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 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-5.83K- 9.45% |
$519K - $636K
|
55.9K
$6.62M
|
|
|
Aug 11, 2022
Q2 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-5.84K- 5.08% |
$520K - $637K
|
109K
$12.9M
|
|
|
Jul 14, 2022
Q2 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-5.87K- 35.24% |
$523K - $640K
|
10.8K
$1.28M
|
|
|
Aug 15, 2022
Q2 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-5.89K- 1.14% |
$524K - $642K
|
509K
$60.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-5.95K- 45.68% |
$530K - $648K
|
7.07K
$838K
|
|
|
Aug 11, 2022
Q2 2022
|
Q Pula Trading Management LP
New York, NY |
SELL
|
- |
-5.95KClosed |
$530K - $649K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-5.99K- 2.53% |
$533K - $653K
|
231K
$27.4M
|
|
|
Jul 27, 2022
Q2 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-6.03K- 10.5% |
$537K - $657K
|
51.4K
$6.08M
|
|
|
Aug 15, 2022
Q2 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-6.04K- 11.24% |
$538K - $658K
|
47.7K
$5.65M
|
|
|
Jul 11, 2022
Q2 2022
|
Avondale Wealth Management
|
SELL
|
- |
-6.06K- 64.3% |
$540K - $661K
|
3.37K
$399K
|
|
|
Aug 12, 2022
Q2 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-6.23KClosed |
$554K - $679K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-6.26K- 7.32% |
$557K - $682K
|
79.3K
$9.39M
|
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-6.35K- 26.72% |
$565K - $692K
|
17.4K
$2.06M
|
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-6.35K- 26.73% |
$565K - $692K
|
17.4K
$2.06M
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.42K- 1.33% |
$571K - $700K
|
476K
$56.4M
|
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-6.46K- 26.07% |
$575K - $705K
|
18.3K
$2.17M
|
|
|
Nov 15, 2022
Q2 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-6.48K- 36.16% |
$577K - $706K
|
11.4K
$1.35M
|
|
|
Aug 12, 2022
Q2 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-6.53K- 5.55% |
$581K - $712K
|
111K
$13.2M
|
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
SELL
|
- |
-6.54K- 13.27% |
$583K - $713K
|
42.8K
$5.07M
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-6.6K- 5.3% |
$588K - $720K
|
118K
$14M
|
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
SELL
|
- |
-6.73KClosed |
$599K - $734K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-6.86K- 4.25% |
$611K - $748K
|
155K
$18.3M
|
|
|
Aug 03, 2022
Q2 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-6.9K- 20.5% |
$614K - $752K
|
26.8K
$3.17M
|
|
|
Aug 15, 2022
Q2 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-6.92KClosed |
$616K - $754K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-6.96K- 12.6% |
$620K - $759K
|
48.3K
$5.72M
|
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-6.97K- 74.0% |
$620K - $759K
|
2.45K
$290K
|
|
|
Aug 08, 2022
Q2 2022
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-6.99K- 5.31% |
$622K - $762K
|
125K
$14.7M
|
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-7.01K- 1.68% |
$624K - $764K
|
410K
$48.6M
|
|
|
Jul 13, 2022
Q2 2022
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-7.05K- 50.37% |
$627K - $768K
|
6.94K
$822K
|
|
|
Jul 18, 2022
Q2 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-7.2KClosed |
$641K - $785K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-7.22K- 2.95% |
$643K - $787K
|
238K
$28.2M
|
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-7.24K- 1.9% |
$644K - $789K
|
374K
$44.4M
|
|
|
Jul 22, 2022
Q2 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-7.24K- 36.85% |
$645K - $789K
|
12.4K
$1.47M
|
|
|
Jul 27, 2022
Q2 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-7.33K- 3.61% |
$653K - $799K
|
196K
$23.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-7.36K- 6.03% |
$655K - $802K
|
115K
$13.6M
|
|
|
Aug 08, 2022
Q2 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-7.4K- 14.12% |
$659K - $807K
|
45K
$5.33M
|
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-7.44K- 44.41% |
$663K - $811K
|
9.32K
$1.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-7.5KClosed |
$668K - $818K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-7.53KClosed |
$670K - $820K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
SELL
|
- |
-7.53K- 1.28% |
$671K - $821K
|
583K
$69M
|
|
|
Jul 27, 2022
Q2 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-7.54K- 59.23% |
$671K - $822K
|
5.19K
$615K
|
|
|
Jul 29, 2022
Q2 2022
|
Lantz Financial LLC
|
SELL
|
- |
-7.7K- 65.2% |
$686K - $840K
|
4.11K
$487K
|
|
|
Aug 09, 2022
Q2 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-7.75K- 2.73% |
$690K - $844K
|
276K
$32.7M
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-7.81K- 64.68% |
$695K - $851K
|
4.26K
$505K
|
|
|
Aug 02, 2022
Q2 2022
|
Moneywise, Inc.
|
SELL
|
- |
-7.83K- 20.69% |
$697K - $854K
|
30K
$3.56M
|
|
|
Jul 20, 2022
Q2 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-7.92K- 4.82% |
$705K - $864K
|
156K
$18.5M
|
|
|
Aug 26, 2022
Q2 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-7.95K- 46.53% |
$708K - $867K
|
9.13K
$1.08M
|
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-8.03K- 9.83% |
$715K - $875K
|
73.6K
$8.72M
|
|
|
Jul 10, 2024
Q2 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-8.18K- 8.06% |
$728K - $892K
|
93.3K
$11M
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-8.33KClosed |
$741K - $908K
|
0
$0
|