
|
Peterson Wealth Services
|
SELL
|
- |
-439- 16.35% |
$39.1K - $47.9K
|
2.25K
$266K
|
|
|
Jul 20, 2022
Q2 2022
|
Weaver Consulting Group
|
SELL
|
- |
-441- 14.17% |
$39.3K - $48.1K
|
2.67K
$316K
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-445- 0.45% |
$39.6K - $48.5K
|
98.7K
$11.7M
|
|
|
Jul 25, 2022
Q2 2022
|
Spinnaker Trust
|
SELL
|
- |
-445- 1.19% |
$39.6K - $48.5K
|
36.9K
$4.38M
|
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
SELL
|
- |
-461- 0.85% |
$41K - $50.3K
|
53.7K
$6.36M
|
|
|
Jul 15, 2022
Q2 2022
|
Berkshire Bank
|
SELL
|
- |
-463- 5.65% |
$41.2K - $50.5K
|
7.73K
$916K
|
|
|
Aug 11, 2022
Q2 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-465- 8.9% |
$41.4K - $50.7K
|
4.76K
$564K
|
|
|
Jul 22, 2022
Q2 2022
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-471- 10.24% |
$41.9K - $51.3K
|
4.13K
$489K
|
|
|
Jul 11, 2022
Q2 2022
|
Newton One Investments LLC
|
SELL
|
- |
-485- 1.07% |
$43.2K - $52.9K
|
44.9K
$5.31M
|
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-487- 7.27% |
$43.4K - $53.1K
|
6.21K
$736K
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-488Closed |
$43.4K - $53.2K
|
0
$0
|
|
|
Sep 01, 2023
Q2 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-494- 2.19% |
$44K - $53.9K
|
22K
$2.61M
|
|
|
Jul 11, 2022
Q2 2022
|
Range Financial Group LLC
|
SELL
|
- |
-498- 6.19% |
$44.3K - $54.3K
|
7.55K
$894K
|
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-498- 0.95% |
$44.3K - $54.3K
|
51.8K
$6.13M
|
|
|
Jul 11, 2022
Q2 2022
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-500- 2.51% |
$44.5K - $54.5K
|
19.4K
$2.3M
|
|
|
Jul 12, 2022
Q2 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-500- 1.76% |
$44.5K - $54.5K
|
28K
$3.32M
|
|
|
Aug 11, 2022
Q2 2022
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-509- 1.55% |
$45.3K - $55.5K
|
32.3K
$3.82M
|
|
|
Jul 12, 2022
Q2 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-514- 14.98% |
$45.8K - $56K
|
2.92K
$346K
|
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-516- 2.91% |
$45.9K - $56.3K
|
17.2K
$2.04M
|
|
|
Jul 19, 2022
Q2 2022
|
Ledyard National Bank
|
SELL
|
- |
-517- 9.94% |
$46K - $56.4K
|
4.68K
$555K
|
|
|
Aug 11, 2022
Q2 2022
|
Main Management ETF Advisors, LLC
San Francisco, CA |
SELL
|
- |
-530- 0.2% |
$47.2K - $57.8K
|
259K
$30.6M
|
|
|
Jul 27, 2022
Q2 2022
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-539- 6.97% |
$48K - $58.8K
|
7.19K
$852K
|
|
|
Jul 21, 2022
Q2 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-541- 0.47% |
$48.2K - $59K
|
116K
$13.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-547- 1.13% |
$48.7K - $59.6K
|
47.7K
$5.66M
|