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 19, 2022
Q2 2022
|
Twele Capital Management, Inc.
|
SELL
|
- |
-563- 0.29% |
$50.1K - $61.4K
|
192K
$22.7M
|
|
Jul 15, 2022
Q2 2022
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-567- 2.98% |
$50.5K - $61.8K
|
18.4K
$2.18M
|
|
Aug 05, 2022
Q2 2022
|
Univest Financial Corp
|
SELL
|
- |
-567- 1.73% |
$50.5K - $61.8K
|
32.2K
$3.82M
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-568- 93.11% |
$50.6K - $61.9K
|
42
$4.97K
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-571- 6.57% |
$50.8K - $62.3K
|
8.13K
$962K
|
|
Aug 11, 2022
Q2 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-574Closed |
$51.1K - $62.6K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-575- 7.05% |
$51.2K - $62.7K
|
7.58K
$897K
|
|
Jul 20, 2022
Q2 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-585- 4.15% |
$52.1K - $63.8K
|
13.5K
$1.6M
|
|
Jul 27, 2022
Q2 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-587- 2.85% |
$52.3K - $64K
|
20K
$2.37M
|
|
Aug 11, 2022
Q2 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-596- 8.59% |
$53.1K - $65K
|
6.35K
$752K
|
|
Aug 02, 2022
Q2 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-601- 21.48% |
$53.5K - $65.5K
|
2.2K
$260K
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-619- 9.53% |
$55.1K - $67.5K
|
5.88K
$696K
|
|
Aug 12, 2022
Q2 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-621- 0.24% |
$55.3K - $67.7K
|
260K
$30.8M
|
|
Aug 15, 2022
Q2 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-626- 5.76% |
$55.7K - $68.2K
|
10.2K
$1.21M
|
|
Jul 12, 2022
Q2 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-628- 17.31% |
$55.9K - $68.5K
|
3K
$355K
|
|
Jul 21, 2022
Q2 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-630- 9.69% |
$56.1K - $68.7K
|
5.87K
$695K
|
|
Jul 11, 2022
Q2 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-632- 11.01% |
$56.3K - $68.9K
|
5.11K
$605K
|
|
Aug 12, 2022
Q2 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-636- 4.07% |
$56.6K - $69.3K
|
15K
$1.77M
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-646- 0.1% |
$57.5K - $70.4K
|
672K
$79.6M
|
|
Jul 20, 2022
Q2 2022
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-650- 18.36% |
$57.9K - $70.9K
|
2.89K
$342K
|
|
Jul 20, 2023
Q2 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-650- 8.6% |
$57.9K - $70.9K
|
6.91K
$818K
|
|
Aug 11, 2022
Q2 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-660- 18.36% |
$58.8K - $72K
|
2.94K
$348K
|
|
Aug 11, 2022
Q2 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-668- 11.48% |
$59.5K - $72.8K
|
5.15K
$610K
|
|
Jul 22, 2022
Q2 2022
|
Willner & Heller, LLC
|
SELL
|
- |
-681- 14.55% |
$60.6K - $74.2K
|
4K
$474K
|
|
Aug 02, 2022
Q2 2022
|
Congress Asset Management CO
|
SELL
|
- |
-681- 1.96% |
$60.6K - $74.2K
|
34.1K
$4.04M
|
|
Aug 05, 2022
Q2 2022
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-681- 6.84% |
$60.6K - $74.2K
|
9.27K
$1.1M
|
|
Aug 15, 2022
Q2 2022
|
Wit, LLC
District Of Columbia, DC |
SELL
|
- |
-683Closed |
$60.8K - $74.5K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Retirement Planning Group
|
SELL
|
- |
-689- 5.94% |
$61.3K - $75.1K
|
10.9K
$1.29M
|
|
Aug 15, 2022
Q2 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-696- 9.64% |
$62K - $75.9K
|
6.52K
$773K
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
SELL
|
- |
-726- 8.5% |
$64.6K - $79.1K
|
7.82K
$926K
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-735- 10.59% |
$65.4K - $80.1K
|
6.2K
$735K
|
|
Aug 03, 2022
Q2 2022
|
Motive Wealth Advisors
|
SELL
|
- |
-744- 7.63% |
$66.2K - $81.1K
|
9K
$1.07M
|
|
Jul 18, 2022
Q2 2022
|
Farmers Trust CO
|
SELL
|
- |
-745- 2.14% |
$66.3K - $81.2K
|
34.1K
$4.04M
|
|
Aug 10, 2022
Q2 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-759- 2.17% |
$67.6K - $82.7K
|
34.3K
$4.06M
|
|
Aug 02, 2022
Q2 2022
|
ETF Store, Inc.
|
SELL
|
- |
-781- 1.94% |
$69.5K - $85.1K
|
39.5K
$4.67M
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-790- 6.42% |
$70.3K - $86.1K
|
11.5K
$1.36M
|
|
Aug 12, 2022
Q2 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-801- 3.35% |
$71.3K - $87.3K
|
23.1K
$2.74M
|
|
Jul 22, 2022
Q2 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-810- 19.49% |
$72.1K - $88.3K
|
3.35K
$396K
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-814Closed |
$72.5K - $88.7K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-814- 0.3% |
$72.5K - $88.7K
|
273K
$32.4M
|
|
Aug 04, 2022
Q2 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-815- 6.23% |
$72.6K - $88.9K
|
12.3K
$1.45M
|
|
Aug 16, 2022
Q2 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-817- 2.64% |
$72.7K - $89.1K
|
30.2K
$3.57M
|
|
Jul 14, 2022
Q2 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-833- 0.8% |
$74.2K - $90.8K
|
103K
$12.2M
|
|
Aug 15, 2022
Q2 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-846- 2.86% |
$75.3K - $92.2K
|
28.7K
$3.4M
|
|
Aug 11, 2022
Q2 2022
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-851- 3.32% |
$75.8K - $92.8K
|
24.8K
$2.94M
|
|
Jul 28, 2022
Q2 2022
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-857- 1.95% |
$76.3K - $93.4K
|
43.1K
$5.11M
|
|
Jul 18, 2022
Q2 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-860- 20.25% |
$76.6K - $93.8K
|
3.39K
$401K
|
|
Aug 15, 2022
Q2 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-880- 11.83% |
$78.3K - $95.9K
|
6.56K
$777K
|
|
Aug 08, 2022
Q2 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-881- 10.98% |
$78.4K - $96K
|
7.14K
$846K
|
|
Aug 02, 2022
Q2 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-888- 3.39% |
$79.1K - $96.8K
|
25.3K
$3M
|